I am invested big into the shipping sector.

First, you have to specify which segment of the shipping market you are talking about - container, drybulk, tanker, LNG. DAC and MATX are container shipping companies whereas SBLK is drybulk. Their market dynamics and macro environment are very different.

The major factors affecting container shipping are the supply chain crisis, increased demand for containerized goods, and port backlogs. It's basic supply and demand. For dry bulk, it's a bit more volatile and depends a lot on iron ore exports and coal in the current environment (particularly iron ore from Brazil to China and coal imports to China and India), as well as grains. Containership rates are reflected in the FBX index and dry bulk rates in the Baltic Dry Index. Containership charters are typically several years long whereas dry bulk is more exposed to current spot rates.