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Not an expert, but you can see issues with a single supply chain by looking at some commodity prices. Pork belly futures are way up, while the prices for whole
by milesvp 7y ago
Not an expert, but you can see issues with a single supply chain by looking at some commodity prices. Pork belly futures are way up, while the prices for whole pigs is tanking. This is due to meat packing plants closing. It’s an elbow to elbow type work due to expensive refrigerated work areas, and people are getting sick.
I’m seeing similar issues with electronics manufacturing chains from doing hardware design. It’s getting harder and harder to source parts, and you can see inventories dropping in real time as people buy out parts they need to keep running. I’ve heard rumors of factories at 10% capacity, and other rumors of half the factories they work with completely offline.
Then there’s shipping. Much of the low cost of air shipping was due to cargo space in passenger flight. With so little passenger flights, shipping is expensive. This is likely further causing supply chain headaches for a lot of manufacturing for anyone relying on cheap overnight parts to avoid disruption.