The next maritime revolution will not be measured by bigger fleets or faster ships, but by who can transform information into better decisions before competitors even recognize the risk
The revival of Venezuelan crude exports is reshaping tanker employment, expanding demand across multiple vessel classes and demonstrating how sanctions policy can rapidly alter global crude trade flows and shipping market dynamics
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
Stronger freight earnings, diversified commodity demand and rising vessel utilisation have pushed dry bulk asset values sharply higher, reinforcing buyer confidence and supporting secondhand prices across virtually all vessel segments
While the world fixes its gaze on the Strait of Hormuz, Black Sea shipping is living through its own escalation cycle, quieter, older, and arguably more structurally dangerous for commercial operators
Shipping companies, insurers and energy traders are already changing operational behaviour as Middle East tensions disrupt routes, tighten insurance conditions and increase costs across the global maritime system, particularly around the Strait of Hormuz and the Red Sea
Between 17 and 23 May 2026, global shipping ran on four clocks: Trump halted Iran strikes, Brent dropped 5%, the BDI rally reversed, tankers softened, and containers climbed into an early peak
Between 10 and 16 May 2026, the BDI broke 3,195 mid-week before a Friday correction, MR Atlantic earnings collapsed 60–75%, two more ships were attacked at Hormuz, Hapag-Lloyd swung to a Q1 loss, and Trump landed in Beijing to ask… Read More »Decks and Deals Weekly #43
Between 3 and 9 May 2026, global shipping markets digested a hardening Hormuz blockade, the Ocean Koi seizure, US-Iran live-fire exchanges, an Israeli counter-bid for ZIM, and a BDI rally through 3,000
Between 26 April and 2 May 2026, global shipping markets confronted a hardening Hormuz blockade, MEPC 84 talks in London, the UAE’s surprise exit from OPEC+, and Hapag-Lloyd’s shareholder-cleared takeover bid for ZIM