News from a biggie

Container biggie AP Maersk reported Q2 2022 results recently.
Q2 2022 numbers weaker suggesting consumer confidence is weakening and bottlenecks at ports.

Hmm! But wouldn’t the second item be a positive for the container shipping sector?

Quite jumbled–
The Copenhagen-based company confirmed forecast-beating second-quarter numbers announced on Tuesday, when it also raised 2022 profit guidance as congested global supply
chains that have boosted freight rates persist longer than expected.…

My guess is, port bottlenecks is a positive for a certain level. But once it exceeds that level it flips to being a negative