Here is what I said last month….”The flow of containers from Asia is likely to get more expensive.”   Now comes evidence of a potential countervailing force…lots of Mega-container ships are coming online soon.  COSCO, the fourth largest shipping company,  is adding 17 ships next year, with MSC and CMA CGM  (second and third biggest operators, respectively) starting to get deliveries of these giant container carriers in 2019.   In total, there are 60 mega ships on order to be delivered by 2020.