Greg Miller
Thursday, March 24, 2022
War and shipping stocks: Containers, dry bulk, product tankers up
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Trans-Atlantic product tanker rates have spiked, but a quick pipeline restart would curb future upside.
Challenge to shipping M&A: No one wants to sell in a downturn.
Best-of-both-worlds business model of LPG carrier Epic Gas strives for both defensibility and growth potential.