Panama Canal Tightens Transits Ahead of Chinese New Year Rush

New restrictions from the Panama Canal Authority are cutting daily transits starting in September, well ahead of the Chinese New Year peak season shippers depend on that route to serve. In this episode, Lars Jensen and Caroline Weaver cover: - Why the canal authority is acting early, and what a 34% drop in rain inflow to Lake Gatun means for shippers who haven't built contingency plans - A Transpacific market sending mixed signals: Southeast Asia rates spiking, Northeast Asia to US East Coast rates dropping almost 30% in a week, and a rate spread on Asia-US East Coast now as wide as it was at the summer peak - Updates on the Red Sea, the Strait of Hormuz standoff with Iran, and the new US-Canada tariff breakdown - Why the Northern Sea Route remains more hype than real capacity, and where FMC Chairman Laura DiBella's net zero framework comments leave the November IMO vote Receive weekly show notes and charts in your inbox