Analysis by Drewry
According to Drewry, carriers experienced varying levels of disruption from the US West Coast port labour dispute, but despite the near universal misery there was surprisingly at least one ‘winner’.
The mood among carriers at the recent TransPacific Maritime conference was generally sombre despite the welcome news that the US West Coast labour dispute has been resolved.
The backlog will take months to clear as ships remain parked outside the Los Angeles-Long Beach port complex and carriers are counting the cost. Data from the Marine Exchange of Southern California (Marine Exchange) shows that the number of containerships anchored has been rising steadily since the start of the year with 23 waiting for a berthing window at the end of February.
Drewry has drilled deeper into the Marine Exchange data and the results reveal that some carriers have suffered significantly more than others, while one carrier could even be described as benefitting from the dispute.
Source: Drewry