Copenhagen - The labour agreement between the US East Coast port workers’ union, ILA, and the terminals organization, USMX, expires on September 30th, 2024. ILA has been adamant that if there is not a new agreement in place, they will initiate a strike from October 1st, 2024. In this context, it is worthwhile to look at the impact in terms of actual container volumes, and how long it would potentially take to move the impacted containers, once the strike is over.

Using historical data, we estimate US East Coast handling volumes of 2.3 million TEU in . . .