The Lloyd’s List Podcast: Talking tanker turbulence with Jonathan Chappell
A low orderbook never saved a market – you need demand to recover. Oil needs to return to pre-pandemic levels before you can recalibrate the supply demand of the fleet and think about a more sustainable upturn, so says veteran equity analyst Jonathan Chappell from Evercore. He talks tankers with Lloyd’s List Editor Richard Meade this week, and sets out his forecast to 2022.