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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

View from a container ship’s deck, representing the tension between growth optimism and looming global shipping oversupply

Shipping oversupply and the tempest no one sees coming

James Lightbourn warns of shipping oversupply catastrophe reminiscent of 2008 housing crisis, yet industry giants like Maersk report resilient demand and soaring profits, creating fascinating divide among maritime analysts

U.S. Navy and Coast Guard ships, including an uncrewed surface vessel, navigate the strategically vital Strait of Hormuz, a region of heightened military presence and geopolitical significance due to Iran's proximity and influence

At the heart of global oil–The indispensable Hormuz Strait

The strategic significance of the Hormuz Strait, as detailed by Port Economics, Management and Policy in their work by Theo Notteboom, Alfred Baird, and Jean-Paul Rodrigue, remains an undeniable force in global maritime affairs