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n1ck90z OP t1_je0ojgx wrote

Shipping costs went higher during covid and so did consumer prices for chinese products as consequence. Now data shows shipping costs are down to precovid levels but consumer prices are not. This means that the difference in shipping price became profit for someone. The question was which companies are taking these profits because i would expect them to do well in the short/mid term

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Environmental-Ad4090 t1_je1r6id wrote

Shipping is just one factor in the supply chain you have to look at the whole supply chain

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