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Living in a crossroads area for shipping readily shows me this is coming. Supply chains are freezing up. If I don't see as many tractor-trailer rigs on the ro
by smkellat 7y ago
Living in a crossroads area for shipping readily shows me this is coming. Supply chains are freezing up. If I don't see as many tractor-trailer rigs on the road and not as many ships in the harbor then supply chains will freeze. "Just In Time" will break rather catastrophically for some companies.
Oddly enough, the trade war with China instigated by President Trump unintentionally has had a good outcome in light of the current coronavirus worries. Companies that went all in on offshoring to China started diversifying again where their plants happened to be located. That start to deleveraging might keep a few manufacturers afloat as some or all operations per company relocate.