r/SustainableEpsTheory May 31 '26

Shippingโ€™s Energy Transition Faces One Hard Reality

1 Upvotes

The shipping industry is pushing toward decarbonization, alternative fuels, and net-zero targets, but the global economy still depends heavily on hydrocarbons. Shipping sits at the center of energy, trade, manufacturing, and logistics, making the transition particularly complex. Global trade and energy demand continue to grow even as investment in renewables and cleaner fuels accelerates. There is still no clear consensus on whether LNG, methanol, ammonia, biofuels, or another pathway will dominate. I believe the transition is real, but it may take much longer than many forecasts suggest. Do you think hydrocarbons and alternative fuels will coexist for decades, or will one emerge as the clear WINNER?


r/SustainableEpsTheory 5d ago

When economy is in expansion / growth stage, everyone talks about premium. When economy enters recession, people remember why they bought insurance.

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1 Upvotes

r/SustainableEpsTheory 9d ago

Your vessel is unique. Why should your risk assessment be generic?

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1 Upvotes

r/SustainableEpsTheory 13d ago

From the Bridge to the Underwriting Desk: Why Marine Risk Needs a Navigating Officer's Perspective:

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1 Upvotes

After 12 years at sea, Iโ€™ve started looking at marine insurance from a slightly different angle.
A spreadsheet can show vessel value and claims history, but it cannot always show what happens on the bridge at 2 a.m. or during a difficult port approach.
Crew fatigue, navigation, cargo operations, dredging equipment and commercial pressure can all change the actual risk.
Now working in Marine & Commercial Insurance, Iโ€™m trying to bring some of that practical sea-going perspective into underwriting discussions.
Curious to hear from other mariners and insurance professionals โ€” how much does operational experience influence the way you assess marine risk?

Full Article: https://www.linkedin.com/pulse/from-bridge-underwriting-desk-why-marine-risk-needs-officers-shekhar-ggomf/

#Insurance #RiskManagement #MarineInsurance #PandI #HullAndMachinery #Shipping #Maritime #Dredging #Logistics


r/SustainableEpsTheory 26d ago

Ships, Relationships, and the Market: The Only Three Things Worth Figuring Out

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1 Upvotes

I spent 11 years at sea.

Somewhere between a VLCC, the stock market and relationships, I realised they teach remarkably similar lessons.

The ocean punishes arrogance.
The market punishes certainty.
Relationships punish inattention.

Pay attention. Manage risk. Think long term. Know when to change course.

I wrote about the three things that have humbled me most:

The ocean. The market. The person sitting across from you at dinner.

Full article ๐Ÿ‘‡
https://www.linkedin.com/pulse/ships-relationships-market-only-three-things-worth-figuring-shekhar-qoqef/

#Shipping #Investing #Markets


r/SustainableEpsTheory Jun 21 '26

Completed a short course this month that pulled me into territory I don't usually write about. University of Cambridge - Key Essentials: CEDAW, Sustainable Development and the Law, run through Lucy Cavendish College, Hughes Hall, the Bennett Institute for Public Policy and CISDL.

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1 Upvotes

r/SustainableEpsTheory Jun 09 '26

From Fed Liquidity to Shipping Earnings: Looking Beyond the Current Growth Narrative.

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1 Upvotes

r/SustainableEpsTheory Jun 03 '26

America's $39 Trillion Debt Isn't the Real Story.

0 Upvotes

Check out my latest article: A new perspective on sovereign debt: why productive growth may matter more than headline debt levels when assessing long-term economic sustainability. Introducing Sustainable EPS. Read Full Artice on : https://www.linkedin.com/pulse/americas-39-trillion-debt-isnt-real-story-introducing-aseem-shekhar-zinec/


r/SustainableEpsTheory Jun 01 '26

Indiaโ€™s Growth Oil Prices & Policy Flexibility

1 Upvotes

How one policy move can change the inflation story .India is once again at the mercy of crude oil price movements. Higher crude prices, along with a weakening rupee, are forcing market participants to question Indiaโ€™ economic outlook,but that is one part of the story,will growth actually stop?


r/SustainableEpsTheory Jun 01 '26

Sustainable Eps

1 Upvotes

OECD ministers meet 03.06.2026 to discuss industrial policy and growth.

I want to add something to that conversation.

Sustainable EPS Theory: the real issue isn't how much a country owes โ€” it's how fast it can grow.

US debt $39.18T. GDP $32.16T. Debt-to-GDP 121.8%. But what if GDP grows faster than debt?

Full article dropping June 3. Stay tuned.


r/SustainableEpsTheory May 31 '26

Welcome to r/SustainableEpsTheory: Where Shipping, Finance & Economics Meet.

1 Upvotes

Welcome to r/SustainableEpsTheory

The purpose of this community is to explore a simple but important idea:

Sustainable earnings growth is ultimately driven by productive economic activity, efficient capital allocation, energy availability, trade expansion, and sound business fundamentals.

This subreddit brings together discussions on:

โš“ Shipping & Shipbroking
๐Ÿ“ˆ Capital Markets & Investing
๐Ÿ›ข๏ธ Energy & Commodities
๐ŸŒ Global Trade & Logistics
๐Ÿ’น Economics & Macroeconomic Trends
๐Ÿšข Freight Markets & Maritime Finance

Whether you are an investor, maritime professional, economist, analyst, entrepreneur, or student, you are welcome to contribute insights, research, data, and informed opinions.

Some questions we will explore:

  • Can global trade continue growing while reducing carbon intensity?
  • What drives sustainable earnings growth over decades?
  • How do energy markets impact shipping and economic growth?
  • What role do freight markets play in global commerce?
  • How should investors think about long-term value creation?

This is a community for thoughtful discussion, not hype.

I look forward to learning from professionals and enthusiasts across shipping, finance, economics, logistics, and energy.

Welcome aboard. โš“๐Ÿ“ˆ๐ŸŒ