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JBS, Treasury Wine May Pay if DP World’s Australian Strike Action Worsens

Ags - Meat/Dairy 165 Australia 95 Cons. Discr. - Durables 212 Consumer Staples 506 Corp - Ports 733 Mode - Containerized 1133 Mode - Seaborne 1440 Strikes 35 Theme - Disasters 81 U.S. 3976

DP World’s Australian ports are facing worse labor relations with the Maritime Union, raising the prospect of renewed strikes. That will have an impact on supply chains that use containerized freight shipments and could be a significant issue for perishable goods such as meat, conditions-sensitive products including wine and for integrated supply chains including packaging. The strikes also come after devastating fires may also have damaged supply chains in Australia. Shipments to the U.S. illustrate the potential problem, with containerized exports to the U.S. from the ports affected by...

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