Capital Link Podcasts - Shipping Master Series

CRUDE TANKERS SECTOR PANEL
Tuesday, December 16, 2025
Moderator: Mr. Jorgen Lian, Head of Shipping Equity Research - DNB Carnegie
Panelists:

Mr. Svein Moxnes Harfjeld, President & CEO - DHT Holdings, Inc. (NYSE: DHT)
Mr. Lars Barstad, CEO - Frontline Management AS (NYSE: FRO) (OSLO: FRO)
Dr. Nikolas P. Tsakos, Founder & CEO - TEN Ltd. (NYSE: TEN)
Mr. Mikkel Seidelin, CCO - Teekay Tankers Ltd. (NYSE: TNK)

The webinar roundtable delivered an in-depth assessment of the crude tanker market, highlighting favorable fundamentals and compelling earnings visibility for investors. Panelists analyzed the key forces shaping the sector, including sanctions-related trade dislocations, tightening fleet supply, and the implications of an aging global tanker fleet. The discussion also addressed how geopolitical developments and evolving trade patterns may influence demand over the medium term. From a capital markets perspective, executives outlined disciplined approaches to fleet management and capital allocation, emphasizing balance sheet strength and liquidity as critical enablers of fleet renewal and long-term value creation.
Capital Link Shipping Sectors Webinar Series - December 2025: Dry Bulk, Container, Crude Tanker, Product Tanker, LNG, LPG Shipping Join the Live (Zoom) Discussions on December 2nd, 10th, 11th, & 16th, 2025.
For more information please visit here: https://capitallink.com/webinars/capital-link-shipping-sectors-webinar-series-december-2025-dry-bulk-container-crude-tanker-product-tanker-lng-lpg-shipping/

LNG SHIPPING SECTOR PANEL
Thursday, December 11, 2025
Moderator: Mr. Michael Webber, CFA, Managing Partner | Energy Infrastructure, Webber Research & Advisory
Panelists:

Mr. Jerry Kalogiratos, CEO - Capital Clean Energy Carriers Corp. (NASDAQ: CCEC)
Mr. Knut Traaholt, CFO - Flex LNG Ltd. (NYSE: FLNG)
Mr. Karl Fredrik Staubo, CEO - Golar LNG (NASDAQ: GLNG)
Mr. Spyros Leoussis, CCO - Maran Gas Maritime Inc.

The webinar explored LNG market trends and opportunities, with panelists discussing production forecasts, shipping demand, and market dynamics. The discussion covered various aspects including LNG carrier supply and demand, pricing impacts, and geopolitical risks affecting the industry. The panel also addressed new building prices, shipyard availability, and the future of LNG shipping infrastructure, while touching on speculative ordering and U.S.-flagged vessel challenges.
Capital Link Shipping Sectors Webinar Series - December 2025 Dry Bulk, Container, Crude Tanker, Product Tanker, LNG, LPG Shipping Join the Live (Zoom) Discussions on December 2nd, 10th, 11th, & 16th, 2025
More information please visit here: https://capitallink.com/webinars/capital-link-shipping-sectors-webinar-series-december-2025-dry-bulk-container-crude-tanker-product-tanker-lng-lpg-shipping/