While they might consider THAT true, I suspect it has more to do with being able to track which companies and countries are doing what business with whom everywhere - especially if that includes countries they aren't supposed to be.
Tracking containers port to port everywhere would be a MOUNTAIN of useful intel.
Containers are already tracked. There's literally nothing stopping you from saying that container X is going to Italy when, in fact, it's going to Iran. Blockchain isn't magic.
Tracking containers port to port everywhere would be a MOUNTAIN of useful intel.