In this episode of Capital Link’s Deep Dive Webinar Series, Mr. Jostein Aschjem, Shipping Equity Research Analyst at DNB Carnegie, sat down with Mr. Mads Peter Zacho, CEO of Navigator Gas (NYSE: NVGS), to discuss the company's latest performance. The conversation revealed a company showing remarkable resilience in the face of current geopolitical turbulence and is actively positioning itself for the next wave of growth in the gas sector.
As Mr. Zacho put it, Navigator is “a leader in the Handysize gas tanker segment”—a position that is uncommon in shipping, where a single company seldom controls more than a third of any market. The company also owns onshore infrastructure, creating synergies that “drive resilience and more stable cash flows.”
Navigator Gas owns and operates the world’s largest fleet of Handysize liquefied gas carriers and is a global leader in the seaborne transportation of petrochemical gases (e.g., ethylene and ethane), liquefied petroleum gas (LPG), and ammonia. In addition, it holds a 50% interest, through a joint venture, in the ethylene export terminal at Morgan’s Point, Texas, on the Houston Ship Channel.
To watch the full webinar, please visit the following link:
https://youtu.be/ZmYP7Xzem_4

04 Sep 2025
Navigator Gas: Capital Allocation Playbook in Action

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Navigator Gas: Capital Allocation Playbook in Action
Navigator Holdings Ltd. (NVGS:NYS) | 0 0 (-2.0%) | Mkt Cap: 716.4m
- Published:
04 Sep 2025 -
Author:
Capital Link -
Pages:
5 -
In this episode of Capital Link’s Deep Dive Webinar Series, Mr. Jostein Aschjem, Shipping Equity Research Analyst at DNB Carnegie, sat down with Mr. Mads Peter Zacho, CEO of Navigator Gas (NYSE: NVGS), to discuss the company's latest performance. The conversation revealed a company showing remarkable resilience in the face of current geopolitical turbulence and is actively positioning itself for the next wave of growth in the gas sector.
As Mr. Zacho put it, Navigator is “a leader in the Handysize gas tanker segment”—a position that is uncommon in shipping, where a single company seldom controls more than a third of any market. The company also owns onshore infrastructure, creating synergies that “drive resilience and more stable cash flows.”
Navigator Gas owns and operates the world’s largest fleet of Handysize liquefied gas carriers and is a global leader in the seaborne transportation of petrochemical gases (e.g., ethylene and ethane), liquefied petroleum gas (LPG), and ammonia. In addition, it holds a 50% interest, through a joint venture, in the ethylene export terminal at Morgan’s Point, Texas, on the Houston Ship Channel.
To watch the full webinar, please visit the following link:
https://youtu.be/ZmYP7Xzem_4