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
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
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
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
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
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
The EU’s new ports strategy signals a shift from trade-focused infrastructure to geopolitical control, placing strategic assets like Piraeus at the center of Europe’s evolving economic security framework
Brussels adopted its EU Ports Strategy on 4 March 2026. A leaked draft, obtained weeks earlier, tells a more candid story — one in which COSCO and Piraeus feature prominently, if never by name
The Orient/East-Med corridor and the Chinese shadow over Europe’s transport backbone expose how EU transport integration increasingly overlaps with external power, raising questions about control, strategy, and Europe’s real leverage
From January 11–17, 2026, the global shipping market priced in fragile calm while bracing for conflict, as Maersk returned to the Red Sea amid rising geopolitical risk and swelling orderbooks