Shipping is throughput-bound, not latency-bound by the sheer logistics of cost. A high cost floor inherently limits the flexibility you have in delivering equipment. The cost of ocean freight is generally what people care about (especially with the delays in imports, customs, blah blah blah), not the latency. If people cared about latency, their product would usually be suitable for air freight (e.g. the iPhone).
Plus, most of the new corridor is over ocean freight anyway and requires the slow and vulnerable process of unloading in UAE and loading again when entering the Mediterranean.
If the guy wrote an article, just link to an article 🤷♀️