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4 Ways to Play the Shipping Industry in the Face of the Gas CrunchWritten by Nathan Reiff. Article Posted: 10/5/2026. 
Key Points
- A global gas supply crunch, driven by the Ukraine and Iran conflicts, has created longer LNG voyage routes and higher freight rates benefiting certain shipping firms.
- Star Bulk Carriers and Diana Shipping offer differing dry-bulk exposure, with Star Bulk showing strong profitability and Diana providing steadier, charter-based cash flow.
- The Breakwave Tanker Shipping ETF has surged this year by tracking freight-rate futures, offering diversified but volatile exposure to the shipping industry.
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Major disruptions in the energy sector have had ripple effects that extend to shipping firms around the world. A gas supply crunch may directly benefit some segments of the shipping industry—particularly companies that can capitalize on soaring demand for liquefied natural gas (LNG) and related products. At the same time, higher costs and the threat of reduced exports could create challenges. With LNG benchmark prices climbing, competition for cargo is increasing across longer voyage distances, creating favorable conditions for many shipping companies. Still, individual risks can be high, making it crucial to distinguish between the firms most likely to benefit from a gas crunch and those that could face more negative repercussions. Investors seeking greater upside potential with higher risk may consider an individual name, while those looking for diversified exposure might consider the Breakwave Tanker Shipping ETF (NYSEARCA: BWET), one of this year's top-performing exchange-traded funds. Shipping Miles Are a Major Macro Tailwind
The absolute price of natural gas has contributed to the rally among many shipping stocks this year, but perhaps the larger driver is the distance LNG tankers must travel to reach their destinations. European reliance on Russian pipeline gas fell dramatically following the outbreak of war in Ukraine, meaning seaborne LNG had to make up much of the difference. Then, the Iran war threw the ecosystem into further disarray, limiting the number of available vessels and forcing ships to take longer routes. Star Bulk and Diana Shipping Stand Out as Dry Bulk LeadersDry-bulk companies—those transporting unpackaged raw materials such as coal and fertilizer—have not been as uniformly affected by the current environment as LNG carriers. However, firms like Star Bulk Carriers Corp. (NASDAQ: SBLK) and Diana Shipping Inc. (NYSE: DSX) may continue to benefit, albeit for different reasons. Star Bulk is a major dry-bulk operator, overseeing one of the world's largest fleets of vessels transporting iron ore, grains, industrial commodities and more. Strong global commodity flows can support demand for the company's services alongside broader shipping activity. The company's profitability has been excellent, with net income of just under $150 million in the latest quarter, helping make a healthy dividend possible. Star Bulk also had a strong cash position of $565 million as of midyear. SBLK shares are up about 58% year to date (YTD), but analysts still see some modest upside potential. Diana Shipping, on the other hand, may be a more defensive alternative because its longer-term charter agreements tend to limit exposure to volatile spot markets. The company may be more likely to generate steady cash flow, even if that means giving up some potential upside when the freight market spikes. Diana has traditionally returned some of this value to shareholders through a dividend yield of 1.4%. COSCO's Broad Exposure Provides a More Holistic View of the IndustryDespite being officially blacklisted by the U.S. government, Chinese firm COSCO Shipping Holdings Co. Ltd. (OTCMKTS: CICOF) remains one of the world's largest shipping operators. Its presence in the shipping industry is broad, encompassing container shipping, terminals, logistics and other aspects of transportation. Global trade volumes drive the firm's business, not just energy-related shipping demand. Investors may see the benefits of this broader exposure weighed against the potential risks associated with the U.S. market, although COSCO has claimed that its business has not been affected by the blacklist designation. BWET Is the Most Diversified OptionHaving returned an unbelievable 4,200% YTD, BWET is one of the few ETFs providing access to the shipping industry, although it does so through freight-rate futures rather than exclusively through shipping stocks. The fund's performance is therefore tied to tanker market conditions. Volatility comes with this emphasis, as freight futures tend to fluctuate significantly because of geopolitical events, refinery maintenance and even weather. This year, a combination of factors has sent freight rates climbing, providing a major boon for BWET. Still, there is no guarantee that this trend will continue. For that reason, investors could view BWET as a broader way to access the industry, even as the fund carries significant risks. For many investors, it may make the most sense as a short-term tactical vehicle rather than as a longer-term buy-and-hold investment. That said, the longer the gas crunch continues, the more freight rates—and, in turn, BWET—may rise. . |
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