In Deep Ship: What's Really Driving The Supply-Chain Crisis — Michael Every and Matteo Iagatti of Rabobank

Longish, but worth a read in light of current conditions. 

Not just the pandemic effect.

And shipping pretty much equals global trade given the bulk of goods involved. It is a weak link in the global system and that is showing up now.

Zero Hedge
In Deep Ship: What's Really Driving The Supply-Chain Crisis
Michael Every and Matteo Iagatti of Rabobank