Decks and Deals Weekly #48
The period of 29 June–4 July 2026 opened with Iran replacing drones with invoices, closed with France and the UK deploying warships, and delivered a $1.47 billion VLCC orderbook bet in between.
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Decks and Deals Weekly #47
The week of 21–28 June 2026 delivered a drone strike on a trapped Evergreen vessel, a 39% VLCC rate collapse, container shipping’s third-largest spike in history, and a ceasefire that kept shooting
Posidonia 2026: the visible power and the invisible power
At Posidonia 2026 in Athens, 1–5 June 2026, China sent 200 companies, opened a shipbuilding office and signed contracts. America sent a classification society. The asymmetry was not subtle