U.S. companies like Nike (NYSE: NKE ) and Peloton (NASDAQ: PTON ) recently made headlines calling out millions of dollars in shipping delay-related costs and product availability disruption. Relief checks from President Joe Biden's $1.9 trillion coronavirus stimulus package are expected to boost consumer demand and intensify such pressures. Within days, the race to reroute cargo could be on - pitting retailers against other industries for precious cargo space. British supply chain procurement partner OCI Limited Group Chief Executive Oliver Chapman said 134 containers of personal protective gear including gloves and masks eventually bound for organizations like England's National Health Service and New York's Northwell Health are on nine ships stuck behind the Ever Given.