It was a big story in March 2020, when people worried that a global pandemic might cripple the supply chain. But goods and services kept flowing, strongly sugge

It was a big story in March 2020, when people worried that a global pandemic might cripple the supply chain. But goods and services kept flowing, strongly suggesting that modern supply chains are robust despite concerns about JIT and such. It's difficult to believe that any issues we're facing today could be worse for supply chains than 90% of the world being subject to shutdown orders. In particular, it's worth noting the lumber market, where supply chain issues are starting to resolve themselves despite predictions that something was fundamentally broken.