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MARITIME GEOPOLITICS

A miniature sailing ship inside a glass bottle, reflected on a dark surface, photographed in vintage black-and-white style

Decks and Deals Weekly #32

During the week of 15–21 February 2026, global shipping was reshaped by Hapag-Lloyd’s $4.2bn ZIM bid, Hormuz tensions, surging tanker rates, container overcapacity, Ukrainian port strikes, and bold Greek newbuilding orders

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

Rocky shoreline with strong waves under a dramatic, cloud-filled sky at sunset, conveying a dynamic and unsettled seascape

Decks and Deals Weekly #29

Between 25–31 January 2026, global shipping trends revealed an industry under pressure, as freight rates softened, carrier earnings deteriorated, fleet expansion accelerated, and geopolitical uncertainty reshaped routing, risk pricing, and strategic decision-making across liner markets

Black-and-white landscape with dramatic clouds reflected on calm water, conveying a tense and shifting atmosphere without identifiable people or vessels

Decks and Deals Weekly #22

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

A small, weathered fishing boat rests on calm, reflective water under a heavy, overcast sky, with distant hills in the background

Decks and Deals Weekly #19

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