Join Fairplay’s Senior Commerce Editor Greg Miller as he looks at how shipping equities could fare in the wake of the inauguration of Donald Trump as the president of the United States. Will the volatility and volumes in shipping micro-caps seen in the immediate wake of Trump’s election resurface? Are the prospects for tanker stocks improved, given Trump’s push for more pipelines and potential tax reform that could favour US crude and refined products exports over imports? What do the escalating tensions between the Iran and the Trump administration mean for tanker stocks? And given that so much of shipping stock buying in general has been a proxy bet on China, how would a deepening political rift between China and the US play out for shipping shares?
In addition to examining the ‘Trump Effect’, this webinar will also feature an update on how US-listed shipowners have fared in the first quarter of 2017, including the levels of proceeds from public and private equity and debt issuances and how those levels compare to previous periods.
Issues to be addressed will include:
- How shipping stocks have performed since new US administration
- How new US policies could translate into shipping demand
- How Trump policies on trade, energy, sanctions and taxation could impact shipping stock