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Delta mutants hit the global supply chain in the United States and the fear of accelerating economic decoupling
The new crown Delta virus mutant (Delta) ravaged at least 135 countries around the world, the rapid spread in Asia. Among them, the number of Southeast Asian countries jumped confirmed, the epidemic is also heating up in Japan and South Korea, which makes the global manufacturing supply chain in Asia once again been badly hit, due to port congestion continued, lack of cabinet and plant shutdowns and other problems caused by an unprecedented crisis. Analysts said that the current global chip shortage No solution square, textiles, shoes and sporting goods may also face shortage tide. They said that restructuring the global supply chain will continue, and the epidemic could further catalyze the US-led Western countries to accelerate the decoupling of the Chinese economy.
The new crown epidemic has brought confusion largest-ever global container shipping. According to the logistics industry "Kuehne + Nagel" real-time data, the world has more than 300 container ships outside the port card, can not enter the port of discharge, follow-up will result in a shortage of delay in delivery and inventory problems. Industry estimates, the average time US routes port to port, from 2019 the current 20 days to about 30 days.
In addition, the shipping container shortage has also led to rising shipping costs. Global Container Freight Index (Freightos Baltic Index) show that the recent China or East Asia to the east coast of North America's 40 foot container ship price of nearly $ 20,000, compared to the previous month, soaring more than $ 3,000; and Southeast Asia to the east coast of North America, 40 feet ark prices soared to $ 25,000, one-week or more than $ 600.
Europe to ease the epidemic led after strong rebound in demand, but because of the new wave of the epidemic in Asia brought about Delta mutant caused a shortage of plant capacity and part of the pier was closed, together, plug port and container prices have rocketed and other reasons, can not be timely shipping, fear let out into the tide of global consumption. According to UN statistics, about 42% of exports from Asia.
Vietnam epidemic out of control clothing, shoes, golf stuck with stock shortage
In Southeast Asia, he was a global "epidemic prevention model student" of Vietnam, from the second quarter of this year the outbreak of a new wave of the epidemic. Because by Delta variants of viruses, single-day count with infected since August 20 had soared to ten thousand cases. Currently the capital city of Hanoi implementation of closure orders, and the southern city of Ho Chi Minh City also implement the most stringent in the history of "home made."
As the world's second largest exporter of footwear and clothing, epidemic prevention measures resorted Vietnam has a serious impact on the plant's production lines and speed of delivery.