From a supply chain view, has and is the story about container line performance, not costs?
Shipping is a derivative of inventory movement. The past 2+ years exposed a weakness in that supply chains are designed and operate based on costs.
It continues as the excess inventory showed. New E2E supply chains designed on performance and adaptability are needed. It drives out inefficiency that increases costs and prices.
The new supply chain drives changes in shipping.
There is no moving back to pre-Covid "normal". Continuous disruption is part of the new and moving normal with geopolitical, climate change, and labor. The new supply chain reality.
IMHO
