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The key issue is that currently, any warehoused shipments will INCREASE ultimate required throughput rather than decrease it, because most holiday shipments need to arrive before 12/25, and the curve of shipments is increasing not decreasing.

So if you had some buffer, you'd be buffering into more constrained capacity rather than less. Buffering works better if you buffer into a quieter period. That's not this sitution. So yeah, backpressure needs to flow to shippers in terms of pricing etc.



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