CRU says El Niño raises disruption risk for steel supply chains via Panama Canal, Yangtze River
Reuters2026/08/18 10:25- CRU analysis dated July 29, 2026 flagged El Niño as a near-term risk to global steel supply-chain reliability.
- Panama Canal seen as a key chokepoint as drier conditions could cut water availability, restrict transits, lift freight costs.
- Yangtze River risk centers on heavier rainfall, flooding, slower barge movements, port disruption across major industrial corridors.
- Disruption expected to be route-specific, raising pressure on procurement planning, inventory buffers, shipping capacity, lead-time assumptions.
- Firms advised to map exposure across critical waterways, line up alternatives, stress-test continuity plans before congestion emerges.
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