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Episode #16: The Greenland Gambit and the Red Sea Reversal
Time for a high-stakes episode of "Where in the World is the Trade War?" with our Greenland Bingo card. ❄️
In this episode, Judah and Eytan break down the sudden 10% tariff threat on the EU (which apparently wasn't on anyone's 2026 forecast) and why the EU is dusting off its "Big Bazooka" in retaliation. We also check in on the Red Sea, where Maersk is leaning in just as CMA CGM is pulling back, making the Suez Canal the "will-they-won't-they" romance of the maritime world.
Finally, we look at the Lunar New Year dip—with Asia-Med rates falling 5% to $4,600/FEU—and ask if we've already hit the…
The skinny
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