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Houthi movement
The mysterious Iranian ship accused of lining up the next Houthi targets
...Jon Gahagan, president of maritime risk specialist Sedna Global, said that for a supposed cargo vessel, the behaviour of the Behshad, registered and flagged in Iran, was “extremely unusual”....
March 9, 2024
US-China trade dispute
US steel unions urge Biden to open probe into Chinese shipbuilding
...Over the past two decades, China has gone from producing roughly 12 per cent of global commercial ships by tonnage to more than 50 per cent in 2023, according to Clarksons Research, a maritime consultancy...
March 12, 2024
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
News in-depthShipping
Surge in maritime violence boosts demand for private security forces
...The group also struck the True Confidence saying it was an “American ship” even though it had been sold to a Greek company days before....
April 21, 2024
The Big Read
The risks of relying on superpowers to protect global trade
...Any conflict involving Taiwan is as likely to involve a Chinese maritime blockade as a full-on land invasion....
January 26, 2024
US foreign policy
US and Japan announce ‘most significant’ upgrade to military alliance
...The US president added that the two countries had transformed their relationship into a “truly global partnership” over the past three years, and that the alliance now served as a “beacon to their entire...
April 10, 2024
Chinese politics & policy
Xi lieutenant calls for Asia to ‘jointly’ manage security in rebuke of US
...global defence, particularly in Asia....
March 28, 2024
FT Live
Global Pharma and Biotech Summit
Driving life sciences innovation in a disrupted world
Tuesday, 5 NovemberIn-Person & Online Conference
The Big Read
Shipbuilding: the new battleground in the US-China trade war
...also a maritime power — a commercial shipbuilding and global shipping power.”...
March 12, 2024
Cyber Security
White House moves to defend US ports from Chinese cyber threat
...The administration noted that while increasingly complex systems at ports of entry had “revolutionised the maritime shipping industry and American supply chains by enhancing the speed and efficiency of moving...
February 21, 2024
Houthi movement
Three killed in Houthi attack on cargo ship off Yemeni coast
...The Houthis have launched attacks on ships that they describe as Israeli, British or American....
March 7, 2024
Rana Foroohar
The great American transport crisis tells us something
...But the Jones Act, a 1920 law, requires any maritime vehicle transporting goods between two American ports to be built, owned and crewed in the US for security reasons....
April 7, 2024
Special ReportInvesting in Peru
Peru’s megaport aims to reshape region’s maritime traffic
...“The intention of the port is to pull South American countries towards Peru as a focal point [for trade to Asia], taking advantage of our strategic location,” says Gonzálo Ríos Polastri, deputy general manager...
October 20, 2023
Container shipping
US-led coalition to create safe corridor in Red Sea as ship diversions mount
...About 7mn barrels a day of crude oil and refined products flow through the Bab-el-Mandeb strait but the route has become vital for Russia to export to Asia with 4mn b/d heading south, according to Kpler...
December 20, 2023
Israel-Hamas war
Houthi rebels hit US-owned cargo ship in Gulf of Aden
...American forces launched a second raid on Saturday....
January 15, 2024
US-China relations
US and China resume military contacts at the highest level
...Brown called for restarting a channel known as the Military Maritime Consultative Agreement, which is designed to help reduce the chances of an incident at sea escalating....
December 21, 2023
Janan Ganesh
How water made the world
...As an account of the world, this is a line of best fit, not the pure truth....
October 27, 2023
FT Live
Global Wealth Management Summit
Recalibrating business for multi-generational private clients
Wednesday, 6 November222 Marylebone Road, London NW1 6JQ, United Kingdom
Disrupted Times
Global markets in record-breaking start to year
...describes as a “vibes shift, boosted in particular by chip giant Nvidia, the third American stock after Apple and Microsoft to hit a valuation above $2tn....
March 11, 2024
News in-depthMiddle Eastern politics & society
Who are the Houthis?
...US forces have come into conflict with the Houthis as they protect global shipping in the Red Sea through which about 15 per cent of global sea trade passes....
January 10, 2024
High yield bonds
Is it PIK-up time for cash-strapped companies?
...Purists might object to this description: if things were quite so simple, a PIK would be the same as a zero-coupon bond. And yes, they’d be right. A PIK note tends to give the issuer options....
February 21, 2024
Yemen
Houthi rebels defy US warning with new Red Sea explosion
...The USS Dwight D Eisenhower, an American aircraft carrier, is in the area. Greece and Denmark have said they will also send warships....
January 4, 2024
Trade SecretsAlan Beattie
The world cannot depend on the US to keep trade peace
...For decades, America’s navy has patrolled the world’s shipping lanes to deter maritime marauders, a job deserving great credit....
January 18, 2024
Disrupted Times
From TikTok to shipbuilding: new fronts in US-China trade tussle
...The American solar industry, meanwhile, is in uproar over cheap Chinese solar panels, which have helped halve global prices in the past year: a boon for renewable energy developers but a threat to domestic...
March 13, 2024
Shale Oil & Gas
How US shale keeps sheltering America from the next oil price surge
...Now the US produces almost 20mn b/d of petroleum, roughly on par with consumption. Imports from the Gulf have plummeted, and the US became a net oil exporter for the first time in 2019....
April 23, 2024
Gideon Rachman
Japan doubles down on the US alliance as China looms
...So the Japanese leader will use his speech to Congress to appeal to American interests as well as values....
April 8, 2024
FT Swamp Notes
Will steelworkers be the swing vote in 2024? Premium content
...It will impact the 2024 election cycle, as well as global economic and security relations (in particular by drawing attention to the way China has figured out how to digitally monitor global supply chains...
March 18, 2024
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...big enough to make a meaningful impact on Berkshire’s earnings, (b) possible to reliably value, (c) have trustworthy and competent management, and (d) are available at a reasonable price....
February 26, 2024

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