Orange man intends to move orange boats.I'm not entirely sure how the price of oil will be impacted yet, but I do have good reason to believe that needing more of it moved around means that shipping businesses can charge more for that. And resources devoted to building/modifying ships in one industry means that less of those are available in other industries. My major focus of late has been with the Baltic Dry Index, but this should benefit all of shipping.Wow when did that get so high??Focusing on shorter term developments, the BDI is closing in on 1,000 now, which is generally believed to be the range where shippers start to become acceptably profitable. Navios Maritime Holdings (NM) came in with an earnings beat on Tuesday, making a small profit of 6 cents/share. That's notable because Navios had caused quite a stir with it's efforts to get preferred shareholders to tender over at a huge discount to what they originally paid. But the results of that offer aren't reflected in that quarter's results, and so moving forward things should get even better. I'm seeing now that the stock is up nearly 15% as we head into the close.We're moving into the busy season for retailers now, which should be a nice benefit for dry shippers, but for the longer term outlook, it's important to consider what else is going to need to be moved. Future president Donald Trump is interested in having work move forward on the Keystone pipeline, a partially completed project that moves crude oil sands from Canada down towards the southern part of the country. Lower costs to transport in the United States means a competitive step forward in transporting it to other parts of the world. Russia in particular, if the rumors are to believed.We have our troubles with the middle east, but so does Russia, and getting a chance to acquire energy stores at a better price will be attractive to them. I'm unsure how this will affect the world politically, and am going to do my best not to speculate. Readers, please feel free to leave comments on what you believe will happen. I try to believe in my mind that not everyone is out to get us, but I find that you know better than I do most of the time.Oil shippers in particular should benefit the most, so that gives us Navios Midstream Partners (NAP) as well as their financing arm Navios Acquisitions (NNA). Naturally, as Navios Maritime Partners (NMM) is the general partner of Navios Holdings, they should also benefit. Companies I'd be looking at also include Nordic American (NAT), Teekay Tankers (TNK), Frontline Holdings (FRO), and DHT Holdings (DHT). I'm certain that there are numerous other that should be in this list, but I only have so many computer screens. Would love to hear your suggestions for a watchlist in the comments.There will be other ripple effects of these prices rising and I have plans to talk about that in future updates. Please become a follower, it should be an exciting time to become an investor in oil.Author is long all of the components of Navios.