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Excellent article as always. I think people also underestimate the impact of the pandemic on two key inputs to global trade, people, and surface transportation.
One of our products at work relies heavily on overseas sourced components. A couple of those are heavily affected by the vendors ability to get qualified/experienced employees to work at their factory. Travel restrictions are preventing people getting there. One of the other components is quite a large assembly and whilst getting it produced isn’t a problem, a previous 6 week journey from the factory in Korea to our workshop in Australia, is now 14 weeks for the units we are getting tomorrow. Even sending stuff by air is slow due to the demand for logistics from online shopping.
Multiply this by every part on a bike, from hydraulic fittings and cables to valves and seat rails, it’s bound to be chaotic.
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