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> It's already a trip halfway around the world at something like 30 km/h

This sounds slow at first, but, since you can drive pretty much 24/7, that's still 720km per day. If you're literally going halfway around the world (20.000km), you'll be there in 28 days. Since you drive on water, you'll do few small detours (I assume), so you can actually get those 700km a day.

EU<->China even appears to be "only" 7000 km [0], so if you could drive in a straight line you could get there in 10 days. 14 with usual delays and detours, maybe. That's a reasonable time span for a lot of perishable goods. With the blockage doubling that time, I can easily see how this would affect quite a few goods.

[0] https://www.distancefromto.net/distance-from/Europe/to/China



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