China is having major logistics issue due to its zero-Covid policy.

Trucks at borders are not being allowed in. Instead, drivers are baton-passing containers from non-Chinese trucks to Chinese trucks to keep goods flowing. Heroic efforts.

Almost non-existent cargo planes due to zero-Covid.

Ports are operating but won't ever be fast enough to get supply chain moving at pre-lockdown speed.

The silver lining: the entire supply chain is impacted, so our customers and competitors are facing the same delays as us.