Shipping Sentiment

MSC and Maris control 34% of the global container ship market. Two companies alone are going to control more than 40%. Sentiment is an interesting term because while there are some ways you can measure and quantify sentiment, there's plenty of ways to just not say it or not quantify it just based on feeling. Tankers have had a pretty great momentum from April and May through the last few weeks. But that's just kind of the surface level. In terms of fundamentally understanding where things are at, there's multiple ways to sort of skin this cap.

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