Shipping stocks have emerged as one of the biggest winners of 2026, fueled by the Iran war, disruption in the Strait of Hormuz, and a shortage of vessels that has sent freight rates soaring. But after the sector's strongest rally in decades, investors are wondering how much of the boom can last.
A basket of 35 U.S.- and European-listed shipping stocks tracked by Lloyd's List Intelligence has gained about 68% this year, according to a CNBC report, more than five times the advance of the S&P 500. Over the past 12 months, the group has jumped 82%.
