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.

See omnystudio.com/listener for privacy information.