[Question] What will happen to supply chains in the era of COVID-19?

Bucky and sky­bian both asked ques­tions about how COVID-19 and as­so­ci­ated shut­downs will af­fect sup­ply chains. This is a ques­tion just to dis­cuss that. I’m in­ter­ested any­thing from “ob­ser­va­tions of very con­crete things that have already hap­pened in China” to “spec­u­la­tion about weird coun­ter­in­tu­itive effects” to “here are some facts about sup­ply chains in gen­eral”.

Like the par­ent ques­tion, this is in­tended to pro­voke more bab­ble than prune. But even the bab­bliest thing should be pre­sented such that other peo­ple can build on it. So if you have an idea, please share the rea­son­ing or data be­hind it as well.

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