I'm not saying that this is necessarily a correct interpretation of events (simply because I'm not qualified to make such a pronouncement), but I think the parent post tried to explain this by referencing the "bullwhip effect" [1], which is when relatively small changes in demand in one point of the supply chain lead to large systemic changes in resource allocation because the perception of the change is magnified at each upstream supplier.

[1] https://sloanreview.mit.edu/wp-content/uploads/1997/04/633ec...