Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - Pangaea Logistics Solutions, Ltd. is highlighted as a company of interest, with this article serving as an update to previous coverage [2] - The focus has expanded to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [3] Group 2 - The company emphasizes income-focused picks for investors who prefer lower-risk firms with steady dividend payouts [1] - The analyst has a background in auditing and trading, providing a unique perspective on market movements and trends [3]

Group 1 - The analyst team has a proven track record of outperforming across all market conditions with an annualized return of almost 40% over the past decade and a long-only model portfolio return of over 23x [1] - The focus includes income-oriented picks for lower-risk firms with steady dividend payouts, indicating a strategy that caters to conservative investors [1] - The research covers various sectors including energy, shipping, and offshore markets, highlighting the breadth of analysis provided [1] Group 2 - The individual has transitioned from an auditor role at PricewaterhouseCoopers to a day trader with nearly 20 years of experience, indicating a strong background in financial analysis [2] - The trading strategy includes both long and short bets, with a historical focus on tech stocks and recent expansion into offshore drilling and supply, as well as the shipping industry [2] - There is an ongoing interest in the emerging fuel cell industry, suggesting a forward-looking approach to investment opportunities [2]

Core Insights - The ongoing conflict in the Middle East has significantly increased oil prices, drawing attention to the Strait of Hormuz and U.S. maritime regulations [1][3] Group 1: Jones Act and Its Implications - The Trump administration is considering waiving the Jones Act, a maritime statute over 100 years old, to alleviate disruptions in goods movement to U.S. ports [2][5] - The Jones Act mandates that shipping between U.S. ports must be conducted by U.S.-built, U.S.-owned, and predominantly U.S.-crewed vessels, which increases operational costs [6][11] - A temporary waiver could allow foreign ships to transport fuel between U.S. ports, but experts believe it may have limited impact on lowering oil prices [3][4] Group 2: Economic Impact and Industry Reactions - The effective closure of the Strait of Hormuz has led to the largest disruption in global oil supply in history, with Brent crude oil prices remaining significantly elevated [3] - Maritime labor unions oppose the waiver, arguing it could harm U.S. maritime jobs and would not effectively reduce gasoline prices, as the primary cause of rising crude prices is not domestic shipping costs [9] - Some advocates suggest repealing the Jones Act entirely to lower oil shipping costs and fuel prices, citing historical precedents for temporary waivers during crises [10]

Core Viewpoint - OceanPal, Inc. has received a determination from Nasdaq indicating potential delisting due to failure to maintain a minimum bid price of $1.00 per share for 30 consecutive business days, and intends to request a hearing to address this issue [1] Group 1: Nasdaq Delisting Determination - On March 13, 2026, OceanPal received a written determination from Nasdaq stating that the company may be delisted unless a hearing is requested [1] - The determination was based on the company's common shares failing to meet the minimum closing bid price requirement from January 29, 2026, to March 12, 2026 [1] - OceanPal's prior reverse stock split on August 25, 2025, disqualifies it from receiving a compliance period under Nasdaq's deficiency framework [1] Group 2: Hearing Request and Compliance Plan - OceanPal plans to request a hearing before an independent panel, which will automatically stay any suspension or delisting actions during the hearing process [1] - The company is actively evaluating measures to restore compliance, including potential capital markets transactions and other corporate actions [1] - The hearing will provide an opportunity for OceanPal to present a comprehensive plan to restore compliance with Nasdaq listing standards [1] Group 3: Company Overview - OceanPal Inc. specializes in shipping transportation services, focusing on the ownership and operation of dry bulk vessels and product tankers [1] - The company is engaged in the transportation of bulk commodities and refined petroleum products, primarily through time-charter and spot charters [1] - SovereignAI Services LLC, a subsidiary of OceanPal, manages AI infrastructure and treasury operations to support business growth and innovation [1]

Core Viewpoint - Navios Maritime Partners L.P. has filed its Annual Report on Form 20-F for the year ended December 31, 2025, with the SEC, which is accessible on its website [1] Company Overview - Navios Maritime Partners L.P. is an international owner and operator of dry cargo and tanker vessels [2]

>> INVESTORS ARE GIVING THIS BULL MARKET THE BENEFIT OF THE DOUBT. >> IF THIS IS REALLY A FOUR-WEEK EVENT IT WILL BE FINE. >> THEY COULD BE QUITE DANGEROUS TO SEE THIS AS A BUY THE DIP.>> YOU DON'T WANT TO BE HEAVILY OVERWEIGHT LARGE-CAP OR MEGA CAP GROWTH STOCKS. >> THIS IS ABOUT DURATION AND TIME UNKNOWN. ANNOUNCER: THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AT THE ANNMARIE HORDERN.JONATHAN: LIVE FROM NEW YORK CITY, GOOD MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE BLOOMBERG ...

Record oil prices and skyrocketing shipping rates are rattling markets, but Frank Holmes, CEO of U.S. Global Investors (NASDAQ:GROW), sees opportunity amid the chaos. The recent U.S.-Iran conflict has disrupted supply chains and freight markets, yet history shows geopolitical shocks are often short-lived. , Holmes argues that investors who stay calm and focus on shipping, energy, and commodities may be positioned to reap gains once tensions ease, turning market turbulence into a strategic advantage. Markets ...

Can we start with the operational consequences here. And can you talk us through a picture of what you see, the transit times that have had to be extended now because of the difficulties getting through that very tight Strait of Hormuz. What's going on now.Well, good morning, Jon. Not much. There are thousands of vessels that are stuck in the Arabian Gulf and just to the east outside of the Strait of Hormuz.About 100 and 1415 container ships balance bulker tankers. And those energy ships that you've talked ...

Only a month after the publication of my previous coverage , FedEx Corporation ( FDX ) has already shown some selling pressures and justified my cautious stance. This is not surprising amid intensifyingI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. ...

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- Capital Link is hosting a series of online Company Presentations, during which the Senior Management teams of leading publicly listed maritime companies will present their business development, strategy, growth prospects, and overall sector outlook.Upcoming Webinars March 18, 2026, at 10:00 AM ET - Star Bulk Carriers (NASDAQ: SBLK) March 31, 2026, at 10:00 AM ET - Seanergy Maritime (NASDAQ: SHIP) For additional information, please visit the Company Presentation S ...