Panama ports sales challenge could turn into Trump win

Legal case could invalidate terminal contracts

A unit of Hong Kong's CK Hutchison operates the ports of Balboa and Cristobal in Panama. (Photo: Panama Ports Co.)

Panama’s comptroller general has asked the country’s supreme court to review CK Hutchison’s contract to operate the ports of Balboa and Cristobal.

Hutchison of Hong Kong (0001.HK) operates the maritime centers through its Panama Ports subsidiary as part of an agreement signed in 1997, and extended in 2023 for another 25 years.  

The move comes after Beijing said it could block the $23 billion sale of Hutchison’s 43 marine terminals to U.S.-based investor BlackRock (NYSE: BLK) and Mediterranean Shipping Co. of Switzerland, on anti-trust grounds unless a Chinese business, thought to be state-run shipping giant Cosco, was cut in on the deal.

Panama in the two cases filed July 30 wants the high court to cancel the contract as unconstitutional.

If the agreement is nullified and a new operator solicited, BlackRock, the world’s largest infrastructure fund, could be in line to make a bid to run the ports.

The pact was “unfair” and “abusive,” Comptroller General Anel Flores was quoted as saying. He alleged that Panama Ports Company failed to pay sufficient royalties, and that the extension came without the required authorizations.

“It doesn’t seem correct that in other [parts of the world] there are people negotiating the future of assets that belong to us, the Panamanians,” Flores said, referring to Cosco’s potential involvement.

Flores kicked off Panama’s port fight after President Donald Trump in his January inauguration speech promised to take back control from what he said was China’s influence over the Panama Canal. The same day Flores said he would open an audit of Panama Ports Company.

The sale of CK Hutchinson’s ports unit, Hutchison Port Holdings, has been on hold since July 27, when an exclusive negotiating period with BlackRock ended. Two days later, French shipping conglomerate CMA CGM of France, which operates global container terminals including in the U.S., expressed interest in the business.  

Upcoming FreightWaves Events
Fraud & Security

Freight Fraud Symposium

Double brokering. AI deepfakes. Identity theft. Freight fraud is an existential threat to the industry. Get ahead of it.

May 20, 2026
Rock & Roll Hall of Fame • Cleveland, OH
Register Now
AI & Technology

Supply Chain AI Symposium

Past the hype. Join operators, founders, and enterprise leaders figuring out how to deploy AI in supply chain.

July 15, 2026
The Old Post Office • Chicago, IL
Register Now
Rail & Policy

Future of Rail Symposium

Reshoring is rewriting freight demand. Join shippers, rail executives, and government officials to shape the next decade.

July 28, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Fraud & Security Freight Fraud Symposium May 20 • Cleveland, OH

Double brokering. AI deepfakes. Identity theft. Freight fraud is an existential threat to the industry. Get ahead of it.

Rock & Roll Hall of Fame • Cleveland, OH Register Now
AI & Technology Supply Chain AI Symposium Jul 15 • Chicago, IL

Past the hype. Join operators, founders, and enterprise leaders figuring out how to deploy AI in supply chain.

The Old Post Office • Chicago, IL Register Now
Rail & Policy Future of Rail Symposium Jul 28 • Chattanooga, TN

Reshoring is rewriting freight demand. Join shippers, rail executives, and government officials to shape the next decade.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now

Stuart Chirls

Stuart Chirls is a journalist who has covered the full breadth of railroads, intermodal, container shipping, ports, supply chain and logistics for Railway Age, the Journal of Commerce and IANA. He has also staffed at S&P, McGraw-Hill, United Business Media, Advance Media, Tribune Co., The New York Times Co., and worked in supply chain with BASF, the world's largest chemical producer. Reach him at stuartchirls@firecrown.com.