Sep 29, 2026 · 24 min · 11 segments
Shipping Matters is back after the summer break! In this episode, Michael Mervyn-Jones is joined by brand-new co-host Jasmin Mehrad as they discuss the key takeaways from September’s SSY Monthly…
Michael Mervyn-JonesHostNow, many of our listeners have been away for the last couple of months.
So in mid-June this summer, the US and Iran, they signed an arrangement, not an agreement, not a peace deal.
It was based on a 60-day arrangement, and it worked because we saw flows through Hormuz roughly tripled from 2.3 to about 6.1 million sparrows per day.
On 11th of September, Saudi Arabia shut its east-west pipeline, which was one of the routes bypassing the strait.
A large product tanker, for example, from Gulf to Japan more than doubled over the same stretch.
And dry bulk, because I guess that's one of the ones that I think has really flown under the radar purely because the headlines have been tankers, tankers, tankers.
We have been forgetting a bit about dry bulk, but it actually had its best summer in five years.
Now, many of our listeners have been away for the last couple of months.
So in mid-June this summer, the US and Iran, they signed an arrangement, not an agreement, not a peace deal.
It was based on a 60-day arrangement, and it worked because we saw flows through Hormuz roughly tripled from 2.3 to about 6.1 million sparrows per day.
On 11th of September, Saudi Arabia shut its east-west pipeline, which was one of the routes bypassing the strait.
A large product tanker, for example, from Gulf to Japan more than doubled over the same stretch.
And dry bulk, because I guess that's one of the ones that I think has really flown under the radar purely because the headlines have been tankers, tankers, tankers.
We have been forgetting a bit about dry bulk, but it actually had its best summer in five years.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.
