{"id":77494,"date":"2026-02-05T10:09:07","date_gmt":"2026-02-05T13:09:07","guid":{"rendered":"https:\/\/shipping.einnews.com\/article\/889608692"},"modified":"2026-02-05T10:09:07","modified_gmt":"2026-02-05T13:09:07","slug":"the-daily-view-shipping-stocks-offer-shelter-amid-the-storm","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/02\/05\/the-daily-view-shipping-stocks-offer-shelter-amid-the-storm\/","title":{"rendered":"The Daily View: Shipping stocks offer shelter amid the storm"},"content":{"rendered":"
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AI disruption risk is taking centre stage on Wall Street; software companies are the latest flashpoint. Being in a capital-intensive, asset-heavy business is a plus in times like these.<\/p>\n

\u201cWe are told that we live in an increasingly dematerialised world, where ever more value lies in intangible items, [but] the physical world continues to underpin everything else,\u201d wrote author Ed Conway in his book, \u201cMaterial World\u201d.<\/p>\n

All of the intangibles rely on raw materials for physical infrastructure and energy \u2014 demand for raw materials is rising, not falling \u2014 and much of the money earned from selling intangibles is used to buy goods.<\/p>\n

No matter what happens with AI, raw materials, components and finished goods will still need to move around the globe, and as the geopolitical order splinters, cargoes will move in increasingly inefficient ways. It\u2019s no surprise that .<\/p>\n

But the current market for shipping stocks does not have the same heady feel as in the 2000s. Investors are far less naive about the highly cyclical nature of shipping than they used to be.<\/p>\n

The majority of shipping\u2019s \u201clong only\u201d investors today are the company founders and insiders; the majority of non-insider investors are fair-weather friends.<\/p>\n

The resurgence of shipping share prices in 2025 and early 2026 comes at a time when the number of public shipping companies is falling due to take-private transactions. There hasn\u2019t been a US shipping IPO since Zim in January 2021, a half-decade ago. Zim could also soon be taken private.<\/p>\n

There were a lot of grand plans for shipping equities discussed at ship finance conferences in decades past: talk of mega-shipping companies, shipping divisions within giant conglomerates, entrenched long-only money, through-cycle stability \u2014 shipping as a \u201cblue chip\u201d category in US public markets.<\/p>\n

This never came to pass and probably never will, and that\u2019s fine. There\u2019s no shortage of private investment. Just ask Gianluigi Aponte.<\/p>\n

There\u2019s nothing wrong with being a niche Wall Street segment, and there are plenty of trading profits to be had by hedge funds and retail traders during upcycles, like the one crude tankers are enjoying now.<\/p>\n

For today\u2019s stock pickers, there\u2019s also an added appeal: shipping offers a shelter amid the technological and geopolitical storm.<\/p>\n

\nShipping is a vital cog in the \u201cMaterial World\u201d described by Conway, who maintained: \u201cFar from being independent from the physical world around us, we have never been more reliant upon it.\u201d<\/p>\n

Greg Miller
Senior maritime reporter, Lloyd\u2019s List<\/p>\n

Click here<\/a> to view the latest Lloyd\u2019s List Daily Briefing<\/p>\n

<\/a><\/strong> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

… as the geopolitical order splinters, cargoes<\/span> will move in increasingly inefficient … past: talk of mega-shipping<\/span> companies, shipping<\/span> divisions within giant conglomerates, entrenched … -only money, through-cycle stability \u00e2\u0080\u0094 shipping<\/span> as a \u00e2\u0080\u009cblue chip\u00e2\u0080\u009d category …<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-77494","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/77494","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=77494"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/77494\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=77494"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=77494"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=77494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}