The container shortage has nothing to do with trade imbalances. Those existed already before, yet we only had container shortages around Chinese New Year. Now is different, Chinas Covid lockdown resulted in almost no shipments to Europe and the US (I am not that familiar with the Asia US business). That meant a container shortage for exports from the EU, which resulted in less containers at these destinations. Then China opened up again, while the rest of the world went into lockdown. Add to that Chinese new year, crazy demand changes (e.g. wood from everywhere to China and the US), disruptions caused by Covid and you have containers all over the place. Just not where they usually are supposed to be. And containers where already less available before Covid compared to 5 years ago. That'll take a while to sort out. More, much more, than I guessed a year ago.