Once again you are epically wrong.
Shelter in place has led to the following phenomenons that have negatively affected the supply chain in this country, points that are real and valid that you refuse to acknowledge because they don't confirm your confirmation bias:
- Lockdown has led a certain % of the population to stay at home from work because they have children, no day care, and schools are closed.
- Fewer workers has negatively impacted the ability for food suppliers to produce
- Lockdown fears led to a massive rush on food supplies, that caused a temporary high demand for food
- Lockdown regulations have forced food processing plants to space out workers at least 6 feet when previously they stood shoulder to shoulder. That alone has caused a 1/3 hit to their worker capacity.
- Restaurants all closing has changed the nature of food demand. Restaurants buy in bulk. Families buy individual portions.
- This has led to an increase in family portions and a decrease in big boxes of food.
- Food processing plants have different types of machinery for different types of food packaging - restaurants and individual family sizes. Thus a % of their production capacity went poof when restaurants closed and they are trying to re-tool. This has limited their ability to meet the increased demand for family portions.
- Logistics have been severely challenged due to the lockdown for similar reasons. Fewer drivers means fewer trucks means fewer delivery vehicles.
- The restaurant industry - you know where people consume food - has been hammered in excess of $30BILLION in losses. Because...people...can't...go...out...to...eat. And not because they are sick.
Some of my clients include JB Hunt and ArcBest and Union Pacific - you know, transportation companies. Northwestern University Transportation Center performed a study of their clients (mine included) and noted the following findings:
- Most sectors are seeing a significant drop in asset utilization
- The major causes for vulnerability of supply chains at nodes such as DCs, ports and production facilities: 65% due to shut downs, 32% related to labor shortage.
- The other major cause was absence of inventory because of lack of supply (42%)
One survey question: What issues do you currently see at nodes (what are the issues at the nodes):
Shutdown because of sick workers, inventory shortages, not enough labor, not enough trucks to move goods, and other were the responses.
**** man this was a five minute exercise. For you to say plants shutting down are ALL about COVID and NOTHING at all to do with the lockdown is quite literally the stupidest comment you've made here. That's saying something.
Trog don't get supply chain.