The Shipbrokers Podcast, brought to you by Gibson Shipbrokers, brings you broker driven analysis and expert-led conversations from the ever-changing world of shipping and trade. Produced in-house at our headquarters in London, this podcast delivers timely analysis of the events shaping freight markets.
From shifting geopolitics to market swings, if it’s moving the market, we’re talking about it.
Macro Issues, Micro Solutions: Making American Maritime Great Again with Ryan Lynch
Seven weeks before the US-China maritime trade truce expires, American shipbuilding policy is at a crossroads. Richard Matthews sits down with Ryan Lynch, Managing Partner of Maritime Opportunity Investment Corp, to ask what comes after Section 301 and whether the rules that stunned shipping last year are about to do it again. Lynch's answer: everyone was watching the wrong statute. The port fees that made headlines were never the full story. The real leverage sits in a dormant provision a pr...
20 Aug 2026
Straight Outta Hormuz with Vortexa's David Wech
Six months into the Middle East war, oil has barely moved. Richard Matthews asks Vortexa Chief Economist David Wech the obvious question: why so calm and how long can it last? Wech's answer is that everyone has been watching the wrong chokepoint. Hormuz was never the real story, and the numbers underneath the headline price look very different from the numbers on the screen. Diesel, inventories, and a European winter he's genuinely worried about. Listen for the full picture, including why he ...
22 Jul 2026
Maritime risk in the 21st century with Ambrey's Nick Maddalena & Robert Peters
In one of the most turbulent weeks in recent maritime history, Richard Matthews sits down with Nick Maddalena, Managing Director of Ambrey Global Specialty, and Robert Peters, Director of Risk Analytics at Ambrey, to unpack an unprecedented convergence of maritime threats. With tankers struck in the Middle East, a new Houthi maritime blockade targeting Saudi Arabia, Somali pirates hijacking vessels, and ongoing attacks in the Black Sea the experts at Ambrey break down what's driving the crisi...
1 Jul 2026
2026 Half Time Report: Hormuz, Havoc and High Rates
Host Richard Matthews is joined by Lindsay Hunting (Head of Tanker Projects), Gerrit Stricker (Head of LNG), Sen Raviraj (Lead LPG Analyst) and Dan Gifford (Head of Newbuildings) to review a turbulent first half of 2026. From geopolitical disruption and freight market swings to changing trade flows and record vessel ordering, the panel explores the key forces shaping shipping markets and the outlook for the months ahead. 00:31 2026 Chaos Overview 01:54 Tanker Talk Begins 04:18 Clean vs Dirt...
19 May 2026
Regional Rivalries: Navigating the Modern Middle East with Sean Mathews
Host Richard Matthews speaks with journalist Sean Matthews on the risk of a “no war, no peace” standoff in the Strait of Hormuz, as US and Iranian tensions simmer below open conflict. They unpack how Gulf states are navigating the pressure, from Qatar’s cautious diplomacy to the UAE’s exposed trade position and Saudi Arabia’s strategic balancing act, alongside rising regional rivalries, proxy conflicts, and a shifting post-American order. About Sean Matthews Covering a wide swath of the Midd...
28 Apr 2026
Tanker Turmoil: All Eyes on Iran
Ed Romer-Lee, Lindsay Hunting and Richard Matthews of EA Gibson break down the unfolding Middle East crisis and the extraordinary strain it is placing on global tanker and energy markets, from disrupted oil flows and regional supply shortages to extreme freight volatility and rapidly shifting trade routes. They explore how multiple pressures are colliding at once, including Red Sea disruption, Panama delays and the closure of key chokepoints, creating a level of dislocation few in the industr...
25 Mar 2026
A Classic Combination: Talking Dual-Purpose Carriers with Engebret Dahm
Richard Matthews speaks with Engebret Dahm, CEO of Klaveness Combination Carriers, about the rise, fall, and resurgence of tanker/dry-bulk “two-in-one” vessels. Once prominent between the 1970s and 1990s, these ships declined due to stricter safety and vetting standards following major incidents, cargo history limitations, higher complexity and capital costs, and poor economics in an era of low fuel prices. Dahm outlines Klaveness’ journey and current fleet - 17 vessels, expanding to 19 acros...
27 Feb 2026
Shipbuilding in a Supercycle with Dan Gifford
Richard Matthews interviews Dan Gifford on the newbuildings market, which remains very strong—especially tankers—with a major VLCC and Suezmax ordering wave (nearly 40 VLCCs ordered so far this year and more in the pipeline). They explain that newbuild prices are being supported by historically high modern secondhand values, limited ships for sale, tight shipyard capacity (Korean yards booked up to 3.5 years forward), and ongoing equipment bottlenecks such as main engines. Dan expects p...
6 Feb 2026
AI Incoming: Digital development in Shipbroking and Chartering with Ioannis Martinos
In this episode of the Shipbrokers Podcast, Richard Matthews, Head of Research at Gibson, delves into the impact of technology and AI on shipbroking and chartering. Joined by Ioannis Martinos, founder of Signal Group, the discussion covers the evolving role of technology in the industry, the successful launch of Signal's innovative chartering products, and the recent acquisition of AXS Marine. Ioannis shares insights on leveraging technology for commercial advantage, integrating customer feed...
16 Jan 2026
Hell of a Start to 2026 - Gibson's Tanker and LPG views with Ed Romer-Lee and Senthuran Raviraj
In the first episode of 2026, Richard Matthews delves into the chaotic geopolitical landscape and its impact on the tanker and LPG market, joined by guests Ed Romer-Lee and Sen Raviraj from Gibson Shipbrokers The podcast discusses recent events, including the US capture of Venezuelan President Nicholas Maduro, ongoing tensions in Ukraine and Iran, and potential implications on China’s strategy towards Taiwan. The group analyse how these geopolitical developments are affecting crude and LPG tr...
11 Nov 2025
Oil Demand Delusions with Neil Atkinson
In this episode of the Shipbrokers Podcast, hosted by Richard Matthews, head of research at Gibson Ship Brokers, Neil Atkinson, an independent energy analyst, discusses the complexities of oil demand forecasts. They explore why predictions for the oil market vary significantly among institutions like the IEA and OPEC.. Atkinson emphasises the resilience of oil demand due to ongoing developments in regions like Africa and Southeast Asia, where economic growth and rising popul...
21 Oct 2025
Behind the Scenes - Exploring the World of Ship Recycling
In this episode of The Shipbrokers Podcast, host Richard Matthews talks with Anuj Gosalia, an S&P Broker from the Mumbai office at Gibson Shipbrokers, who specialises in sourcing vessels for recycling. Anuj shares his journey from a small town known for ship recycling to becoming a key player in the ship recycling market. They discuss the evolution and processes of ship recycling, the impacts of environmental regulations like the Hong Kong Convention, and the future outlook for the recycl...
30 Sept 2025
Is Hydrogen a Hoax?
In this episode of The Shipbrokers Podcast, Richard Matthews, head of research at Gibson Shipbrokers, interviews Paul Martin, a chemical engineer and independent consultant from Spitfire Research. They delve into the hydrogen and ammonia markets, discussing the misconceptions about hydrogen as a fuel, its inefficiencies, and the challenges in transporting it. Paul explains why hydrogen, largely derived from fossil fuels, is not a feasible long-term fuel source compared to electric...
9 Sept 2025
Navigating Arbs and Freight Dynamics with Michael Ryan
In this episode of the Shipbrokers Podcast, brought to you by Gibson Shipbrokers, Richard Matthews speaks to freight analyst Michael Ryan of Sparta Commodities to break down arbitrages in the shipping and commodities trading scene. The conversation covers the concept of arbitrage, traditional and emerging Arbs, and how market factors like geopolitical activities and seasonal demand affect these opportunities. Michael also shares insights on the impact of geopolitical events like the war in Uk...
19 Aug 2025
Ship Finance: What's Hot and, What's Not with Richard Moore
In this episode of the Shipbrokers Podcast, hosted by Richard Matthews, the focus is on the evolving landscape of ship finance. Guest Richard Moore, director of EA Gibson Capital, shares his extensive experience in shipping and finance, detailing the formation of EA Gibson Capital and its offerings. The discussion covers current trends in ship financing, including the rise of green financing, alternative financing, and the role of Asian banks. It also examines the impact of US pol...
22 Jul 2025
Crude Complexity: Sanctions and the Dark Fleet with Leigh Hansson
Crude Complexity: Sanctions and the Dark Fleet with Leigh Hansson of Reed Smith on The Shipbrokers Podcast In this episode of The Shipbrokers Podcast, Richard Matthews, Head of Research at Gibson Shipbrokers, interviews Leigh Hansson, a sanctions and export controls expert and partner at Reed Smith. The discussion covers the evolving sanctions landscape, particularly focusing on the increased complexities since 2022, US sanctions on Iran, EU and UK sanctions pressures on Russia, and the impli...
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