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Epsilon Ideas @mihail_EDideas on x XXX followers
Created: 2025-07-25 13:53:03 UTC
Let’s check which shipping themes are outperforming $BOAT.
I picked the most popular names in each niche as a substitute for the corresponding theme: · Containers: $AMKBY · Crude tankers; $FRO · Product tankers: $STNG · LPG carriers: $LPG · LNG carriers: $FLNG · Dry bulk: $SBLK
The laggards are STNG and FLNG, while the leaders are FRO and AMKBY.
For now, the market fundamentals are most supportive for VLCC tankers, Capesize bulkers, and Small/Handy LPG carriers. On the other side of the scale are LNG carriers and container vessels.
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