Peter Sand
Chief analyst at the ocean intelligence platform Suneta who discusses the Houthi ceasefire announcement, risks to Red Sea transits and impacts on global shipping and freight rates.
Best podcasts with Peter Sand
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Oct 8, 2025 • 30min
The Supply Chain Poker Game: Who Wins in 2026? With Peter Sand of Xeneta
In this engaging discussion, Peter Sand, Chief Analyst at Xeneta, dives into the transformative power of data in shipping. He shares insights on navigating market volatility and the industry's shift to index-linked contracts for improved transparency. Peter also discusses the implications of geopolitical issues and overcapacity on future demand, specifically projecting trends for 2026. Unpacking strategies for risk management in tender cycles, he emphasizes the need for a trustworthy, data-driven culture in logistics. Plus, hear his favorite port and career dreams!
Dec 16, 2025 • 1h 1min
Cykliske shippingaktier på rette kurs? Sådan ser eksperterne på udvikling af søfragt
I denne samtale møder vi Peter Sand, chefanalytiker hos Xeneta, specialiseret i markedintelligens for shipping, og Lau Svenssen, analytiker med fokus på aktiemarkeder. De dykker ned i containerrederiernes fremtid, herunder efterspørgselsvækst frem mod 2026 og muligheder i miljøvenlige brændstoffer. Emner som handelskrige, kapacitetsudfordringer og hvordan Mærsk navigerer i et konkurrencemæssigt miljø bliver også diskuteret. Gæsterne vurderer, hvordan investeringer i shippingaktier kan se ud i de kommende år.
