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
So if this escalates due to drought, the option then becomes, and your route typically takes you through the Panama Canal.
You either go around South America, similar to how trade has reoriented around Africa due to the inability to pass through the Suez Canal and the Red Sea.
Or companies moving goods will look to concentrate around markets that simply don't require a transit uh canal transit.
So that might be a different route to market, or it could be focusing on markets that are easily reachable without the canal transit.
So I would say that's not conducive to what we would normally consider the free flow of containerized trade from every market to every market that we've enjoyed over the for the most part.
Over the last three decades and cargo owners are gonna have to make and obviously the parties that serve them are gonna have to make decisions about what markets are actually reachable at a cost competitive point.
And those that don't necessarily line up neatly also with markets that have trade policy constraints.
So you may be able to reach that market more effectively from a logistics or transportation perspective, but it may
Be prohibitive prohibitive to serve that market because there are tariffs or policy constraints that make it not ideal.
So this is a really complicated, and I think you called it interdependency or interrelatedness on all of these factors.
It's extremely complicated matrix of constraints that most companies are dealing with right now.
And the drought conditions potentially the Panama Canal is just another layer that kind of comp.
pounds that complexity.
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