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Logistics

Container shipping

Boxships, port congestion, chassis, and intermodal rail behind global trade.

Panama Canal & port labor

Key chokepoints

  • Panama Canal transitInfrastructure

    Drought-related draft limits and queue delays reroute vessels and add weeks to transit.

  • Port crane & labor capacityPorts

    Labor disputes and chassis shortages recreate berth congestion cascades.

    Related tickers: MAERSK-B.CO