The U.S. port strike, which is bringing disruption to the shipping industry, could benefit air-delivery stocks, analysts say. The strike by the International Longshoremen’s Association is affecting U.

"The longer this goes, the more the impact scales, and really it starts to scale exponentially," Stifel analyst Bruce Chan said of the port strike.

Shelby McFaddin, an investment analyst at Motley Fool Asset Management, spoke with Quartz for the latest installment of our “Smart Investing” video series.

A port strike seems to be on the horizon, and Wall Street is quickly calculating possible winners and losers. Bargaining for a new six-year contract between dockworkers, represented by the International Longshoremen’s Association,

Key Takeaways FedEx shares advanced on Monday as analysts said a likely labor action by dockworkers could lift demand for air freight.Members of the International Longshoremen’s Association are reportedly planning to go on strike beginning at midnight,

As a massive dockworker strike leaves billions of dollars worth of cargo stranded near U.S. ports, companies that transport cargo by air could stand to benefit. The supply chain logistics platform Flexport is telling their by-sea clients to consider the skies instead.

FedEx ($FDX) is in the news recently, with speculators chasing FedEx stock higher. That could prove to be a dangerous venture, however. FedEx has