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Minimalist maritime scene showing calm open water with aligned navigation buoys under hazy daylight and no vessels in transit

Fleets change routes, insurers cut cover and war risk premiums surge

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

A wooden pier extending over calm water with two people standing at the end and a distant ship in the background

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

A large CMA CGM container ship, LNG-powered, navigating through open waters with a full load of multicolored shipping containers stacked high on its deck. The ship’s bow cuts through the ocean, with American and Chinese flags visible atop the bridge

CMA CGM’s $20B bet: Genius or gamble?

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 large CMA CGM container ship, Bougainville, sails across the open sea with stacks of blue shipping containers on board. The vessel’s deep blue hull contrasts with the cloudy sky, emphasizing its imposing presence. This French-owned cargo giant represents one of the world’s leading shipping companies, now considering U.S. shipbuilding to sidestep impending tariffs on China-linked vessels

CMA CGM, Trump’s tariffs, and China’s counterpunch

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