Eric Johnson
speaker
113 appearances
2 recordings
1 series
first heard Jun 2026
last heard 4 Jul
Eric Johnson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
If you have a factory and there's a government policy or a blockage of a key maritime passage, or you have dislocated ships that normally serve the route that takes your goods from point A to point B to serve your traditional
Customers and you're no longer able to key on those transactions, if it's making it more difficult to serve your traditional customers, you have no choice but to look for alternatives.
And that's happening as referenced earlier.
Trade tends to find the path of least resistance.
And the path of least resistance right now, given trade policy impacts, given what we've seen in terms of constraints on key choke points, maritime choke points, right?
Right now, the path of least resistance is intra-hemispheric trade.
And even in the eastern hemisphere, we're even seeing like dislocations on trade within the hemisphere.
So I think the interesting thing to think about relative to this point is it can bounce back.
If policies ease or change, if canals or passages open back up again, trade will once again look for the most frequent.
frictionless path, but that doesn't really feel like the world we're living in right at this moment.
Yeah, so just we have some immediate term impacts on passage and capacity through the Panama Canal as a result of El Nino causing drought conditions again.
We saw this a couple of years ago where Panama Canal transits were severely restricted due to drought conditions.
The canal authority has attempted to make some changes to its operating sort of capacity.
Capacities to knowing that drought could be a factor in the foreseeable future going forward.
So July 1st, we're already seeing transits being restricted.
Right now, container ships tend to be the ones least affected.
And that's the area I cover the more most specifically.
But if drought conditions worsen, we will see lower capacity through the canal.
And then so that sort of compounds what we're seeing in terms.
Of choke points in the eastern hemisphere, right?
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