Cross-Sector entity
Braemar is the most frequent co-covered peer, appearing in 4 of the 4 tracked stories. Across a 169-day span, the pace is roughly 0.2 stories per week. The busiest single day carried 3. The clearest coverage concentration is market-trends: 2 of 4 stories, with the rest divided among 2 other categories.
4 verified stories tracked
Last mentioned: Aug 28, 2026
Entity pulse
Coverage balance Negative coverage leads. Negative coverage exceeds positive coverage by 25 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
Braemar is the most frequent co-covered peer, appearing in 4 of the 4 tracked stories. Across a 169-day span, the pace is roughly 0.2 stories per week. The busiest single day carried 3. The clearest coverage concentration is market-trends: 2 of 4 stories, with the rest divided among 2 other categories. Each carries 2 original sources on average. Jonathan Roach appears in 4 tracked Cross-Sector stories published from March 13, 2026 through August 28, 2026.
Computed from the 4 stories linked to this entity. Beat comparisons are omitted because no baseline was available for this window.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering Jonathan Roach. Shared-story counts are live from our verified record — not editorial picks.
Draught cut to 14.48 metres and surcharge takes effect
Neopanamax draught limit tightens to 14.48 metres and CMA CGM's Low Water Surcharge becomes effective.
Daily transits fall to 32
Daily transit slots are further reduced to 32, subject to change.
Daily transits fall from 36 to 34
Panama Canal daily transit slots are reduced to 34, subject to change.
Neopanamax draught cut to 14.63 metres
Maximum permitted draught for Neopanamax vessels is reduced to 14.63 metres.
Surcharge start date postponed to 1 October
CMA CGM tells customers the Low Water Surcharge will now begin 1 October instead of 1 September.
CMA CGM announces $150/TEU Low Water Surcharge
Carrier announces the surcharge will take effect 1 September on cargo from South America's west coast through the Panama Canal.
Tightening Panama Canal draught limits and fewer daily transits threaten roughly 55% of nominal Neopanamax TEU capacity, with CMA CGM deferring its $150/TEU Low Water Surcharge to 1 October. Supply chain teams moving cargo off South America's west coast face higher costs and reduced effective capacity heading into peak season.
Source: gCaptain · The Loadstar
Geopolitical instability in the Middle East is fundamentally restructuring the container shipping market by absorbing excess vessel capacity through prolonged Red Sea diversions. As ships take longer routes to avoid conflict zones, the anticipated supply glut from new vessel deliveries is being offset, maintaining tighter freight rates than analysts previously forecast.
Prolonged disruptions in the Red Sea are effectively neutralizing the threat of container shipping overcapacity by absorbing excess vessel supply. As carriers reroute around Africa, the increased transit times are keeping freight markets tighter than analysts previously projected for 2026.
Prolonged Red Sea disruptions are forcing container ships onto longer routes, effectively absorbing a projected 4% fleet expansion. This geopolitical shift is counteracting industry fears of a massive supply glut and keeping freight markets tighter than anticipated.
Source: The Loadstar · gCaptain
