playbook covid supply shocks data review

see also: Latency Budget · Platform Risk

Data shows shipping delays jumped 40% and container rates tripled after the 2020 COVID shocks, reinforcing the narratives in Port Congestion Squeeze and shanghai lockdown stalls ports and factory calendars.

signal braid

• Delay data correlates with energy pressure in diesel inventories slip to crisis lows in us.
• Highlights that lean supply means tiny shocks cascade.

my take

I treat 2020 data as a baseline stress test for any supply chain planning.

linkage

linkage tree

• tags
  • #logistics
  • #2020
• related
  • [[Port Congestion Squeeze]]
  • [[shanghai lockdown stalls ports and factory calendars]]
  • [[diesel inventories slip to crisis lows in us]]

ending questions

Which dataset should I monitor to detect the next contagion-style shock?