Decks and Deals Weekly #22
The shipping market hit an inflection point this week as tankers turned into geopolitical targets, container rates split by geography, and carriers bet on green vessels despite weakening demand
The shipping market hit an inflection point this week as tankers turned into geopolitical targets, container rates split by geography, and carriers bet on green vessels despite weakening demand
Global container carriers face unprecedented profit collapse in Q3 2025, with earnings plummeting 55–89% despite record cargo volumes. The container shipping crisis reveals fundamental market dysfunction driven by overcapacity, tariff disruption, and structural demand weakness extending through 2026
This weekly dry-bulk analysis, based on data from the week ending 5 December 2025, highlights the divergence between a strengthening Atlantic and a softening Pacific across the Handy and Ultramax markets
Capesizes lead the dry bulk market into higher waters in the week ending December 5, 2025, with strong gains and shifting dynamics across all vessel segments
This week’s global shipping landscape, spanning November 30 to December 6, 2025, presented a familiar cocktail of geopolitical risk and aggressive market consolidation, demanding cool heads and deep pockets from industry leaders who understand the true cost of doing business
Market insights for the Handysize and Ultramax sectors based on the week closing 28 November 2025, highlighting regional dynamics, tonnage balance, and shifting cargo flows ahead of December
Dry bulk sentiment strengthened sharply during the week ending 28 November 2025 as Capesizes led a broad market rally, driving the Baltic Dry Index higher and lifting rates across all major vessel segments
Global shipping surged through turbulence in the period November 23–29, 2025, as geopolitics, market power plays, and high-stakes fleet moves reshaped the industry’s trajector
While its own CFO, Ramon Fernandez, forecasts a grim 2026 for shipping, CMA CGM is pouring billions into an unprecedented expansion. This is not just business; it’s a high-stakes declaration of strategic intent
A new era in global shipping demands leaders who merge tradition with innovation, decoding complexity and guiding fleets through technological, regulatory, and market transformation. Shipping 3.0 requires visionaries who navigate change with clarity and foresight