Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast Bloomberg Intelligence senior freight transportation and logistics analyst Lee Klaskow hosts a panel with Fredrik Dybwad of Fearnley Securities and Kristoffer Barth Skeie of Arctic Securities. The analysts discuss rates, trade tensions, emissions goals, order books and their top investment ideas across the global marine shipping industry. The panel was recorded at a Bloomberg Intelligence event during London International Shipping Week on Sept. 16.

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Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for both markets. Tanker demand looks promising on increased production from OPEC+ and the backpedaling of various US regions’ environmental and emissions regulations. The supply picture also appears more supportive for dry bulkers, with steadily rising port congestion and about 20% of operational vessels nearing 15-year inspections. We also discuss USTR fees, emissions and supply-demand dynamics.

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South American markets and their emerging economies are giving logistics companies growth opportunities through near-shoring, free-trade zones and rising bulk-export demand. In this Talking Transports podcast, Morten Johansen, DP World Americas’ executive vice president and chief operating officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how the company is positioned to benefit as an end-to-end logistics provider in the region. Many ports in South America are operating at high utilization rates, which could accelerate automation and expansion initiatives. Johansen also talks about expansion opportunities in the Dominican Republic and Brazil, building out its freight-forwarding and contract logistics businesses and how 2026 might shape up.

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