Re:It’s mostly a demand shock, not a supply shock, and it’s ...
by Scandiravian on Tuesday November 09, 2021 @03:08AM
(#29158998)
I don't think the bullwhip would predict global inventory increases, quiet the opposite from how I read the parent post.
The article shows global lows for raw materials, but production for China is up 20% and exports are 40% higher.
I can't find any reference to retail inventories in the article, but I think some of the stock could be found there - though I imagine that a lot of it could simply be stuck in transit.
I think you and OP agrees - the parent post tries to answer the why of the situation, which the article doesn't spend much/any time on
The article shows global lows for raw materials, but production for China is up 20% and exports are 40% higher.
I can't find any reference to retail inventories in the article, but I think some of the stock could be found there - though I imagine that a lot of it could simply be stuck in transit.
I think you and OP agrees - the parent post tries to answer the why of the situation, which the article doesn't spend much/any time on