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🇵🇦🇨🇳 While America was bogged down in Iran, China quietly won back the Panama Canal. Geopolitics expert Brandon Weichert flags the story he says almost nobody is covering, citing Wall Street Journal reporting. After Panama's Supreme Court sided with Trump on pushing Chinese operators out, Beijing's ports at both...

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Mario Nawfal

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102,399 Aufrufe • vor 26 Tagen •via X (Twitter)

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🇨🇳🇵🇦🇺🇸 China may be putting Panama under pressure after it moved closer to Washington. China detained record numbers of Panama-flagged ships in March, April, and May, while Chinese companies are reportedly refusing loans to ship owners using Panama’s flag. This came after Panama moved to remove a Hong Kong company from two key canal ports and sell them to an American-led group. Now Panama is stuck between its biggest canal customer, the U.S., and a maritime deal with China that expires in July. Source: The Economist (Youtube) / Writer: Sol
2:09

🇨🇳🇵🇦🇺🇸 China may be putting Panama under pressure after it moved closer to Washington. China detained record numbers of Panama-flagged ships in March, April, and May, while Chinese companies are reportedly refusing loans to ship owners using Panama’s flag. This came after Panama moved to remove a Hong Kong company from two key canal ports and sell them to an American-led group. Now Panama is stuck between its biggest canal customer, the U.S., and a maritime deal with China that expires in July. Source: The Economist (Youtube) / Writer: Sol

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China Just Lost the Panama Canal — And Trump Made It Happen. China Tried to Play Hardball in Panama. It Backfired. China just suffered a major setback in Latin America. Panama’s Supreme Court has ruled that Chinese-linked control of two critical ports at both ends of the Panama Canal was unconstitutional—triggering a strategic reset with massive geopolitical consequences. In this video, I break down why these ports matter, how Trump’s pressure campaign changed the equation, why Beijing blocked a $23B exit that could’ve saved face, and how China may now lose everything—without a single shot fired.
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China Just Lost the Panama Canal — And Trump Made It Happen. China Tried to Play Hardball in Panama. It Backfired. China just suffered a major setback in Latin America. Panama’s Supreme Court has ruled that Chinese-linked control of two critical ports at both ends of the Panama Canal was unconstitutional—triggering a strategic reset with massive geopolitical consequences. In this video, I break down why these ports matter, how Trump’s pressure campaign changed the equation, why Beijing blocked a $23B exit that could’ve saved face, and how China may now lose everything—without a single shot fired.

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96,893 Aufrufe • vor 7 Monaten

🇺🇸🇮🇷 Far fewer Americans died here than in Iraq, and the strategic damage to the US is permanent. Geopolitics expert Brandon Weichert says the real losses never showed up in a casualty count: "At the strategic level, this war is worse. We will never recover from this." What America lost is its footing in the region. Gulf governments now see US bases as magnets for Iranian missiles, so nobody is inviting them back, and Brandon says Washington shouldn't want to return anyway. Brandon Weichert
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🇺🇸🇮🇷 Far fewer Americans died here than in Iraq, and the strategic damage to the US is permanent. Geopolitics expert Brandon Weichert says the real losses never showed up in a casualty count: "At the strategic level, this war is worse. We will never recover from this." What America lost is its footing in the region. Gulf governments now see US bases as magnets for Iranian missiles, so nobody is inviting them back, and Brandon says Washington shouldn't want to return anyway. Brandon Weichert

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🇺🇸🇮🇷 Trump says tomorrow is Iran's last day to sign a deal as Tehran insists the negotiations don't even exist Untangle this if you can. Trump says talks are happening right now. Iran says there are no talks. Pakistan backs Iran. And CBS sources say both are technically right, because nothing is direct and everything moves through mediators. Meanwhile the adviser to the Supreme Leader declared there is no ceasefire at all and drew a line through the water: "Even if an American warship tries to pass through, we'll hit it." Brandon came on at the end of this chaotic day to help make sense of it all. Why a famous former Iranian foreign minister just published a piece practically begging Tehran's hardliners to take the deal. Why this moment is starting to look like Suez in 1956, the day the world realized an empire had changed. And the story Brandon has been digging into for his book, citing a fresh Wall Street Journal report, about what China pulled off at the Panama Canal while every eye in Washington was fixed on Iran. One deadline, two versions of reality, and a canal on the other side of the world that may matter more than either... Brandon Weichert
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🇺🇸🇮🇷 Trump says tomorrow is Iran's last day to sign a deal as Tehran insists the negotiations don't even exist Untangle this if you can. Trump says talks are happening right now. Iran says there are no talks. Pakistan backs Iran. And CBS sources say both are technically right, because nothing is direct and everything moves through mediators. Meanwhile the adviser to the Supreme Leader declared there is no ceasefire at all and drew a line through the water: "Even if an American warship tries to pass through, we'll hit it." Brandon came on at the end of this chaotic day to help make sense of it all. Why a famous former Iranian foreign minister just published a piece practically begging Tehran's hardliners to take the deal. Why this moment is starting to look like Suez in 1956, the day the world realized an empire had changed. And the story Brandon has been digging into for his book, citing a fresh Wall Street Journal report, about what China pulled off at the Panama Canal while every eye in Washington was fixed on Iran. One deadline, two versions of reality, and a canal on the other side of the world that may matter more than either... Brandon Weichert

Mario Nawfal

401,565 Aufrufe • vor 26 Tagen

🇺🇸🇮🇷🇮🇱 The deal has passed most approval stages inside Iran, but it's stalled at the highest level, and Netanyahu is not on board. Geopolitical Analyst Brandon Weichert says if the Supreme Leader accepts a deal that doesn't meet America's stated strategic goals, it is a tell that Trump folded completely. The U.S. went into this war with enormous ambitions and achieved none of them. "We're trying to slunk out the back and hope nobody notices. We should have never done this war." Brandon Weichert
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🇺🇸🇮🇷🇮🇱 The deal has passed most approval stages inside Iran, but it's stalled at the highest level, and Netanyahu is not on board. Geopolitical Analyst Brandon Weichert says if the Supreme Leader accepts a deal that doesn't meet America's stated strategic goals, it is a tell that Trump folded completely. The U.S. went into this war with enormous ambitions and achieved none of them. "We're trying to slunk out the back and hope nobody notices. We should have never done this war." Brandon Weichert

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93,018 Aufrufe • vor 2 Monaten

🇺🇸 🇮🇷 Trump blinked every time before, because he knew Iran meant it. Geopolitics expert Brandon Weichert says that pattern breaks now, and what follows is a ladder with no exit built into it: "The Iranians are going to respond as never before. Then it's going to force us to respond even more. And we now find ourselves in the escalation trap yet again." Each side answering the last answer. Nobody gets out clean this time. Brandon Weichert
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🇺🇸 🇮🇷 Trump blinked every time before, because he knew Iran meant it. Geopolitics expert Brandon Weichert says that pattern breaks now, and what follows is a ladder with no exit built into it: "The Iranians are going to respond as never before. Then it's going to force us to respond even more. And we now find ourselves in the escalation trap yet again." Each side answering the last answer. Nobody gets out clean this time. Brandon Weichert

Mario Nawfal

104,725 Aufrufe • vor 29 Tagen

🇺🇸 🇮🇷 A ceasefire tomorrow wouldn't undo the damage already done to the US military. Geopolitics expert Brandon Weichert says American forces are more strained now than at any point since the 1920s, with no industrial capacity sitting in reserve to refill what's been burned: "This war is going to break the back of the US military in terms of logistics. Already is. It's only going to worsen the longer it goes on." The bill is coming due, and America may not be able to pay it. Brandon Weichert
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🇺🇸 🇮🇷 A ceasefire tomorrow wouldn't undo the damage already done to the US military. Geopolitics expert Brandon Weichert says American forces are more strained now than at any point since the 1920s, with no industrial capacity sitting in reserve to refill what's been burned: "This war is going to break the back of the US military in terms of logistics. Already is. It's only going to worsen the longer it goes on." The bill is coming due, and America may not be able to pay it. Brandon Weichert

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112,397 Aufrufe • vor 28 Tagen

🇮🇶🇺🇦 Iraq's national security adviser accused Kyiv of running attack cells on Iraqi soil, and claims they CONFESSED. Geopolitics expert Brandon Weichert has been sounding the alarm on this for weeks while the media ignored it entirely: "Ukrainian intelligence cells carry out attacks in Iraq and falsely attribute them to various factions." Baghdad now says arrested operatives admitted working for Ukraine. Kyiv hasn't answered the charge, and the dots nobody wanted to connect just got connected by a government. Brandon Weichert
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🇮🇶🇺🇦 Iraq's national security adviser accused Kyiv of running attack cells on Iraqi soil, and claims they CONFESSED. Geopolitics expert Brandon Weichert has been sounding the alarm on this for weeks while the media ignored it entirely: "Ukrainian intelligence cells carry out attacks in Iraq and falsely attribute them to various factions." Baghdad now says arrested operatives admitted working for Ukraine. Kyiv hasn't answered the charge, and the dots nobody wanted to connect just got connected by a government. Brandon Weichert

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🇮🇷 Iran can't accept a deal that puts Hormuz back the way it was, even with sanctions relief on the table. Geopolitics expert Brandon Weichert explains the trap Tehran built for itself by making resistance the center of its image: "If the pressure of the war is lifted and everything goes back to the way it was before the war, a lot of Iranians might be sitting there going, what the hell was this all for?" The regime needs something tangible to show for the damage, which is why a tolling system keeps coming back to the table. Brandon Weichert
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🇮🇷 Iran can't accept a deal that puts Hormuz back the way it was, even with sanctions relief on the table. Geopolitics expert Brandon Weichert explains the trap Tehran built for itself by making resistance the center of its image: "If the pressure of the war is lifted and everything goes back to the way it was before the war, a lot of Iranians might be sitting there going, what the hell was this all for?" The regime needs something tangible to show for the damage, which is why a tolling system keeps coming back to the table. Brandon Weichert

Mario Nawfal

62,318 Aufrufe • vor 26 Tagen

🇺🇸🇨🇳 China reportedly stole the plans for America's next-gen carrier launch system, got it working, and made it cheaper, while the U.S. version still doesn't function. Trump has now ordered the Navy to rip out the whole system and go back to good old steam power. His answer is basically: we've been trying to make this thing work since it was built, and steam has never once let us down. America spent billions on the future of naval aviation. China built it better. Brandon Weichert
3:42

🇺🇸🇨🇳 China reportedly stole the plans for America's next-gen carrier launch system, got it working, and made it cheaper, while the U.S. version still doesn't function. Trump has now ordered the Navy to rip out the whole system and go back to good old steam power. His answer is basically: we've been trying to make this thing work since it was built, and steam has never once let us down. America spent billions on the future of naval aviation. China built it better. Brandon Weichert

Mario Nawfal

75,344 Aufrufe • vor 16 Tagen

🇺🇸 Washington keeps breaking its own deals, and it's turning America into a rogue state nobody trusts. The Shadow War author Brandon Weichert says Washington's erratic foreign policy is turning the US into a rogue state that regional powers can no longer rely on. His explanation for why Iran keeps matching the US blow for blow is simple. Washington keeps violating its own diplomatic agreements, so no one has any reason to honor a deal with it. His fix is blunt. A disciplined leader, he argues, would pull the US out of the region unilaterally and let everyone there sort out their own problems, returning to an America First strategy built purely around defending the Western hemisphere. Brandon Weichert
2:11

🇺🇸 Washington keeps breaking its own deals, and it's turning America into a rogue state nobody trusts. The Shadow War author Brandon Weichert says Washington's erratic foreign policy is turning the US into a rogue state that regional powers can no longer rely on. His explanation for why Iran keeps matching the US blow for blow is simple. Washington keeps violating its own diplomatic agreements, so no one has any reason to honor a deal with it. His fix is blunt. A disciplined leader, he argues, would pull the US out of the region unilaterally and let everyone there sort out their own problems, returning to an America First strategy built purely around defending the Western hemisphere. Brandon Weichert

Mario Nawfal

29,497 Aufrufe • vor 2 Monaten

This is a blatant betrayal of contractual principles. On January 28, Australian Prime Minister Anthony Albanese openly declared that the Chinese-operated Port of Darwin should be taken back. Just one day later, Panama's Supreme Court abruptly ruled that contracts for Chinese-operated ports at the Panama Canal were "unconstitutional". Is this really a coincidence? Behind both moves lies sustained pressure from the United States. Since 2015, China's Landbridge Group has invested over 1 billion Australian dollars to upgrade the port, boosting annual throughput from 5 million tons to more than 30 million tons and significantly enhancing its commercial value. But now Australia suddenly wants to tear the contract up — not for economic reasons, but for political calculations under sustained US pressure. Panama's so-called "judicial ruling" is even more revealing. Before the court decision, US Secretary of State Marco Rubio visited Panama, openly warning its government to distance itself from China and explicitly expressing Washington's dissatisfaction with Chinese-operated ports along the Panama Canal. Washington wants to wrest profitable, well-run ports away from Chinese companies, turning other people's investments into its own gains. This is not competition. This is commercial plunder. And it is a textbook display of American hegemony. #MediaUnlocked
2:04

This is a blatant betrayal of contractual principles. On January 28, Australian Prime Minister Anthony Albanese openly declared that the Chinese-operated Port of Darwin should be taken back. Just one day later, Panama's Supreme Court abruptly ruled that contracts for Chinese-operated ports at the Panama Canal were "unconstitutional". Is this really a coincidence? Behind both moves lies sustained pressure from the United States. Since 2015, China's Landbridge Group has invested over 1 billion Australian dollars to upgrade the port, boosting annual throughput from 5 million tons to more than 30 million tons and significantly enhancing its commercial value. But now Australia suddenly wants to tear the contract up — not for economic reasons, but for political calculations under sustained US pressure. Panama's so-called "judicial ruling" is even more revealing. Before the court decision, US Secretary of State Marco Rubio visited Panama, openly warning its government to distance itself from China and explicitly expressing Washington's dissatisfaction with Chinese-operated ports along the Panama Canal. Washington wants to wrest profitable, well-run ports away from Chinese companies, turning other people's investments into its own gains. This is not competition. This is commercial plunder. And it is a textbook display of American hegemony. #MediaUnlocked

MediaUnlocked

15,614 Aufrufe • vor 6 Monaten

🇺🇸🇮🇷🇨🇳 The Iran conflict may have just accelerated the world Washington feared most. Brandon Weichert argues the war has been a strategic disaster for the U.S., with no clear path to victory and only one possible upside: forcing America to finally leave the Middle East militarily and focus on its own hemisphere. “At every level, this conflict with Iran in the Middle East has been a strategic disaster for the U.S. There is no win here.” He warns the real winner is China, because the crisis is helping birth a post-American, multipolar world where the U.S. remains powerful but no longer sits alone at the top. He frames the future as China-oriented, not necessarily China-run: a global order where countries orbit Beijing’s economic and political gravity without China having to become the world’s policeman. The U.S. burned power trying to manage the Middle East. China may inherit the influence without firing a shot. Brandon Weichert
1:45

🇺🇸🇮🇷🇨🇳 The Iran conflict may have just accelerated the world Washington feared most. Brandon Weichert argues the war has been a strategic disaster for the U.S., with no clear path to victory and only one possible upside: forcing America to finally leave the Middle East militarily and focus on its own hemisphere. “At every level, this conflict with Iran in the Middle East has been a strategic disaster for the U.S. There is no win here.” He warns the real winner is China, because the crisis is helping birth a post-American, multipolar world where the U.S. remains powerful but no longer sits alone at the top. He frames the future as China-oriented, not necessarily China-run: a global order where countries orbit Beijing’s economic and political gravity without China having to become the world’s policeman. The U.S. burned power trying to manage the Middle East. China may inherit the influence without firing a shot. Brandon Weichert

Mario Nawfal

73,324 Aufrufe • vor 2 Monaten

BREAKING:🚨 IT'S OFFICIAL — AMERICA JUST TOOK BACK THE PANAMA CANAL 🚨 U.S. Defense Secretary Pete Hegseth just dropped the HAMMER: 🗣️ “We’ll be signing a Declaration… for U.S. WARSHIPS & AUXILIARY SHIPS to sail FIRST and FREE through the Panama Canal.” 🔥 FREE PASSAGE. 🔥 MILITARY PRIORITY. 🔥 CHINA OUT — AMERICA IN. 📢 WHAT THIS MEANS: ⚠️ No more waiting in line. ⚠️ No more Chinese control games. ⚠️ No more foreign leverage over U.S. naval power. 💥 America built that canal. 💥 America secured that canal. 💥 And now — America LEADS that canal. This is pure Trump doctrine: → Strength. → Leverage. → No apologies. Hegseth sent the message LOUD and CLEAR to Beijing: 🚨 “China did not build this canal. China does not operate this canal. And China WILL NOT weaponize this canal.” GAME OVER. 💥 For globalists. 💥 For CCP expansion. 💥 For anyone betting against American power. THE PANAMA CANAL BELONGS TO THE FREE WORLD — NOT THE CHINESE COMMUNIST PARTY. This is what leadership looks like. This is America First — with warships on deck.
0:36

BREAKING:🚨 IT'S OFFICIAL — AMERICA JUST TOOK BACK THE PANAMA CANAL 🚨 U.S. Defense Secretary Pete Hegseth just dropped the HAMMER: 🗣️ “We’ll be signing a Declaration… for U.S. WARSHIPS & AUXILIARY SHIPS to sail FIRST and FREE through the Panama Canal.” 🔥 FREE PASSAGE. 🔥 MILITARY PRIORITY. 🔥 CHINA OUT — AMERICA IN. 📢 WHAT THIS MEANS: ⚠️ No more waiting in line. ⚠️ No more Chinese control games. ⚠️ No more foreign leverage over U.S. naval power. 💥 America built that canal. 💥 America secured that canal. 💥 And now — America LEADS that canal. This is pure Trump doctrine: → Strength. → Leverage. → No apologies. Hegseth sent the message LOUD and CLEAR to Beijing: 🚨 “China did not build this canal. China does not operate this canal. And China WILL NOT weaponize this canal.” GAME OVER. 💥 For globalists. 💥 For CCP expansion. 💥 For anyone betting against American power. THE PANAMA CANAL BELONGS TO THE FREE WORLD — NOT THE CHINESE COMMUNIST PARTY. This is what leadership looks like. This is America First — with warships on deck.

Jim Ferguson

680,443 Aufrufe • vor 1 Jahr

The former British intelligence officer and geopolitical expert Alastair Crooke recently stated: Iran has given Trump 30 days to accept a new agreement with Iran on Iran's own terms. The geopolitical situation is changing rapidly. Iran demands Trump's complete surrender - something Trump's consciousness is unable to understand or accept. Iran has concluded that a new military attack is imminent and has fully prepared for it. During Trump's recent phone conversation with Putin, Putin told Trump that if military actions against Iran resume, Iran will escalate the situation on a very large scale; this will drag everyone into war and cause chaos in the global economy. Putin also stated that new elements will appear in the war if an attack on Iran takes place. China recently activated the "2021 Blocking Law" against US extraterritorial sanctions. This law prohibits Chinese banks, companies, and oil refineries from recognizing US sanctions, as according to the law, submitting to these sanctions is considered illegal. China has also announced that from now on, any commercial entity using the Panama Canal will be denied access to Chinese ports anywhere in the world. The Panama Canal was mainly used for shipments to China, and now China has closed this route. 🚫 More than 70-75 percent of American ships use the Panama Canal. 🚫 These are extremely serious measures that China is taking against the US. 🚫 These are China's extraterritorial measures. 🚫 The meeting between Trump and Xi, if it ever takes place, will be extremely difficult.
1:46

The former British intelligence officer and geopolitical expert Alastair Crooke recently stated: Iran has given Trump 30 days to accept a new agreement with Iran on Iran's own terms. The geopolitical situation is changing rapidly. Iran demands Trump's complete surrender - something Trump's consciousness is unable to understand or accept. Iran has concluded that a new military attack is imminent and has fully prepared for it. During Trump's recent phone conversation with Putin, Putin told Trump that if military actions against Iran resume, Iran will escalate the situation on a very large scale; this will drag everyone into war and cause chaos in the global economy. Putin also stated that new elements will appear in the war if an attack on Iran takes place. China recently activated the "2021 Blocking Law" against US extraterritorial sanctions. This law prohibits Chinese banks, companies, and oil refineries from recognizing US sanctions, as according to the law, submitting to these sanctions is considered illegal. China has also announced that from now on, any commercial entity using the Panama Canal will be denied access to Chinese ports anywhere in the world. The Panama Canal was mainly used for shipments to China, and now China has closed this route. 🚫 More than 70-75 percent of American ships use the Panama Canal. 🚫 These are extremely serious measures that China is taking against the US. 🚫 These are China's extraterritorial measures. 🚫 The meeting between Trump and Xi, if it ever takes place, will be extremely difficult.

Sprinter Press Agency

33,684 Aufrufe • vor 3 Monaten

🇺🇸🇨🇳🇮🇷 The Beijing trip was an act of desperation, and that's precisely how the Global South took it. Brandon Weichert says China stockpiled everything it needs, has overland access through Russia, and never had the influence over Tehran that Washington thought it did. Xi Jinping did nothing and still won. Trump came home with Boeing deals and soybeans he can't even deliver, because there's no fertilizer to grow them. Meanwhile, Trump is posting photos of aliens in handcuffs and lasers firing at asteroids. "I think he's in a fugue state. I think he's the Mad King." Brandon Weichert
6:40

🇺🇸🇨🇳🇮🇷 The Beijing trip was an act of desperation, and that's precisely how the Global South took it. Brandon Weichert says China stockpiled everything it needs, has overland access through Russia, and never had the influence over Tehran that Washington thought it did. Xi Jinping did nothing and still won. Trump came home with Boeing deals and soybeans he can't even deliver, because there's no fertilizer to grow them. Meanwhile, Trump is posting photos of aliens in handcuffs and lasers firing at asteroids. "I think he's in a fugue state. I think he's the Mad King." Brandon Weichert

Mario Nawfal

34,236 Aufrufe • vor 3 Monaten

“Your country is different from mine!” Panama's foreign minister shouted at China at OAS summit. This is the funniest part of Panama's whining: it violated commercial trust, tore up a 30-year port concession, targeted a Chinese-linked company, then hid the whole dirty performance under “sovereignty,” “constitution,” and “rule of law.” As if only Panama has sovereignty. As if only Panama has constitutional duties. As if China inspecting Panama-flagged vessels involved in repeated incidents in Chinese waters is not also an exercise of sovereignty, law enforcement, and responsibility for maritime safety. Yes, Panama is different from China. China does not turn its sovereignty and constitution into tools for Washington to destroy its own credibility and commercial environment. China’s law protects fair business, lawful cooperation, maritime safety, and good-faith investors. It is not a stage prop for small countries that target Chinese interests under U.S. pressure, then scream “bullying” when China stops playing along. Panama wanted to weaponize law against Chinese investors. China answered with law. That is why Panama is angry. Not because China broke the rules. Because China made Panama live under them.
4:51

“Your country is different from mine!” Panama's foreign minister shouted at China at OAS summit. This is the funniest part of Panama's whining: it violated commercial trust, tore up a 30-year port concession, targeted a Chinese-linked company, then hid the whole dirty performance under “sovereignty,” “constitution,” and “rule of law.” As if only Panama has sovereignty. As if only Panama has constitutional duties. As if China inspecting Panama-flagged vessels involved in repeated incidents in Chinese waters is not also an exercise of sovereignty, law enforcement, and responsibility for maritime safety. Yes, Panama is different from China. China does not turn its sovereignty and constitution into tools for Washington to destroy its own credibility and commercial environment. China’s law protects fair business, lawful cooperation, maritime safety, and good-faith investors. It is not a stage prop for small countries that target Chinese interests under U.S. pressure, then scream “bullying” when China stops playing along. Panama wanted to weaponize law against Chinese investors. China answered with law. That is why Panama is angry. Not because China broke the rules. Because China made Panama live under them.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

84,677 Aufrufe • vor 2 Monaten

🇺🇸🇮🇷 The last time shipping broke this badly the Suez Canal stayed shut for EIGHT YEARS, and insurers now price Hormuz like a war zone from the 1980s Everyone's watching the deal. Sal Mercogliano, maritime historian and the voice behind What is Going on With Shipping, explains why the deal may not matter. War-risk insurance through Hormuz is running at levels the world hasn't paid since the Tanker War, and in his words "shipping is kind of like a fainting goat": it locks up first and asks questions later. His warning cuts deep, because when the Houthis stopped shooting after the Gaza ceasefire, the ships never came back, and he expects the same hesitation no matter what gets signed this week. Then it widens. Why a single tanker run to the Black Sea now costs triple what the biggest ship on earth charges. How China quietly refilled its reserves during the pause while Japan drained its own dry. The real mechanism behind Beijing's quiet win at the Panama Canal. And the shortage he says nobody is tracking, the one that ends with gaps on American grocery shelves within a year. The war taught every shipper on earth one lesson: the ocean is no longer safe by default. Unlearning that will take far longer than any signing ceremony. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ Brandon Weichert
53:00

🇺🇸🇮🇷 The last time shipping broke this badly the Suez Canal stayed shut for EIGHT YEARS, and insurers now price Hormuz like a war zone from the 1980s Everyone's watching the deal. Sal Mercogliano, maritime historian and the voice behind What is Going on With Shipping, explains why the deal may not matter. War-risk insurance through Hormuz is running at levels the world hasn't paid since the Tanker War, and in his words "shipping is kind of like a fainting goat": it locks up first and asks questions later. His warning cuts deep, because when the Houthis stopped shooting after the Gaza ceasefire, the ships never came back, and he expects the same hesitation no matter what gets signed this week. Then it widens. Why a single tanker run to the Black Sea now costs triple what the biggest ship on earth charges. How China quietly refilled its reserves during the pause while Japan drained its own dry. The real mechanism behind Beijing's quiet win at the Panama Canal. And the shortage he says nobody is tracking, the one that ends with gaps on American grocery shelves within a year. The war taught every shipper on earth one lesson: the ocean is no longer safe by default. Unlearning that will take far longer than any signing ceremony. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ Brandon Weichert

Mario Nawfal

248,037 Aufrufe • vor 26 Tagen