The Trillium Dollar Question Everybody Wants to Know

The world's available cargo capacity lies in the belly of passenger planes. Without people flying as much as they used to, that means there's less supply and air freight rates have gone through the roof. In so doing, people have shifted their mode of transport towards shipping. That in turn has led to a log jam in the system which is why you're seeing, in part, things going on in the port of los angeles. So that log jam ultimately needs to unwind itself at some point in the next, in the next six to 12 months.