Analysts see a dry spell and that's a good thing, but then what?

Where to put your money on a 2021 shipping bet?

A panel of equity analysts at Wednesday's Capital Link International Shipping Forum had a clear preference for the dry bulk trade — but only to a point.

After that, tankers look stronger on continued inventory destocking and the return of global travel as nations reopen and recover from the Covid-19 pandemic — at least in the view of some pundits.