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MARKET ANALYSIS

Abandoned wooden vessel resting on a muddy shoreline near calm water under an overcast sky, conveying stillness and maritime decay

Decks and Deals Weekly #25

Holiday silence did not mean market calm. Between 29 December 2025 and 3 January 2026, global shipping freight rates spoke clearly: pricing discipline returned, volumes hesitated, and carriers tested how far leverage still stretches

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