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Andrew Porter

Navigating New Horizons: The Case for Investing in Shipping Companies


In the intricate web of global trade, the routes that shipping companies choose for their vessels have significant economic implications. A recent trend that has emerged is the avoidance of traditional waterways such as the Red Sea and Gulf of Aden as well as the Panama Canal by several shipping companies. These strategic pivots, while seemingly counterintuitive due to the longer routes they necessitate, present a compelling investment opportunity. Here, we explore why the diversion from these historically crucial maritime corridors is beneficial for shipping companies and, by extension, their investors.



Strategic Detour Number One: Beyond the Red Sea and Gulf of Aden


The Red Sea and Gulf of Aden have long been favored for their geographical advantage, serving as the shortest maritime link between the Mediterranean Sea and the Indian Ocean. However, militant activity, piracy, and other security concerns have led many shipping companies to reroute their vessels around the African continent, despite the considerable increase in distance and time. This decision, while not taken lightly, is a testament to the industry's adaptability and its continuous quest for safety and reliability.



Strategic Detour Number Two: Beyond the Panama Canal


Recent shifts in the Red Sea dynamics coincide with challenges faced by the Panama Canal, notably its struggle with decreased water levels due to drought conditions. To conserve water, the Panama Canal Authority has limited the number of ships passing through daily. Container ships, which represent the bulk of traffic in both the number of voyages and total tonnage, are most affected by these restrictions. Dry bulk carriers, gas and chemical carriers, and car carriers are also significant users of the canal. Typically, the canal facilitates over 13,000 passages annually, contributing to nearly 5% of worldwide commerce. However, the average daily transits have been significantly cut from 36 to just 18, approximately half of what was once the norm. Interestingly, the rail lines connecting the ports of Los Angeles and Long Beach to the broader North American interior have emerged as a important, alternative shipping routes. Union Pacific Corporation [UNP] can be used to play this story.


a large container ship in port with tugboat
photo credit John Simmons


The Economic Ripple: Longer Trips and Rising Shipping Rates


The immediate consequence of avoiding the traditional passageways is a lengthier voyage; ships now embark on a journey around the Cape of Good Hope at the southern tip of Africa. This extended route results in higher fuel consumption, increased manpower requirements, and prolonged delivery times. Consequently, shipping companies are compelled to adjust their freight rates to compensate for the escalated operational costs. These higher shipping rates, while seemingly a burden, play a pivotal role in balancing the demand and supply dynamics of maritime logistics.



The Silver Lining: Why It's Good for Shipping Companies


For shipping companies, the decision to avoid the Red Sea and Gulf of Aden is not merely a logistical adjustment; it is a strategic maneuver that enhances their market positioning. Higher shipping rates due to longer routes can lead to improved revenue streams, especially for companies that manage to optimize their operations for efficiency. Moreover, the ability to ensure safer passages for vessels and cargo adds to a company's reliability and reputation, which are invaluable assets in the competitive shipping industry. This strategic navigation around challenges not only underscores a company's resilience but also its commitment to operational excellence and customer satisfaction.


Longer transit times, resulting from rerouting ships away from shorter, more direct routes like those through the Red Sea and Gulf of Aden, can paradoxically lead to increased revenue for shipping companies in several ways:


  1. Higher Freight Rates: The longer routes, especially those around the African continent via the Cape of Good Hope, significantly increase the distance traveled. This not only prolongs the journey time but also raises the operational costs for the shipping companies, including fuel, crew wages, and vessel wear and tear. To offset these additional expenses, shipping companies often increase their freight rates. When the demand for shipping remains strong, customers are willing to pay these higher rates to ensure their goods are transported, leading to increased revenue for shipping companies.

  2. Supply and Demand Dynamics: Longer transit times reduce the effective capacity of the shipping fleet because ships are tied up in transit for longer periods. This reduction in available shipping capacity can tighten the supply in the market, especially if demand for shipping services remains constant or increases. When supply tightens, freight rates can rise due to the increased competition for limited shipping slots, benefiting shipping companies financially.

  3. Contractual Adjustments and Surcharges: Shipping companies may negotiate contracts that include clauses allowing them to adjust rates based on specific conditions, such as significant changes in route or operational costs. Additionally, they may implement surcharges for extended routes or for specific risks associated with certain passages. These adjustments and surcharges directly contribute to increased revenue to cover the additional costs incurred by longer voyages.

  4. Market Volatility: The shipping industry is highly susceptible to market volatility, including fluctuations in fuel prices, geopolitical tensions, and changes in global trade patterns. Longer transit times can provide shipping companies with an opportunity to capitalize on sudden increases in freight rates due to these volatilities. By having ships in transit during periods of rate spikes, companies can potentially secure higher freight rates for those journeys.

  5. Value-added Services: Companies may also leverage longer transit times to offer value-added services, such as enhanced cargo tracking, improved scheduling accuracy despite longer routes, or more flexible shipping options. These services can command premium rates, contributing to higher revenues.

It's important to note, however, that the ability to increase revenue through longer transit times is contingent upon market conditions, including demand elasticity and the competitive landscape. In scenarios where customers are sensitive to price increases or when there is an oversupply of shipping capacity, shipping companies might not be able to pass on all additional costs, potentially squeezing their margins.



a photograph of large container ships in port with cranes for loading and unloading
photo credit Kurt Cotoaga


Sailing Towards Opportunity: Companies to Watch


Investors looking to capitalize on this economic force should consider companies that have demonstrated adaptability, efficiency, and strategic foresight in navigating the changing maritime landscape. Here is a list of names in the shipping industry that merit attention because rerouting forces are providing them a tailwind; the list is curated as these stocks have charts with trending price action:


  • CMRE - Costamare Inc

  • DAC - Danaos Corporation


a daily chart of ticker symbol DAC price action with trendlines, volume, and moving averages
DAC daily chart with trendlines and 50, 100, 200 MA/s.

  • EDRY - EuroDry Ltd

  • EGLE - Eagle Bulk Shipping Inc

  • ESEA - Euroseas Ltd

  • SBLK - Star Bulk Carriers Corp


a daily chart of ticker symbol SBLK price action with trendlines, volume, and moving averages
SBLK daily chart with trendlines and 50, 100, 200 MA/s.

  • ZIM - Zim Integrated Shipping Services Ltd

  • MATX - Matson Inc

  • ASC - Ardmore Shipping Corp

  • GSL - Global Ship Lease Inc

  • STNG - Scorpio Tankers Inc

  • FRO - Frontline Plc


a daily chart of ticker symbol FRO price action with trendlines, volume, and moving averages
FRO daily chart with trendlines and 50, 100, 200 MA/s.


These companies, among others, have shown resilience and strategic acumen in the face of changing global trade dynamics. By adapting their routes and managing the associated costs effectively, they stand as testament to the industry's ability to navigate through uncertainties.



Charting a Course for Investment


The avoidance of once tried and true routes by shipping companies is a nuanced strategy that reflects the complex interplay of global trade, geopolitics, and economics. The strategic detour taken by shipping companies is more than a mere rerouting; it is a maneuver through which the industry seeks to safeguard its assets, optimize its operations, and enhance its service offerings. For investors, this dynamic represents an opportunity for diversification and capital appreciation.

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