Outcome of West Coast Longshore Strife

It’s now been over six months since the longshore labor dispute affecting US West Coast ports was resolved. What can we say at this point about the lasting impact of the disruption? In particular, do we see evidence of significant cargo volume shifts away from the US West Coast gateways? Spoiler alert: The ongoing impact appears to be modest, based on the evidence through the now-completed 2015 holiday shipping season. But there is work to be done by the ports to improve productivity and regain shippers’ confidence.