The contract extension for about 250 terminal watchmen at the ports of Los Angeles and Long Beach expired at 5pm Pacific time on Wednesday, 4 November1.
The deadline had already been pushed back once, from 1 November, when the two sides signed the extension1, 3. ILWU Local 26 members had authorised a strike before that1. Their previous contract expired in July 2025, and they have worked under extensions since then1.
The Pacific Maritime Association (PMA), which bargains for the terminal employers, said negotiations would continue with the assistance of the Federal Mediation and Conciliation Service (FMCS)1. As of 8pm Pacific time on 4 November, neither the PMA, Local 26 nor either port had published a statement announcing a walkout or a new agreement.
What is still unknown
Three questions remained open: whether watchmen walked out, whether gates, yard work and vessel operations continued, and whether another extension was signed1. FreightWaves reported on Wednesday, before the deadline, that negotiations were still under way4.
Small union, wide reach
The PMA says watchmen make up only 2% of ILWU workers at the two ports1. But they are posted at terminals that handle roughly 85% of Long Beach cargo and 33% of Los Angeles cargo1. A stoppage could bring operations to a halt at eight terminals in the port complex1. The PMA says Local 26 provides security at six container terminals at the two ports3.
The bigger risk is sympathy action. The PMA expects other ILWU members to honour picket lines, which could stop vessel, yard and gate work at the affected facilities1. On 27 October the employer group warned that dockworkers and marine clerks were expected to stand with the watchmen, even though those groups have separate contracts and are not party to the dispute3.
The twin ports handled record volumes last month and together move about a third of US seaborne containerised goods3. In September they averaged 68,000 teu a day, according to figures cited by analyst Lars Jensen2.
Congestion is already here
Existing congestion is why even a short stoppage could spread quickly. About 35,700 containers were waiting for rail on Monday 26 October, including about 10,500 that had sat at terminals for nine days or longer, according to CargoTrans2.
Road capacity is about to tighten as well. The Vincent Thomas Bridge is due to close on 7 November for about 16 months, which could lengthen truck journeys through the complex2. Caltrans will shut the bridge to replace its deck and expects it to reopen in March 20285.
Rates are riding on it
Container rates from Asia remain high. East coast rates fell 6% in a week to about $9,900 per FEU, while west coast rates held near $8,300 per FEU, FreightWaves reported, citing Freightos4. Carriers are seeking increases of $2,000 to $3,000 per FEU for November, though forwarders doubt they will stick as space opens up4. Trans-Pacific prices remain about $5,500 per FEU above their pre-peak levels4.
Forwarders are not yet pushing customers to reroute. Dimerco advised clients to speed up container pick-up and delivery where possible and does not advocate alternative routings now, said Ted Chen, its ocean freight and trade compliance director6. AIT Worldwide Logistics said it has seen no significant shift in routing away from Los Angeles and Long Beach6. Woodland Group warned customers that disruption could reach vessel handling, gates and inland transport, depending on which terminals are affected and how long any action lasts6.