>I think the fake 'inflation' we are seeing There is going to be an excess supply shock in first quarter of q4. Most of the suppliers are over stocked up to su

>I think the fake 'inflation' we are seeing There is going to be an excess supply shock in first quarter of q4. Most of the suppliers are over stocked up to such an extent and most 3PLs are over capacity and unable to take up any new clients. And not sure how "fake" the inflation is. The cost of container from china was $1k before pandemic. Now its $10k-$20k. Though rates are falling back its not enough https://www.statista.com/statistics/1250636/global-container-freight-index/ https://www.statista.com/statistics/1250636/global-container...