Shipping investors love trade disruptions, which generally boost freight rates. The mass diversions of container ships around the Cape of Good Hope are cheered by container shipping stock investors even as pundits and politicians warn of supply chain fallout for consumers and businesses.
Tanker shipping investors look on in envy at container shipping chaos. Tankers, as well as dry bulk vessels, continue to transit the Red Sea and the Bab-el-Mandeb Strait, unbowed by the threat of Yemen’s Houthi...
https://www.freightwaves.com/news/as-red-sea-risk-spooks-container-shipping-tankers-remain-unfazed