The re-opening of America has not been fully factored in as it relates to the velocity of ocean freight imports. Steve introduces viewers to a new way of looking at how we surge from 450,000 containers a month ex China to 550,000 or more in Q3. Gary Vaynerchuck recently addressed how a hybrid model of returning to the work office a few days a week might be the predominant model. If that occurs, except companies to do all they can to make workers uber productive (new chairs, desks, accessories, computers). Same hold true with back to school clothing and accessories. We have not seen the entire teeth of the Containergeddon beast.

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