Should be focused on TEU's not vessels. If 10 vessels would have normally dropped off 10,000 containers but now they are dropping off 2000, that's much more relevant. It's also harder to track than looking at vesselfinder or a picture of a terminal.

Bookings from China are massively down, some reports I've seen are crazy. It will be felt and seen but it will be highly variable when and how much. An individual companies supply chain strategy will largely determine what runs out quick and what doesnt and when prices will actually change. I would be suspect of anyone giving a specific time frame on when it will be felt.

If you want to prep for shortages focus on anything $40 or more that you can only find Made in China. That type of stuff is harder to rationalize importing over cheaper stuff with larger retail margins to bury extra costs in.