Peter's questions to BW LPG Ltd (BWLP) leadership • Q1 2025
Question
Peter asked if the current trend of shipowners capturing a more appropriate share of the arbitrage profit from terminals is expected to continue.
Answer
CEO Kristian Sørensen characterized the situation as a daily "arm wrestling" match where shipping's leverage depends on vessel supply and demand. He expressed optimism for the near term, citing minimal VLGC fleet growth and expanding U.S. exports as factors that should keep the supply-demand balance in shipowners' favor.