The dramatic surge in commodity prices has sparked a boom in shipping stocks. Crude tankers and container-ship stocks are soaring. Runaway inflation and supply chain disruptions are pushing commodity prices higher, and shipping stocks are following suit. Market experts consider rising inflation and the Ukraine crisis as the two biggest market risks this year. Runaway inflation has been corroding asset values, limiting buying power and eating away at corporate margins, while Russia’s invasion of Ukraine has disrupted key energy and commodity supply chains causing massive price spikes. Consequently, the Dow Jones Transportation Average has slumped 11% since late March on fears of waning domestic demand, with container shipping stocks being dragged down along with domestic transport. But the commodities shipping sector is proving to be a different beast. Leading commodity shipping stocks are firmly in the green this year and show no signs of slowing down after enjoying a […]