A-Choice
物流行业亚甄研究院 · 2026年10月30日

250人能停掉半个港区:美西双港罢工倒计时叠加3.5万箱铁路积压,发美西内陆的货先做三件事

洛杉矶-长滩双港约250名码头安保人员已投票批准罢工,合同延期11月1日到期,其值守码头承载两港过半货量;叠加35,688个进口集装箱在等火车、超万个滞留九天以上,11月7日港区大桥还将封闭维修。发美国内陆的货主本周要按铁路、拖车两条线分开处置,并盯住两个关键时点。

250人能停掉半个港区:美西双港罢工倒计时叠加3.5万箱铁路积压,发美西内陆的货先做三件事

美国最繁忙的洛杉矶-长滩双港正在进入一个敏感窗口。代表资方的太平洋海事协会10月27日证实,国际仓储与码头工人联合会下属Local 26的约250名码头安保人员已投票批准罢工,现行合同延期到太平洋时间11月1日下午5点到期,这是工会最早可以合法停工的时点。据《商业杂志》10月29日报道,谈判仍在联邦调解员主持下进行,截止时点可能推迟到11月4日前后。这批安保人员只占两港ILWU人力的约2%,但他们值守的八个码头(包括APM、LBCT、TTI以及SSA旗下多个泊位)承载着长滩港约85%、洛杉矶港约33%的作业量。一旦停工,其他码头工人大概率不会穿越纠察线,船舶靠泊、堆场和闸口作业可能同时停摆,波及的货量超过双港总量的一半。

更麻烦的是,罢工风险压在一个本已淤塞的内陆疏运系统上。截至10月26日,双港共有35,688个进口集装箱在等火车,其中10,562个已滞留九天以上;洛杉矶港情况更重,19,626个等铁路的箱子里有41%滞留超过九天,长滩为15%。9月双港铁路中转箱平均在场7.19天,比8月的6.75天继续拉长,而拖车自提平均只要3.18天。9月双港合计吞吐204万TEU创下月度纪录,旺季货量冲高叠加南加州铁路车皮紧张,联合太平洋等铁路公司已收紧车皮投放。雪上加霜的是,连接港区的文森特-托马斯大桥11月7日起将封闭维修,日均五万多辆车通行的大桥转向绕行,集卡周转还会进一步变慢。

对从中国发美国内陆的货主来说,比如芝加哥、孟菲斯、底特律这些铁路直达腹地,现在的风险不是没有舱位,而是柜子下了船出不来。双港承担全美海港集装箱量约三成,一旦码头停摆,堆存费、滞箱费按天累积,而延误责任很难在事后划清。结合A-Choice这边的操作经验,这个节点上有三件事建议马上做。

第一,按内陆交付方式分流处置。铁路中转的柜子优先核对免费堆存期和最后提柜期限,把11月上旬到港、目的地在美中部的货列为一级风险;能改拖车直提的改成拖车,目前拖车箱的平均在场时间只有铁路箱的四成多一点。时间敏感的货可以考虑改挂奥克兰、西雅图-塔科马等美西北口岸,船公司如果发布应急改挂方案,改港申请宜早不宜晚。

第二,把责任条款写清楚再发货。罢工和封桥处在不可抗力认定的争议地带,滞港费、滞箱费由谁承担,要在订舱确认和内陆运输委托里写明;已发运的在途货,现在就与收货人对好提柜计划,避免到港后货代、船司、收货人三方互相等待,白白烧掉免费期。

第三,盯住两个时间点:11月1日下午5点和11月7日大桥封闭。媒体报道提示罢工时点可能推迟到11月4日前后,但推迟不等于取消,11月第一周应每天核对双港码头公告。即便罢工落地后几天内解决,被压住的三万多个柜子疏解也需要时间,四季度美西内陆段的交期预算应该整体再放宽一周左右。

这一次的教训值得记下:250人能撬动半个港区,靠的不是人多,而是码头作业高度集中加上其他工会会员不越过纠察线的行业默契。对发货人而言,风险管理的关键从来不是预测罢工会不会发生,而是提前想清楚三个问题:货现在在哪里,额外费用谁付,替代路线是什么。答案写在合同里,比写在应急预案里更可靠。

English Version / 英文版

250 Workers Could Halt Half a Port Complex: LA-Long Beach Strike Deadline Meets a 35,000-Container Rail Backlog

The busiest container gateway in the United States is heading into a sensitive window. The Pacific Maritime Association confirmed on October 27 that roughly 250 port security guards from ILWU Local 26 have voted to authorize a strike, with their current contract extension expiring at 5 p.m. Pacific Time on November 1 - the earliest date the union can lawfully walk out. According to the Journal of Commerce on October 29, talks are continuing under federal mediation and the deadline may slip toward November 4. The guards represent only about 2 percent of the ILWU workforce at the two ports, but the eight terminals they staff - including APM Terminals, LBCT, TTI and several SSA facilities - handle roughly 85 percent of Long Beach's cargo and 33 percent of Los Angeles'. If they stop, the rest of the workforce is expected to honor their picket lines, potentially halting vessel, yard and gate operations at facilities that move more than half the complex's total volume.

The strike risk lands on an inland distribution system that is already silted up. As of October 26, 35,688 import containers were waiting for trains across the two ports, and 10,562 of them had been sitting for nine days or longer. Los Angeles is worse off: 41 percent of its 19,626 rail-bound boxes had waited more than nine days, against 15 percent at Long Beach. In September, rail-bound imports averaged 7.19 days on terminal, up from 6.75 days in August, while containers trucked out directly averaged just 3.18 days. The two ports handled a combined 2.04 million TEUs in September, a monthly record, and railcar shortages in Southern California have prompted carriers such as Union Pacific to tighten equipment deployment. Adding to the strain, the Vincent Thomas Bridge - a key port access route carrying more than 50,000 vehicles a day - closes on November 7 for extended repair work, which will further slow truck turnarounds.

For shippers moving cargo from China into the US interior - Chicago, Memphis, Detroit and other rail-served markets - the binding constraint right now is not vessel space but getting boxes off the terminal once they discharge. The twin ports handle about 31 percent of all US seaport container traffic. If terminals shut, storage and demurrage charges accrue daily, and responsibility for the delay is hard to assign after the fact. Based on how we manage such situations at A-Choice, there are three things worth doing immediately.

First, triage by inland mode. For rail-bound containers, verify free time and last free day now, and flag any cargo arriving in early November with a Midwest destination as top priority. Where possible, switch to local trucking - trucked boxes currently dwell at barely 40 percent of the time rail-bound ones do. For time-sensitive freight, consider routing via Oakland or Seattle-Tacoma instead, and if carriers publish contingency gateway options, apply for a change of port sooner rather than later.

Second, put responsibility in writing before the cargo moves. Strikes and bridge closures sit in contested territory when it comes to force majeure, so who pays for storage and demurrage should be spelled out in the booking confirmation and inland haulage instructions. For cargo already on the water, agree the pickup plan with consignees now - after arrival, a standoff between forwarder, carrier and consignee burns through free time for everyone.

Third, watch two dates: 5 p.m. on November 1, and the bridge closure on November 7. Reporting suggests the strike timing may slip to around November 4, but a delay is not a cancellation. Check terminal notices at both ports daily through the first week of November. Even if a walkout is resolved within days, clearing a backlog of more than 35,000 boxes will take time, so inland transit budgets for the US West Coast this quarter should carry an extra week.

The broader lesson is worth keeping: 250 people can leverage half a port complex not because they are numerous, but because terminal operations are concentrated and the rest of the workforce honors picket lines by long-standing custom. For shippers, the point of risk management has never been predicting whether a strike will happen. It is knowing in advance three things about your own cargo: where it stands, who pays if it stalls, and what the alternative route is. The best place for those answers is the contract, not the contingency plan.

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