How to profit from the global shipping industry

Container rates have soared, but tankers and bulk carriers are poised for recovery, says David J. Stevenson.

Ever Given
Hundreds of ships were delayed when Ever Given was stuck in the Suez Canal in 2021.
(Image credit: © Getty)

The global supply chain sounds like a well-oiled machine. Starting with raw-materials producers such as farmers or miners, it progresses to manufacturers, extends to logistics operations (storage, transport and distribution), then ultimately reaches retailers and end users.

When working properly, this supply chain makes the world economy go round by providing all the things we need for our daily lives. Most people aren’t aware about how complex – and potentially fragile – a supply chain can be. Things change quickly when disruption occurs, as it has in spades over the last two years. While there had always been localised hiccups, overall the system worked well until Covid-19 struck.

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David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.