A potential strike at East Coast and Gulf Coast ports was avoided, prompting shippers to take preemptive measures like front-loading cargo and pausing bookings to minimize disruption. This has led to longer delivery times and increased inventory levels, with retailers bringing in spring merchandise early to be prepared. The situation has resulted in higher transportation costs and potential impacts on inventory and margins. Additionally, shippers are adjusting supply routes and facing tightened capacity due to upcoming events like the Lunar New Year and anticipated tariff increases.

Source: https://www.supplychaindive.com/news/shippers-impacted-ila-usmx-strike-averted/737342/