The Panama Canal and its extended drought that the soft economy has masked—fewer containers/less cargo on ships. The economic hit on container lines.
If the economy rebounds in the 4th quarter and/or 1H 2024, then what? Add to it that the timing of the drought ending is an unknown.What if it goes longer than the 10 months that the canal authority thinks?
Could there be supply chain disruption across all trade and ship segments? Will shippers plan for it or wait and scramble?
Could there be supply chain disruption across all trade and ship segments? Will shippers plan for it or wait and scramble?
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