The big picture on the s upply s ide of the box indus try remains broadly unchang ed relative to where it was a year ag o, althoug h there are s ome s ig ns that the long -s tanding is s ue of overcapacity may very g radually beg in to eas e. The es s ential problem is the s ame as it has been s ince the 20 0 9 g lobal economic recess ion began. There are too many container s hips relative to t…