Originally Posted by
OpieTaylor
He was basically saying the world shipping fleet was already operating at Vmo, so any slow down cannot be “made up”.
This is likely the case. VLCC/ULCC are so costly nobody keeps much spare capacity just laying around (unless you're already in a big downturn with reduced demand).
Probably the only surge capacity available might be pulling ships out of overhaul early. Not even sure how practical that would be.