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GeoTrends Team

Aerial view of dark rocks surrounded by turbulent ocean waves, symbolizing global shipping turbulence and looming geopolitical risks

Decks and Deals Weekly #8

Global shipping rates crashed to 20-month lows between August 30 and September 5, while POSCO eyes $5 billion HMM acquisition and Trump threatens tariffs over IMO emissions deal

A Bayraktar TB2 military drone flying at sunset, symbolizing Turkey’s coercive playbook previewing China’s Indo-Pacific strategy

The dragon’s Turkish rehearsal

Türkiye’s coercive experiments in maritime claims, proxies, and ports provide the beta version of a playbook now scaled by China, serving as a warning that coercion shapes power long before shots are fired

PLA honor guard soldier watches aircraft fly in formation with colored contrails, representing China’s advancing military capabilities

Decoding China’s military power

China’s military rise is reshaping global security. Drawing on FOI’s 2025 report, this article outlines an analytical framework to assess the PLA’s evolution and its strategic implications worldwide

COSCO SHIPPING container vessel illuminated at night during loading operations at Rotterdam Port, with golden crane lights reflecting on water surface

COSCO Shipping outpaces rivals in Q2

While Maersk and MSC dominate headlines, COSCO shipping delivers superior profit margins and volume growth, positioning itself as Asia’s maritime powerhouse through strategic hub expansion and operational excellence

Russian President Vladimir Putin, Indian Prime Minister Narendra Modi, and Chinese President Xi Jinping walking side by side in a marble corridor during the 2025 Shanghai Cooperation Organisation Summit in Tianjin, China

How China, India and Russia are rewriting global power rules

Xi Jinping, Vladimir Putin and Narendra Modi’s impromptu huddle at the SCO summit signals a new geopolitical alliance that challenges Western dominance while reshaping international relations through economic cooperation and strategic coordination

Canadian and Chinese national flags displayed side by side during a diplomatic event, symbolizing Canada–China relations

Selective engagement: Rethinking Canada–China relations

Canada–China relations stand at a crossroads. Selective engagement offers a pragmatic path that balances sovereignty, security, and economic opportunity, guiding Ottawa through intensifying global rivalry without surrendering autonomy

An aerial view of the COSCO-controlled port of Piraeus, with cranes and containers, symbolizing China’s economic presence

The Dragon’s digital tentacles: Securing Europe’s underbelly

China’s infrastructure investments in Europe’s Southeastern Periphery, though seemingly civilian, increasingly raise security concerns. This excerpt from a new study reveals Beijing’s strategic leverage through dual-use capabilities, challenging Western paradigms

Stacked stones on a rocky shore with lighthouse in background, symbolizing fragile balance amid turbulent maritime markets

Decks and Deals Weekly #7

From August 23–29, 2025, maritime markets weathered a perfect storm as freight rates collapsed, regulators detonated bombshells, billion-dollar bets reshaped fleets, and geopolitical flashpoints kept global shipping on the edge