“The lower the supply, the higher the price. Ultimately it’s the consumer that pays for this,” Pitsikoulis said Monday by phone.

Canada implemented new rules on Saturday that require border agents to turn away unvaccinated U.S. truckers, a move industry executives warned could slow down supply chains that are already under stress. Canadian truckers who can’t show proof of vaccination will be required to quarantine when they re-enter the country from the U.S.

Shipping is expected to get disrupted in both directions, with the U.S. set to impose its own vaccine mandate on foreign travelers Saturday. Only 50% to 60% of U.S. truckers are vaccinated, according to an estimate from the American Trucking Associations.