Shipping Master Series

Deep Dive: Navigator Gas Recent Developments, Capital Allocation & The Petrochemical Gas Outlook Tuesday, September 2, 2025 Featuring: Mads Peter Zacho, Chief Executive Officer, Navigator Gas (NYSE: NVGS) Jostein Aschjem, Shipping Equity Research Analyst, DNB Carnegie Mads Peter Zacho, CEO of Navigator Holdings, discusses with Jostein Aschjem, Shipping Equity Research Analyst at DNB Carnegie, the company's second-quarter highlights, third-quarter outlook, and market developments during Capital Link's Deep Dive webinar series. The discussion also covered various geopolitical events that impacted Navigator's operations, including port fee discussions, US-China tariff war, and export licensing restrictions. Mr. Zacho highlighted Navigator Gas's unique position as a leader in the handy-sized gas tanker segment, its diverse cargo capabilities, and the commercial synergies between its shipping fleet and terminal assets. He emphasized the stability of Navigator's cash flows, its market leadership, and the resi