In this episode, host Mike King and guests discuss the imminent threat of a major dockworker strike on the U.S. East and Gulf Coasts and its potential to disrupt more than half of the nation's container shipping capacity. With the clock ticking on labour negotiations, businesses are facing the possibility of severe disruption to logistics, supply chains and pricing.

The conversation covers key issues, including how this strike could impact U.S. industries reliant on imported goods, the ripple effects on global trade, and what shippers can expect in terms of price hikes, surcharges, and operational delays. We also look at the political complexities of the situation, as the government balances union relations with the potential economic fallout of a prolonged shutdown.

From container lines shifting their strategies to shippers racing to move goods ahead of the strike, this episode dissects the likely short- and long-term impacts on U.S. supply chains and global trade flows.

With crucial holiday shipments on the line and industries ranging from retail to agriculture at risk, this episode, produced with the support of Dimerco Express Group, unpacks the broader impact of this potential strike on global trade and supply chain resilience.

Guests

Michael Angell, Senior Editor, Journal of Commerce

John McCown, Senior Fellow, Center for Maritime Strategy

Paul Page, Bureau Chief, The Wall Street Journal’s Logistics Report