“Zero hedge - liars.”
I could not open your link without a login.
I note that the link includes a date from a year ago, and the article is about what has happened since then.
I went to his link and to got the same subscription window. I did see a couple of articles talking about rising shipping capacity. That’s not necessarily a good thing as it may indicate falling freight orders, or miscalculation in amount of equipment needed to service customers.