Where is the source on Chinese ports being closed? I work in the international trade sector and since March 9th we’ve had record breaking activity on our system.

Even looking at AIS you can see 1000+ dockings over the next 3 days at Shenzhen - https://www.marinetraffic.com/en/data/?asset_type=arrivals_d...

Also air freight volume is off the charts! We’re starting to see airlines use their 777’s with cargo in the belly and boxes on the seats.

I can’t speak to the food security situation at all. However, from my vantage point, supply lanes are screamingly full of something.

How that plays out for individual products ... shrug ...