It sounds like the sudden change in lifestyle due to the pandemic has dramatically disrupted consumer habits, which in turn has disrupted the manufacturing mix.
This is leading to parts shortages as companies are scrambling to try to reactively adjust to the new demand profiles.
There has been a spike in teleconferencing equipment demand - like laptops and webcams.
Seniors are suddenly taking to on-line shopping - even for groceries.
People are buying vehicles to avoid public transportation.
Etc.
There is already a growing shortage of chips - some automobile manufacturers are closing plants because of it.
These shortages are hard to predict and they lead to wild fluctuations as buyers start ordering more than they need or hoarding stock.
Do you have a plan to deal with these fluctuations (buy more toilet paper) or do you expect to roll the dice and take them in stride?
