Container shipping rises first and highest, then dry bulk, then product tankers, then crude tankers. That’s the emerging consensus on how a post-COVID global recovery will play out in ocean shipping. Phase one — containers — is now in epic full swing. Phase two — dry bulk — is ramping up fast.
Dry bulk is “off to the races,” maintained Cleaves Securities analyst Joakim Hannisdahl in his new quarterly outlook. Stifel analyst Ben Nolan foresees a possible “dry bulk Shangri-La.” As Braemar ACM...
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