Between 10 and 16 May 2026, the BDI broke 3,195 mid-week before a Friday correction, MR Atlantic earnings collapsed 60–75%, two more ships were attacked at Hormuz, Hapag-Lloyd swung to a Q1 loss, and Trump landed in Beijing to ask… Read More »Decks and Deals Weekly #43
Economic interdependence, once seen as a guarantor of peace, has become a vector of U.S.–China competition. This analysis traces the systemic anxieties driving the rivalry — and locates Europe within them
The Q1 2026 container shipping season produced one verdict. Volumes returned. Pricing power did not. The Strait of Hormuz has been quietly turned into a line item
Between 3 and 9 May 2026, global shipping markets digested a hardening Hormuz blockade, the Ocean Koi seizure, US-Iran live-fire exchanges, an Israeli counter-bid for ZIM, and a BDI rally through 3,000
Three years after Houthi missiles drove the world’s container fleets southward, the Cape of Good Hope has graduated from emergency detour to default corridor. Brussels has yet to grasp the consequences
The Suez Canal recovery should be in full swing. The Houthis stopped attacking ships in November. War risk premiums collapsed. Yet container traffic remains 60% below 2023 levels
America is not losing its dollar privilege through a single shock. The repricing of American hegemony is a slow cost allocation, already in motion, quietly distributing the bill across four payers
Between 26 April and 2 May 2026, global shipping markets confronted a hardening Hormuz blockade, MEPC 84 talks in London, the UAE’s surprise exit from OPEC+, and Hapag-Lloyd’s shareholder-cleared takeover bid for ZIM
On 28 April 2026, the UAE OPEC exit landed during a war that had already shut the Strait of Hormuz. The market barely flinched. The Sunni Gulf did
A car carrier unloads 469 vehicles at Lamu, a port that barely functioned a year ago. The Iran war has placed African ports at the centre of a reshuffled global trade map