Optimism over a strong grain season has driven several dry bulk shipping stocks upwards dramatically over the past few months, but an article from Stifel Shipping Weekly points out that they are skeptical of a strong seasonal improvement in rates. While the market is focused on this story, however, Motley Fool industrials analyst Blake Bos tells investors in this video that the real story that dry bulk shipping investors should be watching is taking place in China. He tells investors about a report from Intermodal, saying that anti-pollution measures may be on the way in China. Blake then discusses why this could lead to higher steel prices and more imports, which could have a very positive impact on dry-shipping companies. He also warns of the risks involved with investing based on these kinds of rumors.
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