Quo Vadis?

Agenda

• Are we moving into an era of decreased trade tensions and softer regionalism and protectionism or do we still expect a continuing rise of these phenomena as we have experienced over the recent past ?
• Will we experience the perfect "trifecta" this year and into 2022/2023 with all major commodity shipping  (dry, energy, container) going into significant up cycles ?
• If we agree that the "trifecta" is indeed coming is this a combined result of tonnage supply, commodity inflation and post Covid-19 euphoria ? And, if so, will there be new trade patterns, new infrastructure investment and what do we need to do to protect the roaring 2020's... ?
• Are the politics of Climate change and the discussion of dual fuel vessels and new technology alternative fuel vessels clouding our judgement and pushing us into investments that are not sustainable ?
• Is there money out there to fund a rising market, both on the commodity trade side but also on the transportation side ?
• Risk management vs. the entrepreneirial spirit vs. regulation vs. politics vs. technoligical breakthrough...., too many fronts to fight ?

‍