S&P Global's Kapoor on Shipping Industry

The video discusses the current state and future outlook of global supply chains, highlighting the normalization of supply chains, the impact of global recession risks, and the challenges faced by the shipping industry. It also examines China's demand and reopening, geopolitical tensions, and the concentration risks in supply chains. The video concludes with an industry outlook, predicting a return to trend rates and a decrease in earnings for shipping companies.

How has the reopening of China affected global demand according to the text?

What is the expected trend for demand and supply in the shipping industry over the next few years?