I just want to point out that aegis floats, aspis sinks, and aegis can be upgraded to aspis.
If aspis cannot navigate water on its own, how would morphing be handled? Should it not be available in water? Should the morphed aspis then start to sink and disable itself as submerged land units do? I suppose floating aspis wouldn't affect morphing in water.
I'm not taking a stance for change here. I'm just asking the question.
Also in that replay, west sea gets outplayed with the right unit composition. South's shields get pierced a few times by lances, but all the encounters are otherwise either lower metal value from north or correct counter from south. Likhos taking out ships without AA definitively turned the tide, so MVP for that.
After that a siren is sunk by something like 5 seawolves + 3 aspis, of which 2 seawolves get sunk via retreating siren splash. The siren would have killed them all right through shield if it wasn't for the likho support, almost killing the siren by itself.
After that what happens is indistinguishable from land battles. Supported artil shreds the front and pushes it back to the edge of map, as pretty much all team games go.
If anything the likho did far more work, pre envoys, than any of the shields did outside of the 4 seawolves vs 4 seawolves + 3 (I think) aspis fight.