Crisis or hiccup? Assessing the logistics impact of China lockdowns

A tractor pulls a container through a container shipping yard in Shanghai, where COVID restrictions are slowing trade.

A mixed bag of circumstances and time horizons are creating diverging narratives about whether shipping delays stemming from the shutdown of Shanghai and other Chinese cities are getting better or presage massive supply chain gridlock.

There is no sign that Shanghai’s lockdown is easing anytime soon. Footage on social media shows steel fences being installed on public roads and inside residential compounds to keep people from traveling to other districts and moving in neighborhoods. On Monday,...

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