USACE grants federal permit for Louisiana International Terminal
A federal permit advances the Louisiana International Terminal project, supporting future port capacity and container handling on the Gulf Coast.
Source →The trace
How it reaches your house.
Starting from Air Liquide S.A., 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 →Stands to benefitShip-to-Shore (STS) Quay Crane — Complete Unit
A permit advancing a new Gulf Coast container terminal increases expected demand for STS quay cranes, the core equipment item in this supply chain.
80% confidencePort and crane equipment →Stands to benefitVariable Frequency Drive (VFD) Systems for Cranes
More crane deployments for the terminal should lift demand for crane VFD systems used in electrical drive control.
78% confidencePort and crane equipment →Stands to benefitRubber-Tired Gantry (RTG) Cranes — Yard Equipment
A larger terminal buildout supports more yard-handling equipment demand, including RTG cranes.
Hop 2
Rubber-Tired Gantry (RTG) Cranes — Yard Equipment →Stands to benefitZPMC (Zhenhua Heavy Industries)
Advancing the Gulf Coast terminal project should raise RTG crane demand, and ZPMC's 38% share means it benefits the most from incremental orders.
81% confidenceRubber-Tired Gantry (RTG) Cranes — Yard Equipment →Stands to benefitMore terminal buildout implies more RTG crane procurement, and Konecranes' 27% share gives it a substantial upside.
78% confidenceRubber-Tired Gantry (RTG) Cranes — Yard Equipment →Stands to benefitHop 3
ZPMC (Zhenhua Heavy Industries) →Prices riseShip-to-Shore (STS) Quay Crane — Complete Unit
Advancing the Louisiana International Terminal should lift demand for ZPMC's dominant STS crane product, and with 72% share, low substitutability, and a 48-month replacement lead time, the market is likely to see upward price pressure.
64% confidenceLiebherr Container Cranes →Prices riseShip-to-Shore (STS) Quay Crane — Complete Unit
Advancing the terminal project should lift demand for STS quay cranes, and Liebherr's 12% share with an 18-month lead time makes a modest price increase on the crane input defensible.
60% confidenceChina →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
ZPMC (Zhenhua Heavy Industries)Konecranes plcMitsui E&S / PACECO Corp.SZ:002419Bromma (Kalmar)Liebherr Container Cranes Ltd.Liebherr Container CranesWireCo WorldGroup / CASARBridon-Bekaert Ropes GroupELME Spreader ABChina Baowu Steel GroupStinis Lifting EquipmentSiemens AGABB Ltd.MTDanfoss Drives (inc. Vacon)ELFHBBROST
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