If I'm reading the article correctly, the situation described is almost the opposite. Large companies, due to their scale, are building capacity on new project

If I'm reading the article correctly, the situation described is almost the opposite. Large companies, due to their scale, are building capacity on new projects rather than buying into capacity on existing ones. If new essential infrastructure is being built by new entrants with diversified providers, diverse routes, and improved technologies it seems like a sign of a healthy market.