Decks and Deals Weekly #12
Global shipping rates crashed 16 weeks straight whilst Houthis torched Dutch vessels and Greek shipping titans Diana and Genco eye merger talks during September 28–October 4 period
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GeoTrends Team
America’s industrial decline: Wall Street wins, Pentagon loses
While China doubles America’s energy production and builds missiles faster than McDonald’s serves burgers, Washington debates whether financial markets matter more than actual factories that produce real weapons
The gilded Dragon: China’s yuan, gold, and the future of global finance
As gold soars to historic highs, Beijing quietly advances a yuan–gold nexus. This calculated strategy challenges dollar supremacy, fuels de-dollarization, and signals a possible monetary realignment with far-reaching geopolitical and economic consequences
Container shipping rates crash back to pre-crisis levels
Container shipping rates have collapsed to December 2023 levels, erasing two years of crisis-driven gains as carriers face mounting overcapacity, tariff pressures, and a record orderbook threatening further market deterioration
Decks and Deals Weekly #11
Global shipping markets endured another week of volatility between September 20–27, as UNCTAD delivered sobering forecasts, Chinese shipyards defied US sanctions, and container rates plummeted ahead of Golden Week holidays
Africa’s century or just another mirage
Africa’s true size, obscured by Mercator’s colonial legacy, hides a continent brimming with demographic vigour and critical resources. For astute investors, understanding this reality is the first step towards capitalising on Africa’s strategic opportunity
Poland’s border closure triggers Central Asia trade route revolution
Poland’s Belarus border shutdown has exposed China–Europe rail vulnerabilities, accelerating Central Asia trade route development as regional powers scramble to secure alternative corridors worth billions in annual commerce
The Riyadh–Islamabad entente: A new geopolitical equation
Saudi Arabia and Pakistan have forged a mutual defense pact, a development reshaping global power dynamics. This alliance signals a recalibration of regional security, with profound implications for major international players
Decks and Deals Weekly #10
Global shipping news from September 13–20 reveals U.S.–China port tensions, Houthi attacks escalating, and 200 companies backing emissions fees while NYK expands LNG fleet amid record low charter rates
Systemic collapse warning: The unseen tempest
The United States faces converging economic, political, and social crises: debt spirals, wealth inequality, AI-driven distortions, and extreme market overvaluation signal a systemic collapse warning unprecedented in modern history