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Panama Canal

3 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Mar 6, 2024 by Ryan Petersen · said 16 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (14), Ryan Petersen (2)

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01120242025episodes it came up in
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2025 14 mentions in 1 episode
2024 2 mentions in 1 episode

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Everything said about Panama Canal, oldest first

Mar 6, 2024 negative
Assertion Supported
Petersen: Panama Canal Operating at Roughly Two-Thirds Capacity
“Panama Canal is only operating at about two thirds capacity.”
Ryan Petersen Mar 6, 2024 ▶ 34:45 Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
Jul 11, 2025 neutral
Prediction Not checkable as stated
Petersen: The Panama Canal might operate below capacity every six years
“And so we might just live in a world where every six years your canal is not operating at full capacity.”
Ryan Petersen Jul 11, 2025 ▶ 59:15 Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
Jul 11, 2025 negative
Assertion Supported
Petersen: Panama Canal 2024 capacity dropped to two-thirds with 21-day delays
“2023 was quite a dry year, and that led to 20 24 not having enough water in the canal to operate at full capacity. So that led to only about two thirds the number of ships trans transiting the canal as were theoretically capable of transiting which led to huge…”
Ryan Petersen Jul 11, 2025 ▶ 54:54 Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
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