BONUS: Covid Lockdowns Intensify Across China

2022-03-14

In this episode... Renaud is back with a bonus episode about the Covid situation in China. Since our last episode, the situation has gotten a lot more serious and there are lockdowns all around China, including in some major manufacturing cities and provinces, including Guangdong, Hong Kong, Shanghai, and Changchun (to name but a few). Until now supply chains probably haven't been affected so much, but now factories are being shuttered, staff are at home, and deliveries and shipments can't take place. Add this to the sanctions on Russia, and times are getting complicated. Show Se...

In this episode...

Renaud is back with a bonus episode about the Covid situation in China. Since our last episode, the situation has gotten a lot more serious and there are lockdowns all around China, including in some major manufacturing cities and provinces, including Guangdong, Hong Kong, Shanghai, and Changchun (to name but a few).

Until now supply chains probably haven't been affected so much, but now factories are being shuttered, staff are at home, and deliveries and shipments can't take place. Add this to the sanctions on Russia, and times are getting complicated.

Show Sections

00:00 - Introduction.

00:52 - The uncertain situation. Have the figures been accurate?

02:05 - Shenzhen has been locked down, here's what we know.

04:28 - Focus on South China (including Hong Kong)

08:08 - Can the government contain the outbreaks and what's the impact on manufacturing?

14:14 - Other areas and cities around China's North facing restrictions.

16:06 - How these lockdowns will impact importers, especially logistics.

21:34 - Ports in China and shipping are at particular risk of disruption by Covid cases.

22:37 - Wrapping up.