About this episode

Pankaj Khanna discusses the shipping industry's role in global trade and its economic implications.

Shipping fascinates me. The industry usually quietly carries approximately 80% of all internationally traded good. Tankers reach 400m long and carry loads of $200m+ worth of oil. But the best part of it is the 4D multi-year chess game played across the globe, by an industry that can be as profitable as it is cyclical. Watch it on YouTube or listen on the Substack player or every podcast app . Key topics discussed * The math behind 30% returns on $140M assets. * Managing risk in a highly cyclical, capex-heavy industry. * Why Japan and China are rebuilding global oil storage. * The "one-stop shop" model for financial investors in shipping (the Uber of Shipping). Summary Pankaj Khanna, CEO of Nasdaq-listed Heidmar, discusses how shipping and freight underpin the global economy, focusing on oil tanker markets. He shares his path from an Indian merchant navy cadet to CEO and 45% owner, and explains Heidmar’s growth since 2019 from six ships and six people to managing 65 vessels across six global offices with 65 staff. Heidmar is a non-asset-owning, debt-free, “one-stop shop” providing ship acquisition support, financing and corporate setup, technical management (crews, SMS), and…

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