The End of Frictionless Trade: What Investors Need to Know
Capitality Research

Dispatched to subscribers on 13 Apr 2026.Public release scheduled for 20 Apr 2026.
The era of cheap, predictable shipping is over, marking the end of frictionless trade as we know it. Twin crises at the Panama Canal and Red Sea are creating a new, more expensive global supply chain map with profound implications for investors.
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