Podcasts about IMO

On this week's LuAnna: We do a proper deep dive on Sweet Bobby and Maternal Instinct! It's Anna's 45th birthday week, she's off to Sicily, and Lu immediately hijacks the chat to crowdsource a theme for her 40th next June (let us know if you can beat Rivals). Imo delivers the most satisfyingly perfect travel story ever told and Lu's still ranting about Ryanair.Plus, ranked showers, a sentimental Hairy Bikers moment, a swimming pool curtain exposing a "doughy ginger zebra", global warming doesn't exist and green energy is a farce??? Pineapple is meant for pizza and no one cares about your kid's birthdays.LuAnna: The Podcast is a Global production, available every Monday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.GRAB YOUR TICKETS FOR THE BIG PARTY AT EVERYTHINGLUANNA.COMRemember, if you want to get in touch you can: Email us at luanna@everythingluanna.com OR drop us a WhatsApp on our brand new number 075 215 64640Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/

E-scooters will be banned for under 18s under proposals agreed by Government leaders today.New proposals, including making hi-vis jackets and helmets mandatory for all e-scooter use and extending a ban to under 18s, will be brought to Government by Ministers Darragh O'Brien and Sean Canney next week, and will come into effect from August.Joining Ciara for more on this is Sean Canney, Minister of State at the Department of Transport and Independent TD for Galway East, as well as Dr Mick Molloy, Consultant in Emergency Medicine and Chair of the IMO consultants Committee.

Recorded at Posidonia 2026 in Greece, this episode of the Seatrade Maritime podcast features correspondent Gary Howard in conversation with Maria Kyratsoudi, business development director, Greece, at ABS.Together they explore how Greek shipowners are responding to tightening IMO and EU regulations, and why energy efficiency and performance optimisation are taking priority over early bets on alternative fuels.In this episode:ABS as “Greece's trusted class” How ABS's role has evolved from traditional classification to technical and sustainability advisor.Expanded engineering, sustainability, and advisory capabilities for Greek clients.Newbuilding trends in the Greek fleetStrong increase in tanker, VLCC/Suezmax, and bulk carrier orders, with LNG and LPG also in the mix.How owners are aligning fleet renewal with regulatory and commercial pressures.Decarbonisation and regulation: IMO + EU Why Greek owners are looking at the combined impact of IMO and EU rules rather than single regulations in isolation.The drive for energy efficiency upgrades, fuel readiness, and robust compliance documentation.Efficiency first, fuels later Why the immediate focus is on energy efficiency and performance optimisation for both newbuilds and retrofits.Making vessels more commercially attractive through measurable real‑world gains.Digitalisation and data How regulatory demands for accurate data are pushing pragmatic adoption of digital tools.The link between digitalisation and decarbonisation, and using performance data to support charterers and financiers.

I Fired My Sister's Boyfriend For Cheating #imopodcast #relationshipdilemma #cheatingdebateA listener fired his sister's boyfriend after finding out he had cheated and used work shifts as his cover. Was he protecting his sister, or did he take their relationship problems too far?The IMO crew debates family loyalty, cheating, workplace boundaries, second chances, and whether relatives should get involved in relationship problems. They also compare Lagos nightlife with London nightlife, discuss bottle service, splitting club bills, and unpopular music opinions.Expect honest opinions, heated disagreements, funny stories, and another round of Don't Google It.

David Waldman and Greg Dworkin are here to box up today's chaos. ICE has announced a temporary reduction in streetside executions. Federal hitmen do not take out exactly the correct people but at least meet quotas. Susan Collins might be a little concerned that this would happen to her, but Trump could not be more delighted that someone handles this for him before he takes the Lugar over later in this term. This Thursday night, Donald K. Trump plans to make this Friday morning more stupid than any on record. IQs might remain at record lows for weeks. John Ossoff knows why Trump is doing this. In Michigan, the Senate race is wide open, although falling into maybe familiar patterns. Minnesota governor's race is falling into a psychedelic pattern. Democrats lead by 26 points among "double haters" because voters just can't find as much to hate them about. $5.6 million goes to E. Jean Carroll. Meh, Trump can clear that in three medium bribes. Too bad for Donald that a unitary executive can't sue themselves or he'd have the USA deposited in the Caymen Islands by now. The art of dealing with Trump is to never make a deal with Trump. It shouldn't take AI to tell you that DOGE used AI to create federal policy. New York becomes the first state to impose a data center moratorium. RIP, Pat Oliphant, IMO, the reason that several generations got into politics.

The International Maritime Organization says the Strait of Hormuz remains too dangerous for commercial vessels to transit, the most significant warning to the shipping industry about navigational safety since an interim peace deal between Washington and Tehran unraveled. Speaking on Bloomberg Radio, the Arsenio Dominguez, the secretary general of the IMO, said that the waterway remains unsafe.See omnystudio.com/listener for privacy information.

On this week's Vogue & Amber: Oasis residency rumours, Madonna's new album's out and we're delighted, Bryan Johnson's got an autoimmune disease and Amber's not too sure about him, an AI beluga whale that never escaped and Tobey Maguire spotted snogging Ice Spice?!Plus, a very sweet message from 61-year-old fan Howard, Amber's officially in her sports era, Vogue's been to the Grand Prix and just stared at everyone, a man (not Imo) deliberately defecating in public swimming pools, favourite cereals and DO NOT share drinks.Vogue & Amber is a Global production, available every Tuesday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.Watch us on Youtube! CLICK HERE! or search Vogue & AmberRemember, if you want to get involved you can:Email us at vogueandamberpod@global.com OR find us on socials @voguewilliams, @ambrerosolero @vogueandamberpod

Hii leo jaridani tunakuletea mada kwa kina inayotupeleka katika mkutano wa HLPF hapa makao makuu ya UN kumsikia Profesa Peter Wanderi Mwangi ambaye amewakiwakilisha Chuo Kikuu cha Mount Kenya cha nchini Kenya chenye matawi mbalimbali katika Afrika Mashariki katika mkutano wa United Nations Academic Impact (UNAI), Mpango unaosisitiza nafasi muhimu ya taasisi za elimu ya juu katika kuhimiza maendeleo endelevu na kuunga mkono utekelezaji wake. Baada ya ziara yake mjini Bunia, jimboni Ituri nchini Jamhuri ya Kidemokrasia ya Congo, DRC ambako ndio kitovu cha mlipuko wa sasa wa Ebola ya virusi vya Bundibugyo, Mkurugenzi Mtendaji wa WHO anayehusika na Programu ya Dharura za Afya, Dkt. Chikwe Ihekweazu, amewambia waandishi wa habari Geneva, Uswisi kwamba mlipuko wa sasa ni moto ambao kinachouchochea kiko katikati, huku ukiendelea kusambaa.Shirika la Umoja wa Mataifa la Masuala ya Bahari (IMO) limesema lina wasiwasi mkubwa kufuatia mashambulizi ya jana usiku yaliyolenga meli kwenye mlango wa bahari wa Hormuz na viunga vyake na kusababisha vifo vya takribani mabaharia wawili na wengine kadhaa wamejeruhiwa. Kupitia taarifa yake iliyotolewa London, Uingereza, IMO imesema inafanya kazi kwa haraka na mamlaka husika ili kubaini mazingira halisi ya tukio hilo.Na uungwaji mkono wa umma kwa wakimbizi unaendelea kuwa imara licha ya kuwepo kwa changamoto na kutokuweko kwa uhakika wa mustakabali duniani, hii ni kwa mujibu wa utafiti wa pamoja uliofanywa na kampuni ya IPSOS na shirika la Umoja wa Mataifa la Kuhudumia Wakimbizi, UNHCR, Utafiti umebaini kuwa asilimia 66 ya washiriki katika nchi 29 wanakubaliana kwamba watu wanaokimbia vita au mateso wanapaswa kuruhusiwa kusaka hifadhi katika nchi nyingine, ikiwa ni punguzo la asilimia moja tu ikilinganishwa na mwaka 2025.Utafiti huu umefanywa ikiwa ni miaka 75 tangu kupitishwa kwa Mkatab awa Kimataifa wa kulinda wakimbizi.Mwenyeji wako ni Feissal Kirwa, karibu!

Professor Matthew Sadlier, Vice President and Chair of the Consultants' Committee of the IMO

US-Iran war leaves shipping at near-standstill in Hormuz again: IMO Afghanistan faces unprecedented refugee returnee influx: UNHCR and UNDPSahel families forced to make ‘impossible choices' to survive: OCHA

Stand-up comedian, actress and writer Wanda Sykes joins IMO to discuss her hilarious encounter with Michelle at the 2009 White House Correspondents dinner. She also shares stories about her time spent at the National Security Agency, the peculiarities of aging, and more about her new special Legacy.Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this week's LuAnna: Anna befriended an 84-year-old Nobel-adjacent professor on Ryanair, Lu's refusing to go to her daughter's school performance because she's got other shit to do, and we launch "I Said What I Said" where Anna hates oat milk, Imo hates the film Elf and we're saying it with our chests.Plus, booking ghost plane seats, Aldi's £6.99 knockoff Aperol, a turd that grounded a 737, Anna's wetsuit diarrhoea confession, co-parenting advice for a gay listener, the "kids in which bathroom" debate after a dad got the police called on him, a man injecting semen into his arm for 18 months, and a woman who dips egg sandwiches into tea. Ew.LuAnna: The Podcast is a Global production, available every Monday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.GRAB YOUR TICKETS FOR THE BIG PARTY AT EVERYTHINGLUANNA.COMRemember, if you want to get in touch you can: Email us at luanna@everythingluanna.com OR drop us a WhatsApp on our brand new number 075 215 64640Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/

Najprej deliva vtise z mednarodne konference o komuniciranju astronomije v Jerevanu. Obiščeva armenski observatorij, raziskujeva bogato zgodovino tamkajšnjih teleskopov in predstaviva nekaj najpomembnejših dosežkov armenskih astronomov, ki so pomembno prispevali k razvoju sodobne astronomije.V drugem delu se posvetiva Sončevim in Luninim mrkom. Pogovarjava se o letošnjem popolnem Sončevem mrku, razloživa, zakaj so mrki tako posebni, ter se sprehodiva skozi nekaj najbolj zanimivih zgodb iz njihove zgodovine. Kako so z njimi povezani Einstein, odkritje helija, in celo nadzvočno letalo Concorde? Prisluhnite.Odzive, mnenja in želje nama lahko posredujete na družbenih omrežjih, na email naslov ali pa v anketi.Hvala vsem, ki podkast podpirate na ⁠⁠⁠https://ko-fi.com/temnastranlune⁠!—Zapiski epizode |Astrofizikalni observatorij Byurakan v ArmenijiMarkarianova veriga galaksijZanimiva zgodovina Schmidtovega teleskopa na Observatoriju Byurakanvideoposnetki s konference IAU CAP 2026 (Communicating Astronomy with the Public) in najin prispevek o podkastuPotek popolnega Sončevega mrka 12. avgusta 2026Knjiga No Shadow of a DoubtPopolni Sončev mrk leta 1999 iz občine Šalovci v PrekmurjuOdkritje helija med popolnim Sončevim mrkom leta 1868Zakaj mrki potujejo od zahoda proti vzhodu?Opazovanja:(Youtube video) Zakaj ne nastanejo Sončevi in Lunini mrki vsak mesec ob polni Luni oziroma mlaju? Lunin mrk 28. avgusta 2026 (osnovni podatki na strani NASA Eclipse)Koledar meteorskih rojev (tudi Perzeidi) na spletni strani Mednarodne organizacije IMO(knjiga) G. Cannat,⁠⁠⁠ “Glej jih, zvezde! Najlepši prizori na nebu v letu 2025”⁠⁠⁠Preleti Mednarodne vesoljske postaje:⁠ ⁠⁠na spletni strani Vesolje.net⁠⁠⁠, na spletni strani⁠ ⁠⁠Heavens-Above⁠⁠⁠Vesoljsko vreme na Space Weather.comSeverni sij (stran v slovenščini): https://severnisij.si/Kometi: stran Observatorija Črni Vrh o opazovanju kometovAplikacije za telefon: Stellarium, SkySafari, SkyPortal, Aurora (za polarni sij)Planetarij na računalniku: Stellarium----Logo: (predelan) posnetek Lune, avtorstvo NASA's⁠ Scientific Visualization Studio⁠Zvočni intermezzo: ⁠NASA/Hubble/SYSTEM Sounds (Matt Russo, Andrew Santaguida)⁠Glasba: Peli (⁠Opravičujemo se za vse nevšečnosti⁠)Podkast Portala v vesolje: Povezava na Spotify, avtor: Jure JapeljPodkast Temna stran Lune je del mreže aktivnosti Zavoda Cosmolab: https://www.cosmolab.si

Haseeb Jawad, VP and Head of Corporate Development, Commvault (NASDAQ: CVLT) The people who leave post-close are usually the ones the deal depended on. Which means the problem starts with how you read culture before LOI and whether financial incentives are the only retention tool you are building with. Haseeb Jawad heads corporate development at Commvault, running a lean team with full accountability from sourcing through integration. He has led two to three acquisitions per year across multiple companies, sat on both sides of a transaction, and serves as his own IMO lead. The signals that tell you a deal will lose people are visible from the first founder conversation, if you know what to look for. What You'll Learn The three signals to read in every founder conversation before LOI How the TRUST framework applies across the full deal lifecycle Why retention runs heart, brain, pocket and what breaks when you invert it How to run employee-by-employee diligence without treating people as a cost line Why owning both deal and integration makes business case assumptions honest What one payroll timing issue did to months of trust-building after close If you're managing a post-close retention risk and financial incentives are the only lever you're pulling, DealPilot, powered by M&A Science, has Buyer-Led M&A™ frameworks to help you build the full retention model. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom is the AI-powered operating system for Buyer-Led M&A™ — one connected system for pipeline, diligence, integration, and reporting. No tool-switching, no manual updates, no data gaps. See how it works: https://hubs.ly/Q04mcGKy0 ____________________ Episode Chapters [00:00] Intro [03:05] Engineer Turned Corp Dev Leader [07:45] How to Pick the Right M&A Deals [10:26] What Most Buyers Miss in Deal Criteria [15:44] Getting Founders to the Table [20:18] AI Washing and Valuation Reality [23:09] The TRUST Framework Explained [26:19] When Leadership Alignment Breaks Down [32:03] 3 Tiers of Culture Diligence Before LOI [35:40] The Retention Framework [38:31] Why Money Alone Won't Keep Your Key Talent [41:13] Structuring Retention Plans by Person [43:02] Why the Deal Team Should Stay [49:32] Making Minority Investments Work [51:57] Preserving Culture After Close [53:02] Early Warning Signs in Diligence [53:37] What Breaks First at High Deal Volume [54:02] Walking Away Post-LOI

On this week's Totally Extra: Anna fed Alex fly eggs in a salad and said nothing, Imo debuts Try Something Fun Time with a blind ice cream tasting (sorry about the ASMR), someone sh*t in a kettle AND a toaster on a building site, a witch curse hypothetical, a man who met someone unexpected in a cruising forest at midnight, and Eileen from NYC has a beautiful yet raunchy tribute for her late sister.It's time to get TOTALLY EXTRA. Extra chat, extra rants, extra bants, extra stories, nonsense and more.LuAnna: The Podcast is a Global production, available every Monday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.Remember, if you want to get in touch you can:Email us at luanna@everythingluanna.com OR drop us a WhatsApp on our NEW NUMBER: 07521564640Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/

Transpacific spot rates are skyrocketing while Asia-North Europe tells a completely different story, and the Strait of Hormuz remains closed to most container traffic after a week of missile exchanges between Iran and the US.In this episode, Lars Jensen and Caroline Weaver cover:Why Asia-US West Coast spot rates are approaching East Coast levels and what that historically signals about market instabilityWhat the $1,600 gap between current Pacific spot rates and July futures is telling the marketThe latest in the Hormuz crisis, including the attack on the Ever Lovely and what the "evacuation" language from IMO actually means for container shippingPort connectivity winners and losers: how Khor Fakkan, Fujairah, and Sharjah are absorbing volume while Gulf ports go darkTariff uncertainty heading into July 24, when Section 122 tariffs expire with no clear successorSubscribe to weekly podcast highlights sent directly to your inbox.

In this IMO episode, I explain why I am seeking legal action against Brett Larner from Japan Running News over what I believe has been a sustained campaign of online harassment, false reporting, inflammatory articles, and ongoing anonymous forum-style attacks. This week, I was denied the chance to run for a charity at the Gold Coast Marathon, with Brett's articles specifically referenced as part of that decision, and this has been the final reason I feel legal action is now necessary. Links: Coaching: https://sweatelitecoaching.com/matt-fox/ YouTube: https://www.youtube.com/@SweatElite Supporters Club: https://sweatelite.co/supporters-club/ In this episode, I talk through the full story from my time in Japan, including the detention situation, the media coverage that followed, and the way I believe the story has continued to be framed unfairly. I also discuss how these articles have affected me personally and professionally, including the recent Gold Coast Marathon charity rejection. I also give some broader updates on training, my return to running, parkrun, weight goals, and my plans for the Melbourne and Sydney Marathons. Later in the episode, I break down the origins of the media situation, the Ageo Half entry mix-up, the race ban fallout, the cannabis context, the online forum discussions, and why I now believe legal action is the only way forward. Timestamps: 00:00 Midday intro and drink mix 00:43 Why this episode matters 03:08 Japan detention backstory 09:07 Return to running and injury 13:57 16:06 parkrun and weight goals 17:55 Melbourne and Sydney marathon plans 22:24 Origins of the issues with Mr Larna - November 2023 (the meaty part) 25:21 Ekiden filming with Sebastian 25:54 Ageo Half entry mix-up 27:18 Brett Larner reaches out 30:38 AGEO City Half Marathon ban 31:33 Cheater article discovery 33:09 Arrest story goes public 35:10 Forum slander 39:12 Context on cannabis use 42:02 Brett accusations breakdown 45:58 Gold Coast charity rejection 51:39 Legal action and wrap up

VOV1 - Căng thẳng có dấu hiệu bùng phát giữa Iran và Oman xung quanh vấn đề eo biển Hocmuz, tuyến hàng hải chiến lược gắn liền với vùng biển hai nước.Phát biểu trong cuộc họp giữa Ngoại trưởng các nước vùng Vịnh và Ngoại trưởng Mỹ tại Manama, Bahrain chiều nay, Ngoại trưởng Oman Badr Albusaidi tuyên bố rằng các giải pháp liên quan vấn đề eo biển Hormuz trong tương lai, đều không có điều khoản về áp đặt thu phí. Trước đó, hôm qua, Oman cũng thông báo đã phối hợp với Tổ chức Hàng hải Quốc tế (IMO), công bố một hành lang tạm thời cho tàu thuyền lưu thông qua eo Hormuz. Động thái được tiến hành trong bối cảnh IMO vừa tuyên bố khởi động chiến dịch giải cứu hàng trăm tàu hàng bị mắc kẹt tại vịnh Ba Tư do xung đột bùng phát.Đáng chú ý, các bước đi mới của Oman được thực hiện sau khi nước này và Iran hồi đầu tuần thông báo đang thảo luận về xây dựng cơ chế quản lý chung eo biển Hormuz. Đồng thời, phía Iran liên tục nhấn mạnh quyền kiểm soát eo Hormuz và khẳng định sẽ thu phí tàu thuyền đi qua vùng biển này.Do đó, như một phản ứng tất yếu, chiều nay, Vệ binh Cách mạng Hồi giáo Iran (IRGC) đã đưa ra tuyên bố liên quan. Trong tuyên bố, Hải quân IRGC nhấn mạnh mọi quyết định hay chính sách liên quan eo biển Hormuz mà không thông qua trao đổi với Iran, đều không thể chấp nhận được. Đặc biệt, lực lượng này cảnh báo việc lưu thông qua các tuyến hàng hải không phải do Iran chỉ định, tiềm ẩn rủi ro an ninh rất lớn.Sau khi áp đặt phong tỏa eo biển Hormuz nhằm đáp trả chiến dịch tập kích quân sự của Mỹ và Israel từ cuối tháng 2/2026, Iran liên tục khẳng định chủ quyền và không ngừng mở rộng ảnh hưởng đối với tuyến hàng hải huyết mạch này./.PV Bá Thi /VOV Ai CậpCăng thẳng leo thang ở eo biển Hormuz liên quan đến thu phí tàu qua đây (ảnh Reuters)

- Đại hội đại biểu toàn quốc Đoàn TNCS Hồ Chí Minh lần thứ XIII, nhiệm kỳ 2026 – 2031 họp phiên thứ Nhất.- Đắk Lắk khởi động Dự án cụm 3 nhà máy điện gió với tổng mức đầu tư hơn 2.000 tỷ đồng.- Nắng nóng cực đoan tiếp tục đẩy nhu cầu điện tăng cao, dự báo, phụ tải miền Bắc ngày hôm nay có thể xấp xỉ 30.000 MW, tiệm cận mức kỷ lục cuối tháng 5.- Oman và Tổ chức hàng hải quốc tế (IMO) phối hợp thiết lập hành lang hàng hải tạm thời qua eo biển Hormuz. - Chính phủ Pháp kích hoạt cơ chế ứng phó khẩn cấp quốc gia nhằm tăng cường năng lực hệ thống y tế trong bối cảnh nắng nóng gay gắt.

Ireland is set for a significant spell of hot weather this week, with temperatures forecast to climb into the high 20s and potentially exceed 30 degrees in some areas.  Met Éireann has issued a Status Yellow High Temperature Warning for the entire country, warning of heat stress, uncomfortable sleeping conditions and water safety concerns.    While many people will welcome the sunshine, health experts are urging caution, particularly for older people, young children and those with underlying health conditions.   To discuss what we can expect from the weather and how people can stay safe, Alan Morrissey was joined by meteorologist Michelle Dillon and Lahinch GP Dr Michael Kelleher, who is also a member of the IMO's GP Committee. Image (c) Africa images via Canva

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫招商轮船的发展历程和未来期望，来自赛艇队长。三、各业务板块发展轨迹分析招商轮船的业务板块可以划分为五大类：油轮运输、干散货运输、LNG运输、汽车滚装运输和集装箱运输。其中，油轮和干散货是双核心主业，贡献了公司绝大部分利润；LNG运输是未来增长极；汽车滚装和集装箱运输则是重要的业务补充，增强了公司穿越周期的能力。油轮运输业务——核心基石油轮运输是招商轮船的立业之本，也是公司最具竞争优势的业务板块。公司旗下的海宏轮船（AMCL）拥有超过50年的大型油轮专业经营管理经验，其前身是1968年将VLCC引入远东的香港金山轮船公司。这一深厚的历史积淀，使公司在国际油运市场建立了卓越的声誉。从规模演进看，公司VLCC船队经历了三个发展阶段。2015-2017年是快速扩张期，通过新建和收购，船队规模从34艘增至44艘。这一时期，公司抓住中国原油进口需求增长的机遇，迅速扩大VLCC船队规模。2018-2020年是巩固优化期，船队规模维持在51-53艘，重点转向船队结构优化和成本管控。这一时期，公司虽然没有大规模新增运力，但通过加装脱硫塔、节能装置等方式，提升了船队的环保性能和运营效率。2021-2024年是提质增效期，虽然船队规模基本稳定在52艘左右，但通过数字化改造和精细化管理，船队的运营效率进一步提升。特别值得一提的是，公司的VLCC船队在成本控制方面处于行业领先地位。2025年，公司VLCC船队保本点已降至约2万美元/天，这意味着即使在市场低迷时期，公司仍能保持盈利或最小化亏损。这一成本优势来源于三个方面：一是规模效应带来的采购成本优势，包括燃油采购、备件采购、保险采购等；二是与中石化、中石油等大型客户的长期合作关系带来的货源保障，降低了空驶率和等待时间；三是精细化管理带来的运营效率提升，包括航线优化、航速优化、燃油管理等。从客户结构看，公司VLCC船队主要服务于中国大型石油公司和国际知名油商。国内客户包括中石油、中石化、中海油、中化集团等。国际客户包括壳牌、BP、道达尔、维多等全球顶级油商，这些客户对服务质量要求高，但运费水平也相对较高。这种"国内保货量、国际增弹性"的客户结构，使公司能够在不同市场环境下都保持较好的盈利能力。从航线布局看，公司VLCC船队覆盖全球主要石油贸易航线。中东-中国航线是最核心的航线，约占公司VLCC运力的40%；西非-中国航线约占20%；美洲-亚洲航线约占15%；其他区域航线约占25%。这种多元化的航线布局，使公司能够有效分散单一航线风险，并灵活调配运力应对市场变化。干散货运输业务——第二支柱干散货运输是公司的第二大核心业务，以VLOC（超大型矿砂船）为龙头，辅以好望角型、巴拿马型、灵便型散货船队。公司旗下的香港明华（HKMW）成立于1980年，在1980年代的航运危机中抓住市场机遇，迅速发展壮大，形成了独特的经营风格和风险管理能力。VLOC船队是公司干散货业务的核心竞争力所在。2015年，公司VLOC业务刚刚起步，仅有4艘船舶。通过与巴西淡水河谷的战略合作，公司迅速扩大VLOC船队规模。2016年收购恒祥控股后，VLOC船队增至8艘。2018年经贸船务资产并表后，VLOC船队猛增至28艘。到2021年，VLOC船队达到37艘（含参股和代管），规模位居世界第一。这一成就的取得，关键在于公司与淡水河谷签订的长期COA合同。这些长期COA合同具有几个显著特征：第一，合同期限长，通常为20-25年，覆盖了船舶的大部分使用寿命；第二，运价相对稳定，通常采用"成本加成"或"固定运价+通胀调整"的定价机制，避免了市场大幅波动的影响；第三，货源有保障，淡水河谷承诺每年提供固定的货运量，公司无需为货源担忧。这种"长约锁定"的商业模式，使VLOC船队成为公司利润的"压舱石"。2025年，VLOC船队维持在34艘（其中100%权益14艘，30%权益20艘）。虽然绝对数量略有下降，但船队质量持续提升。公司与淡水河谷的合作不断深化，不仅保障了基础货源，还围绕其在国内的混矿业务展开内贸、近洋运输业务，形成了内外联动的业务格局。此外，公司还在积极拓展与其他矿商的合作，以降低对单一客户的依赖。从业绩表现看，干散货业务虽然也会受到市场周期影响，但波动幅度明显小于油运业务。这主要得益于VLOC长期合同的稳定贡献和公司优秀的运营能力。除VLOC外，公司的干散货船队还包括好望角型、巴拿马型、灵便型散货船。这些船舶主要服务于国内沿海运输和东南亚近洋运输，经营方式以程租为主，灵活性较高。LNG运输业务——未来增长极LNG（液化天然气）运输是公司最具战略意义的业务布局。在全球能源转型的大背景下，天然气作为最清洁的化石能源，需求持续增长。国际能源署（IEA）预测，到2030年全球LNG贸易量将达到6亿吨，较2024年的4.12亿吨增长46%。这一趋势为LNG运输业提供了长期增长动力。公司LNG业务的发展经历了三个阶段。2015-2019年是参股探索期，公司通过CLNG（持股50%，与中远海能合资）参与LNG运输，主要投资亚马尔项目、澳洲项目等。这一时期，公司对LNG运输业务进行了充分的学习和积累，培养了专业的管理和技术团队，但投资较为被动，收益以投资收益形式体现。具体来看，2015年公司参股LNG船队6艘，2016年保持6艘，2017年增至11艘，2018年增至14艘，2019年增至21艘。2020-2022年是主动布局期。2020年，亚马尔项目5艘ARC7级北极型LNG船投运，公司开始获得稳定的投资收益。2022年，公司组建招商气运（CMLNG）平台，标志着公司正式进入自主投资、自主运营的新阶段。这一决策的战略意义重大：一方面，公司从被动参股转向主动布局，能够自主选择投资项目和合作伙伴；另一方面，公司开始建立自主的船队管理和运营能力，为未来的扩张奠定基础。2023-2025年是战略突破期。2023年，公司成功获取卡塔尔能源LNG运输项目（卡气二期），这是公司历史上最大的单笔LNG运输项目。卡塔尔是全球最大的LNG出口国，卡塔尔能源是全球最大的LNG生产商，与其建立合作关系，标志着公司正式进入国际LNG运输的第一梯队。2024年，公司大规模下单，全年新签12艘LNG船。至此，公司累计投资LNG船舶64艘，其中61艘已锁定15-25年期长期租约，成为国际LNG运输市场不可忽视的重要力量。从商业模式看，公司LNG业务采用"长约锁定+自主运营"的策略。长约锁定确保了收益的稳定性，15-25年期租约的IRR约为8-10%，虽然不算高，但胜在稳定持久，能够为公司提供穿越周期的现金流。自主运营则使公司能够积累运营经验，培养专业团队，为未来进一步扩大市场份额奠定基础。这种商业模式的风险相对较低，因为LNG船舶的造价高昂、建造周期长，且技术要求严格，新进入者难以快速扩张。从技术角度看，公司投资的LNG船舶代表了行业最高水平。卡气二期项目涉及的Q-Max型LNG船，单船运力达27.1万立方米，是全球最大的LNG船型。这些船舶采用最新的薄膜型液货舱技术，蒸发率低于0.1%，能效水平处于行业领先。此外，公司还在探索氨燃料、氢燃料等零碳技术的应用，为未来的绿色转型做准备。另外公司也在探索非锁定的LNG船的运营，从海能的LNG项目船收入来看，基本上7-8年就能实现造船投入全回收。虽然轮船没有披露每一个项目情况，但是不会比海能的差。也就是说，新签订的LNG项目收益要比老项目高，船舶锁定期从15-25年不等，如果是15年的船后续项目不续签，公司依旧能享受近10年的运营收益。汽车滚装业务——新兴亮点汽车滚装运输是比较具有成长性的业务板块。这一业务的战略价值，在于它抓住了中国汽车工业崛起和汽车出口爆发式增长的历史性机遇。2021-2025年，中国汽车出口量从约200万辆激增至709.8万辆，年复合增长率超过35%。这一增长主要由新能源汽车出口驱动，新能源汽车出口占比从2021年的约30%提升至2025年的约37%。从历史沿革看，公司汽车滚装业务源于2018年收购的深圳滚装。最初，这项业务主要从事国内沿海和长江的汽车滚装运输，服务的客户主要是国内汽车厂商，航线覆盖上海-大连、上海-广州等沿海航线以及长江流域。这一时期的业务相对稳定，但增长空间有限，年运输量约100-150万辆。真正的转折点出现在2021-2022年。随着中国汽车出口量开始爆发式增长，公司敏锐地捕捉到这一趋势，开始将内贸船舶调整至外贸航线。2021年，公司外贸滚装船队仅2艘，主要服务于东南亚航线。2022年，外贸船队扩大至4艘，新增欧洲航线。2023年，外贸船队进一步扩大至5艘，新增地中海航线。2025年，公司汽车滚装外贸业务实现历史性突破。全年外贸运营船队达到8艘，开辟了墨西哥、巴西、欧洲、地中海等多条远洋航线。特别是墨西哥和巴西航线的开通，抓住了中国新能源汽车出口南美的热潮。墨西哥已成为中国新能源汽车出口的最大目的地之一，近年来中国对墨西哥汽车出口超过40万辆。巴西则是南美最大的汽车市场，中国新能源汽车品牌如比亚迪、奇瑞、长城等在巴西市场份额快速提升。从竞争格局看，汽车滚装运输市场呈现"中国需求驱动"的特征。传统的汽车滚装船东如日本川崎汽船、挪威华轮威尔森等，主要服务于日本、韩国、欧洲汽车厂商的出口需求。随着中国汽车出口崛起，中国船东获得了历史性机遇。公司作为中国最大的汽车滚装船东之一，具有明显的先发优势。展望未来，公司汽车滚装业务的增长空间仍然巨大。公司已下单6艘9300CEU甲醇双燃料PCTC（汽车运输船），预计2026-2027年陆续交付。这些新船将采用绿色甲醇作为燃料，不仅符合IMO的环保要求，更能满足国际大客户对供应链碳中和的要求。此外，这些新船的载车量达9300辆，是现有船舶的2-3倍，单船运营效率大幅提升。预计到2027年，公司外贸滚装船队将扩大至10-12艘，年运输能力突破100万辆。集装箱运输业务——稳定器集装箱运输业务在公司业务组合中扮演着"稳定器"的角色。虽然规模不大，但盈利稳定性强，在市场波动时能够起到平衡作用。这一业务的存在，使公司在油运和干散货市场低迷时，仍能保持整体盈利。公司集装箱运输业务源于2021年收购的中外运集运。中外运集运成立于1998年，曾经是覆盖干线、支线和内贸的全航线老牌班轮公司。在其鼎盛时期，曾拥有超过50艘集装箱船，航线覆盖全球主要港口。经历过多轮市场周期的洗礼后，公司将其重新定位为亚洲区域内精品航线运营商。这一定位的核心逻辑是避开与中远海控、马士基等巨头的正面竞争。干线集装箱运输市场集中度极高，前十大班轮公司占据约85%的市场份额，新进入者难以获得规模优势。而区域市场则相对分散，且客户需求更加多样化，有利于差异化竞争。公司聚焦于日本、韩国、东南亚、澳洲等区域市场，提供高频次、准班率高的精品服务。从航线网络看，公司目前经营约20条区域航线，覆盖东亚、东南亚、南亚、澳洲等地区。主要航线包括中国-日本航线（约8条）、中国-东南亚航线（约6条）、中国-澳洲航线（约3条）等。这些航线的特点是运距相对较短（通常在2000海里以内）、班次密集（通常每周1-2班）、客户粘性高。从业绩表现看，集装箱业务呈现高收益、低波动的特征。2021年，受益于疫情后集装箱运价暴涨，公司集装箱业务实现净利润13.90亿元，ROE超过30%。2022年，市场继续高位运行，净利润约21亿元。2023年，随着市场回归常态，净利润回落至约8.7亿元，但仍保持盈利。2025年，抓住红海危机带来的区域市场机会，净利润回升至约12亿元。从战略价值看，集装箱业务的意义不仅在于其自身的盈利贡献，更在于它与公司其他业务的协同效应。例如，集装箱船队的航线网络可以为汽车滚装业务提供支线转运服务，形成"干线滚装+支线集装箱"的联运模式；集装箱运输的客户资源（如汽车厂商、电子产品厂商）可以为干散货运输提供交叉销售机会。这种协同效应虽然难以量化，但对于提升公司整体竞争力具有重要意义。穿梭油轮——潜在增长点2025年是招商轮船正式进入穿梭油轮领域的元年，以签约1+1艘Suezmax级DPST为标志公司油运业务从远洋干线向深海油田服务延伸，形成了VLCC+Aframax+DPST的油轮矩阵。穿梭油轮（DPST）需要具备在海上油田浮仓旁精准定位、靠泊、装卸的能力，技术复杂度远超普通油轮。此次和巴西国油签署的长期期租，收入稳定性高，类似于LNG船的模式，但是预计IRR更高。依托于海宏香港50余年的大型油轮管理经验，穿梭油轮有望成为未来十年新的增长点。四、未来5年发展路径预测展望未来5年，招商轮船的发展将受到多重因素的影响：全球能源转型趋势、航运业绿色变革、地缘政治格局变化、以及公司自身的战略执行能力。将有以下几个特征第一：LNG船队进入集中交付期到2030年，公司LNG船订单将全部交付，运营船舶数量将从2024年的22艘提升至64艘，按照每艘LNG船年均贡献净利润约0.3-0.5亿元估算，到2027年，LNG业务净利润有望达到18-20亿元，成为公司很大的利润来源。第二：油运继续贡献主要利润来源从油运市场看，2026-2028年预计将处于上行周期。支撑这一判断因素很多，但是底层因素主要有三个：首先，OPEC+逐步退出减产，全球原油产量增加，将带动油运需求增长。其次，全球石油需求在2030年前仍将保持增长，特别是亚洲地区需求强劲。中国、印度等新兴经济体仍处于工业化和城市化进程中，石油需求仍有增长空间。最后，VLCC船队老龄化加剧，供给端约束日益明显。新船交付有限，而老旧船舶面临拆解压力，船队增长缓慢。基于以上因素，我们预测这一阶段VLCC TCE有望维持在较高的水平，TCE每增加1万美金，油运利润增厚13亿左右。每年70-100亿+的净利润可以期待。第三：其他业务处于中等景气周期从其他业务看，干散货业务预计将保持向上运行，随着西芒杜铁矿的稳产，到2030年有望出货量达到1.2万吨。轮船的VLOC长期合同的稳定贡献，新造船下水将支撑干散货初步走高，而且干散货市场船舶老龄化问题也非常突出，可能会造成较大的供需失衡。预计业务净利润维持在15-25亿元/年。汽车滚装业务将受益于中国汽车出口的持续增长，特别是新能源汽车出口的高速增长。公司已下单的6艘9300CEU甲醇双燃料PCTC将于2026-2027年陆续交付，外贸船队规模将扩大至10-12艘，净利润有望从2025年的约2.29亿元增长至2028年的6-8亿元。集装箱业务预计将保持稳健运行，净利润维持在8-12亿元/年。虽然区域集装箱市场也存在周期性，但公司的精品航线定位使其具有较好的抗风险能力。综合来看，公司在没有任何板块进入躁热周期的情况下，下限平均年利润将从22-24年的50亿左右，增长至未来的70-85亿。如果油运、干散两个核心板块进入大周期，年利润有望升至100-170亿。随着利润的提升，公司负债进一步降低，财务费用同比下行，会释放更多利润。所以我也不赞成用传统周期行业估值去算轮船，成长路径清晰，资本开支高峰期过后，股东回报上来，可以给更高的估值。也希望大家不要只局限于轮船的油运业务，虽然这个业务确实出彩，但是其他业务也不逊色。管中窥豹，不能知其全貌。未来公司也将从一个以油运为主的传统航运企业，转型为以清洁能源运输为核心的现代化航运集团。最后，需要再次提醒，本报告仅供参考，不构成投资建议。航运业具有周期性特征，业绩可能随市场波动。投资航运的第一要务：敬畏航运！就如同我们面对波涛汹涌的大海一样，如果你不敬畏它，那么终将会被吞噬。

(00:00-12:52) Rizz hanging out with us for the final hour. Iggy is omnipresent. Some guy with his dog wants us to talk sports. Rizz has engrained himself in the STL. Moon's getting an Imo's tattoo for free pizza for life. Jersey Mike's is #1 in consumer satisfaction among fast food places.(13:00-23:42) There's something in the air. JR has plenty of room for tattoos. Rizz may get a Lee's Chicken tattoo. Lookin' for a name for the Lee's Chicken mascot. Talking World Cup.(23:52-31:10) And the winner of the Design Aire Heating & Cooling EMOTD is...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

TMA teaming up to fill up the truck for Operation Food Search. Martin, Jackson, and Jeremy Rutherford hanging out outside Hubbard Radio. Pee before you leave. Is the lede Jackson's public appearance? Rough one for Matthew Liberatore last night. Maybe no more Velazquez in LF. You've lost ankle privilege. Wyndham Clark your leader at the U.S. Open. Marlins Man and Jay Delsing joining us today.Someone took the best donut. Are old school razors banned? Dodie wants a photo. Huge turnout in NY for the Knicks parade. The Congo fan standing like a statue. Fun with clocks. Is Australia going to park the bus? Rich Gould wanted Papers' number. Blues don't have anyone Ottawa would be interested in for Tkachuk. Fact Free Friday. Joshua Baez just can't stop hitting homeruns. Let's skip to a break.Rizz going to join us in the 10:00 hour. Does Jackson have a doppleganger? Favorite canned foods.Chairman is taking this opportunity to self-promote his music. Topless October with a Drake inspired album cover. Joined by Marlins Man who didn't like STL's sink hole. Taking strangers to ball games. Marlins Man following doctor's orders to get out to games to walk a little bit. Does Marlins man enjoy hockey? He was in Boston cheering for the Blues when they won The Cup. He thinks the players should take the owners' offer.The Rizz Show is making fun of us for being tucked in the corner. If there's a show to hide, we're that show. We've lost control of the fountains. Salvador Perez and George Brett. A heated Cardinal debate between Papers and Martin. We've got a heckler. Ope, the heckler has turned.Come up to the station and meet Martin. JR has a great offer if you bring ten cans. Drops of the Week. Pasta sauces.Joined by Jay Delsing talking a little U.S. Open and the difficulty of Shinnecock. How are winds going to affect today's scores? Will Wyndham Clark still be in the lead at the end of the day? Drier weather going to bake out the greens. Dustin Johnson resurrection? Jay getting into the YouTube game. Jay's book. Does he have any golf balls left to give away?JR bringing us back from break to get a little exposure. Nobody has taken JR up on his offer of 10 cans for butt cheeks. Jackson's dad is here offering rides. APB out for the skinnys. Come on out and see Jackson today. Jackson doesn't like Salvador Perez wearing the C. Dangerous takes.This show teaches people how to gamble. So many listeners coming out to meet us. Design Aire Heating & Cooling EMOTD. Rizz sits down at the dais. RIzz's favorite pasta sauce. Knicks. Growing up in New York.Rizz hanging out with us for the final hour. Iggy is omnipresent. Some guy with his dog wants us to talk sports. Rizz has engrained himself in the STL. Moon's getting an Imo's tattoo for free pizza for life. Jersey Mike's is #1 in consumer satisfaction among fast food places.There's something in the air. JR has plenty of room for tattoos. Rizz may get a Lee's Chicken tattoo. Lookin' for a name for the Lee's Chicken mascot. Talking World Cup.And the winner of the Design Aire Heating & Cooling EMOTD is...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫招商轮船的发展历程和未来期望，来自赛艇队长。本文写自26年3月，修改于4月，发布于6月，仅做自己学习思考记录，不做任何推荐，请大家理性看待。文章目的是让大家全方位了解招商轮船这家公司，从而更好的判断公司价值。前言：招商轮船（股票代码：601872）是中国能源运输领域的龙头企业，隶属于百年央企招商局集团。回顾其发展历程，不仅是对一家企业的复盘，更是观察中国航运业在全球能源贸易格局演变中如何定位自身、把握机遇、应对挑战的绝佳窗口。从2014年国际油价断崖式下跌，到2022年俄乌冲突引发的能源危机；从2015年《巴黎协定》确立碳中和目标，到2025年全球能源转型加速；从传统的"石油世纪"向天然气、可再生能源并存的多元能源时代过渡——这些宏观背景的变迁，深刻塑造了招商轮船的战略选择。招商轮船从2015年还是一家以油轮运输为主业的单一型公司，到2025年已发展成为涵盖油运、干散货、LNG运输、汽车滚装、集装箱运输五大板块的综合能源运输集团，公司的业务边界、盈利结构、市场地位都发生了根本性变化。站在2026年的时点，回顾过去、展望未来具有特殊的意义。一方面，航运业正处于新一轮周期的起点，油运市场的景气度回升为公司业绩提供了支撑；另一方面，全球能源转型的大趋势不可逆转，LNG运输作为公司布局的战略性业务，正处于快速成长期，有望在中长期重塑公司的利润结构。一、发展历程：从单一油运到综合能源运输招商轮船的发展轨迹可以清晰地划分为三个阶段，每个阶段都有其鲜明的时代特征和战略主题。第一阶段：油运扩张与全球化布局（2015-2017年）2015年，招商轮船完成了对China VLCC的收购，这是公司发展史上的一个重要里程碑。主要整合了招商局集团旗下的大型油轮资产，使公司一举成为全球VLCC自有运力规模第一的船东。收购完成后，公司VLCC船队规模达到34艘，总载重吨超过1000万吨。这一规模优势不仅体现在运力绝对数量上，更体现在船队结构的优化上。收购的船舶多为2010年以后建造的新船，船龄年轻、油耗低、环保性能优良，符合当时IMO（国际海事组织）日益严格的环保法规要求。2016-2017年，国际油价在低位徘徊，中国作为全球最大的原油进口国，进口量持续增长。公司抓住了这一历史性机遇，通过VLCC船队的规模化运营，深度参与了"国油国运"战略。这一阶段的战略重点是做大。通过规模化扩张，公司确立了在VLCC领域的全球领先地位，形成了规模效应和品牌影响力。然而，单一依赖油运业务的风险也逐渐显现。2015-2016年，油运市场经历了从高位到低位的剧烈波动，公司盈利随之大幅波动。2015年公司实现归母净利润11.54亿元，ROE为10.01%；2016年净利润增至17.30亿元，ROE提升至11.91%；但2017年受市场低迷影响，净利润骤降至6.14亿元，ROE仅为3.89%。这一经历促使管理层开始思考业务多元化的必要性。到2017年底，自有VLCC增至44艘，租入VLCC 4艘，合计控制运力约1335万载重吨。与此同时，公司通过光租和代管方式扩大影响力，在国际油运市场的地位进一步提升。第二阶段：多元化战略启动（2018-2020年）2018年，招商轮船以发行股份购买资产的方式，收购了经贸船务下属的恒祥控股、深圳滚装、长航国际、经贸船务香港100%股权。这笔交易不仅解决了同业竞争问题，更重要的是实现了公司业务向干散货运输、滚装运输等领域的拓展。这次收购的战略价值在于：第一，获得了与巴西淡水河谷（Vale）合作的VLOC（超大型矿砂船）项目，使公司一举成为世界最大的VLOC船东之一。VLOC船型专门用于运输铁矿石，单船载重吨可达40万吨，是普通好望角型散货船的两倍以上。公司与淡水河谷签订的长期COA合同期限长达25年，为公司提供了极其稳定的现金流。第二，获得了深圳滚装的汽车滚装船队，为公司后来抓住中国汽车出口机遇奠定了基础。第三，获得了长航国际的沿海干散货和件杂货运输能力，形成了内外贸兼营的业务格局。2019-2020年，公司进一步通过子公司CLNG（与中海能合资）投资亚马尔LNG项目，进入LNG运输领域。亚马尔项目位于俄罗斯北极圈内，是全球最大的LNG项目之一。公司投资5艘ARC7级冰区加强型LNG船，用于运输亚马尔项目生产的LNG。虽然初期只是参股投资，但这是公司向清洁能源运输领域迈出的重要一步。这一阶段的战略重点是做宽。通过业务多元化，公司从单一油运向"油散并举"转型，降低了周期性风险。2020年，虽然疫情对全球航运市场造成冲击，但公司凭借多元化的业务组合，仍然实现了归母净利润27.77亿元，同比增长72.16%，充分验证了多元化战略的有效性。从财务数据看，2018年公司营业收入达到109.31亿元，较2017年的60.95亿元增长79.3%，这主要得益于经贸船务资产的并表。2019年营收进一步增长至145.56亿元，2020年达到180.73亿元。净利润方面，2018年为11.67亿元，2019年为16.13亿元，2020年跃升至27.77亿元，三年的ROE分别为6.40%、7.68%和10.73%，呈现稳步提升态势。第三阶段：综合能源运输成型（2021-2025年）2021年，是招商轮船历史上具有里程碑意义的一年。这一年，公司完成了对中外运集运的收购，正式进入集装箱运输领域。这笔交易完善了公司的业务版图，形成了"2+N"的业务格局——"2"指油运和干散货两大核心主业，"N"指LNG、滚装、集装箱三大补充业务。2021-2024年，全球能源市场经历了剧烈的波动。2021年下半年，全球供应链紊乱导致集装箱运价暴涨，CCFI指数一度突破3000点；2022年，俄乌冲突引发能源危机，油运市场出现脉冲式行情，VLCC TCE一度突破10万美元/天；2023-2024年，全球经济增长放缓，但区域市场分化明显。在这复杂的市场环境中，公司凭借多元化的业务组合，展现了强大的抗风险能力。特别想说的是，这一阶段公司在LNG运输领域取得了战略性突破。2022年，公司组建招商气运平台，开始自主投资、自主运营LNG运输业务。这一决策标志着公司从被动参股转向主动布局。2023年，公司成功获取卡塔尔能源LNG运输项目（卡气二期），这是公司历史上最大的单笔LNG运输项目。2024年，公司大规模下单，全年新签12艘LNG船。至此，公司累计投资LNG船舶64艘，其中61艘已锁定15-25年期长期租约，成为国际LNG运输市场不可忽视的重要力量。2025年，公司实现营业收入281.77亿元，同比增长9.22%；归母净利润60.12亿元，同比增长17.71%。与2015年相比，营收增长约3.2倍，净利润增长约3.4倍，总资产增长约1.3倍。成长是肉眼可见的。而且每一次周期的低点，都是轮船下一次成长的起点，每一次都是低价收购，周期高点的利润全部纳入公司。就跟木桶一样，一直在补短板，让公司的净利润越来越高。这和很多企业高位增发收购，最后一塌糊涂形成了鲜明对比。这是公司精细化运营的结果，希望公司不要因为这两年赚太多钱就飘了，还是要深耕价值，以合理甚至是低估的价格去收购资产，用好公司的每一分钱。二、财务表现：穿越周期的盈利能力财务数据是企业发展轨迹最客观的记录。通过分析2015-2025年的财务数据，我们可以清晰地看到招商轮船如何从一家依赖单一业务、业绩随周期剧烈波动的公司，成长为业务多元、盈利稳健的综合能源运输集团。营收与利润演变从营业收入看，公司经历了三个阶段的增长。2015-2017年，营收基本稳定在60-62亿元之间，这反映了公司当时以油运为主的业务结构，以及油运市场的相对平稳。2018-2021年，营收从109.31亿元快速增长至244.12亿元，年均复合增长率超过30%。这一增长主要得益于2018年收购经贸船务资产带来的并表效应，以及2021年收购中外运集运后的业务扩张。同期净利润也是跟随着水涨船高，在17年市场特别低迷的情况下也未亏损。18年之后净利润进入爆发期，逐年以30%+速度增长。2022-2024年，营收在257-297亿元区间波动，这反映了全球航运市场从疫情高点回落后的新常态。其中2022年，受俄乌冲突引发的能源危机推动，油运市场景气度大幅提升，净利润创下50.86亿元的历史新高（同比增长40.9%）。2023-2024年，虽然市场环境有所回落，但凭借多元化的业务组合和精细化的成本管控，净利润仍保持在48-51亿元的高位。2025年继续创历史新高。从数据可以看出几个重要趋势：第一，营收增长的波动性小于利润增长的波动性，这是因为不同业务板块的利润弹性不同。油运业务的利润弹性最大，干散货次之，LNG和集装箱相对稳定。第二，2018年后公司利润的周期性波动明显减弱，这得益于业务多元化。2017年净利润波动幅度超过60%，而2023-2024年波动幅度仅为5%左右。第三，2022-2024年，即使在油运市场周期性回落的情况下，公司仍能维持较高的利润水平，说明公司的盈利结构已经实现质的改善。资产与负债结构截至2025年底，公司总资产820.55亿元，较2015年的312.40亿元增长126.1%，年均复合增长率9.4%。资产规模的增长主要来自于业务扩张带来的船舶资产增加。2018年收购经贸船务资产使总资产从377.91亿元跃升至499.56亿元，2021年收购中外运集运使总资产从586.35亿元增至601.36亿元。资产结构也发生了显著变化。固定资产占比从2015年的约55%下降至2025年的约45%，这反映了公司业务从重资产的油运向相对轻资产的LNG运输（长期租约模式）转型。在建工程占比从2015年的约15%上升至2025年的约25%，这反映了公司LNG船舶订单的大规模增加。2025年在建工程的大幅增加，预示着未来几年LNG船队将进入集中交付期。从负债结构看，公司的财务杠杆保持稳健。资产负债率从2015年的56.1%上升至2018年的59.4%，随后逐步下降至2025年的47.6%。这一变化反映了公司盈利能力的提升和股东权益的积累。2015-2018年，公司处于快速扩张期，负债率相对较高；2019年后，随着业务逐步成熟和盈利积累，负债率持续下降。有息负债率保持在20-30%的合理区间。2015年有息负债约120亿元，2025年约150亿元，增幅远低于总资产增幅，说明公司的财务结构在优化。利息保障倍数从2015年的4.2倍提升至2025年的8.6倍，偿债能力显著增强。这一指标的提升，使公司在面对市场波动时具有更强的抗风险能力。盈利能力与股东回报从盈利能力指标看，公司的ROE呈现先降后升的趋势。2015-2017年，ROE从10.01%下降至3.89%，反映了油运市场的低迷和公司业务单一的风险。2018-2022年，ROE从6.40%逐步提升至17.11%，这得益于业务多元化带来的盈利结构改善和经营效率提升。2023-2025年，加权平均ROE为13.25%、13.21%、14.55%，在全球航运企业中处于领先地位。这一优势来源于两个方面：一是多元化的业务组合平滑了周期波动，二是长期合同的稳定贡献提供了可靠的收益基础。从股东回报看，公司始终坚持稳定的分红政策。2015-2025年，公司累计现金分红约120亿元，分红率平均约为43%。稳定的分红政策体现了公司良好的现金流管理能力和对股东的尊重。虽然分红率不是最高，但考虑到公司正处于LNG业务的快速扩张期，需要大量资本开支，这一分红水平是合理且可持续的。预计未来几年，随着LNG船队陆续交付并产生稳定现金流，公司分红能力将进一步增强。从整体财务数据来看，轮船整体非常稳健，但是又不失增长，一方面源于把握住了大部分的并购扩张机会，另外一方面新造船的规划也比较好，船龄也一直保持年轻化。股东回报虽然不是很高，但基于公司发展周期来看，还是可以的。未来希望能探索回购常态化的机制，让股东回报进一步增强。

#320 Travel is one of the most common gut disruptors I hear about in clinic — and one of the most preventable. In this episode, I'm sharing exactly what I pack to keep my gut moving when I travel, what the whole family takes, and why every single choice is backed by research. Whether you're someone who has no issues at home but completely shuts down the moment you board a plane, or someone who already deals with sluggish bowels and knows travel makes it significantly worse — this one is for you. I walk you through the six key reasons travel disrupts your bowels, and then get into my bare minimum gut travel toolkit: the four things I never leave home without, plus the two free foundations that make everything else work better. We cover GOS — the prebiotic I start seven days before travel that research shows may significantly reduce the incidence and duration of traveller's diarrhoea, and that also supports gut motility. I explain how to dose it, which form has the strongest research behind it, and importantly, who should not be taking it without professional guidance (if you have active or suspected SIBO, please speak with a qualified gut-informed practitioner before adding prebiotic fibres). We also cover PHGG for gentle, bloat-free bowel regularity, magnesium bisglycinate (and when citrate may be the better choice) for softening stool and supporting peristalsis, and BetterMe Tea — my own herbal formulation that travels everywhere with me. This isn't a complicated protocol. It's a simple, evidence-based toolkit that works — even when your routine doesn't. In this episode: — Why travel is such a powerful gut disruptor (the six key drivers) — GOS: the prebiotic doing double duty before you board the plane — Who should not take GOS and how to titrate the dose — PHGG: bowel regularity without the bloat — Magnesium bisglycinate (and citrate): which form and why — BetterMe Tea: my travel ritual — Hydration and movement: the free non-negotiables — When travel constipation signals something deeper worth investigating This episode is for educational purposes only and is not intended as medical advice. Please consult with a qualified healthcare practitioner before making changes to your health routine. Lynda Griparic is a degree-qualified naturopath with extensive experience in complex gut health conditions including IBS, SIBO, IMO, and chronic constipation. She offers telehealth consultations Australia-wide and internationally.

Professor Matthew Sadlier, President of the IMO, discusses banning social media for under 16s.

Send us Fan MailGodsmack guitarist Sam Koltun joins the Vulgar Display of Podcast for a conversation ahead of one of the biggest shows of his career, playing his hometown of St. Louis with Godsmack, Stone Temple Pilots, and Dorothy at Hollywood Casino Amphitheater.Sam discusses joining Godsmack in 2025 following their European tour, earning a permanent spot in one of hard rock's most iconic bands, and what it means to return home for his first U.S. tour with the group. He reflects on growing up in St. Louis, cutting his teeth at legendary local venues, and the journey that took him from Midwest clubs to stages around the world.We also dive into Sam's straightforward, old-school guitar setup featuring Gibson Les Pauls and Diamond Amps, why Godsmack remains an unapologetically analog rock band, and what it's like sharing the stage with Sully Erna and the rest of the Godsmack family.Plus, we talk St. Louis music history, hometown show pressure, life in Los Angeles, toasted ravioli, and why Imo's Pizza didn't make the cut.For metalheads and by metalheads, this is a conversation you don't want to miss.Subscribe, like, and follow the Vulgar Display of Podcast for more interviews with the biggest names in rock and metal.#Godsmack #SamKoltun #StoneTemplePilots #Dorothy #VulgarDisplayOfPodcast #MetalPodcast #HardRock #GibsonLesPaul #StLouisMusic #SullyErnahttp://www.betterhelp.com/TheBarnThis episode is sponsored by www.betterhelp.com/TheBarn and brought to you as always by The Barn Media Group.   YOUTUBE https://www.youtube.com/@TheBarnPodcastNetworkSPOTIFY https://open.spotify.com/show/09neXeCS8I0U8OZJroUGd4?si=2f9b8dfa5d2c4504APPLE https://podcasts.apple.com/podcast/id1625411141I HEART RADIO https://www.iheart.com/podcast/97160034/AMAZON https://music.amazon.com/podcasts/7aff7d00-c41b-4154-94cf-221a808e3595/the-barn

In this special episode recorded at Posidonia 2026 in Greece, Arsenio Dominguez IMO Secretary General discussed the pivotal role of Greek ship owners in shaping global maritime regulations. As Greece accounts for nearly a fifth of global tonnage, the episode explores their contributions to sustainability, safety, and the welfare of seafarers.The conversation touches on the IMO's net-zero framework, the impact of geopolitical crises on seafarer safety, and the challenges of regulating emerging technologies in shipping.Listen to the full interview now and hear more about:The role of Greek shipownersSustainability and investment in shippingDecarbonisation and alternative fuelsGeopolitical crises and seafarer safetyIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Gary Howard:Follow on Twitter: https://twitter.com/GaryLeeHoward Follow on Twitter:: https://www.linkedin.com/in/garyleehoward/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

On this episode of IMO, actress, host, and podcast veteran Jessica Williams joins the show! She discusses what it was like to have Jon Stewart as a mentor during her early tenure at The Daily Show, how she has had to approach her acting career as a tall Black woman in Hollywood, and the surprising crafting projects she's picked up in her down time. Plus, Jessica shares her favorite stories from behind the scenes of Shrinking.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this conversation with international tarot reader, author and teacher Liz Dean, we discuss moving from external authority (“what the cards tell me”) to internal sovereignty (“I am the expert of my own life”). This chat illuminates why vulnerability is power, reclaiming your connection to your own wisdom, and what becomes possible when you stop seeking answers outside yourself and start listening to the voice within.We explore how tarot can become a mirror for consciousness evolution rather than a tool for prediction. Liz shares how cards traditionally feared - the Devil, Death, Tower, and Hanged Man - are actually invitations to transformation and deeper knowing.Perfect for anyone ready to move beyond fear-based tarot and into heart-centered, consciousness-aligned knowing.Liz reads for me in this episode as I stand at the ever present edge of becoming – helping me to see what I already know to be true. FIVE THINGS YOU'LL DISCOVER BY THE END OF LSITENING IN:>> How “Scary” Tarot Cards Are Actually Invitations to TransformationThe Devil isn't evil - Liz shares that it's about recognizing what agreements you're honoring. Death isn't statically about endings - it's about what wants to be reborn. The Tower isn't destruction - it's the collapse of false structures so truth can emerge. The Hanged Man isn't stalling - it's the gifts that await your willingness to see differently. These cards aren't warnings but instead consciousness invitations.>>The Difference Between Prediction and SovereigntyTraditional tarot often reads: “The cards tell you what will happen.” Heart-centered tarot reads: “The cards help you see what's already true about yourself.” Liz teaches how moving from “What do the cards say about me?” to “What do I see about myself through the cards?” shifts you from victim of fate to author of your life. This is the difference between external authority and internal wisdom.>>Why Your Resistance to Tarot (Or Anything) Is Actually IntelligenceIf traditional tarot feels manipulative or fear-based, your body is telling you something true, IMO. That resistance isn't closed-mindedness - it's consciousness rejecting what doesn't serve evolution. Liz shares how to honor your own knowing rather than override it for someone else's interpretation. >>The Hermit's Real Teaching: Chosen Solitude as Sacred SpaceThe Hermit isn't about isolation or loneliness - it's about knowing when to withdraw for what wants to emerge through you, Liz says. Whether it's shadow work, creative expression, or spiritual deepening, the Hermit teaches rhythm: when to engage, when to retreat, when to let the world in, and when to tend your own light. This card becomes a guide for honoring your cycles.>>Building a Life & Business from Purpose, Not PredictionCreating from authenticity. Understand why consciousness-aligned Spiritual business isn't about manipulation or scarcity tactics; it's about serving what wants to emerge and trusting resonance.You'll find Liz on Instagram @lizdeantarotAnd her website is hereSpirit-led Reiki Pathway: https://www.reikiredefined.com/spirit-led-reiki-pathway/Free non-guru community: https://www.reikiredefined.com/free-community/Free workshop: https://www.reikiredefined.com/lifting-the-veil-on-reiki/Get my updates straight to your inbox: https://reiki-redefined.kit.com/6629991732You'll find me most on Tikotok @reikiredefined

Episode 147: This week, Kyle Van Pelt talks with Patrick Kelly, Co-Founder and CEO of Signal Advisors. Patrick started his career as a financial advisor at Northwestern Mutual before becoming an independent advisor. Before Signal, Patrick founded RepPro, the first electronic application platform for fixed and fixed index annuities in the IMO business. Patrick talks with Kyle about the hidden economics behind high-growth advisory firms. He discusses why some of the fastest-growing advisors integrate insurance, annuities, and investment management into a cohesive strategy, and how pairing this with recurring revenue can unlock both growth and enterprise value. Patrick also explores how technology simplifies operations, improves visibility into marketing performance, and ultimately helps advisors make better business decisions and enhance client experiences. In this episode: (00:00) - Intro (02:02) - Patrick's money moment (05:06) - Where Signal Advisors fits in the modern advisor ecosystem  (07:11) - Why insurance technology still lags behind wealthtech (10:52) - The hidden limitations of basic data feeds  (15:12) - Rethinking the commission vs. fee-based debate  (17:10) - The evolution of fee-based annuities and advisor adoption  (19:47) - The real engine behind advisor growth and enterprise value (21:07) - How Signal Advisors survived its early cash flow challenges  (28:25) - Building a tech stack around advisor economics and visibility (34:01) - Why advisors work with so many carriers (36:14) - Patrick's vision for the future of Signal Advisors (40:35) - Why AI should improve experience before efficiency  (43:37) - Patrick's Milemarker Minute Key Takeaways Great advisors solve for human outcomes, not just portfolio performance. Clients are often seeking confidence, stability, income, or peace of mind—not simply maximum returns. The firms growing fastest understand how to align financial solutions with real human concerns. The divide between insurance and investments is disappearing. High-growth advisory firms increasingly integrate annuities, insurance, and investment management into a single client strategy instead of treating them as competing business lines. Enterprise value comes from scalable growth, not just recurring revenue. Predictable revenue matters, but the firms commanding premium valuations are the ones pairing recurring income with strong acquisition systems, marketing visibility, and operational leverage AI's biggest opportunity is improving the client experience. Efficiency matters, but the real long-term advantage comes from creating smoother, faster, and more personalized experiences for both advisors and clients. Efficiency is simply the downstream effect. Quotes "In a world where you don't differentiate on products, where you really differentiate is on your financial planning prowess and how you actually help individuals solve problems in their lives." ~ Patrick Kelly "If you're taking commissions, you're reducing the enterprise value of your business because people who buy businesses want recurring revenue." ~ Patrick Kelly "You shouldn't use AI to create efficiency. You should use AI to create a better user experience. Efficiency is a second-order effect of AI." ~ Patrick Kelly Links  Patrick Kelly on LinkedIn Signal Advisors Northwestern Mutual American Equity DTCC Michael Kitces Empire of the Summer Moon Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with TurncastTurncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Podcasting 2.0 May 29th 2026 Episode 261 - "Podhemian Grove" Podcasting 2.0 May 29th 2026 Episode 261 - "Podhemian Grove" Mike Dell joined the board room to help Adam and Dave with the solution to the Secret Pdcast Group's Problems. Download the mp3 Podcast Feed PodcastIndex.org Preservepodcasting.com Check out the podcasting 2.0 apps and services newpodcastapps.com Support us with your Time Talent and Treasure Show Notes ----------------------------------------------------------------------------------------------------------------------------------------- 01 - ALLIANCE FOR MEASUREMENT IN PODCASTING — Podnews press release this morning: Alliance for Measurement in Podcasting (AMP) launches. Industry consortium for podcast measurement standards. Dave reblog with snark (May 29): "They want better app metrics for their ad-tech but the only 'app' in their council is Spotify.

Our guest on this week's episode is Matt Lekstutis, director at Efficio, a supply chain and consulting firm. Two weeks ago, President Trump had an historic meeting with China's President Xi. It was a highly anticipated gathering, as there was a lot to talk about, including the war against Iran and the ongoing oil constraints. Our guest this week talks with DC Velocity Group Editorial Director David Maloney to unwrap what took place and to discuss international trade and world-wide threats to our supply chains. Senior Editor Victoria Kickham reports that buyers of forklifts and pallet-handling equipment are upbeat in 2026, with many expecting to increase capital expenditures on those items this year as compared to last year. This information is based on a recent Voice of Market report from London-based research firm Interact Analysis. The researchers surveyed decision-makers involved in the use, selection, and purchase of automation technologies for their facilities globally.We've been writing for years about autonomous vehicles, first with AGVs and AMRs in warehouses, there are self-driving forklifts, outdoor delivery robots on sidewalks, increasingly self-driving cars, a small but growing number of self-driving trucks, and some flying drones both indoors and out. But a story that caught the eye of Senior News Editor Ben Ames this week was about autonomous commercial ships.Articles and resources mentioned in this episode:OfficioReport: Market sentiment for forklift and pallet handling tech improvesIMO launches safety code to regulate autonomous shipsVisit DC VelocityVisit Supply Chain XchangeSend feedback about this podcast to podcast@agilebme.comThis podcast episode is sponsored by: ID Label

As electricity demand rises and renewable generation continues to expand, the same question keeps arising: how do we keep power systems reliable, affordable and resilient? This week, Michael Liebreich is joined by Håkan Agnevall, CEO of Wärtsilä, to discuss the changing role of flexible generation in modern electricity systems, the growing importance of grid stability, and why balancing technologies will be critical as renewables become an ever-larger share of the global energy mix. They explore how rapidly growing electricity demand, including from data centres, is reshaping investment decisions, why flexible gas generation may play an important transitional role, and how batteries, renewables and thermal assets can work together to build a more resilient power system. The conversation also examines the future of shipping decarbonisation following delays to the International Maritime Organisation's proposed global carbon-pricing mechanism, the importance of fuel flexibility for vessel owners, and how digital technologies and AI are improving efficiency across industry. Håkan and Michael cover a wide variety of topics, including: Why flexible generation remains essential in renewable-heavy grids How growing electricity demand is changing energy infrastructure planning The role of gas engines, batteries and storage in maintaining grid stability What data centres mean for future power systems Shipping decarbonisation and the IMO's delayed carbon-pricing vote Fuel flexibility and efficiency in maritime transport How industrial companies are using AI to improve performance and reliability Energy security, competitiveness and the changing geopolitical landscape Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Wärtsilä's website: https://www.wartsila.com/ Episode 208 with Anders Lindberg, Wärtsilä's head of energy: https://www.youtube.com/watch?v=UtsCCJ4o1WA Episode 229 with Professor Tristan Smith of UCL, on the delayed IMO agreement: https://www.youtube.com/watch?v=HdUCidkeDto Episode 235 with Rob Dunn, inside the Start Campus data centre: https://www.youtube.com/watch?v=juAyLAUmU3w

Captives of the FlameSamuel R. Delany (1942 - )Chip Delany's 2nd novel -- the first is The Jewels of Aptor (1962) -- published by Ace Books in 1963. Set in the 35th Century, the survivors of a nuclear war live on the coastline and an island in a kingdom ruled by a royal family in disrepair. A young victim -- the son of a wealthy merchant -- of their wrath becomes a working-class hero as he fights to get back his good name, aided by a disaffected member of the royal family. This was later rewritten as Out of The Dead City by Delany as part of the Towers Trilogy, an early masterpiece, IMO. (Introduction by BellonaTimes)

Almost exactly one year after Season 6's Expo 2025 deep dive with Sachiko Yoshimura, the Krewe closes the loop with two people who were actually there. Lea Disimone & Bridget McCarthy served as Youth Ambassadors at the US Pavilion during Expo 2025 Osaka, and they share what the program was really like from the inside, from a day in the life to the lasting impact it left on them. Two New Orleans connections, one world's fair, and a conversation worth the wait. ------ About the Krewe ------ The Krewe of Japan Podcast is a weekly episodic podcast sponsored by the Japan Society of New Orleans. Check them out every Friday afternoon around noon CST on Apple, Google, Spotify, Amazon, Stitcher, or wherever you get your podcasts.  Want to share your experiences with the Krewe? Or perhaps you have ideas for episodes, feedback, comments, or questions? Let the Krewe know by e-mail at kreweofjapanpodcast@gmail.com or on social media (Twitter: @kreweofjapan, Instagram: @kreweofjapanpodcast, Facebook: Krewe of Japan Podcast Page, TikTok: @kreweofjapanpodcast, LinkedIn: Krewe of Japan LinkedIn Page, Blue Sky Social: @kreweofjapan.bsky.social, Threads: @kreweofjapanpodcast & the Krewe of Japan Youtube Channel). Until next time, enjoy! ------ Support the Krewe! Offer Links for Affiliates ------ Use the referral links below & our promo code from the episode! Support your favorite NFL Team AND podcast! Shop NFLShop to gear up for football season! Zencastr Offer Link - Use my special link to save 30% off your 1st month of any Zencastr paid plan!  ------ Past KOJ Episodes ------ Expo 2025: Japan on the World Stage ft. Sachiko Yoshimura [S6E2] Hanging Out In Hyogo ft. Rob Dyer of The Real Japan [S5E14] Checking Out Miyagi ft. Ryotaro Sakurai (Guest Host, William Woods) [S5E5] Explore Matsue ft. Nicholas McCullough [S4E19] Travel Hiroshima ft. Joy Jarman-Walsh [S4E4] Travel Aomori ft. Kay Allen & Megan DeVille [S3E17] Hungry For Travel ft. Shinichi of TabiEats [S3E15] Henro SZN: Shikoku & the 88 Temple Pilgrimage ft. Todd Wassel [S3E12] ------ JSNO Upcoming Events ------ JSNO Event Calendar Join JSNO Today!

Today's episode of IMO features two very talented (and funny) costars: Ayo Edebiri and Don Cheadle! The two star in the Broadway revival of Proof, co-produced by Higher Ground. They discuss what it's like starring on Broadway for the first time, their childhood experiences on the stage, and the friendship they've developed through the show. Plus, a surprise appearance from a bug sends the whole group reeling…Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This conversation with Michelle Obama is full of the kind of wisdom that stays with you. With Keke, she opens up about motherhood, ambition, marriage, Black womanhood, and the freedom she's found in this chapter of her life. She also shares insight on staying grounded when the world tries to define you. From her podcast, IMO with Michelle Obama and Craig Robinson, to her book, The Look, Michelle and Keke discuss honesty, confidence, self-expression, and being seen for who you are.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Happy Masturbation May! To mark one of the best months of the year (IMO) we're talking all about orgasms, and whether they need to be the goal during sex or masturbation.To start the episode, Honey talks to our deputy editor, Lucy, about faking orgasms. We discuss how the female orgasm varies from the male orgasm, and why the orgasm rates are different for women in straight relationships versus queer relationships.Honey then talks to Samantha Marshall, head of brand at Smile Makers Collection. Sam explains why the orgasm gap exists, and how that varies between sex and masturbation.We then delve into why women should take their pleasure seriously – both solo and with partners – and how we can approach masturbation more mindfully.You can find Lucy on Instagram and Substack. Smile Makers Collection has 11 incredible vibrators, and a pelvic floor device, and you can find them on Instagram, too.As always, you can find Sextras on Substack, Instagram, TikTok, and our website. Leave us a review (so I can keep getting amazing guests!) or get in touch with us at sextraspodcast@gmail.com with questions, dilemmas, or what you want to hear next.Hosted and produced by Honey Jane Wyatt. Hosted on Acast. See acast.com/privacy for more information.

The Friday Five for May 15, 2026: Field Notes: Camp Ritter The “Spotify 20: Your Party of the Year(s)” TRICARE Transition from DS Logon to myAuth Scammers Using Meta to Target Seniors Introducing the Integrity Health Plan   Get Connected:

In this special live IMO episode, tennis legend Serena Williams joins Michelle to talk about all things motherhood. They swap stories about their fertility journeys, experience raising daughters, and the lessons they learned from their own moms. Plus, Serena shares what it was like to win a grand slam while pregnant!Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this week's Bonus Ep: Pregnancy cravings, Vogue updates us on the build at the new house, or lack thereof, and Amber's actually signed up at the tennis club!Plus, Imo's quiz returns, baby name suggestions roll in, a hen do organiser is left chasing deposits, and one listener causes chaos by inviting her boyfriend to Olivia Dean.Vogue & Amber is a Global production, available every Tuesday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.Watch us on YouTube! CLICK HERE! or search Vogue & AmberRemember, if you want to get involved you can:Email us at vogueandamberpod@global.com OR find us on socials @voguewilliams, @ambrerosolero @vogueandamberpod

On this week's episode of IMO, Allyson and Wes Felix join Michelle and Craig to share some very exciting news! They also share more about how their sibling dynamic has set them up to work together in their careers, how Allyson's approach to the Olympics has changed over the years, and what brings them joy in their lives today.Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of Bulture podcast:Michael Jackson & NBA Youngboy both have a movie releasing this weekend!NBA Youngboys Documentary “American Youngboy” debuted in the top 10 box office with 3 days of tracking and no promotion. It's583 Theaters (Least On List), 1.84 Total Gross.Fans around the world turning NBA YoungBoy's documentary into a party tonight at the movie theatersMIKEY think men who don't like Drake music, don't really dislike the music they really hate women the music is made for!!Woman reveals wild conspiracy theory claiming that Drake's Iceman sculpture and the streamer's discovery of the release date were staged.Live Nation just dropped $30 concert tickets for 4,000 shows — here's how fans can cash in.Megan Thee Stallion confirms to TMZ that she has broken up with Klay Thompson, seemingly accuses him of cheating on her.Klay Thompson cheated on Megan Thee Stallion with WNBA player Lexie Brown.Chris Brown slams content creator over disses about his music & past as woman linked to viral compliment speaks out.Offset says he refuses to let Florida shooting slow him down: “Keep This S**t Pushing”.Houston Police Department fires Ashley Gonzalez following her viral racist rant against Black people.Social media is turning on restaurants that book Big Groove, boycotts are growing as critics argue his content leans into stereotypes and disrupts the dining experience.A 72-year-old man was arrested after he injured two cyclists by driving aggressively around a group of 10 riders in Cherokee County. Woman takes to social media. Admits to shooting Maryland gas station employee, and says she plans to rob again & ‘burn something down.Donald Trump has survived his third major assassination attempt. He was evacuated after shots rang out.Cole Tomas Allen, a California Teacher of the Month, was arrested after trying to assassinate Trump.Lebron James game 3- Hitting the playoff game tying 3 to force OT in the same game you threw an alley oop to your literal son is more impressive in and of itself than 6 rings.Glorilla dissing her sister on Latto new song is hilarious but fire!lil Baby reveals that he still gets paid every month from Rap Snacks and that every rapper with their own Rap Snacks flavor gets a 50/50 split with the company.Falcons' James Pearce Jr.'s charges will be dropped in a DV case involving his ex if he attends therapy & stays out of trouble for 6 months. Police and ex-gf WNBA player Rickea Jackson agreed.New photos have been released showing NFL reporter Dianna Russini and NFL coach Mike Vrabel kissing at a New York City bar six years ago in 2020.Boosie Badazz had the crowd weak after trying to dunk off a trampoline at a Hawks game.Ja Morant has unveiled his next signature shoe. What do you think of them?Wendy's Hints at “Spicy” collab with Ice Spice following viral McDonald's brawl. A man was arrested earlier this week after police body camera captured him biting a police dog during a drug operation.Detroit Vs Angel Reese merch coming soon.-Angel Reese joined “IMO with Michelle Obama & Craig Robinson” and discussed her career, navigating through negativity and more.Yung Miami drops new club anthem “Spend Dat” Singer D4vd, 21, officially charged with 1st-Degree m*rder in the de@th case of 14-year-old Celeste Rivas Hernandez, whose remains were found in the trunk of his Tesla.

On this week's episode of IMO, legendary late night host and comedian Jimmy Kimmel joins the show! Jimmy opens up about his childhood in Las Vegas, shares why he was fired from every job he had before late night, and how he built his show from the ground up, family and all. Plus, he shares a recent not-so-proudest parenting moment.Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, Oscar-winning actress Jamie Lee Curtis comes on IMO to talk about her anti-Hollywood Hollywood upbringing, what she thought of her role in Everything Everywhere All at Once, and her real thoughts on awards season. Plus, she shares a profound personal update.Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Curry's are here! On this episode of IMO, Ayesha and Stephen Curry join Michelle and Craig to chat about adjusting to life with four kids, approaching 15 years of marriage, managing their individual and joint pursuits, their new animated movie GOAT, and partnering with Michelle's PLEZi Nutrition.Have a question you want answered? Write to us at imopod.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What Anderson learned from losing everyone he loved, what we owe our parents, and how grief shapes all of us--a conversation from the podcast "IMO." On IMO, siblings Michelle Obama and Craig Robinson aim to bring you candid perspectives on the everyday questions shaping our lives, relationships and the world around us. Each week, they're joined by a guest to tackle real questions from real folks just like you offering practical advice, personal storytelling, and plenty of laughs. In this episode, Anderson Cooper shares what he's learned about holding space for grief. The three talk about how they managed (or avoided) the grieving process and how their moms prepared their kids to live without them. Plus Anderson shares his thoughts on the Vanderbilts inspiring an episode of "The Gilded Age." You can hear more episodes of IMO at https://lnk.to/imomichellecraigTH   Join Dan's online community here Follow Dan on social: Instagram, TikTok Subscribe to our YouTube Channel   To advertise on the show, contact sales@advertisecast.com or visit https://advertising.libsyn.com/10HappierwithDanHarris