Shipping’s 2050 Fuel Forecast, Helium Supply Shortages, and 54,000 Sea Miles for One Sausage Roll

UnDocked: The Maritime Transformation Show · Sep 24, 2026 · 54m · transcript

This week, Nick and Raal examine how geopolitical disruption is exposing hidden dependencies across shipping: from helium shortages and future-fuel investment choices to soaring freight markets and cyber risk. They also trace the global supply chain behind a Greggs sausage roll, revealing how deeply everyday life depends on maritime trade.

CHAPTERS

01:03 Helium shortages and an unexpected shipping dependency

03:35 Qatar, Hormuz and the global helium supply chain

08:40 Shipping’s difficult alternative-fuel investment choices

15:20 What the newbuild engine mix says about 2050

19:00 Ammonia…