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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 56.8K followers
Created: 2025-07-17 16:40:56 UTC

China’s insistence on a stake in Panama’s port deal is a power move, signaling it won’t just bankroll global trade infrastructure—it wants skin in the game. Markets are on edge: investors hate the new risk premium creeping into shipping/logistics, with equities tied to trade routes seeing a dip.

International response is cautious, as the US and EU scramble to review FDI rules—nobody wants strategic chokepoints in foreign hands. The uncertainty is forcing corporates to rethink supply chain routes, with some quietly modeling higher costs and delays if tensions escalate.

What’s next—will Panama cave, or will the US try to sweeten the pot? Dig into the dynamics shaping trade’s next battleground:




XXX engagements

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