I can answer at least part of that question. I can't speak to the production of containers, but I can speak to the availability of containers.
What we saw is that when you're paying.... Your shipping line's earning $10,000 for the front-haul to North America, and you're only getting a tiny fraction of that for whatever cargo you're taking back from Canada. There's a huge financial incentive for you to get that container back to Asia as quickly as possible—or wherever it originated from—and fill it up for another front-haul cargo load.
There was a lot of discussion during the pandemic about whether there should be some policy change or something to try to keep more containers in Canada and force them for export. However, no matter how you look at it, the kinds of fees and punitive levies you'd need to get the shipping lines' attention in that kind of market dynamic would have been hugely destructive to trade in Canada. That's why we're very much in favour of always looking for a better market-based solution.
That said, hopefully that problem is now starting to be addressed and you will see greater availability of containers. I think it's probably less about the quantity—that global population of containers, if you will—and more about making those containers available to Canadian exporters.