0942 GMT - The strike by U.S. East Coast and Gulf Coast dockworkers has halted half of the country's ocean shipping and is likely to impact some European aerospace and defense companies as component deliveries are delayed, Jefferies analyst Chloe Lemarie writes. The bank expects the strike to have a negative impact on Airbus, with the Mobile and possibly Montreal final assembly lines affected, while engine deliveries will also be a key concern although air transport could be an alternative. Deliveries of some Boeing 787 fuselage sections from Leonardo should also be impacted, but Jefferies says 787 production has already been slowed amid existing supply chain shortages. (dominic.chopping@wsj.com)
(END) Dow Jones Newswires
October 02, 2024 05:42 ET (09:42 GMT)
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