I know some people who work in shipping and logistics, and they predicted this months ago. The word "shippingpocalypse" was used as early as August. It's not unexpected if you've had your ear to the ground of the shipping business.
Consider also that many of these groups are also dealing with the on-going uncertainty of "What's going to happen with Brexit and cross-Channel logistics?" at the same time.
Know of any good sites / resources for me to stay abreast of the business?