I was on a conference call this morning with our global supply chain team and factories outside the Hubei Province (where Wuhan is) are back up and operational. This could be a good sign. I mute the optimism because the Chinese may have a different human risk assessment in rebooting manufacturing. The Hubei Province has been sub-divided into areas and as certain areas are improved, operations reboot as well. This is beginning to happen.
As supply comes back online, the issue migrates to global demand. Demand is non-existent based on fear of spread, work stoppage here and in Europe.
As supply comes back online, the issue migrates to global demand. Demand is non-existent based on fear of spread, work stoppage here and in Europe.
