Hormuz enforcement, US-Canada tariffs, BDI rally, Panama Canal cuts, and river drought surcharges - five pressures reshaping wet and dry freight markets this week.
Global trade is being redrawn in real-time. As Asian refining capacity pivots to USGC crude to bypass Middle East volatility, the Panama Canal has transitioned into a global economic chokepoint. With auction premiums hitting a record $4 million, traditional cost-forecasting.
