Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube.

00:00 - Intro

02:30 - Peak Oil When?

07:10 - Too Much Oil In The Market Now?

09:40 - OPEC Decisions (Market Share Vs Price)

15:20 - Geopolitics (Black Sea, Middle East)

21:47 - Frontline Investment Case

37:10 - Price Taker VS Price Maker In Shipping

44:20 - Bull And Bear Case For Tankers 2026

56:40 - Leadership, Culture And Mindset

1:03:15 - AI In Shipping

1:06:30 - How To Build A Career?

1:10:50 - Read FT, And Book Recommendations

1:12:55 - Final Reflections

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

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#198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026