Meanwhile in #suplychain #logistics, the production of #containers has sharply declined as global trade continues to be constrained & a surplus of containers sits at ports around the world.

Whether this is a lead or lagging indicator is an interesting Q.: does it merely reflect a previous surge & now over-capacity in containers ready to be used, or does it reflect worsening expectations for global trade?

Or given these are 20ft containers, does it relfect a swing back to larger 40ft units?