Panama Canal & Amazon
BAU2 Physical Constraints
Panama Canal: 5-6% global trade. 200M liters freshwater per lockage. 2023-24 drought cut transits from 36 to 22/day. CK Hutchison ports seized by Panama (2024), COSCO halted calls.
Also in Latin America
The Monroe Doctrine Architecture200 Years of Managed Extraction (1823-2026)Cartel-State FusionWhen Crime Becomes GovernanceThe Lithium Triangle53% of Global Lithium — Three Models, One OutcomeChina’s Latin American Penetration$450B Trade — The Monroe Doctrine Is OverThe Jiang False Dialectic — Proved Across 10 CountriesThe Rhetoric Changes. The Minerals Flow Out.