Decks and Deals Weekly #27
From January 11–17, 2026, the global shipping market priced in fragile calm while bracing for conflict, as Maersk returned to the Red Sea amid rising geopolitical risk and swelling orderbooks
From January 11–17, 2026, the global shipping market priced in fragile calm while bracing for conflict, as Maersk returned to the Red Sea amid rising geopolitical risk and swelling orderbooks
The first week of January 2026 exposed an illusion in global shipping: spot container rates jumped, but short-term discipline masks structural oversupply, rising regulatory costs, and geopolitical risk, leaving downside heavier than upside
Global shipping 2026 is shaping up as a year of controlled anxiety, where executives speak softly, watch capacity closely, distrust geopolitics deeply, and quietly fear that markets may punish complacency faster than strategy can react
The week before Christmas offered few miracles but plenty of action. Container rates continued their inexplicable climb, the Houthis remained a stubbornly expensive problem, and Greece decided to start building ships again. Just another week in shipping
The global shipping industry, from December 14–20, 2025, saw container rates spike as geopolitical temperatures rose. Maersk cautiously re-entered the Red Sea, while Ukraine’s drone campaign expanded into the Mediterranean Sea
The shipping market hit an inflection point this week as tankers turned into geopolitical targets, container rates split by geography, and carriers bet on green vessels despite weakening demand
This week’s global shipping landscape, spanning November 30 to December 6, 2025, presented a familiar cocktail of geopolitical risk and aggressive market consolidation, demanding cool heads and deep pockets from industry leaders who understand the true cost of doing business
Global shipping surged through turbulence in the period November 23–29, 2025, as geopolitics, market power plays, and high-stakes fleet moves reshaped the industry’s trajector
The global shipping sector experienced a week of high-stakes maritime geopolitics and remarkable market volatility between November 16 and November 22, 2025, forcing industry veterans to once again adjust their carefully laid spreadsheets
The global shipping market is sending mixed signals. While container lines brace for a difficult 2026 due to overcapacity, Greek owners are doubling down on LNG, cementing their strategic role in Europe’s energy security