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.

US dockworkers have gone on strike after the International Longshoremen's Association (ILA), representing 45,000 port workers, failed to secure a new contract with the United States Maritime Alliance (USMX) before the September 30 deadline.

Shipping giant FedEx says it has launched contingency plans in order to minimize the impact of a union dockworker strike impacting dozens of U.S. ports.

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

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