Will the supply situation from China become increasingly unreliable in 2022? Anyone who buys a lot from China should perhaps be prepared for this.
China is pursuing a no Covid strategy. This alone seems difficult in a world from which Covid is unlikely to disappear, leads to lower productivity in the ports and will also repeatedly cause lockdowns and thus production interruptions. The city of XI’an, for example, has been in lockdown since December 23, and the city of Yuzhou has now also gone into lockdown.
Worse still, at some point the Omikron variant will also spread in China and by all accounts the Chinese vaccines, even after boosting, will not help against Omikron, which could lead to even more drastic infection rates than in Western industrialized countries and, coupled with a no Covid strategy, to massive production disruptions.
