"In the longer term, the theory is sound, but in the short term, I would be extremely cautious."

—BCG's Peter Ulrich on a prediction that Panama Canal expansion will increase the East Coast's share to 50%

Reuters spoke with BCG's Peter Ulrich about the long-term benefits that the expanded Panama Canal will bring to the East Coast. They cited How the Panama Canal Expansion is Redrawing the Logistics Map, which found that coast ports could reach parity with West Coast terminals by 2020.

Reuters