The mainstream press is now awash in articles on global supply chain breakdowns, exorbitant shipping costs, clogged ports, emptying store shelves and rising inflation. That’s good news for sentiment toward many (but not all) ocean shipping stocks.
After a summer lull, shares of bulker owners, container lines, container-ship lessors and liquefied natural gas (LNG) carriers are moving up again and hitting new peaks. Stocks of crude and product tanker owners — who are heavily exposed to delta...
https://www.freightwaves.com/news/shipping-stocks-hit-fresh-highs-amid-covid-era-supply-chain-chaos