Decks and Deals Weekly #20
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
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Maritime Industry
CMA CGM’s strategy: Building an ark while everyone else predicts a drought
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
From shipowner to Innovation Architect: Navigating the seas of Shipping 3.0
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
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
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
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
MSC’s 7M TEU milestone: The dawn of capacity hegemony
The seas now belong to one titan. MSC has crossed the seven-million-TEU threshold—a scale of power no carrier has ever touched. This is not just dominance; it is the reshaping of global trade itself
Tankers in transition: Navigating power, risk, and renewal in the global energy seascape
As the global energy map redraws itself, tanker shipping faces uncharted waters. Geopolitics, decarbonization, and technology converge—demanding foresight, precision, and strategic agility from every stakeholder steering the maritime future
Decks and Deals Weekly #16
From October 26 to November 1, 2025, the global shipping market mixed drama and déjà vu—container rates jumped, tariffs paused, and Greek owners proved once again who’s really captaining the show
Brent on the boil: How Crude price swells are steering the shipping seascape
As Brent Crude surges amid geopolitical turmoil, its impact ripples far beyond oil markets—reshaping freight rates, fleet deployment, and maritime strategy across global shipping lanes