Dry bulk shipping

Hopes that China will relax its zero-COVID policy are fading, raising concerns about shipping volume fallout.

As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.

Shipping volumes are weakening in and out of China. Is this a temporary pullback or a sign of more serious trouble ahead?

Container and dry bulk shares soared last year, leaving tanker stocks behind. This pattern has now reversed.

The cost of marine fuels is down sharply from the wartime peak, except for ‘clean’ LNG, which is getting even more expensive.

Rates and sentiment in dry bulk shipping have fallen hard. Economic pressures in China appear to be a major culprit.

The latest shipping company poised to delist has a market cap of $3.5 billion. The latest new entrant’s market cap is under $20 million.

Tankers stocks are doing great. Dry bulk and container stocks temporarily stopped the bleeding. “Maxim stocks” still underperform.

Fallout from the Ukraine-Russia war and concerns over power supply in Europe and Asia support demand for seaborne coal.

Last year was historically strong for some maritime businesses, terrible for others. No matter what the sector, maritime CEOs made millions.