The 2012-2014 spike was due to an act of God: https://en.wikipedia.org/wiki/2011_Thailand_floods#Damages_to_industrial_estates_and_global_supply_shortages https

The 2012-2014 spike was due to an act of God: https://en.wikipedia.org/wiki/2011_Thailand_floods#Damages_to_industrial_estates_and_global_supply_shortages https://en.wikipedia.org/wiki/2011_Thailand_floods#Damages_t... I read there was a lot of supply chain damage as well, part of why general recovery for industry took two years.