Bananas are supposed to ripen during the week they're in transport. So if it lasts a week, it could be OK. If it lasts 2 weeks, vessels will be stuck in ports outside US, and they will return to Asia, which will push up frate rates. ... There's not enough room in the Canadian and Carribean ports to handle this cargo.
Houthis in the Red Sea attacks means you need 15% more vessels to sail the same route. If the Red Sea crisis hadn't happened, the excess vehicles that would have been available would have meant this strike wasn't as effective, but there's less slack because less vessels.