Impact of Suez Canal and Panama Canal Crises - with Calvin

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  • Опубликовано: 11 июл 2024
  • ⚓️ Calvin's premium subscription service focusing on commodities, trade, shipping, energy, and industry: marhelm.com/
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    I had a chat with Calvin about the repercussions of the reduced throughput of both the Panama and the Suez canals.
    00:00 Introduction
    00:30 Throughput down 50% at the Panama Canal
    04:30 Throughput down 50% at the Suez Canal
    07:35 Impact on inflation
    09:03 Impact on reshoring
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Комментарии • 26

  • @TheWanderingInvestor
    @TheWanderingInvestor  6 месяцев назад

    ⚓ Calvin's premium subscription service focusing on commodities, trade, shipping, energy, and industry: marhelm.com/
    Use coupon WANDER to get 20% off

  • @tonyg.3696
    @tonyg.3696 6 месяцев назад +5

    Damn, I wish this was an hour longer! Thanks for posting.

  • @plantvibrations
    @plantvibrations 5 месяцев назад

    Really great mix of content. I haven’t seen any other investment channel with your variety of videos. Thank you

  • @fadiguirgis7490
    @fadiguirgis7490 6 месяцев назад +1

    2 young brilliant men. Very informative

  • @jgm3620
    @jgm3620 6 месяцев назад

    very interesting

  • @marczoske9446
    @marczoske9446 5 месяцев назад

    I guess we will see huge drones going forward. Only way to not rely on any infrastructure and routes can be adjusted at any point

  • @dovygoodguy1296
    @dovygoodguy1296 6 месяцев назад

    Another high quality video of great substance by Ladislas. Keep up the good work even if we don't always agree.

  • @tampapropertygirl3422
    @tampapropertygirl3422 5 месяцев назад

    Great Video. Based on this information, what is your opinion on residency / retiring to Panama?

    • @TheWanderingInvestor
      @TheWanderingInvestor  5 месяцев назад +1

      It’s a great option: thewanderinginvestor.com/services/residency-and-citizenship-by-investment/how-to-obtain-residency-in-panama/

  • @user-lw8lg9sx1s
    @user-lw8lg9sx1s 6 месяцев назад

    North West passage?

  • @empathfit
    @empathfit 6 месяцев назад

    What about the alternative Interoeanic train route from the Pacific across Mexico to the Gulf? It’s open now and will be gearing up for freight to offer an alternative to the Panama Canal. 🤔 Probably no comparison ships vs trains just for the immense capacity difference.

  • @mariangrimsdell1112
    @mariangrimsdell1112 6 месяцев назад +1

    just need a crisis in the Taiwan strait and we have a global shipping trifecta problem , there have been tensions there in the last six months

  • @peregrimus
    @peregrimus 5 месяцев назад

    Shiping companies bullish or bearish

  • @CryptoChrisCard
    @CryptoChrisCard 6 месяцев назад

    "Definitely inflationary" - no it's not inflationary. You're talking about price rises.

    • @TheWanderingInvestor
      @TheWanderingInvestor  6 месяцев назад +2

      More expensive transport = cost rises accross the value chain = most likely higher prices in the end

    • @CryptoChrisCard
      @CryptoChrisCard 6 месяцев назад

      @TheWanderingInvestor I know that. Like I said you're talking about price rises not inflation.

  • @smedleyjefferson1450
    @smedleyjefferson1450 4 месяца назад

    “Houthis attack any ship with ties to Israel: that’s about any ship.” False: non western ships like Chinese, Russian, Indian, are not attacked.

  • @eoghancasey2909
    @eoghancasey2909 6 месяцев назад

    Gleissberg Cycle