Port stakeholders, particularly truckers, fear the Nov. 1 closure of the Vincent Thomas Bridge for a major redecking project could exacerbate dwell times that are already hovering near 18-month highs.
With the Trump administration continuing to push back against wind development, project sponsors north of the border see an opportunity that would provide a new heavy cargo trade for shippers and carriers.
The period after Golden Week could be "highly volatile," the analyst says, as carriers work through schedule instability, rolled cargo and delays.
