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PANAMA CANAL

Black and white photograph of a small wooden boat carrying two silhouetted figures crossing a vast, calm sea under a featureless overcast sky

Decks and Deals Weekly #33

From February 22 to 28, 2026, the global shipping market absorbed three simultaneous shocks: a US-Israeli strike on Iran closed Hormuz, Panama ejected Hutchison, and container rates logged their seventh straight weekly decline

Rocky shoreline with strong waves under a dramatic, cloud-filled sky at sunset, conveying a dynamic and unsettled seascape

Decks and Deals Weekly #29

Between 25–31 January 2026, global shipping trends revealed an industry under pressure, as freight rates softened, carrier earnings deteriorated, fleet expansion accelerated, and geopolitical uncertainty reshaped routing, risk pricing, and strategic decision-making across liner markets

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

Political cartoon from the late 19th century depicting Uncle Sam as a rooster enforcing the Monroe Doctrine, keeping European powers (shown as chickens labeled “European Coop”) away from Latin American nations, portrayed as other chickens labeled with country names like Brazil, Venezuela, and Colombia

Monroe Doctrine reloaded

Washington revives its old neighborhood doctrine, casting China as a threat while Latin America weighs the costs of old alliances

CK Hutchison Holdings Limited logo, symbolizing the ongoing geopolitical and economic implications of its proposed port sale

Beijing’s dilemma over CK Hutchison’s port sale

China’s intervention in CK Hutchison’s $22.8 billion port sale could either reaffirm its control over strategic assets or shake global investor confidence. The stakes are high, and Beijing’s decision will have lasting effects