# Jonathan Roach

Type: Person

Source: GetYourBrief — https://getyourbrief.com/entity/jonathan-roach
Canonical HTML page: https://getyourbrief.com/entity/jonathan-roach

## Timeline

- **2026-10-01**: 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.
- **2026-09-15**: Daily transits fall to 32 — Daily transit slots are further reduced to 32, subject to change.
- **2026-09-03**: Daily transits fall from 36 to 34 — Panama Canal daily transit slots are reduced to 34, subject to change.
- **2026-09-02**: Neopanamax draught cut to 14.63 metres — Maximum permitted draught for Neopanamax vessels is reduced to 14.63 metres.
- **2026-08-27**: Surcharge start date postponed to 1 October — CMA CGM tells customers the Low Water Surcharge will now begin 1 October instead of 1 September.
- **2026-08-25**: 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.

## Recent coverage (4 stories, network-wide)

### Panama Canal cuts transits to 32 daily as 55% of Neopanamax capacity hit
2026-08-28 17:37:58 · Sector: supply · Sentiment: Negative · Impact: 7/10 · Sources: 2

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.
Full story: https://getsupplybrief.com/story/panama-canal-draught-cuts-55-percent-neopanamax-capacity

### Red Sea Disruptions Absorb Global Shipping Glut as Overcapacity Fears Fade
2026-03-13 18:05:23 · Sector: finance · Sentiment: Neutral · Impact: 7/10 · Sources: 2

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.
Full story: https://getfinancebrief.com/story/middle-east-conflict-shipping-overcapacity-impact

### Geopolitical Tensions Absorb Container Glut, Stabilizing Freight Markets
2026-03-13 18:04:49 · Sector: retail · Sentiment: Neutral · Impact: 7/10 · Sources: 2

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.
Full story: https://getretailbrief.com/story/middle-east-conflict-container-overcapacity-impact

### Middle East Conflict Absorbs Vessel Capacity, Easing Overcapacity Fears
2026-03-13 18:03:46 · Sector: supply · Sentiment: Neutral · Impact: 7/10 · Sources: 2

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.
Full story: https://getsupplybrief.com/story/middle-east-conflict-container-overcapacity-trends

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