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CONTAINER SHIPPING

Aerial view of dark rocks surrounded by turbulent ocean waves, symbolizing global shipping turbulence and looming geopolitical risks

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

COSCO SHIPPING container vessel illuminated at night during loading operations at Rotterdam Port, with golden crane lights reflecting on water surface

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

Sunset view of the port in Sirmione, Italy, with wooden posts in the foreground and lights along the shoreline

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

View from a container ship’s deck, representing the tension between growth optimism and looming global shipping oversupply

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

Powerful waves crash against a red lighthouse and pier, symbolizing strength and resilience in turbulent maritime conditions

Decks and Deals Weekly #4

Global shipping faced a turbulent week from August 4–8, as Trump’s India tariffs, escalating Houthi threats, and resilient freight markets collided—testing the industry’s adaptability in a landscape of political theatre, maritime disruption, and security challenges

Rusty anchor in sand with blurred boat in background, symbolizing instability and disruption in global maritime trade

Decks and Deals Weekly #3

A global shipping overview from July 28 to August 1, 2025, as maritime sanctions intensify, Houthi attacks escalate, and collapsing freight rates expose the fragile intersection of geopolitics, trade flows, and fleet expansion

Large MSC container ship loaded with colorful shipping containers navigating through Port of Long Beach harbor at sunset, with port infrastructure, cranes, and smaller vessels visible in the background, illustrating the scale of modern ultra-large container vessels in global shipping operations

MSC doubles down on mega ships amid market doubts

Mediterranean Shipping Company orders twenty more ultra-large vessels worth billions, defying prevailing industry sentiment favouring smaller ships. This bold container shipping strategy challenges conventional thinking while competitors embrace feeder vessel flexibility

Close-up of thick blue mooring ropes coiled on a weathered black bollard aboard a docked commercial vessel

Decks and Deals Weekly #1

While Houthis sink ships and insurers double premiums, maritime giants secure billion-dollar financing deals. July’s maritime disruption reveals an industry simultaneously under siege and flush with capital, rewriting traditional risk calculations

Nothing new under newbuilding

Dry, tanker and gas newbuilding orders have slowed to a crawl in 2025, as sky-high costs, regulatory haze, and disappointing freight returns fuel restraint. Containers, however, continue to dance against gravity