Decks and Deals Weekly #8
Global shipping rates crashed to 20-month lows between August 30 and September 5, while POSCO eyes $5 billion HMM acquisition and Trump threatens tariffs over IMO emissions deal
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Maritime Industry
Small decisions, big waves in shipping
In maritime shipping, it’s often the smallest choices—departure timing, port calls, bunkering—that shape efficiency, resilience, and commercial outcomes. Strategic leadership means recognizing how micro-decisions steer entire fleets
COSCO Shipping outpaces rivals in Q2
While Maersk and MSC dominate headlines, COSCO shipping delivers superior profit margins and volume growth, positioning itself as Asia’s maritime powerhouse through strategic hub expansion and operational excellence
Decks and Deals Weekly #7
From August 23–29, 2025, maritime markets weathered a perfect storm as freight rates collapsed, regulators detonated bombshells, billion-dollar bets reshaped fleets, and geopolitical flashpoints kept global shipping on the edge
Maritime competition strikes hard: How Grimaldi shook DFDS
Grimaldi Group’s aggressive market entry has challenged DFDS’s Mediterranean dominance, with the Italian company claiming 45% market share while DFDS reports €90 million earnings decline
Decks and Deals Weekly #6
Global shipping endured a turbulent week from August 16–22, 2025, as freight rates collapsed, cyber attacks targeted Iranian vessels, and massive newbuilding orders sparked overcapacity fears across maritime markets
Arctic express keeps its cool
The arrival of Newnew Polar Bear in Arkhangelsk via the Northern Sea Route signals not a frozen curiosity but a live trade artery, redefining shipping timelines, geopolitics, and environmental stakes with undeniable precision
35 Years of OPA 90: From Exxon Valdez to the legacy of environmental accountability
The spill that changed maritime history, Exxon Valdez, led to OPA 90’s birth. Thirty-five years later, its legacy of accountability, prevention, and environmental responsibility continues shaping global shipping, sustainability, and maritime governance
Shipping oversupply and the tempest no one sees coming
James Lightbourn warns of shipping oversupply catastrophe reminiscent of 2008 housing crisis, yet industry giants like Maersk report resilient demand and soaring profits, creating fascinating divide among maritime analysts
Decks and Deals Weekly #5
Global shipping faces unprecedented maritime crisis as container vessels catch fire, military strikes target cargo ships, and U.S. rejection of climate policies threatens industry’s environmental future during turbulent August week