The Trade & Border Signal · Issue 12
The Next Freight Squeeze Is Taking Shape
Panama tightens transit capacity as Hormuz remains constrained—what it means for the institutions, businesses and systems that make Caribbean trade work.
Read the full issue on Substack ↗
The signal
Three critical arteries in the global freight network are under simultaneous strain.
Panama is tightening transit capacity as drought conditions deepen, while disruption continues through the Strait of Hormuz and the Red Sea.
Issue 12 looks beyond the shipping headline to examine how these pressures can move through the Caribbean trade system—affecting freight and landed costs, procurement, ports and logistics, regulation, customs valuation, inflation, revenue and institutional decision-making.
The issue also examines regional governance and border-security developments, the approaching launch of the Eastern Caribbean Citizenship by Investment Regulatory Authority, and what the IDB’s latest assessment of Caribbean fiscal resilience tells us about the importance of institutional capability.
The signal to watch: Whether September’s global freight pressure reaches the Caribbean invoice.
Carousel briefing
Issue 12: The Next Freight Squeeze
Swipe or scroll through the six-page visual summary.
Continue reading
One freight constraint can trigger a chain of institutional decisions.
Read the full brief on The Trade & Border Signal on Substack.
Read the full issue on Substack ↗For further information, speaking engagements, research collaboration or advisory enquiries relating to this topic, contact velma@walkermeridian.com.