Day 3 Port Strike
1. ILA President Daggett is/was expected to make a statement this morning at the picket line, but I can't find any media source if he did or not.
2. Both sides are close to an agreement on wages, and the USMX have agreed to hold on to the status of automation and semi-automation.
3. Ships are queuing up off the ports with more arriving.
4. The media is doing their usual smear job of Daggett so I would not believe everything that has been said about him. Ok, he lives like a king, but who cares. If one leader is corrupt, it's a sure sign many more are in the shipping/port industry. Daggett is the low man, a scapegoat for corporate interests & greed. Give the public a target to bitch about. We've all seen this a thousand times over. i.e. Donald Trump. No single person is ever at fault when it concerns the whole populace. The bureaucracy is more concerned with controlling people than helping people.
I can understand his POV, but like or hate it, a compromise will have to be done. It is believed his son will takeover once he steps down or dies.
Apparently, the high octane public backlash has hit some nerves...
1. ILA media strategy has been poor and drowned out by Daggett's statements. I did not realize till yesterday that this tough acting union boss is 78 years old!
2. They should announce they will continue to work US-flagged ships, that also take care of Puerto Rico and the military cargo on commercial ships.
3. They should have prepared a media package to better lay out & articulate their position and who exactly is the USMX.
4. The impact of automation in ports like Long Beach Container Terminal (LBCT) at Port of Long Beach, Calif. and TraPac & APM Terminals in Port of Los Angeles would help their case.
5. Only 7.3% of terminals WORLDWIDE are automated. (more about that below)
If that is true, then all the media flap & marketing window dressing videos pointing to the amazing futuristic automation in foreign ports like China, Singapore, Rotterdam, etc. are a corporate globalist fantasy.
For the United States Maritime Alliance, Ltd. (USMX):
1. Their media strategy was good, avoiding the limelight & focusing attention on Daggett.
2. Highlight the role of the ports during COVID and their successful negotiations on the West Coast by the Pacific Maritime Association (PMA).
![[Image: 8ZnjjdJ.jpg]](https://i.imgur.com/8ZnjjdJ.jpg)
3. Quantify US imports/exports through Gulf/East Coast ports
4. As of today, the USMX did not appear to believe that the ILA would strike after events on the West Coast and the other union actions in the US.
5. No visibility of the USMX leadership, President Paul De Maria - or any of the shipping CEOs.
6. The ILA had drawn attention to the issue in a way they could not without a Port Strike. They have to be careful about drawing it out too long and impacting the American populace. We may see ports back in operation by next week. Then again back in 1977 it lasted 45 days.
![[Image: tgCeFZf.jpg]](https://i.imgur.com/tgCeFZf.jpg)
![[Image: 9432jl2.jpg]](https://i.imgur.com/9432jl2.jpg)
2023 USMX Annual Report
![[Image: bIsvotq.jpg]](https://i.imgur.com/bIsvotq.jpg)
USMX rejects preconditions, calls for talks with ILA to end port strike
What % of the world's container terminal capacity is automated?
According to Port Economics, Management and Policy as of 2022, 7.3% of all container terminals and 12.2% of the total footprint is semi or fully automated. That's it. Pete Buttigieg prefers an increase in port worker wages even if it means higher costs for every American. Buttigieg also oversees the DOT Maritime Administration — the FAA of ship ports. I think the real issue of port efficiency is at the heart of the matter. The US Maritime Alliance (USMX) consists of port associations, direct employers & shipping lines. The majority of the Board are foreign: Evergreen (Taiwan), Ocean Network Express Holdings (Japan), CMA CGM (France), HAPAG (Germany), MSC (Switzerland), Maersk (Denmark), Ports America (100% owned by Canada as of 2021), & COSCO (China).
![[Image: U7F6TY0.jpg]](https://i.imgur.com/U7F6TY0.jpg)
The efficiency of US ports is not high. The Container Port Performance Index rates 405 world ports. The 3 largest on the US East/Gulf Coasts are: #99 Port NY/NJ, #327 Port Houston, #398 Port Savannah.
![[Image: ssuOy72.jpg]](https://i.imgur.com/ssuOy72.jpg)
The Container Port Performance Index 2023
The Bible so to speak on port operations:
![[Image: KvE7G2y.jpg]](https://i.imgur.com/KvE7G2y.jpg)
Port Economics, Management and Policy
According to a number of shipping port analysts they rely on this fellow:
Professor Jean-Paul Rodrigue, Dept of Maritime Business Administration, Texas A&M University at Galveston. Transport and logistics.
Here he is speaking to a local news reporter on the port crisis.
KBTX-TV 3 — KBTX First News at Four
Big shipping ports such as Singapore are having worse problems than our ports due to the high number of ships all backed up in the harbor bay due to the Red Sea disruption of shipping.
Disclaimer: I'm no cargo shipping nor port expert. Just sharing some info I gleaned over from those in this industry whom appear to publish worthwhile data. Another words, Not from mainstream media.
BTW, many on social media are fretting over his bling-bling watch, saying it is a Rolex white gold Submariner, which runs around $40K.
![[Image: lnZnQao.jpg]](https://i.imgur.com/lnZnQao.jpg)
It's not. Best guess is it's a polished stainless steel Invicta Pro-Diver with a blue face. Around $55 dollars.
Jack Black has a Rolex white gold Submariner.
![[Image: 9x7tDkD.jpg]](https://i.imgur.com/9x7tDkD.jpg)
If interested and you're on twitter here's some folks that appear to know the ins & outs of the shipping industry that you won't see in msm:
https://x.com/mercoglianos - former ship officer and host of the most popular maritime YouTube channel
https://x.com/maphumanintent - master logistician
https://x.com/FreightAlley - founder of Freightwaves transportation news
https://x.com/biancoresearch - the financial guru who understands ports and shipping.
https://x.com/JoshuaSteinman - port and ship security.
https://x.com/brentdsadler & https://x.com/TomDansCFA - ports, Navy and politics.
https://x.com/chigrl - Tracy Shuchart: Geopolitics and International Relations. Someone who understands global trade.
https://x.com/Josh_Young_1 - understander of oil trade.
https://x.com/supertrucker / https://x.com/LombardTrucking / https://x.com/lostisreed - the port truckers take.
https://x.com/stavridisj / https://x.com/JerryHendrixII / https://x.com/cdrsalamander / https://x.com/wardcarroll - the naval geopolitical considerations of trade.
https://x.com/vtchakarova - Velina Tchakarova: geopolitics and macro
https://x.com/Schizointel / https://x.com/vcdgf555 / https://x.com/ianellisjones - open source ship intel.
https://x.com/michaelgwaltz / https://x.com/SenMarkKelly / https://x.com/RepGallagher / https://x.com/RepGaramendi - congressional maritime caucus.
https://x.com/MorganOrtagus - ships and politics.
https://x.com/GordianKnotRay / https://x.com/supbrow - ships movements from China.
There's more, but who can keep up!
1. ILA President Daggett is/was expected to make a statement this morning at the picket line, but I can't find any media source if he did or not.
2. Both sides are close to an agreement on wages, and the USMX have agreed to hold on to the status of automation and semi-automation.
3. Ships are queuing up off the ports with more arriving.
4. The media is doing their usual smear job of Daggett so I would not believe everything that has been said about him. Ok, he lives like a king, but who cares. If one leader is corrupt, it's a sure sign many more are in the shipping/port industry. Daggett is the low man, a scapegoat for corporate interests & greed. Give the public a target to bitch about. We've all seen this a thousand times over. i.e. Donald Trump. No single person is ever at fault when it concerns the whole populace. The bureaucracy is more concerned with controlling people than helping people.
Quote:“We will never allow automation to come into our union and try to put us out of work as long as I’m alive,” Harold Daggett has said. But he has not detailed how he would achieve that in a new contract.
NY Times (Oct 3, 2024)
I can understand his POV, but like or hate it, a compromise will have to be done. It is believed his son will takeover once he steps down or dies.
Apparently, the high octane public backlash has hit some nerves...
Quote:Sources close to the union told gCaptain early this morning that the vitrol came as a shock to union leaders who were discussing backing down and taking the United States Maritime Alliance’s (USMX) latest deal.
“We could not imagine the hate and threats of violence against him and other top ILA leaders as attempts to end the current two-day strike helping his ILA membership navigate the first coastwide work stoppage in almost half a century,” said the ILA in a message sent to gCaptain. “Harold is sickened by these attempts to his attack his professional accomplishments as a union leader, and destroy the life he has built for him and his family in over many decades of toil and hard work.”
1. ILA media strategy has been poor and drowned out by Daggett's statements. I did not realize till yesterday that this tough acting union boss is 78 years old!
2. They should announce they will continue to work US-flagged ships, that also take care of Puerto Rico and the military cargo on commercial ships.
3. They should have prepared a media package to better lay out & articulate their position and who exactly is the USMX.
4. The impact of automation in ports like Long Beach Container Terminal (LBCT) at Port of Long Beach, Calif. and TraPac & APM Terminals in Port of Los Angeles would help their case.
5. Only 7.3% of terminals WORLDWIDE are automated. (more about that below)
If that is true, then all the media flap & marketing window dressing videos pointing to the amazing futuristic automation in foreign ports like China, Singapore, Rotterdam, etc. are a corporate globalist fantasy.
For the United States Maritime Alliance, Ltd. (USMX):
1. Their media strategy was good, avoiding the limelight & focusing attention on Daggett.
2. Highlight the role of the ports during COVID and their successful negotiations on the West Coast by the Pacific Maritime Association (PMA).
3. Quantify US imports/exports through Gulf/East Coast ports
4. As of today, the USMX did not appear to believe that the ILA would strike after events on the West Coast and the other union actions in the US.
5. No visibility of the USMX leadership, President Paul De Maria - or any of the shipping CEOs.
6. The ILA had drawn attention to the issue in a way they could not without a Port Strike. They have to be careful about drawing it out too long and impacting the American populace. We may see ports back in operation by next week. Then again back in 1977 it lasted 45 days.
2023 USMX Annual Report
USMX rejects preconditions, calls for talks with ILA to end port strike
What % of the world's container terminal capacity is automated?
According to Port Economics, Management and Policy as of 2022, 7.3% of all container terminals and 12.2% of the total footprint is semi or fully automated. That's it. Pete Buttigieg prefers an increase in port worker wages even if it means higher costs for every American. Buttigieg also oversees the DOT Maritime Administration — the FAA of ship ports. I think the real issue of port efficiency is at the heart of the matter. The US Maritime Alliance (USMX) consists of port associations, direct employers & shipping lines. The majority of the Board are foreign: Evergreen (Taiwan), Ocean Network Express Holdings (Japan), CMA CGM (France), HAPAG (Germany), MSC (Switzerland), Maersk (Denmark), Ports America (100% owned by Canada as of 2021), & COSCO (China).
The efficiency of US ports is not high. The Container Port Performance Index rates 405 world ports. The 3 largest on the US East/Gulf Coasts are: #99 Port NY/NJ, #327 Port Houston, #398 Port Savannah.
The Container Port Performance Index 2023
The Bible so to speak on port operations:
Port Economics, Management and Policy
According to a number of shipping port analysts they rely on this fellow:
Professor Jean-Paul Rodrigue, Dept of Maritime Business Administration, Texas A&M University at Galveston. Transport and logistics.
Here he is speaking to a local news reporter on the port crisis.
KBTX-TV 3 — KBTX First News at Four
Big shipping ports such as Singapore are having worse problems than our ports due to the high number of ships all backed up in the harbor bay due to the Red Sea disruption of shipping.
Disclaimer: I'm no cargo shipping nor port expert. Just sharing some info I gleaned over from those in this industry whom appear to publish worthwhile data. Another words, Not from mainstream media.
BTW, many on social media are fretting over his bling-bling watch, saying it is a Rolex white gold Submariner, which runs around $40K.
It's not. Best guess is it's a polished stainless steel Invicta Pro-Diver with a blue face. Around $55 dollars.
Jack Black has a Rolex white gold Submariner.
If interested and you're on twitter here's some folks that appear to know the ins & outs of the shipping industry that you won't see in msm:
https://x.com/mercoglianos - former ship officer and host of the most popular maritime YouTube channel
https://x.com/maphumanintent - master logistician
https://x.com/FreightAlley - founder of Freightwaves transportation news
https://x.com/biancoresearch - the financial guru who understands ports and shipping.
https://x.com/JoshuaSteinman - port and ship security.
https://x.com/brentdsadler & https://x.com/TomDansCFA - ports, Navy and politics.
https://x.com/chigrl - Tracy Shuchart: Geopolitics and International Relations. Someone who understands global trade.
https://x.com/Josh_Young_1 - understander of oil trade.
https://x.com/supertrucker / https://x.com/LombardTrucking / https://x.com/lostisreed - the port truckers take.
https://x.com/stavridisj / https://x.com/JerryHendrixII / https://x.com/cdrsalamander / https://x.com/wardcarroll - the naval geopolitical considerations of trade.
https://x.com/vtchakarova - Velina Tchakarova: geopolitics and macro
https://x.com/Schizointel / https://x.com/vcdgf555 / https://x.com/ianellisjones - open source ship intel.
https://x.com/michaelgwaltz / https://x.com/SenMarkKelly / https://x.com/RepGallagher / https://x.com/RepGaramendi - congressional maritime caucus.
https://x.com/MorganOrtagus - ships and politics.
https://x.com/GordianKnotRay / https://x.com/supbrow - ships movements from China.
There's more, but who can keep up!
"It is hard to imagine a more stupid or more dangerous way of making decisions than by putting those decisions in the hands of people who pay no price for being wrong." – Thomas Sowell
