Julie Su Delivered: Seroka on West Coast Contracts

The transcript covers a range of topics including a labor agreement reached with the help of Acting Labor Secretary Julie Sue, the impact of market share decline on the West Coast, and the challenges in regaining lost cargo. It also discusses the nomination of Julie Sue for Labor Secretary, the state of supply chains and truck driver recruitment, and the complexities of US-China trade relations amid geopolitical tensions.

What percentage of cargo has shifted away from the West Coast ports, prompting a need for strategic efforts?

• 15%

• 10%

• 25%

• 20%

What is the expected timeline for some shippers to return their cargo to the West Coast?

• 20-25 days

• 10-15 days

• 30-45 days

• 50-60 days

What has been a significant factor in the slow first half of the year for cargo volumes?

• Weather disruptions

• Increased shipping costs

• High inventory levels

• Low consumer demand

What role did Julie Sue play in the recent labor negotiations?

• She was an observer

• She led the negotiations

• She provided logistical support

• She was not involved

What is a major concern regarding the supply chain, particularly in the context of labor?

• Shortage of port facilities

• Shortage of warehouse space

• Shortage of shipping containers

• Shortage of truck drivers

What is the relationship between the US and China described as in terms of trade?

• Occasionally cooperative

• Inextricably linked

• Frequently hostile

• Completely independent

What strategy is being considered to manage the US-China trade relationship?

• China plus one strategy

• Trade embargo

• Complete decoupling

• Increased tariffs