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
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
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