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Priority transit auction prices through the Panama Canal reached US$4 million for a Neopanamax slot, with average premiums rising from about US$135,000-140,000 before the Strait of Hormuz crisis to roughly US$385,000-425,000 by April and May. The increase is driven largely by energy cargoes as Asian buyers source non-Middle Eastern fuel.
Higher canal premiums and waiting times raise freight costs for dry bulk and grain shipments routed through Panama, pushing up ocean freight and supporting US Gulf and Pacific export spreads.
历史可比事件尚不足,暂无法给出历史解读。
在过去 11 次中性的物流事件之后,原油(WTI) 在 5 个交易日内中位数变动 +3.8%(73% 上涨;中间一半区间为 -0.4% 至 +6.6%),20 个交易日内为 +6.3%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。