vexikron , 6 months ago

You are correct.

A more in depth version of what I meant would be something like… margin squeeze + delays -> more delays -> more delays /of everything/ causing a kind of general, network style problem of firms that rely on inventory arriving on schedule paying premiums for more reliable delivery dates for their either assembled or premium products to hit their own delivery dates.

This kind of thing can spiral out of control easily as it did when the Suez got the ship wedged in it during covid. Its hard to summarize it neatly other than the logistics version of death by a thousand cuts.