Uploaded July 2026 | Updated September 2026, 2 weeks ago
Juan Estrada, Vice President of International Trade Controls & Operations at StoneX, explains why Brazil's Port of Santos is shifting from container shortages to vessel space shortages as peak export season gathers pace. He discusses record coffee exports, rising competition for vessel space, carrier strategies, freight surcharges, geopolitical shipping disruptions and the operational risks exporters should monitor during Q3.
Discover Actionable Container Market Insights with StoneX Market Intelligence: shop.stonex.com/products/container-market-update-subscription-stonex?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_juan_estrada&utm_content=share
Brazil Coffee Exports Push Global Shipping to the Limit: stonex.com/en/insights/brazil-coffee-exports-push-global-shipping-to-the-limit
0:00 Santos Vessel Space Gets Tight
0:51 Three Forces Hit Q3 Exports
2:35 Lines Split on Space and Fees
4:00 Inland Delays Feed Demurrage
5:18 Why Cheapest Isn't the Answer
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#StoneX #JuanEstrada #BrazilExports #PortOfSantos #ContainerShipping #OceanFreight #SupplyChain #CoffeeExports #GlobalTrade #Logistics
Juan Estrada, Vice President of International Trade Controls & Operations at StoneX, explains why Brazil's Port of Santos is shifting from container shortages to vessel space shortages as peak export season gathers pace. He discusses record coffee exports, rising competition for vessel space, carrier strategies, freight surcharges, geopolitical shipping disruptions and the operational risks exporters should monitor during Q3.
Discover Actionable Container Market Insights with StoneX Market Intelligence: shop.stonex.com/products/container-market-update-subscription-stonex?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_juan_estrada&utm_content=share
Brazil Coffee Exports Push Global Shipping to the Limit: stonex.com/en/insights/brazil-coffee-exports-push-global-shipping-to-the-limit
0:00 Santos Vessel Space Gets Tight
0:51 Three Forces Hit Q3 Exports
2:35 Lines Split on Space and Fees
4:00 Inland Delays Feed Demurrage
5:18 Why Cheapest Isn't the Answer
Like and subscribe for more financial market insights.
#StoneX #JuanEstrada #BrazilExports #PortOfSantos #ContainerShipping #OceanFreight #SupplyChain #CoffeeExports #GlobalTrade #Logistics
