Decks and Deals Weekly #53
During 10–16 October 2026, shipping markets weighed possible sanctions relief as tanker risks persisted, Capesize earnings fell and container carriers tested their ability to charge more
During 10–16 October 2026, shipping markets weighed possible sanctions relief as tanker risks persisted, Capesize earnings fell and container carriers tested their ability to charge more
During 3–9 October 2026, shipping markets priced scarce tanker capacity, discounted container space and exposed the distance between an impressive freight assessment and a bankable return
During 26 September–2 October 2026, shipping markets rewarded control of vessels, contracts and access. Cargo recovery brought fresh opportunities, but the gains depended on who could actually deliver
In the week ending 18 September 2026, Ultramax and Handysize markets found firmer bearings, as Atlantic momentum, tightening prompt tonnage and selective Pacific strength shifted negotiating leverage towards owners
In the week ending 18 September, maritime trade revealed its real constraint: access on workable terms. Freight rates, sanctions and investment structures showed who can charge for it
The period of 29 June–4 July 2026 opened with Iran replacing drones with invoices, closed with France and the UK deploying warships, and delivered a $1.47 billion VLCC orderbook bet in between.
The week of 21–28 June 2026 delivered a drone strike on a trapped Evergreen vessel, a 39% VLCC rate collapse, container shipping’s third-largest spike in history, and a ceasefire that kept shooting
Between 17 and 23 May 2026, global shipping ran on four clocks: Trump halted Iran strikes, Brent dropped 5%, the BDI rally reversed, tankers softened, and containers climbed into an early peak
Between 10 and 16 May 2026, the BDI broke 3,195 mid-week before a Friday correction, MR Atlantic earnings collapsed 60–75%, two more ships were attacked at Hormuz, Hapag-Lloyd swung to a Q1 loss, and Trump landed in Beijing to ask… Read More »Decks and Deals Weekly #43
Between 3 and 9 May 2026, global shipping markets digested a hardening Hormuz blockade, the Ocean Koi seizure, US-Iran live-fire exchanges, an Israeli counter-bid for ZIM, and a BDI rally through 3,000