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My understanding is that the 1st order disruption is long-over. The factories and ports are all back online, etc. two years out all that’s left is the ripple ef
by kennywinker 5y ago
My understanding is that the 1st order disruption is long-over. The factories and ports are all back online, etc. two years out all that’s left is the ripple effects of the original ~6 month disturbance. It’s just that those ripples are amplified by the way the supply chain operates (just in time).
- brewdad 5y agoSo we are at the hoarding toilet paper stage of the crisis? Everyone is ordering as much as they can, so effectively no one actually gets their order filled.
- makomk 5y agoThe first-order disruption definitely isn't long over - important manufacturing locations like Vietnam and Malaysia were in lockdown until as recently a week or two ago, and I don't think things are back to operating normally there yet Parts of China might still actually be under lockdown right now.
- kennywinker 5y agoIs lockdown really effecting manufacturing in those places? Because when we had "lockdown" where I live that meant no fun, not no work - but of course everywhere has done it differently
- deleted 5y ago[deleted]