Capital Clean Energy Carriers Corp. released the transcript of its fourth quarter 2025 financial results conference call held March 6, 2026. The call was led by CEO Jerry Kalogiratos, EVP of Investor Relations Brian Gallagher, and Chief Commercial Officer Nikos Tripodakis, with Q&A participation from analysts Alexander Bidwell (Webber Research), Jon Chappell (Evercore ISI), Liam Burke (B. Riley Securities), and Omar Nokta (Clarksons Securities). Management highlighted continued execution of the company’s shift toward gas transportation, including the sale of another container vessel and the contracting of three “latest technology” LNG carriers scheduled for delivery in late 2028 and early 2029. The company also discussed its dividend and balance sheet, reporting Q4 net income from continuing operations of $28.4 million and declaring a $0.15 per share dividend, which Kalogiratos noted was the company’s “75th consecutive quarter that the company has paid a cash dividend.” Cash ended the year at $296 million (including restricted cash), and the company issued a new unsecured EUR 250 million bond, with management expecting an “all-in cost to be approximately 5.11%” after hedging. Operationally, the company took delivery after quarter-end of the Active, described as the world’s first 22,000 cbm liquid CO2 multi-gas carrier, and provided initial charter economics. Kalogiratos said that for the first six months investors can “assume close to $21,000 per day” TCE after repositioning, adding that if an option is exercised “the headline rate is $32,000 per day.” A major focus was LNG shipping market conditions and geopolitical risk in the Middle East. Tripodakis said the U.S.-Iran conflict has raised risks around the Strait of Hormuz, with vessels avoiding the area amid “missile and drone attacks, AIS interference, and the withdrawal of war risk insurance,” and warned that prolonged disruption could materially affect LNG flows given that “roughly 20% of the global LNG exports originate from the Arabian Gulf.” He added that spot charter rates surged “from circa $40,000 a day last week to around $300,000 per day” for near-term loadings, while Kalogiratos noted the company has not been directly impacted so far: “All charters continue with their ongoing charter commitments, and we don't have any vessels within the Gulf.” The full transcript can be accessed through the link below.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Capital Clean Energy Carriers Corp. published the original content used to generate this news brief on March 09, 2026, and is solely responsible for the information contained therein.
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