Subject
Container lines > more ships
Quote from Video
Liner operators want more tonnage to take advantage of disruptions even if they suffer multi-year losses which are manageable due to COVID cash cushion. As you cause these disruptions, you do need more ships. If you can't go through the Red Sea, if you can't go through the Persian Gulf, you're going to need more ships.

“Liner operators want more tonnage to take advantage of disruptions even if they suffer multi-year losses which are manageable due to COVID cash cushion. As you cause these disruptions, you do need more ships. If you can't go through the Red Sea, if you can't go through the Persian Gulf, you're going to need more ships.”