20th Annual Capital Link International Shipping Forum Set for March 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy ASC?
Source: Newsfilter
- Forum Overview: The 20th Annual Capital Link International Shipping Forum will take place on March 9, 2026, in New York City, featuring senior executives from 23 leading shipping companies, showcasing the latest trends and dynamics in the shipping market while facilitating dialogue between investors and shipping firms.
- Keynote Speakers: Joshua Volz, Special Envoy for Global Energy Integration from the U.S. Department of Energy, and Vasilis Kikilias, Minister of Maritime Affairs from Greece, will deliver keynote remarks, emphasizing the close relationship between global energy transitions and the shipping industry, likely sparking in-depth discussions on future shipping policies among attendees.
- Investor Meetings: The forum offers one-on-one meeting opportunities for shipping companies and institutional investors, with complimentary registration for both groups, aimed at enhancing capital flow and industry collaboration, thereby increasing the investment appeal of the shipping market.
- Industry Discussions: The forum will address critical topics such as geopolitics, the new energy landscape, access to capital, and technological innovation, expected to provide valuable insights for the future development of the shipping industry, helping participants seize market opportunities.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ASC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ASC
About ASC
Ardmore Shipping Corporation is engaged in the ownership and operation of product and chemical tankers in worldwide trade. It operates through a single segment, which is transportation of refined petroleum products and chemicals. It provides seaborne transportation of petroleum products and chemicals worldwide to oil majors, national oil companies, oil and chemical traders, and chemical companies, with its fleet of mid-size product and chemical tankers. It provides shipping services to customers through voyage charters, time charters, and commercial pools. It has approximately 26 vessels in operation. Its vessels include Ardmore Exporter, Ardmore Explorer, Ardmore Enterprise, Ardmore Engineer, Ardmore Endurance, Ardmore Endeavour, Ardmore Encounter, Ardmore Seahawk, Ardmore Seavanguard, Ardmore Seavantage, Ardmore Seaventure, Ardmore Gibraltar, Ardmore Seafox, and Ardmore Seavaliant, among others. It charters its vessels through a combination of spot and time-charter arrangements.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Annual Report Filing: Ardmore Shipping Corporation has filed its Form 20-F annual report for the year ended December 31, 2025, with the U.S. Securities and Exchange Commission, complying with New York Stock Exchange regulations to ensure transparency and compliance.
- Fleet Overview: The company operates a fleet of mid-size product and chemical tankers ranging from 25,000 to 50,000 deadweight tonnes, dedicated to providing efficient seaborne transportation services for petroleum and chemical clients globally, enhancing its market competitiveness.
- Core Strategy: Ardmore's core strategy focuses on developing a modern, high-quality fleet while establishing long-term relationships with key commercial partners to maintain cost advantages in assets, operations, and overhead, thereby achieving economies of scale as the company grows.
- Service Model: The company offers services through voyage charters, commercial pools, and time charters, ensuring close collaboration with key commercial and technical management partners to enhance service quality and customer satisfaction.
See More
- Stake Liquidation: Flat Footed LLC fully liquidated its 314,076-share stake in Matson during Q4 2026, resulting in a $30.96 million decrease in the position's quarter-end value, highlighting the impact of market fluctuations on its investment portfolio.
- Market Performance: As of February 17, 2026, Matson's shares were priced at $165.05, reflecting a 12.1% increase over the past year, outperforming the S&P 500 by 2.27 percentage points, indicating its relative strength in the shipping industry.
- Financial Overview: Matson's latest financial metrics reveal a TTM revenue of $3.34 billion and a net income of $444.8 million, with a dividend yield of 0.91%, suggesting a solid revenue stream and profitability.
- Industry Outlook: While global freight markets stabilize, Matson must focus on cargo demand in its domestic trade lanes and customers' willingness to pay for expedited shipping services to sustain profitability and competitive positioning.
See More
- Position Liquidation: Flat Footed LLC sold its entire stake of 314,076 shares in Matson during Q4, resulting in an estimated trade size of $30.96 million, which led to a 3.4% decrease in its reported AUM.
- Market Dynamics Impact: This transaction reflects not only the liquidation of Flat Footed LLC's holdings but also the impact of Matson's stock price fluctuations, resulting in a quarter-end position value of zero, down from 3.8% of the fund's AUM in the previous quarter.
- Industry Competitiveness: Matson, a leading provider of ocean transportation and logistics services, focuses on domestic U.S. trade lanes, particularly in Hawaii, Alaska, and Guam, benefiting from the protection of the Jones Act, which limits foreign competition.
- Future Outlook: While Matson benefited from strong trans-Pacific demand and premium pricing during the pandemic, its profitability will depend on continued cargo demand in domestic trade lanes and customers' willingness to pay for expedited shipping as global freight markets stabilize.
See More
- Annual Report Filing: Ardmore Shipping Corporation has filed its Form 20-F for the year ended December 31, 2025, with the SEC, complying with NYSE regulations to ensure transparency and regulatory adherence.
- Fleet Overview: Ardmore operates a fleet of mid-size product and chemical tankers ranging from 25,000 to 50,000 deadweight tonnes, focusing on providing efficient seaborne transportation services to the global oil and chemical sectors, enhancing its market competitiveness.
- Core Strategy: The company aims to continue developing a modern, high-quality fleet while establishing long-term commercial relationships and maintaining cost advantages, thereby improving operational efficiency and achieving economies of scale to support future growth.
- Risk Statement: The press release includes forward-looking statements that involve risks and uncertainties, which may cause actual results to differ materially from expectations, with Ardmore committing to update relevant information as required by law.
See More
Iran's Actions: Iran has effectively closed the Strait of Hormuz in response to U.S. and Israeli attacks.
Impact on Oil Prices: This closure could lead to a spike in oil prices.
Shipping Stocks: The situation may benefit shipping stocks, particularly companies like Frontline and DHT Holdings.
Geopolitical Tensions: The ongoing tensions in the region are influencing both oil markets and shipping industries.
See More
- Forum Overview: The 20th Annual Capital Link International Shipping Forum is scheduled for March 9, 2026, in New York City, expected to attract numerous investors and shipping executives, showcasing the latest trends and developments in the shipping industry while facilitating engagement between investors and shipping companies.
- Keynote Speakers: U.S. Department of Energy's Special Envoy for Global Energy Integration, Joshua Volz, and Greek Minister of Maritime Affairs, Vasilis Kikilias, will deliver keynote remarks during lunch, discussing the dynamics and challenges of global energy markets, emphasizing the shipping industry's critical role in energy transition.
- Industry Panel Discussions: The forum will feature multiple panels addressing key issues such as supply and demand fundamentals, freight rates, and asset values in the dry bulk, gas, and tanker shipping sectors, aiming to provide attendees with profound market insights and forward-looking analyses.
- Registration Information: Registration for the forum is complimentary for institutional investors and shipping companies, with details available on the official website, reflecting the forum's commitment to enhancing connections between the shipping industry and investors.
See More









