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GeoTrends Team

A small, weathered fishing boat rests on calm, reflective water under a heavy, overcast sky, with distant hills in the background

Decks and Deals Weekly #19

The global shipping sector experienced a week of high-stakes maritime geopolitics and remarkable market volatility between November 16 and November 22, 2025, forcing industry veterans to once again adjust their carefully laid spreadsheets

Group of suited officials and security personnel walking together on a red carpet inside a conference venue with ASEAN 2025 banners overhead

China’s ACFTA 3.0: A quiet triumph or a Trojan Horse?

While Washington was distracted, Beijing methodically upgraded its ASEAN trade pact. The new ACFTA 3.0 deal promises deeper integration, but it also tightens China’s economic embrace, leaving the region wonderfully exposed to risk

A wooden pier extending over calm water with two people standing at the end and a distant ship in the background

Decks and Deals Weekly #18

The global shipping market is sending mixed signals. While container lines brace for a difficult 2026 due to overcapacity, Greek owners are doubling down on LNG, cementing their strategic role in Europe’s energy security

Close-up of coiled blue marine ropes on a ship, evoking strength, endurance, and the constant balance of maritime life

Decks and Deals Weekly #17

MSC hits seven million TEU while Maersk orders $2.3 billion in tonnage. Container rates collapse, tanker markets diverge, and Somali pirates resurface. Global shipping November 2025 delivers drama, deals, and one sobering reality