Solid weekly roundup. The ZIM golden share angle is interesting becuase it shows how shipping M&A is increasingly constrained by national security logic, not just commercial rationale. When I worked adjacent to logistics a few years back, the idea of governments vetoing carrier sales would've seemed extreme. Now it feels like the new normal for any asset with strategic relevanc.
Solid weekly roundup. The ZIM golden share angle is interesting becuase it shows how shipping M&A is increasingly constrained by national security logic, not just commercial rationale. When I worked adjacent to logistics a few years back, the idea of governments vetoing carrier sales would've seemed extreme. Now it feels like the new normal for any asset with strategic relevanc.
Well said.
What’s changed is not just ZIM — it’s the decision framework.
Shipping M&A is no longer cleared by balance sheets alone.
It now passes through national security filters, labor politics, and strategic continuity.
The real question going forward isn’t “Is the price right?”
It’s “Is this asset still considered sovereign-critical?”
That line will keep moving — and deals will keep breaking on it.