Vessel congestion at the port of Oakland increased over the past week as trucker
protests against California’s Assembly Bill 5 (AB5). If protests continue into
this week, vessel queues will lengthen further as carriers will not be able to
divert cargo already loaded for Oakland at short notice. However, as Oakland
accounts for less than 8% of total container volumes in the US West Coast, the
impact will not significantly affect overall North American congestion unless
the protests spread to Los