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
America is not losing its dollar privilege through a single shock. The repricing of American hegemony is a slow cost allocation, already in motion, quietly distributing the bill across four payers
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
An in-depth interview with Plamen Tonchev, one of Europe’s most seasoned China watchers, on U.S.–China rivalry, strategic contradictions, and the risks of a leaderless international order