I mean, the issue with Chinese shipping capacity is definitely covered in the article. The BDI result being discussed is about a sharp and protracted drop that

I mean, the issue with Chinese shipping capacity is definitely covered in the article. The BDI result being discussed is about a sharp and protracted drop that's not aligned with China's production. So the question: how do we reconcile these two things? Chinese capacity doesn't explain the drop, but BDI doesn't match the core "containers shipped" data you cite. Is Los Angeles' shipping somehow exceptional? Or is something else going on?