Disruptions and delays usually bullish for shipping rates - J Mintzmyer
Update: 2024-09-30
Description
Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00 ). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55 ). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00 ). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40 ). J's 3 favorite tankers (15:35 ). AI, automation, and upgrading port infrastructure (18:25 ). Energy and dispelling environmental misnomers (24:30 ).
Episode transcripts
Show Notes:
Note Of Caution On Shipping
Red Sea Disruptions And 2 Key Shipping Segments
Star Bulk Carriers Interview
J Mintzmyer's 2 Favorite Tankers
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Episode transcripts
Show Notes:
Note Of Caution On Shipping
Red Sea Disruptions And 2 Key Shipping Segments
Star Bulk Carriers Interview
J Mintzmyer's 2 Favorite Tankers
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
