IBD shipping related article (week of Feb 12)
“Key Pinch Points Reroute World Trade”
The usual suspects - Red Sea issues, Panama Canal issues
Among the solution for LNG and Panama Canal transit time & costs - shipping LNG out of Mexico’s West Coast with gas supplied from Texas (similar to what NFE is trying via Gulf of Mexico). The customers are in Asia, so one still needs the LNG tankers to transport. The Permian field supplier is a “small” company called Exxon 
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