As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.
Container and dry bulk shares soared last year, leaving tanker stocks behind. This pattern has now reversed.
Retail stock pickers seem increasingly nervous about shipping. Shares of dry bulk, tanker, container and mixed-fleet owners all fell.
Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.
Charter rates hold steady at their peak as the seemingly neverending container shipping boom continues.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.
Jefferies analyst Randy Giveans maintains that container shipping stocks still have a lot more room to run.
Barring an economic downturn, U.S. demand could still be squeezing ports a year from now.
For bulk commodity shipping, a rough start to the year. For container shipping, the profit bonanza continues.
