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The Panama Canal Authority said water levels are sufficient for the rest of 2025 and early 2026, with Gatun Lake at 86.6 ft. Transits averaged 31.4 per day in June, flat month on month but down 14% versus June 2022 before the drought.
Neopanamax containership transits fell 16% m/m as Asia-US east coast trade was disrupted by US tariffs.
Restored canal capacity eases grain and soymeal shipping constraints, but reduced containership and tariff-affected trade flows point to softer freight demand for US export routes.
mykn.kuehne-nagel.comLloyd's List2025年7月14日历史可比事件尚不足，暂无法给出历史解读。
在过去 48 次中性的物流事件之后，豆粕 在 5 个交易日内中位数变动 +0.7%（60% 上涨；中间一半区间为 -1.0% 至 +2.5%），20 个交易日内为 +0.7%。
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。
