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Gas Processing & LNG republished the Reuters report that fewer China and U.S. ships could use the Panama Canal if trade tensions escalate. Quijano expects more Brazilian bulk grain to offset the drop.
New US LNG demand in Japan and Mexico could also compensate.
The story points to possible shifts in canal traffic and grain routing if the US-China trade war escalates. Direct feed price effects remain modest unless tariffs broaden.
gasprocessingnews.comSep 17, 2018Not 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.
