Trade Wars Boost, Not Break, Panama Canal Traffic

Key Points — Canal revenue rose 8–10% in the first five months of fiscal 2026, defying the authority’s own forecast of an 8.8% decline driven by Trump tariff disruption — Strong US demand for Asian goods, LPG shipments to Japan and South Korea, and auto exports to the Americas are driving the surprise — The […]

Trade Wars Boost, Not Break, Panama Canal Traffic
Key Points — Canal revenue rose 8–10% in the first five months of fiscal 2026, defying the authority’s own forecast of an 8.8% decline driven by Trump tariff disruption — Strong US demand for Asian goods, LPG shipments to Japan and South Korea, and auto exports to the Americas are driving the surprise — The […]