We spoke with J Mintzmyer about the shipping sector in June, when sentiment was at a low. There's been quite a turn since then, and after another Marine Money event we speak with him about what's changed and where investors' focus is. ESG (Environmental, Social, and Corporate Governance) investing was a major topic, but as a positive driver for the sector in the way that IMO 2020 has been, rather than as a problem. You can read J's full write-up of the conference here.
Topics Covered

2:00 minute mark - The turnaround in shipping sector sentiment and optimism over pending regulations

5:00 - Shipping companies role in innovation

8:00 - Divestment pressure and the Poseidon Principles

14:00 - IMO 2020's impact and what it means for future regulations

20:00 - Consolidation in the sector

25:30 - LNG as a bridge fuel - yea or nay?

29:00 - Names that stood out - Star Bulk Carriers (SBLK), Dorian LPG (LPG), and Scorpio Tankers (STNG)


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