The Lloyd’s List Podcast: LNG’s bull run, the 2020 game changer and why shipping’s corporate governance scorecard is improving
Wells Fargo lead analyst Michael Webber has been named shipping’s top equity analyst by Institutional Investor magazine for the fourth straight year. He joins Lloyd’s List Editor Richard Meade on this week’s podcast to talk LNG and why the market is looking positive for another few years at least; the IMO 2020 game changer and why corporate governance in shipping is improving, albeit slower than we would like
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LNG carrier rates are now entering levels not seen since the post-Fukushima era, so it’s perhaps no wonder that the equities analysts are getting excited. Wells Fargo’s Michael Webber is certainly among the bulls when it comes to gas, but he’s also concerned about the impact of the 2020 sulphur cap, where he sees several as yet unanswered questions for the market to contend with.
Fresh from collecting his fourth consecutive award for being shipping’s top equity analyst, Michael joins Richard Meade on the podcast this week to talk through his views on the market dynamics shaping shipping’s fortunes and why nobody is ever going to thank you for producing an annual ranking in the maritime sector.
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