Maritime
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.
Dubai plans new port to bypass Strait of Hormuz?
DP World is planning to build a new port and a container terminal on the United Arab Emirates’ east coast that would reduce Dubai’s dependence on its flagship Jebel Ali hub and bypass the Strait of Hormuz. Project to build capacity on UAE’s east coast represents a major shift after US-Iran war.
Operational Updates - Orient Overseas International (OOCL) posts solid 2Q2026 operating results
OOCL's 2Q2026 operating results suggest strong global trade demand despite concerns over geopolitical risks and trade frictions. The strength was led by all trade regions. Looking ahead, what would the tone be for 3Q2026?
Samsung Heavy targets 2028 for first floating AI data center
Samsung is reportedly planning to launch its floating data centers in the second quarter of 2028.
Breaking News - Asia Economy China exports in June jump at fastest pace since 2021 as AI boom, tariff rush lift trade
China’s trade growth accelerated far more than expected in June, as booming global demand for AI hardware and a rush by U.S. retailers to beat anticipated tariff hikes turbocharged shipments.
Container Carriers Eye Return to Red Sea Route
A.P. Moller-Maersk A/S and Hapag-Lloyd AG signaled confidence about resuming passage through the Red Sea, sending the container carriers’ shares down on expectation a return to the shorter route will ease capacity constraints and temper a surge in shipping rates.
Global Chokepoint - US Military Launches Strikes on Iran for Second Straight Day
The US military struck Iran for the second straight day, an escalation of violence that threatens efforts to reach a permanent peace deal.
Breaking News - CMA CGM nears $1.4 billion deal for FedEx logistics unit, sources said
French container shipping group CMA CGM is nearing a deal to buy FedEx's third-party logistics business for $1.4 billion in cash.
Global Chokepoint - U.S., Iran pause hostilities as Hormuz shipping resumes after weekend clashes
The U.S. and Iran agreed Sunday to pause hostilities and allow commercial vessels to transit the Strait of Hormuz freely, following a weekend of military exchanges that threatened to derail negotiations aimed at ending their conflict. Will A More Thorough Agreement be Reached Before the Expiry of Existing 60-
