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MARITIME TRADE

Aerial editorial-style image of a vast logistics and infrastructure landscape combining ports, rail networks, energy facilities, warehouses, and cargo aviation infrastructure. At the center lies a large unfinished blueprint-like void marked by faint planning lines, surrounded by interconnected systems rendered in muted grey and steel-blue tones

When these wars end…

The wars in Ukraine and the Middle East are accelerating a historic redistribution of power, ensuring that the world emerging from these conflicts will look nothing like the one we know today

Close-up of the bow of a large MSC container ship cutting through open sea, symbolizing global shipping power and transformation

MSC’s 7M TEU milestone: The dawn of capacity hegemony

The seas now belong to one titan. MSC has crossed the seven-million-TEU threshold—a scale of power no carrier has ever touched. This is not just dominance; it is the reshaping of global trade itself

Container port at sunset with cranes and stacked shipping containers along the waterfront

Container shipping rates crash back to pre-crisis levels

Container shipping rates have collapsed to December 2023 levels, erasing two years of crisis-driven gains as carriers face mounting overcapacity, tariff pressures, and a record orderbook threatening further market deterioration

A red bench on a pier with waves crashing behind it under a cloudy sky, symbolizing turbulence and uncertainty

Decks and Deals Weekly #11

Global shipping markets endured another week of volatility between September 20–27, as UNCTAD delivered sobering forecasts, Chinese shipyards defied US sanctions, and container rates plummeted ahead of Golden Week holidays