Decks and Deals Weekly #39
April 13–19 2026 produced the Hormuz reopening that lasted thirty hours Iran declared the strait open oil fell 9 percent tankers moved and by Saturday morning Tehran had reversed course leaving markets wrong-footed
April 13–19 2026 produced the Hormuz reopening that lasted thirty hours Iran declared the strait open oil fell 9 percent tankers moved and by Saturday morning Tehran had reversed course leaving markets wrong-footed
The week of March 29 to April 4, 2026 brought a missile into Qatari sovereign waters, the first Western vessel through the Strait of Hormuz, and bunker prices that rewrote their record book
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
During the week of 15–21 February 2026, global shipping was reshaped by Hapag-Lloyd’s $4.2bn ZIM bid, Hormuz tensions, surging tanker rates, container overcapacity, Ukrainian port strikes, and bold Greek newbuilding orders
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
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 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
Geopolitical shocks register at sea before headlines appear, reshaping freight markets, risk pricing, and leadership priorities as shipping navigates an era of systemic uncertainty and anticipatory decision-making
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
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