COSCO supply chain strategy faces a Piraeus test
COSCO wants to sell more than a voyage. The COSCO supply chain business generated RMB 37.15 billion in revenue over nine months, yet Piraeus offers little public data to measure its performance
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Xiaoyu Lu: “A China–U.S. clash is entirely avoidable — and the decisive choice lies largely in Washington”
As Xi Jinping again invokes the “Thucydides Trap” in Washington, Peking University professor Xiaoyu Lu tells GeoTrends why China–U.S. conflict remains avoidable — and examines Taiwan, the Middle East, Europe and Piraeus
Rail corridors: ports do not create corridors, connections do
Greece owns ports at the crossroads of three continents. Geography creates opportunity, not power. The decisive question is what happens after cargo leaves the quay
COSCO’s Mediterranean chessboard: where it wins and loses in the new container geography
From Piraeus and Suez to Spain, Türkiye and Vado Ligure, COSCO’s Mediterranean portfolio reveals a deeper shift: competitive advantage increasingly lies not in one dominant hub, but in network optionality
COSCO’s Piraeus decade: a success story entering a different geopolitical age
Ten years after COSCO took control of Piraeus, the port stands transformed — but shifting trade routes, tougher EU scrutiny and Mediterranean competition are rewriting the terms of its next decade
The feeder container paradox: why overcapacity has not broken the market
Hundreds of new feeders under construction. Spot rates under pressure. Charter rates holding firm. Orderbooks at record highs. Something does not add up — and the answer has very little to do with shipping economics
From strategic competition to strategic stability: Wang Dong on China’s emerging global vision
Professor Wang Dong, a leading scholar of China–U.S. relations at Peking University, discusses reglobalization, strategic stability, Taiwan, digital globalization, and Beijing’s vision for shaping a more cooperative international order amid intensifying geopolitical competition
Q1 2026 container shipping Part II: ZIM and CMA CGM close the structural case
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
Q1 2026 container shipping: volumes return, pricing power does not
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
Port of Piraeus: Record revenues, a shrinking core, and the questions nobody asked at Delphi
Angelos Karakostas arrived at Delphi with record revenues and previewed unreleased quarterly data. The full-year 2025 results, read carefully, tell a rather different story