Hey Daicos I only spoke to a couple yesterday who were starting to feedback some supply issues.
To add context both were SME importers that don't operate their own factories in China.
Their Chinese contacts are saying most factories are operating well below capacity and looking at delayed production times, the factories themselves are also having issues sourcing their raw materials within China.
This is of course in addition to increased delays around customs checks in the current environment.
As we said previously, if business are operating with high stock levels they should be ok as some shipments are getting through albeit delayed, but if they don't then it will be causing issues for them in the very near future.
Hey Daicos I only spoke to a couple yesterday who were starting...
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