Risk surface
Panama Canal
Draft limits, transit slot availability and East Coast service effects.
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Record July Container Volumes Are Hitting a Constrained Network—and Reliability May Be the Bigger Q4 Risk
A record 17.3 million TEUs moved globally in July 2026, but weakening schedule reliability, rising empty repositioning, and ongoing Panama Canal constraints suggest the bigger Q...
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Panama Draft Limits and China Typhoon Delays Are Forcing Service Changes on U.S. East Coast Routes
Panama Canal draft restrictions and late-August typhoon disruption at Shanghai and Ningbo are now forcing schedule adjustments on Asia–U.S. East Coast container services, increa...
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Global Shipping Chokepoints Are Multiplying Again—and the Freight Risk Now Extends Well Beyond Hormuz
A fresh wave of chokepoint stress is broadening freight risk beyond the Strait of Hormuz, with Panama Canal draft limits, Rhine low water, Red Sea security threats, and Black Se...
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East Coast Peak Season Is Tightening Fast as Panama Canal Limits and Suez Uncertainty Squeeze Import Capacity
Fresh Panama Canal draft restrictions, new carrier surcharges and unresolved Suez routing changes are making U.S. East Coast import programs more fragile heading into August and...
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China-Panama shipping dispute draws U.S. scrutiny as vessel detentions rise
The Federal Maritime Commission has publicly warned that increased Chinese detentions of Panama-flagged vessels could affect U.S.-linked shipping after Panama stripped CK Hutchi...