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"Shipyard capacity utilization has been high. The cost increase in building vessels has also been high but demand is set to pick up due to aging fleets. Sounds like good news for shipyards such as Yangzijiang and Seatrium Got some interesting perspectives on the industry from maritime technology provider Hav Group. $5E2.SI $BS6.SI $HAV.OL"
X Link @MarhelmData 2025-08-16T03:54Z 15.2K followers, 2383 engagements