Tanker stocks are proving to be a shelter from the Wall Street storm as demand grows for ships that transport oil and natural gas.
Spot container rates for U.S.-bound cargoes are falling fast, yet import numbers at U.S. ports remain near their peak.
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.
Just two supertankers have been ordered in the past 14 months, raising the risk of a future shortfall in oil transport capacity.
The Russia-Ukraine war caused demand for LNG to surge. Owners of LNG carriers are in prime position to profit this winter.
Trans-Pacific spot container shipping rates continue to head lower. Zim appears more at risk than some of its rivals.
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.
