Capital Link Podcasts - Shipping Master Series

Deep Dive: Navigator Gas Recent Developments, Capital Allocation & The Petrochemical Gas Outlook

Tuesday, September 2, 2025

Featuring:

Mads Peter Zacho, Chief Executive Officer, Navigator Gas (NYSE: NVGS)

Jostein Aschjem, Shipping Equity Research Analyst, DNB Carnegie

Mads Peter Zacho, CEO of Navigator Holdings, discusses with Jostein Aschjem, Shipping Equity Research Analyst at DNB Carnegie, the company's second-quarter highlights, third-quarter outlook, and market developments during Capital Link's Deep Dive webinar series. The discussion also covered various geopolitical events that impacted Navigator's operations, including port fee discussions, US-China tariff war, and export licensing restrictions. Mr. Zacho highlighted Navigator Gas's unique position as a leader in the handy-sized gas tanker segment, its diverse cargo capabilities, and the commercial synergies between its shipping fleet and terminal assets.

He emphasized the stability of Navigator's cash flows, its market leadership, and the resilience provided by its diversified portfolio, which includes both shipping and terminal operations. NVGS's strategic initiatives, which include a joint venture with Amon for ammonia vessels, fleet optimization efforts, and financial strategy, all underscore the CEO's confidence in the company's future performance and market position.

About NVGS: Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) is the owner and operator of the world’s largest fleet of handysize liquefied gas carriers and a global leader in the seaborne transportation services of petrochemical gases, such as ethylene and ethane, liquefied petroleum gas (“LPG”) and ammonia and owns a 50% share, through a joint venture, in an ethylene export marine terminal at Morgan’s Point, Texas on the Houston Ship Channel, USA. Navigator Gas’ fleet consists of 58 semi- or fully-refrigerated liquefied gas carriers, 27 of which are ethylene and ethane capable. The Company plays a vital role in the liquefied gas supply chain for energy companies, industrial consumers and commodity traders, with its sophisticated vessels providing an efficient and reliable ‘floating pipeline’ between the parties, connecting the world today, creating a sustainable tomorrow. Navigator Gas’ common stock trades on the New York Stock Exchange under the symbol “NVGS”.

About Deep Dives Webinar Series: This series is an In-Depth discussion between an analyst & a publicly listed shipping company on the company and sector. For more information visit: https://capitallinkshipping.com/capital-link-deep-dives/

Deep Dive Into: MPC Container Ships & The Containers Shipping Sector

Tuesday, May 27, 2025

Featuring:

Mr. Moritz Fuhrmann, Co-CEO & CFO, MPC Container Ships ASA (NO:MPCC)

Mr. August Klemp, Equity Analyst, Pareto Securities SA

In this discussion, August welcomes Moritz for a conversation focusing on the company's future vision, including plans for fleet expansion, investment strategy, and the goal of maintaining a leading position in the feeder segment while fostering strategic partnerships and ensuring long-term shareholder value. They also examine the broader market context, analyzing the impact of U.S. tariffs on the container shipping sector and MPC Container Ships’ strategic positioning. Moritz highlights the company’s conservative chartering approach and its ability to adapt to evolving trade patterns and potential regulatory changes.

About MPC: MPC Container Ships ASA (ticker code "MPCC") is a leading container tonnage provider focusing on small to mid-size container ships. Its main activity is to own and operate a portfolio of container ships serving intra-regional trade lanes on fixed-rate charters. The Company is registered and has its business office in Oslo, Norway. For more information, please visit www.mpc-container.com.

Capital Link Shipping Webinars - For more information: http://webinars.capitallink.com