Aditya “Adi” Menon

We have to move around.

But all things considered,

People have been really receptive.

I think the markets understood the challenges.

Our clients have understood, you've gotta sail around the Cape, there's gonna be a different cost, there's gonna be a different time schedule.

People have been okay about that.

And of course, there's the other factor, which is, let's just say you use a general cargo vessel to shift something that needs gear.

And you go to a port that isn't serviced with cranes, shore cranes.

We recently did some work in Belém.

where the ship before us was delayed because they were waiting for a shore crane to come in.

And it was not easy to get the shore crane to Belem.

So they were delayed, delayed, delayed, cost, cost, cost, cost, cost, plus bringing the crane down, plus bringing.

So there are all these factors to consider.

And you're absolutely right.

I think there is going to be a lot of cannibalization by general cargo vessels.

But I actually think that shippers will need to make their calculations, as you were saying before, and look at all the variables and say, best case scenario, worst case scenario, mid-case scenario.

How much could this cost me either way?

And these are factors that keep Hank up at night because he ultimately needs to push the button on one solution.

And it's, I mean, Henk, you'll say, because I've not been your side of it, right?

We're the other side of it.