Maritime
Breaking News - Korea’s SK Shipping, H-Line Swap Tankers to Create LNG Giant
South Korean shipping companies SK Shipping Co. and H-Line Shipping Co. — both owned by private equity firm Hahn & Co. — will swap tankers and contracts to create one of the world’s largest operators of LNG carriers.
Results Deep Dive - Hapag-Lloyd Returns to Profit in Q2 and Raises 2026 Outlook
Hapag-Lloyd’s H1 2026 results were mixed. The company returned to profit in Q2 as stronger demand and spot freight rates lifted transport volumes and average pricing, producing a clear recovery from a loss-making Q1.
Results Deep Dive - Maersk Raises 2026 Guidance Again as Ocean Rates Drive a Strong Q2
Maersk delivered a strong Q2 2026, as higher Ocean freight rates, volume growth and lower unit costs drove a sharp recovery in earnings. The most important was another substantial increase in Maersk’s FY2026 guidance, just weeks after the company upgraded its outlook in late June.
Maritime Insights - Is Global Shipping Rewriting Its Trade Routes? Behind: Gemini Cooperation’s Suez Return, China’s Arctic Expansion, MSC’s Barcelona Setback, and Taiwan Carriers’ Revenue Growth
Global shipping is shifting again as Gemini returns more services to Suez, China expands Arctic routes, MSC retreats from its Barcelona terminal bid, and Taiwan’s major carriers post stronger revenues amid elevated freight rates.
Global Chokepoint - Iran Says Hormuz Shipping Route Deal Reached With Oman (Aug 6, 2026)
Iran said it had reached an agreement with Oman on a proposed route for shipping through the Strait of Hormuz, a potential step toward a reopening of the critical waterway for energy supplies.
Results Review - CMA CGM sees growth in 2Q2026, container shipping party is not over yet?
Against geopolitical uncertainties and the nominal supply-demand imbalance, CMA CGM's 2Q2026 turned out to be better than feared, with both revenue and volume rising. Could this be the beginning of another big quarter for container liners?
Maritime Insights - Why Shipowners Are Ordering VLCCs at the Top of the Cycle
VLCC contracting has moved from a relatively subdued market into the strongest ordering wave of the past decade. Owners and financial investors are therefore competing for modern capacity scheduled for delivery toward the end of the decade.
Market Rumor - Iran-Oman Talks Focused on Restarting Hormuz Shipping Traffic
Negotiators from Iran and Oman are trying to reach an agreement to restore shipping through the Strait of Hormuz, according to people familiar with the matter.
Rules & Mandates - Greek shipping carve-out on Russia sanctions prompts EU rethink
Brussels is considering changing the way the European Union adopts sanctions against Russia after Greece delayed a broad package while seeking protections for a domestic shipping company.
Global Chokepoint - Hormuz Update - Container Liner CMA CGM's Emergency Fuel Surcharge Implementation
French shipping firm CMA CGM will impose an emergency fuel surcharge following the renewed escalation of hostilities in the Strait of Hormuz, effective August 1, it says in a notice posted on its website.
The Gulf-LatAm Corridor: Securing the Physical Transition
As the global economy shifts from an era of frictionless digital expansion to one governed by absolute thermodynamic and geological limits, the foundational premises of long-duration capital allocation are fracturing....
First US LNG Cargo in a Year Docks in China, Ship Data Shows
A liquefied natural gas carrier with a US shipment appears to have reached a Chinese terminal, potentially marking the first American cargo taken by China since it imposed tariffs more than a year ago.
