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.
Rates and sentiment in dry bulk shipping have fallen hard. Economic pressures in China appear to be a major culprit.
Exhaust gas scrubbers are allowing tankers, bulkers and container ships to keep burning dirtier — and much cheaper — marine fuel.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
The cost of the fuel consumed by the world’s commercial ships has skyrocketed — and it’s still rising.
Container, dry bulk and tanker stocks are down from recent highs. Temporary setback or something more?
Price of low-sulfur fuel is rising faster than high-sulfur fuel. Ships with scrubbers stand to gain.
Capesize bulkers haven’t earned this much since 2009, and freight futures just made “monstrous” move up.
Extreme measures to contain delta variant create unprecedented backlog of dry bulk ships off China.
