This session adopts an optimistic stance from the outset and looks at a theoretical life after recent conflict.
With a possible light at the end of the Russia – Ukraine conflict starting to flicker, the dark fleet’s expiry date is coming into focus. It’s an ageing fleet servicing a sanction-swerving market and a large percentage of it should already be feeling the oxy torch heat. When that fleet moves back to something resembling post-war quality, what will the impact of asset movement be? How long will the ageing fleet have left? What do higher rates on those trade routes mean for charterers? And which regional financiers will be able to step up to the demand for new and/or used fleet finance?