Tropical Storm Gordon’s U.S. landfall on September 4 caused temporary closures at the ports of Gulfport and Mobile. That was only the second major mainland storm so far this season and marks a contrast to worse disruptions in China (Typhoon Maria) and Japan (Jebi). It’s possible that more significant storms than Gordon may yet arrive to disrupt peak season shipping into the U.S. The two ports have seen an acceleration in shipments this year with Mobile hitting a record high in July after a 32% rise in traffic vs. a year earlier following a decline in 2Q. The largest users of the...