I have a lot of problems with this article.
Point 1: The industry is consolidating and might be price fixing.
The author makes a leap from "ships got bigger" to "the industry consolidated" without establishing a real link. Are large ships the reason for consolidation? I think a more likely reason is one that the author herself mentions; the economic downturn of 2008 diminished demand and the survivors consolidated. Maybe that gave them extra power, and maybe that power needs to be reined in - but I'm not convinced that ship size was the reason there.
Point 2: Port congestion
How many times in the last 100 years has port infrastructure needed an upgrade to accomodate larger and better ships? Surely we can expect a permanent cycle of Advancement is made>>Port cant handle it>>Port upgrades>>Advancement is made. Is that really a problem?
Point 3: Too much capacity
By continually flooding the market with capacity, ocean carriers drove down
their own shipping rates.
How is this not a direct contradiction of point 1? Are dominant cartels abusing their power to gouge consumers? Or are desperate cartels selling space cheap just to avoid half-empty ships?
The article also does not mention the advantages of larger ships, which are substantial. Fewer, larger ships represent less total ocean noise pollution, less total fuel consumed, and straightforward efficiencies of scale.