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Weight of Freight: Gas carriers’ ammonia puzzle
Manage episode 440452610 series 3583366
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Ammonia freight is stepping up from traditional smaller gas carriers with a rush of high-tech, very large ammonia carriers (VLACs). Listen to Lisa Assmann, Senior Shipbroker at the Sales & Purchase/Project department at Norwegian shipbroking company Steem1960, which focuses on ammonia projects, Mathias Kyllingstad, Gas Analyst at Steem1960, and Yohanna Pinheiro, Argus Gas Freight Reporter, discuss how the gas carrier markets will evolve in the wake of clean ammonia momentum.
Key topics covered in the podcast:
- Overview of the current seaborne ammonia market trade
- Details of the LPG/ammonia fleet and order book
- Current geopolitical effects on ammonia routes and tonne-mile demand
- Potential freight demand supported by blue and green ammonia projects
- Intersections of the LPG and ammonia freight markets
- Infrastructure challenges for Very Large Ammonia Carriers
- Challenges and opportunities in investing in ammonia freight
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