Exiger identified ~8 million shipments received by the affected ports since the start of 2024. Notable takeaways from the shipment data include:

• Between May and June 2024, the number of shipments received at these ports witnessed a significant drop-off, the timeline for which aligned with the first reported instances of contract negotiation stalls between dockworkers and ILA on June 10.
• This drop-off suggests that importers may have initiated stockpiling in the months prior or had begun to divert some shipments to other ports — including those on the U.S. West Coast — which are represented by a different union, the International Longshore Warehouse Union (ILWU).

This Client Alert also breaks down projected impacts for various industries, including the automotive sector, and possible complications with relief efforts following Hurricane Helene.

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