Mon 28 Sep 2026 · 00:15 UTCNot investment advice. Automated, AI and OSINT based. May contain errors.
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Panama Canal
88% of baseline

Panama Canal

3Elevated

Transit data to 28 Aug · IMF PortWatch derived, lags a few days

This week· updates weekly
Transits

88% of baseline

28 a day against a 12-month average of 32

Week on week

−1.0%

Trend

7-day average 28 transits/day, down 12% vs the trailing 12-month average. Source: IMF PortWatch, data to 2026-08-28.

Compare two weeks· updates weekly

Compare two weeks

53 weeks held

31.7 transits/day in the week to 2025-08-29 (99% of baseline), against 28 in the week to 2026-08-28 (88% of baseline) — down 11.7%.

Seven-day averages, sampled weekly, from IMF PortWatch's published daily series, 2025-08-29 to 2026-08-28. One baseline across every week, so a share moves for one reason only. Reconstructed from the published record, not an archive this product watched accumulate.

Disruption episodes · 2· updates as it happens

Disrupted for 8 days, since 2026-08-21, running 14% below baseline on average.

2 disruption episodes in the last 12 months; the current one began 2026-08-21 and has run 8 days.

2026-08-21 to now, 8 days and counting

14% below baseline on average, with a trough of 25 transits a day.

2026-06-11 to 2026-06-20, 10 days

18% below baseline on average, with a trough of 23 transits a day.

The market lens· standing

The isthmus shortcut between the Atlantic and Pacific, moving containers, LPG, LNG, and grain between the US Gulf and Asia. Water levels set capacity: drought cuts daily slots, and scarcity prices as auction premiums and longer routings, not stranded cargo.

What to watch· standing

Daily transit slots and Gatun Lake water levels, the binding constraint.

Slot auction premiums, the cleanest price of scarcity.

LPG and LNG freight rates on US Gulf to Asia routes, the most exposed flows.

Recent signals touching Panama Canal· updates as it happens
No recent signals name this chokepoint. Quiet is information too.