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GLOBAL SHIPPING MARKETS

Black-and-white photograph of a lighthouse structure on a concrete breakwater, surrounded by wave barriers beneath a cloudy sky

Decks and Deals Weekly #45

Between 24 and 31 May 2026, global shipping markets ran on contradiction: a peace deal nobody signed, a VLCC war premium in freefall, a BDI rebound nobody expected, and asset prices that simply refused to care

Black-and-white photograph of a stormy sea with waves breaking against a line of wooden groynes extending into the water

Decks and Deals Weekly #30

From 31 January to 7 February 2026, global shipping markets confronted structural distortions: collapsing shadow fleets, resilient mid-size tankers, aggressive Chinese-led newbuilding orders, and a widening gap between macro narratives and physical trade reality