US EditionWhy the Panama Canal is a big, long-term prize in Trump's global trade war
- President Trump's trade war and tariffs on China have disrupted global supply chains, threatening the Panama Canal's role as a key trade gateway in 2025.
- This disruption follows years of Panama increasingly aligning with China while distancing from the U.S., raising concerns about the canal's control and commercial direction.
- The canal handles $270 billion in annual cargo, with 75% linked to U.S. Trade, but recent droughts, extreme weather, and tariff-induced reduced shipments have put its business at risk.
- Supply chain firm Project44 reported a 300% rise in blank sailings from China to the U.S. Since Trump's April tariff announcement, signaling a severe drop in shipping activity through the canal.
- As the U.S. Threatens to reassert control and BlackRock pursues port acquisitions, the canal's future revenue and global trade dynamics remain uncertain amid ongoing geopolitical tensions.
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Just not in time
Donald Trump’s tariffs and before-the-border barriers are a de facto self-imposed naval blockade of America that undermines the modern just-in-time economy. In the world pre-COVID, logistic chains developed to satisfy the “just-in-time” approach to inventory control, manufacturing and consumer supply. Initially, the COVID disruption changed that, but the development of friend-shoring soon restored the concept. […]
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Total News Sources10
Leaning Left4Leaning Right0Center2Last UpdatedBias Distribution67% Left
Bias Distribution
- 67% of the sources lean Left
67% Left
L 67%
C 33%
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