Aditya “Adi” Menon

You know, we didn't want to see them go.

And things have changed.

So we had a really good year in 2021, 2022.

They were great years.

After COVID, things were moving.

But cleverly, most carriers have only built what they need.

So I think it's going to be interesting what's going to happen over the next couple of years.

But for us,

We're confident that if people keep their heads on their shoulders, if people are careful, if we don't go mad and start building ships all over the place and mess with the market and suddenly we're in a position where Henk can get a better rate,

but he can't get the service because everyone is squeezed to the point that they're not delivering what he needs.

And that's what nobody wants.

Same as you, Addy.

You don't want to rely on a carrier who gives you the rate, but then you're stuck because they don't perform.

Because that's going to put you in a position with your client and everyone along the supply chain is messed up.

We don't need that.

So I think it's striking that right balance.

I think, I just echo what the guys say.

I can't follow that with anything more subjective.

It's

We've seen the worst of humanity come out, I think, in 2025.