Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Container Shipping in 2026: Newbuild Glut Meets Geopolitical Reroute
Red Sea closure has propped up rates that the largest orderbook in a decade should otherwise have crushed. Alliance reshuffling, IMO carbon rules, and the prospect of Suez normalization will define which carriers survive the next downcycle.
Container shipping enters 2026 with two opposing forces in equilibrium. The largest newbuild orderbook since 2008 is delivering roughly 30 percent of fleet capacity across 2024 to 2026, front-loaded in 2024 and 2025. Houthi attacks in the southern Red Sea have meanwhile kept the bulk of Asia to Europe traffic on the Cape of Good Hope rout...
Submarine Cable Economics and Security 2026: The Fragile Backbone of the Hyperscaler Internet
Roughly 600 subsea cables carry 99 percent of intercontinental traffic, yet four manufacturers, four installers, and a thinning insurance market sit downstream of Google, Meta, Microsoft, and Amazon, while Red Sea, Baltic, and Taiwan Strait incidents reprice the network's geopolitical risk.
The global submarine cable system, mapped at roughly 600 in service systems and about 1.6 million route kilometres by TeleGeography, has quietly become the most concentrated piece of critical infrastructure in the digital economy. Hyperscalers now finance more than 70 percent of new transatlantic and trans Pacific capacity, four cable man...