Market disruption can happen in more than one way, and it is on the minds of major shipping equity analysts as public owners prepare to move their fourth-quarter earnings reports in the coming weeks.
Political and military disruption is an obvious topic as we near the second anniversary of Russia’s invasion of Ukraine with a new crisis front-and-centre: the Houthi terror attacks on commercial shipping in the Red Sea and owners’ decisions to navigate away from Suez Canal transits.
