The Shanghai lockdown isn’t following the same supply chain script as the big Chinese disruptions of 2020 and 2021.
The debate heats up on whether this is the beginning of the end of container shipping’s bull run.
Congestion could go from bad to worse as liners steer a record number of container ships toward East Coast ports.
Trans-Pacific traffic snarl is bicoastal: More container ships waiting off Shanghai and Ningbo than Southern California.
Container ships in the congestion-plagued trans-Pacific trade have stepped on the gas, with some vessels now topping 20 knots.
Decision to secure dedicated vessel highlights unprecedented strength of container shipping and risks faced by importers.
Liner delays put billions in inventory and assets on hold, leading to more efforts to quantify impact.
