For those of us that source our products in China, I think we should prepare for potential carnage coming our way.
I deal with about 30 suppliers all over China. Last week a number of them mentioned delays, hold ups and manufacturing restrictions due to “the virus”
I had not heard much from my suppliers about the Covid situation in months. China is also reporting almost no cases.
3 of the factories that mentions this were thousand of miles apart. Shenzhen, Shanghai and Chengdu.
The sudden collective mention of these issues in a 3 day period at such distances must mean they are experiencing widespread growth in case numbers.
In 2 weeks the Chinese New Year begins. This is the largest migration of people on earth. Millions will pass through cramped train stations, bus stations other transport corridors. The entire 2 weeks is about meeting a mixing with others.
I think we will experience wide spread chaos when the CNY ends.
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