If you think this is a tough environment, the fire hose is going to be on full stream in the third quarter. |
There's an unprecedented imbalance. And it's going to get worse. |
They can, in fact, expand the industry as they bring on new capacity. And that's partially a function of the miniscule penetration rate so far in the North American travel or tourist market. |
They're not as directly affected by the West Coast traffic. |
They're not really equipped to handle such a surge in volume. |