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Port Strategy compares the Suez and Panama canals, noting Panama's 2016 expansion let bigger ships transit and lifted trade capacity by nearly half, while Suez-served North America East Coast services fell nearly 40%. The piece is a structural analysis of container route shifts.
The analysis concerns container shipping routing rather than bulk grain flows, so it has limited direct effect on feed commodity prices.
portstrategy.comImporterOct 30, 2020Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
