What's Going on With Shipping
China Now Controls 70% of Shipbuilding: Can the U.S. Make a Comeback?
China now dominates 70% of the global shipbuilding order book, a dramatic shift driven by strategic national investment and a decline in US commercial shipbuilding capacity over decades.
12 Weeks of Crisis: A Full Recap of the Strait of Hormuz Blockade | Is a Deal Near?
After 12 weeks, the Strait of Hormuz remains effectively choked by competing blockades and escalating tensions, severely impacting global shipping and commodity markets, despite recent hints of a potential deal.
The Past, Present and Future of Shipping in the United States | National Maritime Day 2026
The US Merchant Marine, once the world's largest, has drastically declined, facing critical challenges in shipbuilding, fleet size, and national security readiness, despite its historical importance and potential for technological resurgence.
Hormuz is all Blocked Up with Ships - Week 11 | Iran and US Blockade Update
The Strait of Hormuz blockage enters its 11th week, causing a global oil demand contraction, supply chain disruptions, and a scramble for alternative shipping routes and energy deals, while geopolitical tensions escalate.
The Dali Settlement in Baltimore, The "Golden Fleet," and a 1,500ft Tsunami: Top 5 Maritime Stories
Global maritime shipping faces renewed supply chain stress, geopolitical disruptions, and significant infrastructure investments, from a record-breaking settlement for the Dali incident to a US Navy shipbuilding push and a 1,500ft tsunami near a cruise route.
Tactical Victory or Strategic Failure? Secretary Hegseth on U.S. Control of the Strait of Hormuz
A congressional hearing reveals a sharp divide between military and political leaders on whether the U.S. truly controls the Strait of Hormuz, highlighting the global economic fallout of its de facto closure to commercial traffic.
The Great Battleship Debate | John Konrad of gCaptain and Zach Cooper of AEI
A heated debate unpacks the US Navy's controversial proposal for a new 'Trump class' battleship, examining its strategic role, cost-effectiveness, and political viability against modern threats and shipbuilding challenges.
"A Wall of Fire": Eyewitness View of an Attack in the Strait of Hormuz | Week 10 Recap
This episode provides a harrowing eyewitness account of a missile attack on a container ship in the Strait of Hormuz, alongside a detailed recap of escalating maritime conflicts and geopolitical maneuvers impacting global shipping.
No Way Out? Breaking Down the Week 9 Strait of Hormuz Closure
Global shipping faces a historic crisis as dual blockades in the Strait of Hormuz, resurgent Somali piracy, and challenges to international maritime law disrupt oil and commodity flows, driving up prices and creating geopolitical instability.
Is the Jones Act Waiver Working and is it Necessary? | What Does the US Need to Do in the Future?
Despite official claims, a deep dive into the Jones Act waiver reveals it's not effectively lowering fuel prices or addressing national security, instead highlighting a critical need for domestic shipbuilding and strategic maritime investment.
Global Shipping Crisis: From UN Pirate Accusations to the Record $4M Panama Toll
Geopolitical tensions and regional conflicts are dramatically reshaping global shipping, driving up costs, creating supply shocks, and sparking international disputes over maritime law and environmental regulations.
The Strait of Hormuz Crisis: Week 8 Recap: Competing Blockades and Piracy Surge
This episode details the eighth week of the US-Iran conflict in the Strait of Hormuz, revealing competing blockades, a surge in Somali piracy, and the profound, lasting impact on global shipping routes and oil trade.
What the Ship! | Top 5 Maritime Stories as of April 6, 2026
Global shipping faces a complex web of geopolitical conflicts, economic pressures, and a historic U.S. shipbuilding investment, all impacting supply chains and international trade.
Strait of Hormuz WEEK 5 Update | Is the Strait OPEN or CLOSED? | Have We Gone Full Looney Tunes?
Despite media claims, the Strait of Hormuz remains critically constrained, with shipping traffic at a fraction of normal levels, leading to a delayed but significant global economic impact.
What is happening on board ships in the Persian Gulf? | Update on Strait | Trump Admin Acts
As 20,000 mariners remain trapped in the Strait of Hormuz, Iran establishes a 'toll gate' for approved vessels, while the US administration implements controversial policies like unsanctioning Iranian oil and waiving the Jones Act, drawing sharp criticism for perceived contradictions and ineffectiveness.
Strait of Hormuz Update 15 March 2026 | Update on Other Maritime Stories | US Destroyers Sail Again
Despite the Strait of Hormuz being critically unsafe for international shipping due to Iranian interference, the US strategy of sequential action is failing, allowing Iran to control vital choke points while its own oil flows freely.
What's Going on With Shipping Stocks with J. Mintzmyer of Value Investor's Edge
J. Mintzmyer of Value Investors Edge breaks down the complex dynamics driving current shipping stock performance, highlighting critical supply-demand imbalances and geopolitical catalysts across tanker, container, and dry bulk sectors.
What the Ship (Ep139) | Tariff Decision | Shipping Stocks | Shipbuilding | False Flags | Containers
The US Supreme Court struck down Trump-era tariffs, yet new tariff threats loom, while tanker stocks boom amidst geopolitical instability, US shipbuilding struggles, and container rates fall despite Red Sea risks.
What Went on With Shipping: The World War One Edition | How did Shipping Defeat Germany in WWI?
World War I's outcome was fundamentally shaped by the global shipping network, with Allied maritime control and logistical superiority ultimately outlasting Germany's desperate U-boat campaigns and blockades.
Is 2026 The Year That Shipping Goes to Ship? | Shipbuilding | Trade War | Geopolitics | Dark Fleet
Global shipping has transformed into a geopolitical battleground, with national strategies, sanctions, and regional conflicts fundamentally reshaping trade routes, shipbuilding, and insurance.
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