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[opinionated]

At least thats what my brain said... anyone have further thoughts? Some companies in this chain are going to rake it in.

[qqqqtrdr]

Sounds like they are giving preference to certain shipping cargo..   The more expensive cargo is being shipped instead of less expensive cargo....      I can see how LA ports could be at capacity fulfilling US orders since Europe is in the Doldrums right now...       Raw material prices are going up in the US which means more shipping of Raw materials to the US especially with the housing boom happening here due to low interest rates a Millennials finally leaving their parents basement.        BDRY is a play that can be played which constitutes cost of shipping containers, but it is really a problem with LA capacity to unload product and not a world-wide phenomena.     With that said many tankers and ships have been retired and not yet replaced with new state of art ships...           I would say look at the shortages or product and buy related stocks and etfs related before they rise...     I'm currently in SOXX for the chip shortage...   Yes semiconductor profits might not be as good as they can be, but they have the chance of improving as they build more capacity...      Once people go back to work, many of the workers will need new computer hardware which should create a buying of new hardware....      For my job, I ordered a new computer in November and they have not been able to provide one yet due to supply issues of computer equipment to build the machine....