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.