DEMO DATA · NOT FOR CITATION
shortage.life · session_log · 2026-05-17 14:32 UTCPID 47023 · ttyS0 · uptime 312d

// node

shortage.life
v0.3 · brussels · build f3a2c81
● online · 47/47 sources · 312ms

// $_ exec

$ shortage scenario get panama-canal-disruption-2026
> status: 0.44 WATCH
> severity 3.2 / 5
> reviewed 2026-05-09

// readout · live

BRENT     $84.27 ▲
TTF       €31.50 ▼
OPEC_SP   3.8 mb/d ●
SPR_US    372.4 Mb
FAO_FFPI  121.4 ▲
auto-refresh 60slatency 312msbuild 0.3.0commit f3a2c81UTC 00:00:00
$_TICKER
BRENT$84.27▲0.50%WTI$80.15▲0.39%TTF€31.50▼3.67%NBP72.4p▼1.50%HH$2.84▲1.43%SPR_US372.4 Mb18.7dEU_GAS78.3%▲0.4ppOPEC_SPARE3.8 mb/d▼0.3FAO_FFPI121.4▲0.8WHT.SRW$6.42/bu▲1.84%RIC.THAI$612/t▲0.32%UREA$378/t▲2.71%LITH$13,820/t▼0.84%COBL$31,400/t—CU$9,820/t▲0.65%NI$17,420/t▼1.10%BRENT$84.27▲0.50%WTI$80.15▲0.39%TTF€31.50▼3.67%NBP72.4p▼1.50%HH$2.84▲1.43%SPR_US372.4 Mb18.7dEU_GAS78.3%▲0.4ppOPEC_SPARE3.8 mb/d▼0.3FAO_FFPI121.4▲0.8WHT.SRW$6.42/bu▲1.84%RIC.THAI$612/t▲0.32%UREA$378/t▲2.71%LITH$13,820/t▼0.84%COBL$31,400/t—CU$9,820/t▲0.65%NI$17,420/t▼1.10%
~/scenarios/panama-canal-disruption-2026·methodology: v3.2cite · /api/v1/scenarios/panama-canal-disruption-2026
// PANAMA-2026 · WATCH

Prolonged Panama Canal drought disruption.

8 Pacific-facing economies · freight + grain + fuel

WATCHSTATUSWATCH
WATCHPROBABILITY · INTERNAL0.44
WATCHSEVERITY3.2/ 5
WATCHLAST REVIEW2026-05-09
probability 0.44
READ MODE// long-form zoneEDITORIAL · scenario analysisscenario PANAMA-2026·last revision 2026-05-09
Scenario brief · v3.2 · 2026-05-09

Prolonged Panama Canal drought disruption.

// The hypothesis

A renewed drought lowers Gatún Lake and forces the Panama Canal Authority to cut daily transit slots and draft limits for an extended period.

8 Pacific-facing economies · freight + grain + fuel

// Modelled impact

Container and dry-bulk freight reroute or queue, lengthening voyages between the Americas and Asia and lifting shipping costs for grain, fuel and consumer goods.

Probability and severity are internal estimates on the v3.2 methodology. DEMO data, not for citation.

[ 01 ]  $_SIMULATOR · interactive impact model

$_SIMULATOR · estimated impact · client-side model
SPARE ABSORBED0.95mb/d
CUSHION REMAINING2.85mb/d
EST. PRICE SHOCK+43%
RECOVERY HORIZON118days

Illustrative client-side estimate from base spare capacity 3.8 mb/d. DEMO model, not for citation.

[ 02 ]  $_COMMODITIES · affected

WHT.SRWWheat SRW · spot $6.56/buOIL.BRTBrent Crude · spot $110.00

[ 03 ]  $_COUNTRIES · exposure

Panama / PANregion Central America · stress 0.34United States / USAregion North America · stress 0.18Mexico / MEXregion North America · stress 0.42Ecuador / ECUregion South America · stress 0.52Peru / PERregion South America · stress 0.46Chile / CHLregion South America · stress 0.38Colombia / COLregion South America · stress 0.43Brazil / BRAregion South America · stress 0.36

[ 04 ]  $_SCENARIOS · related register

// HORMUZ-2026ELEVATED · prob 0.34// SANCTIONS-Q3WATCH · prob 0.58// WHEAT-2026MONITORING · prob 0.22// MALACCA-2026WATCH · prob 0.18// EU-COLDSNAP-2026WATCH · prob 0.41// MONSOON-2026WATCH · prob 0.27// BLACKSEA-HALT-2026ELEVATED · prob 0.31// GULF-REFINERY-2026WATCH · prob 0.23// SAHEL-FAMINE-2026ELEVATED · prob 0.62// SNAPBACK-2026WATCH · prob 0.36// PAKISTAN-FX-2026WATCH · prob 0.33// GULF-HURRICANE-2026MONITORING · prob 0.44// RAREEARTH-2026WATCH · prob 0.38// IRAQ-GRID-2026WATCH · prob 0.29// IBERIA-GRID-2026WATCH · prob 0.30// FR-NUCLEAR-2026MONITORING · prob 0.24// EU-GAS-2026ELEVATED · prob 0.46// EU-INDUSTRY-2026WATCH · prob 0.52// BALKANS-GRID-2026WATCH · prob 0.41// UA-GRID-2026ELEVATED · prob 0.55// NORTHSEA-2026MONITORING · prob 0.33// NORDIC-HYDRO-2026WATCH · prob 0.37// CARIBBEAN-FUEL-2026ELEVATED · prob 0.48// CUBA-GRID-2026ELEVATED · prob 0.57// ANDEAN-HYDRO-2026WATCH · prob 0.40// US-GULF-2026WATCH · prob 0.36// EASTASIA-LNG-2026WATCH · prob 0.45// CENTRALASIA-2026WATCH · prob 0.43// LEVANT-2026ELEVATED · prob 0.54// SOUTHASIA-FERT-2026ELEVATED · prob 0.50// SEASIA-GRID-2026WATCH · prob 0.42// CAUCASUS-2026MONITORING · prob 0.31// GULF-EXPORT-2026WATCH · prob 0.38// SAF-GRID-2026ELEVATED · prob 0.53// SAHEL-2026ELEVATED · prob 0.56// WAFRICA-POWER-2026WATCH · prob 0.47// EAFRICA-FX-2026WATCH · prob 0.46// MAGHREB-2026MONITORING · prob 0.30// CAFRICA-OIL-2026MONITORING · prob 0.34// ISLANDS-2026WATCH · prob 0.44// PACIFIC-FUEL-2026ELEVATED · prob 0.49// ANZ-ENERGY-2026MONITORING · prob 0.30// PACIFIC-CYCLONE-2026WATCH · prob 0.40