South East Asia may have oversupply port facilities in the future.

Singapore is building the Tuas mega port and Malaysia is also building the Carey island port.

http://sg-stock.blogspot.sg/2017/10/our-pm-lee-still-thinks-that-tuas-mega.html

https://asia.nikkei.com/Markets/Nikkei-Markets/Malaysia-s-Transport-Minister-Says-Carey-Island-Port-Development-To-Continue-Report

Singapore and Malaysia have yet to take into the consideration of the new Arctic sea lane in their port assessments and continue to increase their port facilities.  Beside the sea lanes, China is also developing rail routes to move containers across borders under the BRI.

The road and sea freight services will definitely cannibalize one and another.