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Shadow Fleet Under Siege: Panama’s Crackdown and the Race for the Canal Key Covered Topics Russia’s Shadow Fleet and Oil Sanctions How Moscow built a clandestine tanker network to bypass Western measures. Recent seizures and deregistrations revealing vulnerabilities in the fleet. Panama’s New Measures Panama Maritime Authority’s decision to de-register sanctioned vessels. The broader implications for Russia’s secret maritime trade. Geopolitical Tugs-of-War Over the Panama Canal China’s growing influence in Panama vs. renewed U.S. involvement. BlackRock’s acquisition of port assets and CMA CGM’s U.S. expansion. Why the Canal is Critical Its vital role for global trade and U.S. military strategy. U.S.–China rivalry and the canal’s significance in controlling oil routes. Implications for Russia and Global Markets Russia’s scramble for alternative routes if Panama tightens restrictions. Larger effect on worldwide energy supplies and maritime trade networks. 00:00 – Introduction: Russia’s Secret Tanker Network 02:30 – Panama Strikes Back: Registry Crackdowns 06:00 – Sanctions & The Shadow Fleet: Global Repercussions 09:00 – Great-Power Rivalry: U.S. & China Eye the Canal 12:30 – Panama Canal’s Critical Role in Global Trade 15:00 – Russia’s Future: Oil Exports & Vanishing Pathways Chapter-by-Chapter Explanation 00:00 – Introduction: Russia’s Secret Tanker Network Sets the stage on how Moscow’s “shadow fleet” of old tankers was built to outmaneuver Western sanctions. Highlights recent seizures and the reasons behind them. 02:30 – Panama Strikes Back: Registry Crackdowns Explains the Panama Maritime Authority’s new campaign to de-register blacklisted vessels, including at least 128 ships. Discusses the financial and diplomatic consequences of Panama’s move. 06:00 – Sanctions & The Shadow Fleet: Global Repercussions Covers the wider sweep of Western measures (Canada, Germany, U.K.) and how these coordinate with Panama’s actions. Addresses the effect on Russia’s oil revenue and possible escalation of the conflict. 09:00 – Great-Power Rivalry: U.S. & China Eye the Canal Dives into the U.S.–China struggle for influence in Panama, including high-profile acquisitions such as BlackRock’s deal for port infrastructure. Details how China’s Belt and Road Initiative challenges Washington in the region. 12:30 – Panama Canal’s Critical Role in Global Trade Analyzes why the canal remains a linchpin for shipping flows, especially crucial for U.S. exports and rapid naval deployment. Reviews the historical context of U.S. involvement and the significance of the Torrijos-Carter Treaties. 15:00 – Russia’s Future: Oil Exports & Vanishing Pathways Looks at Russia’s limited options as sanctions close in on its maritime routes. Evaluates whether alternative hubs or flag-of-convenience tactics can sustain Russia’s oil trade—and how global markets might respond.