Strait of Hormuz AIS dark vessel events (2 this week) and Panama Canal drought watch are adding secondary disruption risk to a Red Sea primary disruption. Container shipping rates elevated — further disruption would cascade.
Strait of Hormuz AIS dark vessel events (2 this week) and Panama Canal drought watch are adding secondary disruption risk to a Red Sea primary disruption. Container shipping rates elevated — further disruption would cascade.
Market Pricing Analysis
Market gap−6% exposed
Signal trend (7d)↑ 3% vs 7d avg
Recommended actionAVOID
Score Breakdown — 58 / 100
Signal trend (direction + momentum)10 / 30
Market pricing gap14 / 25
Source quality + recency18 / 25
Macro / sector tailwind16 / 20
Total58 / 100
Key Risk Factors
⚠Rate increases already partially priced into shipping equities
⚠Demand slowdown could offset supply disruption impact