Research, Fundamental

Q3 May Be Difficult for Rail Names Amid ILWU Strike

Emily Nasseff Mitsch, Equity Analyst
09 August 2023


On July 29, another rail strike started in Vancouver, around 10 days after a second strike was called off, and weeks after the first strike started. The third strike, by our analysis, will further exacerbate delays and congestion on the U.S. and Canadian West Coast ports that were already facing issues with the first and second strikes. The strike will likely add days, and possibly weeks, to the delivery of product, hurting industries that run on lean time schedules, such as the auto industry.

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