[kennywinker]

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]

So 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]

The 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]

Is 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