[bluGill]

Both of those are factors. There are other factors neither one of us knows about (even if you are in ocean transport - your competitors are doing things they are hiding from you until they happen). How they balance out is not something I know, someone in the field likely has a reasonably good idea despite not knowing everything.

[nonethewiser]

Right, there are a ton of factors. But it would be wrong to suggest that decreased US exports would push container prices up.