Eight carriers have reported. Spot freight rates nearly doubled in six months, and most carriers returned to quarterly profit. Then the market sold the shares of the biggest winners
ZIM lost $86 million. CMA CGM lost three-quarters of its net income. The Q1 2026 container shipping season has closed, and the two final reports confirm Part I’s diagnosis
Shipping companies, insurers and energy traders are already changing operational behaviour as Middle East tensions disrupt routes, tighten insurance conditions and increase costs across the global maritime system, particularly around the Strait of Hormuz and the Red Sea
The Q1 2026 container shipping season produced one verdict. Volumes returned. Pricing power did not. The Strait of Hormuz has been quietly turned into a line item
Three Letters of Intent. One market. A signal that lands simultaneously in New Delhi, Beijing, and Brussels. Hapag-Lloyd’s engagement with India’s maritime strategy deserves a reading well beyond the press release
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
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
The French shipping giant’s massive commitment raises questions: Is this a bold expansion plan or a high-stakes maneuver to navigate regulatory challenges?
A French shipping giant, a U.S. president with a penchant for tariffs, and a Chinese government ready to strike back—this isn’t the plot of a maritime thriller, but the latest high-seas power play shaking global shipping