[pepsionice]

About a decade ago....Amazon went to contracting their ships/planes for ‘goods’. They can arrange their port selection (avoiding Long Beach). So I don’t think you can find much on delays within their system.

Third quarter 2021....Wal-Mart started doing the same thing...contracting their vessels.

I think the ‘big boys’ saw this coming already in the summer of 2021.

[PeterPrinciple]

Third quarter 2021....Wal-Mart started doing the same thing...contracting their vessels.

I think the ‘big boys’ saw this coming already in the summer of 2021.

---

This is a realignment of business, taking out some middle men and investors? More centralization.

But there will also be unintended consequences and opportunities for small business..;