Decks and Deals Weekly #27
From January 11–17, 2026, the global shipping market priced in fragile calm while bracing for conflict, as Maersk returned to the Red Sea amid rising geopolitical risk and swelling orderbooks
From January 11–17, 2026, the global shipping market priced in fragile calm while bracing for conflict, as Maersk returned to the Red Sea amid rising geopolitical risk and swelling orderbooks
The first week of January 2026 exposed an illusion in global shipping: spot container rates jumped, but short-term discipline masks structural oversupply, rising regulatory costs, and geopolitical risk, leaving downside heavier than upside
The global shipping industry, from December 14–20, 2025, saw container rates spike as geopolitical temperatures rose. Maersk cautiously re-entered the Red Sea, while Ukraine’s drone campaign expanded into the Mediterranean Sea
This week’s global shipping landscape, spanning November 30 to December 6, 2025, presented a familiar cocktail of geopolitical risk and aggressive market consolidation, demanding cool heads and deep pockets from industry leaders who understand the true cost of doing business
The global shipping sector experienced a week of high-stakes maritime geopolitics and remarkable market volatility between November 16 and November 22, 2025, forcing industry veterans to once again adjust their carefully laid spreadsheets
Trade wars turned into port wars, Red Sea routes stayed perilous, and the IMO’s Net-Zero plan divided the seas—here’s the global shipping news from October 5–11, 2025
As tensions escalate between Israel and Iran, commercial shipping faces unprecedented threats across vital Middle Eastern waterways, forcing global maritime commerce into uncharted territory
The U.S. bombed Yemen to reopen the Red Sea, but shipowners remain unconvinced. Trump wants Europe to pay for the effort, yet global trade has already adapted
The world’s largest ocean carriers are facing a challenging landscape of falling freight rates, surplus capacity, and shifting geopolitical forces. With tariffs, an influx of new ships, and alliance shake-ups in motion, the industry is bracing for turbulence
Rising tensions in the Middle East threaten maritime trade, as Israel braces for Iran’s response and Hezbollah escalates attacks near key shipping routes. What’s next for global supply chains