ZIM’s Q2 rebound exposed an unusual problem: stronger earnings improved the standalone case just as regulatory resistance made Hapag-Lloyd’s $35 takeover harder to price
Eight carriers have reported. Spot freight rates nearly doubled in six months, and most carriers returned to quarterly profit. Then the market sold the shares of the biggest winners
ZIM lost $86 million. CMA CGM lost three-quarters of its net income. The Q1 2026 container shipping season has closed, and the two final reports confirm Part I’s diagnosis
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
The Q1 2026 container shipping season produced one verdict. Volumes returned. Pricing power did not. The Strait of Hormuz has been quietly turned into a line item
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
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
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
Maersk, COSCO, Hapag-Lloyd and ZIM pursue radically different strategies as container shipping profits plummet 56% in Q2 2025, with Red Sea disruptions and U.S. tariffs reshaping global trade dynamics
Starting February 2025, global shipping alliances are undergoing transformative shifts, with key mergers, new partnerships, and operational shifts changing the global shipping landscape