Decks and Deals Weekly #22
The shipping market hit an inflection point this week as tankers turned into geopolitical targets, container rates split by geography, and carriers bet on green vessels despite weakening demand
The shipping market hit an inflection point this week as tankers turned into geopolitical targets, container rates split by geography, and carriers bet on green vessels despite weakening demand
Global container carriers face unprecedented profit collapse in Q3 2025, with earnings plummeting 55–89% despite record cargo volumes. The container shipping crisis reveals fundamental market dysfunction driven by overcapacity, tariff disruption, and structural demand weakness extending through 2026
China has formally unveiled its third Policy Paper for Latin America and the Caribbean, a document that serves not as mere diplomatic protocol but as a comprehensive manifesto of its long-term strategic ambitions, confirming Beijing’s LATAM strategy is fully operational
The colossal $1 trillion Chinese trade surplus has exposed the structural rot at the heart of the continent, plunging German industry into free fall and forcing a desperate political re-evaluation of Europe’s economic future. The European industrial crisis is here
This week’s global shipping landscape, spanning November 30 to December 6, 2025, presented a familiar cocktail of geopolitical risk and aggressive market consolidation, demanding cool heads and deep pockets from industry leaders who understand the true cost of doing business
India’s embrace of Russia amid U.S. pressure signals a decisive geopolitical moment: New Delhi is asserting a mature, multipolar foreign-policy identity rooted in sovereignty and long-term strategy
Beijing enters 2026 with unprecedented geopolitical swagger, flaunting economic resilience and technological ambition. Yet, as highlighted in the latest MERICS assessment of China’s trajectory, this polished narrative conceals a far more brittle domestic reality—one that could ultimately derail the country’s strategic ambitions
Global shipping surged through turbulence in the period November 23–29, 2025, as geopolitics, market power plays, and high-stakes fleet moves reshaped the industry’s trajector
While its own CFO, Ramon Fernandez, forecasts a grim 2026 for shipping, CMA CGM is pouring billions into an unprecedented expansion. This is not just business; it’s a high-stakes declaration of strategic intent
EU–China relations have entered a post-illusion phase, where security, technological dependence, and geopolitical rivalry overshadow economic pragmatism. Beijing’s strategic assertiveness and Europe’s delayed awakening now define the trajectory of the bilateral relationship