From an old China hand:
This suggests that the situation is very bad and getting worse. Maybe an uprising starting.
*edit* can we please get a source for the shutdown. I am having trouble independently confirming this.
It’s starting to really piss me off now.
We haven’t had any stock delivered for about 6 weeks now (includes the time they had off for Chinese New Year).
It is like I said before (end of lunar new year + slow boat shipping) = supplychainageddon.
It is just now getting started. The fucking Home Depot and WalMart are going to be empty.
Welcome to the new paradigm of not in time delivery.