Some views on disruption and how supply chains shift.
Hard Lessons in Disruption: What the West Coast Port Slowdown Really Taught Us.
While it’s true traffic has shifted away from the West coast ports, it can shift back just as well. The East Coast will see longshoremen’s strikes next, and there are many congestion problems waiting to happen at east coast ports. Chassis shortages and truck driver shortages won’t be made easier by more cargo. and those strike premiums will go away. Asia to Europe container rates have dropped to about $700 per box, so the pressure is on to use bigger ships, and Suez might be the beneficiary of that 30% of the box trade to the US. The biggest ones can’t use Panama or most East Coast ports.
Supply Chain and Logistics 