- Orderbook stuck → deliveries 2027-29
- Red Sea adds 10-14 days/voyage
- Aging fleet + shipyard bottleneck = structural scarcity
Old dividend game is dead.
New game is capital gains + optionality. 5 buys, 1 hard avoid ($SBLK) (-1.64%)
Full playbook ⬇
Thoughts?
https://www.momentumx.capital/the-scarcity-pivot-a-shipping-playbook-2025-2030/
