As the title says. I've been building those positions for a while already, but after the recent events, I decided to try my luck and go all-in into [CMB.Tech](http://CMB.Tech) and MPC Container Ships.
Some reasons:
\- The wars and blockades are creating a prolonged supply shock that alters everything like routes, ports, etc, and can't be quickly resolved
\- Shipyards are fully booked for years, meaning they can't just magically spit out new ships to resolve the issue of missing capacity due to longer routes
\- Environmental regulations are getting tighter year by year, which both the companies I invested into are preparing for with modernizing their fleets
\- Rates are up YTD for nearly every single category for both companies, directly translating into huge earnings for them
Proof:
[Fearnleys Weekly Report | Fearnpulse](https://fearnpulse.com/)
[Global Indices - StockQ.org](https://en.stockq.org/market/global.php)
[Harper Petersen: Container](https://www.harperpetersen.com/container)
[www.vhss.de: New ConTex](https://www.vhbs.de/index.php?id=28&L=1)
I guess I'll see how it works out eventually, in my opinion shipping, especially companies with modern fleets, is going to go up hard in the coming months / years due to all those triggers.
