For the past year, many of the concerns around supply chains were physical. Will there be ships, space, containers? When will factories in Vietnam coping with COVID-19 outbreaks reopen and return to capacity? When will the ships waiting outside the Los Angeles and Long Beach ports ever get unloaded? Will there be enough trucks and workers to handle the domestic distribution?
But as the world heads into a third year of the COVID-19 pandemic, the ongoing physical and logistical disruptions also pose a risk to the financial lives of at least some firms in the long, complicated global supply system.
