Supply Chain Beat

Satellite view of backed-up ships at Panama Canal entrance amid low water levels

Panama Canal Faces El Niño Drought Risk as Hormuz Clears — But Relief is Fleeting

Ocean carriers barely exhale after a US-Iran ceasefire eases Hormuz fears — now El Niño's forecast slams the Panama Canal with drought risks. Lars Jensen's alert: disruptions could mirror 2023's chaos.

3 min read 6 hours ago

Evergreen 24,000-TEU container ship navigating low-water Panama Canal amid El Niño forecast

Logistics & Freight

Evergreen's Mega-Ship Gamble as El Niño Eyes Panama Canal Drought

Panama Canal transits dropped 36% last drought—now El Niño looms. Evergreen's counterpunch: six 24,000-TEU behemoths. Smart hedge or risky bet?

4 min read 6 hours ago

#Panama Canal drought

Panama Canal Faces El Niño Drought Risk as Hormuz Clears — But Relief is Fleeting

Evergreen's Mega-Ship Gamble as El Niño Eyes Panama Canal Drought

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