AGP Executive Report
Last update: 11 hours agoMaritime Disruption: A U.S. MH-60 fired Hellfire missiles at the Panama-flagged M/V Vela Nova in the Gulf of Oman after it ignored warnings, disabling the ship as Washington enforces its Iran-port blockade. Canal Economics: Panama Canal auction and queue pressure is spiking costs again, with a reported near-$4m bid to “jump the line” as wait times climb and draft limits tighten amid El Niño and war-driven rerouting. AI Supply Chains: The U.S. launched Pax Silica, with a Panama pilot using an AI logistics platform to speed shipments of semiconductors, AI infrastructure and critical minerals for allied partners. Connectivity Investment: Google announced three new Americas subsea cable systems linking Chile, Panama, the Dominican Republic and onward to the U.S., aiming for more resilient cloud connectivity. Regional Risk: Iran and the U.S. remain deadlocked on reopening the Strait of Hormuz, while Red Sea attacks tied to the wider conflict are again raising energy and shipping uncertainty.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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