Question for my manufacturing & logistics heads:
Will global shipping capacity increase more than or less than global GDP over the next ten years?
Let me know here - I'd love to hear (and share, if appropriate) your thoughts in @the_prepared next week.https://docs.google.com/forms/d/e/1FAIpQLSdYvpWXAqBSFW2HZeapQqbi1Yy6ZqyBNpiS1x-HUD6fc0Q_nw/viewform?usp=sf_link …
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We already have too much capacity so I would guess that it will grow slower.
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That assumes a level of rationality in buying decisions that carriers haven't always exhibited - partly because the lead time from order to delivery of ships in out of sync with market swings
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