According to TTT documentation
"The impact of COVID in Asia impacted the supply chain for powder" - TTT report : Review of Operations Q3 FY2021 30/04/2021
The worlds largest supplier of Metal Powder is the US, The second largest is China. Which means that either the powder is coming directly from China, or the shipping route from the US goes via Japan
There is a report on this https://www.reportlinker.com/p05900166/Global-Metal-Powders-Industry.html?utm_source=GNW
Also of note, 3DA is having a massive crash too possibly larger than TTT
March Quarter Report, page-61
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