How Chokepoint 36 Is Reshaping Global Shipping

Lucas and Luna break down the quiet logistics crisis unfolding at the Panama Canal and the Straits of Malacca. With the trade-weighted dollar still high and emerging market ETFs like EWY down 13.4% in five days, they explore how a single maritime chokepoint can ripple through supply chains. Lucas explains 'Chokepoint 36'—the narrow corridor where 36% of global trade passes—and why the recent drought in Panama and geopolitical tensions in the Middle East are forcing companies to rethink routes. They discuss the cost of rerouting, the winners and losers among shipping nations, and what it means for import prices. A specific, data-rich look at the physical bottlenecks behind the trade headlines. #Chokepoint36 #PanamaCanal #StraitsOfMalacca #GlobalShipping #SupplyChains #TradeRoutes #Geopolitics #ShippingCosts #EmergingMarkets #EWY #EEM #TradeWar #Logistics #Drought #IranConflict #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo