They will not increase the supply of ships because of the lead time involved. If they could add one tomorrow, sure.. but they can’t. Bringing a ship online take

They will not increase the supply of ships because of the lead time involved. If they could add one tomorrow, sure.. but they can’t. Bringing a ship online takes months, to years depending on how “off the plan” the design is. It’s not going to fit into their modelling or be relevant to the current global situation which from what I can tell is mainly constrained by containers not container ships. Repurposing existing container capable ships is valuable but beyond that it’s not helpful due to the rapidly increasing volatility of the available container supply. If there aren’t enough containers there’s no point adding ships that will need to be deprecated over a decade or more. Ergo… no new ships.