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The Potential Consequences of a New China COVID Lockdown

The Breakdown

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Lock Down of Shenjen in China?

Shenjen locking down 17 million inhabitants, shows once more that there's not going to be supply chain normalization soon. This could take years or decades. Shanghai has also displayed a growing number of cases and could be next in line for lock down. If the shut down there lasts more than a few days, we'll see shortages and price spikes on everything from e phones to o l e d t v. Maybe this is a good time to talk about the imperative of bringing manufacturing back home.

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