All episodes

22 min

The container ship order boom: growth or overcapacity?

In the fifth episode of Straight Talk with Rolf Habben Jansen, maritime journalist Janet Porter speaks with Hapag-Lloyd's CEO about the record container ship order book. They discuss what is driving the ordering boom, whether overcapacity is ahead, why demand keeps surprising the industry, why scrapping must rise, and which fuels will power the next generation of ships, from LNG and methanol to nuclear propulsion, which Rolf sees as a real alternative around 2040.

25 min

Africa: container shipping's biggest opportunity

In the fourth episode of Straight Talk with Rolf Habben Jansen, maritime journalist Janet Porter speaks with Hapag-Lloyd's CEO and container shipping analyst Lars Jensen, who is travelling through 41 African countries. Marking 20 years of Hapag-Lloyd in South Africa, they discuss why Africa is the industry's biggest growth opportunity, the infrastructure gap, trade imbalances, where growth will come first, and what the market could look like in 20 years.

18 min

The hidden strength of mergers & acquisitions

In the third episode of Straight Talk with Rolf Habben Jansen, maritime journalist Janet Porter speaks with Hapag-Lloyd's CEO about two decades of consolidation in container shipping: lessons from the CP Ships, CSAV and UASC mergers, why people, systems and customers decide success or failure, how cultures blend, where synergies really come from, and how much further consolidation the industry could see.

26 min

How globalization is reshaping world trade

In the second episode of Straight Talk with Rolf Habben Jansen, maritime journalist Janet Porter speaks with Hapag-Lloyd’s CEO about 70 years of containerization, changing trade patterns, nearshoring, tariffs, emerging markets, vessel sizes, EVs in containers, and why he remains cautiously optimistic about the future of global trade.

27 min

The Strait of Hormuz and its impact on global supply chains

In the first episode of Straight Talk with Rolf Habben Jansen, maritime journalist Janet Porter speaks with Hapag-Lloyd’s CEO about the Strait of Hormuz crisis, stranded crews and cargo, rising costs, customer impacts, network resilience, and the outlook for a return to normal trade flows through the Gulf and Suez.