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Aerial view of large container ships under construction at a major Asian shipyard, with cranes, dry docks, and multiple vessels visible

The 2026 global shipping outlook: A perfectly engineered glut

The global shipping outlook for 2026 is a masterclass in self-sabotage. After years of record profits, the industry has enthusiastically ordered enough new ships to guarantee a spectacular collapse in freight rates, creating chaos

Black-and-white photograph of a small floating structure alone on calm water beneath a vast, cloud-filled sky, emphasizing isolation and stillness

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

A small, weathered fishing boat rests on calm, reflective water under a heavy, overcast sky, with distant hills in the background

Decks and Deals Weekly #19

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

A wooden pier extending over calm water with two people standing at the end and a distant ship in the background

Decks and Deals Weekly #18

The global shipping market is sending mixed signals. While container lines brace for a difficult 2026 due to overcapacity, Greek owners are doubling down on LNG, cementing their strategic role in Europe’s energy security

Nothing new under newbuilding

Dry, tanker and gas newbuilding orders have slowed to a crawl in 2025, as sky-high costs, regulatory haze, and disappointing freight returns fuel restraint. Containers, however, continue to dance against gravity