Dockworkers worldwide strike against militarization, wages and more
A broad dockworker strike could disrupt global port operations and delay movement of many physical goods.
Source →The trace
How it reaches your house.
Starting from Port and crane equipment, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Port and crane equipment →DelaysSea Transport & Port Delivery
Port strikes directly slow loading, unloading, and vessel turnarounds, so the sea transport and port delivery step for port and crane equipment is delayed.
86% confidenceZPMC (Zhenhua Heavy Industries) →DelaysShip-to-Shore (STS) Quay Crane — Complete Unit
Dockworker strikes that slow loading and unloading can delay deliveries of STS quay cranes, and ZPMC's 72% market share and 48-month replacement lead time make the disruption large.
80% confidenceZPMC (Zhenhua Heavy Industries) →DelaysRubber-Tired Gantry (RTG) Cranes — Yard Equipment
The same port delays can hold up RTG crane shipments, with a still-material effect given ZPMC's 38% share and 24-month replacement lead time.
Hop 2
Ship-to-Shore (STS) Quay Crane — Complete Unit →DelaysZPMC (Zhenhua Heavy Industries)
International port strikes slow freight flows, so ZPMC's dominant 72% supply of STS crane units is likely to face shipment delays.
62% confidenceShip-to-Shore (STS) Quay Crane — Complete Unit →DelaysBecause 75% of the input comes from China, the strike-driven slowdown in international freight is likely to delay that source flow.
60% confidenceHop 3
China →Shortage riskWith 95% of supply from China, terbium availability can tighten quickly if Chinese freight is interrupted.
97% confidenceChina →Shortage riskChina supplies 98% of gallium, so a port shutdown in China can sharply constrain export availability.
97% confidenceChina →Shortage riskArtificial Plant Plastics (PE/PP/PVC + Wire)
China's 94.8% supply share makes this input highly vulnerable to Chinese port disruption and export delays.
Hop 4
Terbium (Tb) Metal →DelaysTerbium is a critical input to rare earth magnets, so a port strike that delays freight should directly slow the flow of this input into magnet production.
81% confidenceGallium →DelaysGallium is a critical input to semiconductors and chips, so port-induced disruptions to gallium flows would lengthen chip lead times.
76% confidenceROSS STORES, INC. →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.