Re: Hooray! The lockdowns are ending...
well in the world of competing suppliers, those who know inventory control and supply chain management understand that there is a tradeoff between low price with poor delivery performance, and higher price with good delivery performance. The most important situation to avoid is LINE STOP. You run out, it's more expensive. So maybe people will make large "whenever it gets here" orders for safety stocks on occasion, or for anticipated demand increases, but I would expect that managers have good memories and will be looking at places "NOT CHINA" (with second and third sources) for procuring materials, in order to get RELIABLE delivery performance.