- NMM's completion of its merger with Navios Containers on March 31 yields a company with the scale and stability to be valued at more than the sum of the parts.
- The new company gives investors nearly equal exposure to the two hottest segments in global shipping right now: containers and dry bulk.
- Near-term supply and demand fundamentals point toward current decade-high ship charter rates lasting into 2023.
- Macro story continues to play out as planned with government stimulus driving robust demand growth and decarbonization efforts constraining supply in the medium term.
For further details see:
Navios Maritime Partners' Merger Complete - Ready For The Next Double