The latest container shipping report from the Baltic Exchange shows that there is a real risk of labor disruption at U.S. East Coast ports given the collapse of talks between unions and terminals in June.

Vespucci Maritime CEO Lars Jensen wrote in the report that any strike at U.S. East Coast ports will greatly worsen global supply and demand dynamics because it will cause severe port congestion and ship delays.

Jensen noted that when Ever Given was stuck in the Suez Canal, this triggered a second phase of rate hikes (during the pandemic and third-quarter peak), resulting in extreme market tension in late 2021 and early 2022, with some deals trading at a record level of $15,000 per FEU

"If September September USA Tokta attacks, this probability will have the same impact, market stakeholders will face similar second phase, rate quay trở lại record high."

The International Longshoremen's Association (ILA), which represents about 85,000 port workers on the U.S. East Coast and Gulf of Mexico, suspended negotiations with the American Maritime Union in June due to disagreements over automation. The current labor agreement expires on September 30, and the International Shipping Association is also seeking a wage increase of about 40%, citing huge profits for liner operators.

美国东海岸国际海运港口面临罢工风险（出口美国的货主货代请注意）

波罗的海交易所(Baltic Exchange)最新的集装箱航运报告显示,鉴于工会与码头之间的谈判在6月份破裂,美国东海岸港口确实存在劳工中断的风险.

Vespucci Maritime首席执行官Lars Jensen在报告中写道,美国东海岸港口的任何罢工都将极大地恶化全球供需动态,因为它将造成严重的港口拥堵和船舶延误.

Jensen指出,当Ever Given被困在苏伊士运河时,这引发了第二阶段的加息(在大流行和第三季度高峰期间),导致2021年底和2022年初市场极度紧张,一些交易的利率达到每FEU 15,000美元的创纪录水平.

他写道:“如果9月份美国东海岸发生袭击,这很可能引发同样的影响,市场利益相关者将面临类似的第二阶段,利率再次达到创纪录的高位.”

由于在自动化问题上存在分歧,代表美国东海岸和墨西哥湾约8.5万名港口工人的国际码头工人协会(ILA)于6月暂停了与美国海事联盟的谈判.目前的劳工协议将于9月30日到期,国际航运协会也在寻求约40%的加薪,理由是班轮运营商的巨额利润.