Decks and Deals Weekly #37
The week of March 22–28, 2026 reshaped global shipping as Hormuz turned into a toll-controlled chokepoint, tanker markets split sharply, and geopolitical shocks from Ukraine to Yemen redrew the map of risk
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OIL MARKETS
Maduro arrest: Real global shipping impact beyond the headlines
The arrest of Nicolás Maduro has sparked a tsunami of geopolitical noise—but global shipping impact on container lines remains virtually nil while energy tanker markets and Venezuelan logistics face acute operational turmoil
Beijing: On hold after developments in Venezuela
Beijing is recalibrating its posture after regime change in Venezuela, weighing limited energy exposure, legacy financial ties, and political uncertainty against the risks of confrontation with Washington
Doha under fire: Global shipping faces turbulence
The recent attack on Doha disrupts vital shipping lanes, forcing the maritime industry to adapt swiftly, reassess risks, and navigate a volatile geopolitical landscape impacting global trade and supply chains
Tiger Cubs roar while China’s oil appetite wanes
China’s oil demand plateau triggers seismic shifts in global tanker trades as India and Southeast Asian Tiger Cubs emerge as the new powerhouses driving petroleum consumption growth worldwide
Middle East on edge: U.S.–Iran tensions surge as global shipping faces new risks
A new era of geopolitical instability grips the Middle East as U.S. strikes on Iranian nuclear sites provoke sharp retaliations, sparking fears of regional escalation and posing severe threats to global shipping and energy security
Crude awakenings: Oil, politics, and the high seas in 2025
As oil prices dance to the tune of geopolitics, global shipping braces for choppy waters. U.S. policies, OPEC’s calculations, and rising trade tensions set the stage for a year of volatility and unexpected openings