Michael Fahy
Market commentator focusing on maritime operations and logistics who discussed rerouting, insurance, air freight and LNG impacts during the episode.
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Mar 13, 2026 • 24min
The Middle East, shipping & energy prices: The Companies & Markets Show
Julian Hofmann, market analyst on sector reactions and retail investor behaviour. Michael Fahy, maritime commentator on rerouting, insurance and LNG risks. Valeria Martinez, shipping journalist on Clarkson results and outlook. They discuss shipping disruptions and rerouting, insurance and security limits, LNG and fertilizer risks, and immediate moves in energy and market positioning.
