Bloomberg: Bloomberg Markets
4/15/2024 2:50pm
... panama, what has happened in the houthi situation and now what is happening in this geopolitical tension, i think insurance providers are starting to wake up, boards are starting to wake up and supply chain management ...
Bloomberg: Bloomberg Daybreak Europe
4/10/2024 5:55am
... the second reason, suez and panama canal is be able to pass through. significant increase from china mainland. ...
Bloomberg: Bloomberg Markets
4/5/2024 2:33pm
... jacksonville has excess capacity, savannah can handle some of those. the port of new york and new jersey as well. the east coast ports, as we have seen with the panama canal, have lost some of their volume recently that they gained at the ...
Bloomberg: Bloomberg Surveillance
4/4/2024 11:52am
... the agricultural prices. all these problems we are seeing in shipping in the panama canal and the red sea now with the northeast corridor and the bridge collapsed. those things are medium-term structural and baby has to do with the outdated and this of ...
Bloomberg: Bloomberg Markets
4/3/2024 2:38pm
... drought issue and lack of rainfall. there is hope is we get to may and june the rainfall will take up in panama and the water levels will come back up and more ships will be allowed to go through. the red sea is i think a longer-term issue. i think it's a difficult ...
Bloomberg: Bloomberg Markets
4/3/2024 2:38pm
... certainly i think having gone through the operational issues during covid in 2020 we are more prepared than we ever have been in dealing with the short-term issues. i think the panama canal -- the panama canal was more of a ...
Bloomberg: Bloomberg Markets
4/3/2024 2:37pm
... a bigger hit moving forward. john: grain has been heavily impacted by the panama canal putting down the number of ships second go through and also the red sea. it was all most a double whammy that took place in a very brief ...
Bloomberg: Bloomberg Markets
4/3/2024 2:36pm
... you take the panama canal, the red sea, that is adding 20 days just to u.s. grain shipments to go around south africa and out to asia. now we have this unfortunate disaster that has occurred in ...
Bloomberg: Bloomberg Markets
4/3/2024 2:36pm
... shipping is in the new so much because we started out with the panama canal and the issues curtailing the number of ships going through the panama canal, which has a lot of grain on the dry bulk side that would normally go through there. ...
Bloomberg: Bloomberg Markets Asia
4/3/2024 3:42am
... were dealing with these somali pirates. that is the lifeline link to europe. on the panama canal side, there is drought is dear -- all this _ ...
Bloomberg: Bloomberg Surveillance
4/1/2024 11:24am
... sea and then the conversation shifted to the panama canal. where are freight rate? we talked about how it could be temporary. has it been temporary? our thesis has been that ...
Bloomberg: Bloomberg Surveillance
3/27/2024 11:12am
... we see issues in the red sea, issues in the panama canal, issues with transport and logistics around energy. i think we are seeing not just a soft landing in the u.s. but we are seeing recoveries overseas. you will see demand for energy ...
Bloomberg: Bloomberg Surveillance
3/27/2024 10:22am
... more southerly ports are not big enough to handle those vessels so they will wind up a new jew -- in new york and new jersey. annmarie: how vulnerable is the entire supply chain interesting now like with panama and now we have a pretty critical port of ...
Bloomberg: Bloomberg Daybreak Europe
3/27/2024 6:35am
... the rerouting you're seeing is crucial because you're dealing with the panama canal but that can only go so far. tom: thank you indeed with the story for baltimore city. ...
Bloomberg: Bloomberg Markets Asia
3/27/2024 3:07am
... long ago how the suez, the panama canal disruptions really led to a spike in shipping rates. don't forget the red sea attacks. all of that will be digested and it also depends on how long this disruption lasts. ...
Bloomberg: Bloomberg Daybreak Asia
3/27/2024 0:36am
... and showing to the world that this can be done. haidi: 's access to the red sea and the panama canal we are also bracing for the possibility of port strikes. when something like this happens, are we already kind of dealing with a broader industry ...
Bloomberg: Bloomberg Surveillance
3/26/2024 12:39pm
... projected to rise further into the summer. we now have this supply-side disruption related to the port in baltimore that would also indicate that, if anything, goods prices to be higher. we already know about the panama canal, the red sea and the suez canal. ...
Bloomberg: Bloomberg Surveillance
3/15/2024 12:22pm
... we saw at the beginning of the year. there were supply problems with copper and a couple of minds like the one in panama is not producing but again, there is a strong demand story. copper is critical to many ...
Bloomberg: Bloomberg Daybreak Asia
3/13/2024 0:45am
... confronting myriad challenges at the moment, be it the houthi attacks, supply chain disruptions, the drought in the panama canal. has that has any kind of benefit for your business? michael: it has had some for us ...
Bloomberg: Bloomberg Surveillance
2/27/2024 12:12pm
... those dynamics and we had this tension in the red sea and these issues in the panama canal. it's the reason so many people of been surprised to trying that on energy. because of how different and how quickly it has changed. ...
Bloomberg: Bloomberg Markets
2/26/2024 3:33pm
... rebels attacking in that region and people going around the suez canal altogether as well as in the panama canal, a drought in panama with lesser shipments through the panama canal. we have a shipping challenge ...
Bloomberg: Bloomberg Surveillance
2/26/2024 11:42am
... second busiest january on record. the record was coming out of the pandemic. we are getting those kinds of numbers because of the disruption you see at the panama canal, because of the water levels and because of this in the middle east. you said it's expensive. ...
Bloomberg: Bloomberg Surveillance
2/22/2024 1:51pm
... they are moving more of their cargo away from traditional routes through either the suez or panama and targeting that to the western u.s. jon: how much of this increased business is down to an increase ...
Bloomberg: Bloomberg Surveillance
2/22/2024 1:50pm
... your report. we have ships rerouted away from the red sea. we have low water levels in the panama canal. what capacity are you running at? gene: we are between 75% and 80% capacity. january was a big month, of ...
Bloomberg: Bloomberg Surveillance
2/22/2024 1:48pm
... drought in the panama canal disrupting global trade as president biden increases u.s. port security. officials saying over 200 ship to shore chinese -- can be _ ...
Bloomberg: Bloomberg Surveillance
1/24/2024 1:42pm
... directly as for europe. but then you also have this issue with water levels and drought in the panama canal. that is also restricting trade. the imf puts the numbers together, a few tents of a percentage points on inflation, ...
Bloomberg: Bloomberg Surveillance
1/24/2024 1:41pm
... panama canal for a different reason. have you done any work on whether that will show up anytime soon? andrew: some good work that the imf did on this sometime ago in response to the increased shipping costs we saw during the period of the pandemic. ...
Bloomberg: Bloomberg Surveillance
1/23/2024 12:36pm
... the amount of money and fuel it takes to go around africa is a big deal. jonathan: not just the suez canal but panama as well. tom: macro risks are high. you can add this to another reason i think it leads to a little bit of caution amongst ...
Bloomberg: Bloomberg Markets
1/22/2024 3:52pm
... katie: the red sea and the panama canal are two different parts of the world and dealing with two different issues as you alluded to. geopolitics in the red sea and climate change when it comes to the panama canal. what is the bigger medium to long current -- long-term concern for your clients? i ...
Bloomberg: Bloomberg Markets
1/22/2024 3:50pm
... the panama canal hits globally all at once because it is a major thoroughfare. between those, we will start to see the united states and the european shipping lanes get more ...
Bloomberg: Bloomberg Markets
1/22/2024 3:49pm
... 12 months, when consumer demand is backup in interest rates start to normalize, it could mean something bigger for us from a price disruption perspective in the supply chain. david: you mentioned the red sea and the panama canal. ...
Bloomberg: Bloomberg Markets
1/22/2024 3:47pm
... report congestion and land logistics are starting to feel the pain of major shipping delays and disruptions. at the same time, you have the panama canal which is now in the ...
Bloomberg: Bloomberg Markets
1/22/2024 3:38pm
... ship it to another. with that in mind, when we think about the tensions in the red sea and elsewhere, the issues with the panama canal, or any of your holdings seeing issues as a result of that? not yet. ...
Bloomberg: Bloomberg Surveillance
1/22/2024 1:44pm
... prospect of goods inflation picking up again. normally 200 ships travel through the canal every week. that number has declined 100. it is not just the suez canal, the panama kamal because of ...
Bloomberg: Bloomberg Surveillance
1/22/2024 11:22am
... still with us around the tail, -- around the table, julian emanuel of evercore. i want to talk to you about the consequences. we have traffic to the red sea down, traffic through the panama canal down. ...
Bloomberg: Bloomberg Markets European Close
1/19/2024 4:19pm
... what if it continues or carries on for months? what if it makes things cost higher? the issues we've had in the panama canal guy:. you have all of these ...
Bloomberg: Bloomberg Technology
1/17/2024 5:13pm
... of the panama canal that was around $270 billion as of the latest data and compared to the south china it see trade in the early volume of $5 trillion to give you some perspective. there is somewhat of a traffic ...
Bloomberg: Bloomberg Markets
1/15/2024 2:09pm
... problems with the panama canal. some of the traders -- i know you are an investor, but how do you look at the next 12 to 24 months? ...
Bloomberg: Bloomberg Markets
1/15/2024 10:47am
... president's past eight years at least five latin american nations including el salvador and others, panama, switched their allegiance to beijing. so they want to stop that domino effect. but again beijing i guess could ...
Bloomberg: Bloomberg Markets Americas
1/12/2024 3:54pm
... or panama canal, how do you approach it? ravin: when i think about inventory, i think about one of my biggest principles now, which is relevant economically. you have to out demise for prop -- optimize for profit. _ ...
Bloomberg: Bloomberg Markets Americas
1/11/2024 3:50pm
... both have a really different set of problems. panama, the damages done. avoiding going through panama is adduced, broadly speaking. i don't see that changing until the expectation for rain comes. april, perhaps may. there is little to be done. ...
Bloomberg: Bloomberg Markets Americas
1/11/2024 3:50pm
... alex: it really is truly staggering, honestly. the other part of the conversation has to do with shipping transit. where you guys doing in terms of what oil tankers, product tankers when it comes to the panama canal and the red sea? ...
Bloomberg: Bloomberg Markets Americas
1/11/2024 3:24pm
... the challenge going on in the red sea along with the drought conditions caused by ongoing challenges with climate change connected to those ongoing challenges in the panama canal mean that there are some ...
Bloomberg: Bloomberg Markets Americas
1/11/2024 3:23pm
... able to support that is important and child tax credit can really help with the labor supply issues as well. alix: another thorn in the side is what is happening with the panama canal and overseas. ...
Bloomberg: Bloomberg Markets Americas
1/11/2024 3:02pm
... economy and the cyclical part of the economy both starting to pick up, and that could be inflationary, and then you have to fold in what is happening in panama and the red sea. it does p.m. picture of that last mile being very difficult, ...
Bloomberg: Bloomberg Surveillance
1/11/2024 1:22pm
... they own a railroad that is a land bridge in panama and they are probably benefiting incrementally from a lower level as shippers are looking maybe to use that land bridge to move the containers from the pacific to the atlantic. jonathan: this speaks to what ...
Bloomberg: Bloomberg Surveillance
1/11/2024 1:22pm
... people are shipping things. maybe instead of going through the panama canal for delivery into the gulf or the southeastern united states, maybe they're moving stuff again into the west coast ports, each with you for the west coast ...
Bloomberg: Bloomberg Surveillance
1/11/2024 1:22pm
... number of ships second go through the panama canal and actually how much freight a particular ship can carry because of the limits on the levels of the water. so that is also changing the way ...
Bloomberg: Bloomberg Surveillance
1/11/2024 1:21pm
... extremely disruptive and the panama canal as you mentioned, when that comes to a conclusion that is in my mind a bigger unknown because we don't know when mother nature is going to bless the region with rain. so what that is limiting is a ...
Bloomberg: Bloomberg Surveillance
1/11/2024 1:21pm
... potentially the panama canal as well. the water levels are pretty low. wondering how busy they are going to be after the next few months and have busy the west coast is going to be given that, too. what is going on in both canals has obviously been ...
Bloomberg: Bloomberg Markets European Close
1/10/2024 4:09pm
... contend with hot wars bubbling up, panama canal where you have to pay a tanker to go through, relocate your chip factory, we are looking at an inflationary environment that we are not factoring in yet. marc: no question, we had this ...
Bloomberg: Bloomberg Markets Americas
1/10/2024 3:08pm
... and the panama canal. that level of disruption is nowhere near the pandemic, but now shipping costs have increased sharply over the past couple weeks. that is adding expenses and delays for people trying to import those goods around the world. ...
Bloomberg: Bloomberg Markets Americas
1/9/2024 3:35pm
... getting into new categories adolor price point. -- lower price point. guy: you have got fuel prices, input costs in terms of food you are buying, raw materials you are buying, the panama canal and ...
Bloomberg: Bloomberg Surveillance
1/9/2024 11:40am
... limited shipping to the panama canal because of water shortages? who is good you pay on premiums because there has been flooding, drought, climate change issues? supply chain disruptions as ...
Bloomberg: Bloomberg Markets
1/8/2024 6:41pm
... avoiding the suez canal, you're going to add anywhere between 10 days and two weeks. that takes up capacity. you have that on top of what is going on in the panama canal, a drought there limiting the number of ships that can go ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:38pm
... the red sea. you also have issues with the panama canal. freight rates have spiked. what are you seeing and how are you navigating it? we have so many different supply sources. ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:37pm
... i hope common sense will prevail and this mine will be coming back onstream. if that is not the case, there are other new mines in the world and south america and other parts of the world that will be coming on stream and will compensate for the lack of supplies from panama. ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:36pm
... business partner we have been dealing with for many years. they have done all of the important steps and ingredients to be compliant with the highest standards. they treat their people well. they are important for the economy of panama. ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:35pm
... mine which has been an issue in panama. are you getting copper inputs and what you need as easily as you would want at the price you want to be able to give that copper back to the market in a ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:34pm
... guy: i hear demand is likely to be strong going forward. what about the supply side? we have been talking about the red sea, the panama canal. you have exposure to the copper ...
Bloomberg: Bloomberg Daybreak Australia
1/7/2024 10:03pm
... 737 jets. they have granted all of those aircraft and followed by united airlines, the biggest operator of the types. you have also had other airlines follow suit such as aeromexico and panama's airlines which have ...
Bloomberg: Bloomberg Surveillance
1/4/2024 12:48pm
... spots. you are seeing the economic value going to united and delta. you can extend this thesis to air canada and further down south, panama's airlines where ...
Bloomberg: Bloomberg Daybreak Asia
1/3/2024 11:27pm
... gold spoke with investors to consider a possible takeover of the canadian copper producer. first quantum shares surged as much as 15% on the news. the company has lost half its value after the sudden closure of its mine in panama. ...
Bloomberg: Bloomberg Markets
1/3/2024 6:31pm
... copper player which has had major struggles with their panama project. we will continue to want that story play out on a day when there's generally speaking a lackluster view on equities. health care has been an interesting one to watch, whether it is a name like merck ...
Bloomberg: Bloomberg Markets European Close
1/3/2024 4:25pm
... sea and what is going on in the panama canal. ships have to wait longer. ships can carry less freight. that is absorbing this capacity. ...
Bloomberg: Bloomberg Markets European Close
1/3/2024 4:24pm
... guy: i hear what you are saying. this will be a relatively short-term phenomenon. that you have also got the panama canal facing some big issues. they are trying to figure out how to make that work and taking ...
Bloomberg: Bloomberg Markets European Close
1/3/2024 4:16pm
... have changed the outlook now versus a couple of weeks ago -- growing geopolitical tensions in the middle east, concerns about trade and the panama canal. but also gains. you've got payrolls coming out ...
Bloomberg: Bloomberg Markets
12/28/2023 9:43pm
... issues with the red seas and panama canal. i've been in the market since 19 94, and individuals focus on one thing at a time. not all the conditions going on in the market, there's a lot of ...
Bloomberg: Bloomberg Markets
12/27/2023 4:11pm
... drought and low water levels. how concern should be the? arden: a lot of the ships that were going to go through the panama canal rerouted to the suez canal only to find the attacks. ...
Bloomberg: Bloomberg Markets
12/27/2023 4:11pm
... been so much conversation in media coverage. but what we seem to be leaving out is what is happening in the panama canal. the idea that there is vital choke points of trade that are in jeopardy. the panama canal is because of ...
Bloomberg: Bloomberg Markets European Close
12/22/2023 4:10pm
... guy: eddie, to wrap things up, we've got problems in the panama canal. we have problems in the red sea. we have issues in terms of supply that we keep having to ...
Bloomberg: Bloomberg Markets European Close
12/21/2023 4:46pm
... panama canal? to these use the suez canal? is the shipping industry's problems related to what happens in the cruising industry. james: i guess i don't follow. in terms of how the shipping ...
Bloomberg: Bloomberg Markets Americas
12/21/2023 3:34pm
... have now. we cannot ignore the issue of panama with concerns surrounding that waterway. ikea announced its facing supply shortages from what is happening in the red sea. let's get an expert's take on ...
Bloomberg: Bloomberg Surveillance
12/21/2023 1:09pm
... argument is still somewhat there. i was in the deflation camp all last year and now people seem to have gotten a little too comfortable. i am worried about the supply chains, the panama canal is an ...
Bloomberg: Bloomberg Daybreak Europe
12/21/2023 6:20am
... sides and the environment. those do need to be addressed, even if we go down the pathway of the longer term in panama. kriti: first quantum minerals ceo speaking to alix steel and guy johnson. ...
Bloomberg: Bloomberg Daybreak Europe
12/21/2023 6:18am
... you telling me? we focus on the resolution of the moment around how we resolve this in terms of the near term impacts on environment, the welfare of employees in over the longer term our commitment to panama is absolute. ...
Bloomberg: Bloomberg Daybreak Europe
12/21/2023 6:18am
... minerals said his company's commitment to panama as the interview bloomberg comes after they order the company and all of its operations at the $10 billion copper mine. it's one of the world's biggest. take a listen to what he had to ...
Bloomberg: Bloomberg Markets
12/20/2023 6:32pm
... minerals. there was an exclusive interview the bloomberg had earlier with companies dealing with uncertainty in panama. the project there is one of the key copper providers around the world. we will continue to watch that ...
Bloomberg: Bloomberg Markets
12/20/2023 6:31pm
... crude oil, we are off our highs that still trading around 73.92. it does not look any better for the snarls in the red sea and the panama canal. ...
Bloomberg: Bloomberg Markets European Close
12/20/2023 4:36pm
... there was the supreme court decision. we knew it would have a degree of unconstitutionality and that would be the ruling, but the degree to which panama has gone in this ruling was a surprise. that throws up other questions. ...
Bloomberg: Bloomberg Markets European Close
12/20/2023 4:36pm
... explanations we will provide earlier in the new year around capital venture. guy: has this come as a surprise? tristan: there have been a lot of protests in panama, last year around pacific coast, this year mining. ...
Bloomberg: Bloomberg Markets European Close
12/20/2023 4:34pm
... government? tristan: we are committed to the project. a lot of questions around the future of coffer in -- copper in panama. there is that a moratorium on mining in country overall. ...
Bloomberg: Bloomberg Markets European Close
12/20/2023 4:33pm
... environment, the welfare of employees and over the longer-term, commitment to panama. we have put $10 million with of assets in the country. alix: are you looking at things like higher royalties or tax regimes? ...
Bloomberg: Bloomberg Markets European Close
12/20/2023 4:32pm
... that has seen its stock fall by over 50%. a first quantum ceo joins us. to speak with you. what is the update on the closure of the mine in terms of your efforts to convince panama ...
Bloomberg: Bloomberg Markets European Close
12/20/2023 4:32pm
... panama forced the closure of a mind that produces 400000 tons a year with massive locations for the industry and the company ...
Bloomberg: Bloomberg Markets Americas
12/20/2023 3:48pm
... panama canal. that is pushed more cargoes through the suez canal and east out of the u.s. shipping capacity across all sectors is tight already. now you are saying you have more ...
Bloomberg: Bloomberg Daybreak Europe
12/20/2023 6:27am
... of how much capacity is available. a great example is the chart on your screen coming out of the panama canal, where you have seen shipping drop. you are seeing a lot of rerouting at play, which tells ...
Bloomberg: Bloomberg Markets European Close
12/19/2023 4:42pm
... happening with global shipping? what the panama canal and the red sea of got problems. however risk are we of another shot? -- shock? liz: it is more volatile than it ...
Bloomberg: Bloomberg Markets European Close
12/19/2023 4:21pm
... passages in panama is limiting. we have to run warships through the sewers. if we cannot use the suez, it is a double where me. we can live canal, i got more ...
Bloomberg: Bloomberg Markets European Close
12/19/2023 4:21pm
... the first departing ship. guy: how does what is happening in the red sea interact with what is happening with the panama canal, where we are also seeing bottlenecks? ...
Bloomberg: Bloomberg Markets Americas
12/19/2023 3:34pm
... getting materials. alix: this ties into some of the disruptions with the red sea of the panama canal. i appreciate you have local supply but as anything more expensive if you need to import? mark: most of our supply is ...
Bloomberg: Bloomberg Markets Americas
12/19/2023 3:09pm
... panama canal, you have a big problem. on top of that, the idea that jay powell loosened financial conditions. the economy has the potential to rip away at a time when once ...
Bloomberg: Bloomberg Markets Americas
12/19/2023 3:02pm
... what is happening with the red sea. also having problems with the panama canal now. just be aware of that. doesn't that kind of point to the problem of inflation emerging? ...
Bloomberg: Bloomberg Markets European Close
12/18/2023 4:21pm
... business, this has never happened before so it is a big thing. let's say the dry weather continues in panama and this continues with the suez canal. it is honestly a shock to the system. they are already undersupplied ...
Bloomberg: Bloomberg Markets European Close
12/18/2023 4:21pm
... what is happening in panama? you have two of the biggest canals potentially being taken out of action here. one is a problem. it is not one plus one but it has to be bigger than that. tor: of the 30 years in ...
Bloomberg: Bloomberg Daybreak Asia
12/18/2023 0:43am
... if i hold a telephone book at the end of my arm, i can do it but after an hour if you put a feather out you would break my arm. markets are made at the margin. we watched 3% of the production from the disruptions in panama and some mines in chile. ...
Bloomberg: Bloomberg Daybreak Asia
12/17/2023 11:27pm
... will it tighten even further? robert: if i hold a telephone book for an hour i can do it but if you put a feather there after an hour i will break my arm. we have lost about 3% of the market from disruption in panama ...
Bloomberg: Bloomberg Daybreak Australia
12/17/2023 10:52pm
... on it, after an hour, you will break my arm. disruptions in panama, chile is late. that's enough to take the slack off. ...
Bloomberg: Bloomberg Markets
12/15/2023 6:55pm
... trade. 12% of seaborne trade goes through that canal. the other big canal in the pacific and atlantic oceans, the panama canal has got its own problem because of drought. it is becoming quite serious. there are lots of attempted ...
Bloomberg: Bloomberg Markets European Close
12/15/2023 4:48pm
... the production in disruptions in panama, and mines in chile. that 3% is enough to take all the slack out of the market. here in deficit already. as the fed weakens rates in an election year, almost any ...