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How One Port Strike Rewrote Global Supply Chains
Season 1
Episode 25
Published 1 month, 1 week ago
Description
In June 2026, the threat of a dockworker strike at the Port of Los Angeles and Long Beach sent shockwaves through global supply chains. Lucas and Luna unpack the cascade: retailers front-loading inventory, container rates spiking 40% in two weeks, and the quiet scramble to reroute cargo through Seattle and Vancouver. They zero in on a single decision by a mid-sized electronics manufacturer that reveals how modern trade is both hyper-efficient and terrifyingly brittle. No abstract macro — just the concrete mechanics of how one labor negotiation reshaped shipping patterns, warehouse utilization, and the cost of everything from blenders to bicycles.