My guess would be that there must be something to do from an investing angle -- but also that industry insiders and specialists who look at such things dedicatedly and professionally would have already priced in or arbitraged anything far ahead of a layman's understanding and participation.

Join Flexport :)

Domestic commodities seem like a good investment near term.

By the time you ask and get an answer here, the market will already have priced in any opportunity that might be mentioned.

Most have already been priced in. Maersk, for example, is making money hand-over-fist, but their stock is up 250% since the pandemic started.

For sure shipping equities with exposure to freight rates like Maersk, and maybe other logistics equities, like railroads.