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Can anyone fill in some of the macro view?

Why are imports (seems to be many/most routes, worldwide) so high, in general? I get the speculation on restocking/stockpiling vs consumer demand, and how there may be a feedback loop here.^

Before that though...? What are we transporting more of? Why? I'm confused.

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Retailers stopped stocking when things shut down. An example is rental car companies selling off parts of their fleets. Now that things are opening back, they are anticipating demand and attempting to meet it.

So... that's the "restocking" part. If I understood the article, the restocking part of the story is a little more speculative, and short lived. Underlying that is a >10% increase in consumer demand... possibly more in some (non-US) markets.

I don't understand why.

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