bullish
A Potential October Strike at US East & Gulf Coast Container Ports Is Unlikely to Be Impactful
468 Views15 Sep 2024 10:19
Although workers at US East and Gulf Coast ports could strike in October, for several reasons we believe the impact of a strike will be quite limited.
What is covered in the Full Insight:
- Introduction
- Inventory Build-up by Importers
- ILWU's Position and Impact
- Impact on Supply Chains
- Conclusion
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Monthly Container Shipping Tracker: As Momentum Wanes, Best to Avoid Carriers' Shares (October 2024)20 Oct 2024
- Charts & Context | From Here, What Can Get Better for Container Carriers? | Reduce Sector Exposure07 Oct 2024
- Monthly Container Shipping Tracker: Strong Price Momentum Likely to Moderate in Q422 Sep 2024
- Monthly Container Shipping Tracker | Rates Up | Transpac Volume Up | Fuel Price Down (August 2024)27 Aug 2024
- More Q224 Container Carrier Results: Evergreen, Hapag-Lloyd Show Sharply Diverging Results15 Aug 2024
- Why an Israel-Hamas Ceasefire Probably Wouldn't Lead to Lower Container Rates in Short-Term14 Jun 2024
x