This would be a reason for gradual supply issues as quarantine goes into effect. That's not what happened, we had a huge spike. It also happened right after cli

This would be a reason for gradual supply issues as quarantine goes into effect. That's not what happened, we had a huge spike. It also happened right after clickbait hungry journalists all over the world started running this story, even when it hadn't happened in their particular location. So that's a much more likely explanation. Supply chains can adapt to 40% increases over weeks. They will visibly struggle with 10x increases over days.