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George S. Skordilis

A large container ship transits a narrow maritime chokepoint between rocky coastlines, viewed from above under dark, overcast conditions

Shipping in the age of geopolitical risk

When the map becomes the business model, shipping stops pricing distance and fuel and starts pricing access, leverage, and geopolitical exposure, as routes evolve from neutral corridors into strategic assets shaping costs, risk, and reliability

Aerial view of the Port of Hamburg showing container terminals, cranes, and inland transport links central to COSCO’s Northern Europe logistics strategy

COSCO boosts European logistics network

COSCO Shipping expands in Northern Europe, acquiring stakes in hinterland logistics to strengthen supply-chain resilience, integrate port networks, and offer shippers predictability amid congestion, capacity constraints, and geopolitical uncertainty

Workers at a PDVSA-operated oil drilling site in Venezuela, with national flag visible on the rig

Beijing: On hold after developments in Venezuela

Beijing is recalibrating its posture after regime change in Venezuela, weighing limited energy exposure, legacy financial ties, and political uncertainty against the risks of confrontation with Washington

LNG carrier transiting the Suez Canal under dark clouds, highlighting geopolitical uncertainty affecting global shipping routes and maritime trade

Shipping held hostage by geopolitical instability

Global shipping remains trapped in a cycle of disruption, as geopolitical tensions increasingly override market fundamentals, reshaping trade routes, fleet utilization and investment decisions across all major maritime sectors