This says that PC can take 96% of the world's shipping vessels.
Somehow I have doubts about your claims about Asia not being able to use FL ports and only use CA ports.
I didn't realize they enlarged the locks in 2016. Still a logistical nightmare to route to FL but more possible than I figured.
You ever figure if a lot of spending is going to build microchip fabrication back to the U.S. A 5nm fab lab has to cost billions of dollars to make, plus all the IP methodology etc. Granted the yield on that would likely be worth it.
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