Did you read the article? The argument being made (whether it's accurate or not, I have no idea) is that more people being home means shifting demand towards co

Did you read the article? The argument being made (whether it's accurate or not, I have no idea) is that more people being home means shifting demand towards consumer TP and away from commercial TP, and pointing out that the supply chains for both are already highly optimized and not able to easily cope with such a dramatic shift in demand.