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Roger_N
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The China supply chain is being massively impacted by the ‘zero Covid policy’ or in real life lock everything down. From what I see the immunisation rates are not high and the Chinese vaccine probably not as effective as the ones used in the west. 

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43 minutes ago, ernieb said:

The China supply chain is being massively impacted by the ‘zero Covid policy’ or in real life lock everything down. From what I see the immunisation rates are not high and the Chinese vaccine probably not as effective as the ones used in the west. 

The Chinese vaccine is at best 65% effective which is simply not enough to bring the virus under control. Around 10% of the worlds container ships are stuck in Shanghai harbour. It is a nightmare for logistics companies with container contracts which cannot be fulfilled. 

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