Another missing piece is that COVID is still thriving in a lot of places, and typically in the places that are the "supply" in supply chain. So while the deman

Another missing piece is that COVID is still thriving in a lot of places, and typically in the places that are the "supply" in supply chain. So while the demand is waking up there are still a lot of places with large numbers of people sick and/or dying because they don't have wealthy governments who can afford mass vaccination.