The Posidonia 2026 wrap: overcapacity concerns and the AI buzz

ATTEND any one of the multiple receptions and parties thrown in Athens this week and you would not walk away necessarily thinking anyone in shipping is remotely worried. A packed exhibition with the whole spectrum of industry stakeholders demonstrated shipping’s diversity and vibrance, but quietly, over coffees in corners, there was tangible concern. Markets are good at the moment, ask any tanker owner, but the undercurrent of caution was palpable. On this week’s episode of the podcast are: • Joshua Minchin, senior reporter, Lloyd’s List • Linton Nightingale, deputy editor, Lloyd’s List • Declan Bush, senior reporter, Lloyd’s List