Trans-Pacific deteriorating, brace for shipping ‘tsunami’
We seem to be entering a global version of The Beer Game (<a href="https://en.m.wikipedia.org/wiki/Beer_distribution_game" rel="nofollow">https://en.m.wikipedia.org/wiki/Beer_distribution_game</a>).  The game is a training session on supply chain co-ordination designed to show effects of trying to order beer and bottles months ahead of time then demand changes etc.  It's mostly chaos<p>(I was speaking to someone who has seen their shipping from China to Europe quintuple - apparently all the containers stayed in Europe as no one wanted to send them back empty.)<p>The game is designed to show that "local" signals aren't always indicative of full system - the example being that retailers etc are stockpiling right now on-shore.  But this creates more demand than usual, slowing delivery. So the naive retailer will say "OMG it now takes 3 months and 2x price to get widgets, I had better order <i>4 months</i> supply ... and so it goes - an infinite bug methodology.