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Are DHL and Expeditors the main competitors for this going forward, or is it more likely competition will come from companies within the nations with a significant physical export volume and growing IIoT industries (read: China right now, maybe India or Indonesia in the future)?

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It's hard to say - but generally the companies that do well in logistics are the ones with the relationships with the downstream consumer of goods being shipped from China/India/SE Asia. You get the customer (Walmart, Apple, Nike, etc) and you get the shipping business from all their suppliers.

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