Everyone is extremely focused on the balancing act: demand dropping due to the Chinese lockdown and the resultant blank sailings, but then also the injection of new services over the past 12 months, combined with what will happen with deployed capacity during peak season. Adding complexity to this is the port congestion and congestion-induced delays, as well as fear over the union contract negotiations with the ILWU in the US, which makes an early peak season all the more likely for importers i.e. importers starting early and getting a head-start to avoid getting crowded out with delays in Q3. Do we see any evidence of it? (....)