Shortsellers take aim at manufacturing in June amid supply chain stre…

Hedge funds increased short bets against manufacturing stocks in June as Strait of Hormuz tensions disrupted shipping, with vessel flows collapsing over 90% at peak disruption. Companies reliant on imported components—including Toyota, Canadian Solar, and Puma—are facing margin pressure from higher freight, insurance, and commodity costs. If you supply components to manufacturers or move goods through the Strait of Hormuz, your customer's cost of goods is rising—and their customers are already hedging by shorting them. Your unit economics may hold, but their margin is contracting, which means pressure on your pricing within weeks.