Iran war and AI advances are creating winners and losers among transport stocks

The ongoing Iran war and AI proliferation have created split fortunes for players in the freight and logistics sector. The shutdown of Strait of Hormuz — forcing vessel to reroute around Africa's Cape of Good Hope — has been a tailwind for maritime operators like Maersk (AMKBY) and Hapag-Lloyd (HLAG.DE). The longer journey allows the companies to collect higher surcharges for more days at sea. However, global forwarders like DSV (DSV.CO) and Kuehne + Nagel (KHNGY) are navigating a "logistics nightmare" ...