Decks and Deals Weekly #36
Between 15 and 21 March 2026, global shipping faced its most compressed week of crisis and calculation — war insurance at 5%, a collapsed record fixture, a proxy fight, and Trump walking away from Hormuz
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GLOBAL SHIPPING
Shockwaves from the Gulf: Dr. Stavros Karamperidis on shipping disruption and the new energy risk
Dr. Stavros Karamperidis, Associate Professor of Maritime Economics and Head of the Maritime Transport Research Group, analyses how escalating tensions in the Gulf could disrupt shipping markets, energy flows, and global supply chains
Navigating turbulence: Ultramax & Handysize markets in a volatile global shipping landscape
Global dry bulk markets faced rising volatility in the week ending 6 March 2026, as fuel shortages, Middle East tensions, and shifting cargo flows reshaped freight dynamics for Ultramax and Handysize vessels
Decks and Deals Weekly #34
The week of March 1–7, 2026, handed global shipping its most disruptive seven days in decades: the Strait of Hormuz closed, tanker rates shattered records, and insurers quietly finished what the missiles started
Navigating geopolitical tempests: Shipping in an era of escalation
As tensions rise in the Gulf, global shipping once again stands at the frontline of geopolitics, where energy flows, financial markets, and maritime strategy converge in a fragile balance shaped by risk and resilience
Decks and Deals Weekly #31
Between 8–14 February 2026, the global shipping industry showcased a stark dichotomy: a record-breaking surge in newbuild orders, primarily in tankers, confronted the grim reality of looming overcapacity and falling freight rates
China’s demographic decline: The end of shipping’s golden engine
For those in global shipping, the greatest threat is not deglobalisation, but demography. China’s demographic decline is already reshaping demand, commodity consumption, and the very structure of global supply chains in profound ways
The year the sea started watching back
In 2026, oceans evolved into sentient, strategic systems—driven by data, climate volatility, and geopolitics—forcing global shipping into a harsher, less forgiving reality where routes adapt, risks multiply, and foresight becomes survival
Decks and Deals Weekly #28
Global shipping shook itself awake 18–24 January 2026: Maersk dared Suez, CMA CGM blinked, container rates crumbled, and Greek tankers skirted sanctions—capital and tanker deals whispered audacious confidence
Resilience of global shipping routes: The Red Sea reopens, cautiously
The resilience of global shipping routes reasserts itself as Maersk cautiously returns vessels to the Red Sea, pressing the slow revival of the Suez Canal corridor amid lingering security concerns and cost dynamics reshaping world trade