Port Congestion Ties Up 12% of Global Container Shipping Capacity
Severe port congestion is constraining global container shipping capacity, slowing movement of traded goods.
Source →The trace
How it reaches your house.
Starting from Shipping containers, 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
Singamas Container Holdings →DelaysISO Corner Castings (Malleable Iron)
Port congestion is absorbing vessel capacity and worsening schedule reliability, so Singamas's shipped corner castings are likely to arrive later; the effect is moderated by only 5% share and some substitutability.
69% confidenceCIMC (China International Marine Containers) →DelaysISO Corner Castings (Malleable Iron)
Global port congestion can slow inbound ocean moves, and this is CIMC's largest, hardest-to-replace input, so delivery timing is likely to stretch materially.
64% confidenceCIMC (China International Marine Containers) →DelaysHop 2
Tropical Hardwood / Bamboo Composite Floor →DelaysThis node has a critical 0.82 dependency on shipping containers, so port congestion directly delays container availability and movement.
92% confidenceISO Corner Castings (Malleable Iron) →DelaysISO corner castings are a critical input to shipping containers, so port congestion that slows traded-goods movement can stretch inbound lead times and delay container output.
91% confidenceTropical Hardwood / Bamboo Composite Floor →DelaysHop 3
China →Shortage riskChina supplies 98% of gallium, so congestion at Chinese ports can materially constrain gallium availability to downstream buyers.
97% confidenceChina →Shortage riskWith 95% of supply coming from China, port congestion there can tighten terbium shipments and create a shortage downstream.
96% confidenceChina →DelaysBecause substantially all third-party suppliers and manufacturers are located in China and nearby foreign countries, congestion in China can directly delay e.l.f.'s product flow.
Hop 4
Terbium (Tb) Metal →DelaysTerbium metal is a critical input to rare earth magnets, so shipping delays in Tb metal propagate directly into magnet production.
92% confidenceTerbium (Tb) Metal →DelaysChina accounts for 95% of terbium metal supply, so severe port congestion delays the bulk of shipments from that source.
86% confidenceROSS STORES, INC. →Shortage riskRoss Stores is a major customer of G-III, and G-III disclosed that sales to Ross Stores were 11.0% of net sales, so port-congestion-driven disruption at Ross can reduce or delay G-III's order flow and revenue.
Where it lands
What you buy, and what you own.
Goods you buy
Shipping containers · Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.