I've seen this multiple times but what's the underlying evidence for either side. If demand goes up and the supply can't increase to follow, it'll look like a supply issue but ultimately caused by demand. What's ultimately the difference?
Is the idea that if the supply chain is scaled for X then moving from X-2 -> X is easier then X -> X+2?
Factories, ports, and transportation were limited or shuttered completely. Warehousing and storefronts saw the same.
Impairing these network nodes, all at relatively the same time and in great numbers, had gigantic consequences.
And if the supply network is severely damaged, it ultimately means supply will go down.
> it'll look like a supply issue but ultimately caused by demand