Forward Guidance

The Global Shipping Crisis Is Not Over | Sal Mercogliano

Aug 25, 2022
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Bulk Trade: A Growing Sector in Shipping
04:20 • 5min
3
The Fall of Container Shipping Rates
09:22 • 4min
4
The Current Health of the Shipping Market
12:54 • 2min
5
The Importance of Long-Term Investments in Shipping
15:15 • 4min
6
The Importance of Investing in Shipping Companies
19:08 • 3min
7
The Importance of Containerships
22:12 • 3min
8
The Future of Liquid Gas Ships
24:42 • 2min
9
The Decline in the Price of Tankers
26:30 • 4min
10
The Growth of LNG in Europe
30:04 • 3min
11
The Mid-Cycle Slowdown in Shipping Rates
33:31 • 5min
12
The Importance of Container Rates in the Economy
38:21 • 2min
13
The Future of Shipping
40:20 • 3min
14
The Importance of Reliability in Shipping
43:20 • 2min
15
The Cost of Shipping in the Global Container Freight Index
44:51 • 3min
16
The Importance of Leasing Ships
47:33 • 3min
17
The Diversification of Ocean Freight Companies
50:57 • 3min
18
The Cruise Line's Future: A Critical Error
54:05 • 2min
19
Carnival Royal Caribbean and Norwegian Cruise Lines: A Restructuring
55:36 • 3min
20
Norwegian Cruise Lines' Debt Problems
58:46 • 2min
21
The Future of Ocean Shipping
01:00:51 • 2min
22
The Future of the Container Market
01:03:09 • 4min
23
The Challenges for Crude Oil Carriers
01:06:57 • 2min
24
The Importance of Seasonality in Oil Prices
01:08:31 • 4min
25
How to Invest in Shipping
01:12:04 • 4min
26
The Importance of Shipping
01:15:47 • 2min
27
The Most Common Misconception About Ocean Shipping
01:18:01 • 4min