Container shipping pricing power trailed the market. COSCO doubled down
COSCO’s realised rate jumped 12.3% in Q2. The market rose 19.5%. Then COSCO committed USD 2.688 billion to twelve ships. The recovery was real. So was the gap
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ABU DHABI
Two clocks, one cartel: The UAE OPEC exit and the Sunni Gulf’s real fault line
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