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
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
From August 23–29, 2025, maritime markets weathered a perfect storm as freight rates collapsed, regulators detonated bombshells, billion-dollar bets reshaped fleets, and geopolitical flashpoints kept global shipping on the edge
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
This dry bulk cargo market report for the week ending August 8, 2025, outlines minimal vessel size changes, moderate BDI growth, and regional rate trends across major shipping routes in both Atlantic and Pacific markets
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
The dry bulk cargo market recorded significant losses across all vessel sizes during the week ending Friday, August 1, with Capes and Panamaxes facing double-digit declines and overall activity slowing globally
The dry bulk market surged on Friday, July 25, led by Capes with a nearly 25% rise, pushing the BDI up by 205 points, while smaller vessel categories showed mixed performance
The dry bulk cargo market surged last week, with Capes posting a remarkable 46.56% rise in profitability. All vessel sizes recorded gains, reflecting heightened demand and strong activity in major shipping routes
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
Trump’s latest tariff threats have shipping giants scrambling like seasoned strategic masterminds, but instead of moving pieces across boards, they’re repositioning entire fleets while major European ports brace for August’s looming trade apocalypse