Latest / The Productivity Podcast with Fexingo: Output, Efficiency, and Long-Term Economic Growth
How the Panama Canal Expansion Changed Global Trade
In this episode, Lucas and Luna explore how the 2016 Panama Canal expansion reshaped global shipping and productivity. They break down the economics of the new locks, the rise of Neopanamax vessels, and the ripple effects on US ports, rail networks, and supply chain strategy. With specific references to liquefied natural gas exports and the shift from East to Gulf Coast ports, they explain why infrastructure investment decisions matter for long-term economic growth. The conversation also touches on the shipping delays of 2023-2024 and how the canal's capacity constraints highlighted the…
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