Another Potential East Coast Port Strike Is Brewing: 4 Stocks To Watch
Another Potential East Coast Port Strike Is Brewing: 4 Stocks To Watch
A message from the United States Marine Alliance dated Dec. 20 addressed the use of technology and automation in ports. Thousands of port workers may go on strike again as a temporary deal between the International Longshoremen's Association and United States Maritime Alliance reached in October is set to expire on Jan. 15.
成千上万的港口工人可能会再次罢工，因为《国际码头工人协会》和《美国海事联盟》之间于十月份达成的临时协议将于1月15日到期。
The Details: The current agreement was reached after a three-day port strike in October affected ports on the Gulf and East Coasts. The dockworkers had sought a 77% pay increase over the next six years and workplace protections for automation of port practices.
详细信息：目前的协议是在十月份为期三天的港口罢工后达成的，这场罢工影响了墨 Gulf 和东海岸的港口。码头工人寻求在未来六年内增加77%的工资，同时要求对港口作业的自动化提供工作保护。
The tentative deal that was reached increased pay by 62%, but did not address the union's concerns about automation.
达成的临时协议增加了62%的工资，但并没有解决工会对自动化的担忧。
A message from the United States Marine Alliance dated Dec. 20 addressed the use of technology and automation in ports.
《美国海事联盟》于12月20日发布了一条关于港口技术和自动化的消息。
"Evolving port operations and increasing wages and jobs for the ILA are not mutually exclusive. Modern technology is proven to dramatically increase the amount of cargo that can be moved through a port annually. ILA members make more money when they move more cargo and ports need to hire more workers to manage that growth," the message stated.
“港口运营的演变与ILA的工资和就业增长并不矛盾。现代科技已被证明可以显着增加每年通过港口搬运的货物数量。当ILA成员搬运更多货物时，他们赚得更多，而港口需要雇用更多工人来管理这一增长，”该消息表示。
Harold Daggett, president of the International Longshoreman's Association, hinted at a potential strike in a Christmas Day message to union members.
《国际码头工人协会》主席哈罗德·达格特在圣诞节当天向工会成员暗示可能会罢工。
"Our resolve may be tested again in mid-January as we face another deadline for negotiating a new Master Contract by January 15, 2025. We want to avoid another strike, and hope that our employers represented by United States Maritime Alliance will respect our demands for a fair and decent contract," Daggett wrote.
“我们的决心可能会在1月中旬再次受到考验，因为我们面临在2025年1月15日之前就新《主管合同》进行谈判的另一个最后期限。我们希望避免另一次罢工，并希望由《美国海事联盟》代表的雇主尊重我们对公平和体面合同的要求，”达格特写道。
Why It Matters: Container shipping company ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) announced an ILA Strike Surcharge in mid-December for all cargo moving to or from US East Coast and US Gulf ports effective from Jan. 10 in the event of a strike.
重要性：集装箱运输公司ZIm综合运输服务有限公司（纽交所：ZIM）在12月中旬宣布，对于2023年1月10日起若发生罢工，将对所有往返于美国东海岸和美国墨 Gulf 港口的货物收取ILA罢工附加费。
Zim said the charge is intended to help mitigate "additional costs and expenses to ZIM caused by a strike, work stoppage, work slowdown or other labor-related disruptions to operations" and will not apply if a strike is averted.
Zim表示，这项收费旨在帮助缓解因罢工、停工、减速工作或其他劳工相关的运营中断对Zim造成的“额外成本和费用”，如果成功避免罢工则不适用此费用。
Ground shipping and freight companies like FedEx Corp. (NYSE:FDX) and United Parcel Service, Inc. (NYSE:UPS) could benefit in the event of a port strike as businesses would shift toward ground and air transportation of goods.
像联邦快递公司（纽交所：FDX）和联合包裹公司（纽交所：UPS）等地面运输和货运公司在港口罢工的情况下可能会受益，因为企业将转向陆地和空运货物。
Investors can also monitor the effects of a potential port strike through the SonicShares Global Shipping ETF (NYSE:BOAT) which tracks the Solactive Global Shipping Index consisting of global shipping companies engaged in maritime transportation of goods and raw materials.
投资者还可以通过SonicShares全球运输可交易ETF（纽交所：BOAT）监测潜在港口罢工的影响，该ETF追踪由参与海上货物和原材料运输的全球航运公司组成的Solactive全球航运指数。