What a well written, gripping analysis! One of the most interesting plots was the Ocean Booking Volume Index... booking volume vanishes right around the start o

What a well written, gripping analysis! One of the most interesting plots was the Ocean Booking Volume Index... booking volume vanishes right around the start of Feb each year. I think this is about when Chinese New Year is celebrated. That's crazy!! Every year, booking volume collapses for a few weeks for Chinese New Year, bottoming out at less than 1/2 the minimum during the most recent early 2022 Shanghai lockdown.