U.S. containerized imports show no sign of letting up as the second quarter begins. On the contrary: Consumer demand is strengthening in the wake of fiscal stimulus and falling inventories that necessitate even more restocking, reports Freight Waves.
Inventory restocking tailwindsThe biggest risk to Q2 container-shipping volume is not demand for goods, it’s transport supply.
Fallout from the Suez Canal accident will constrain vessel and container-equipment availability, leading to longer delays....
https://mfame.guru/why-q2-boxship-volume-risk-is-not-demand-but-supply/