Air Freight, Global Supply Chains And Sensitivity To China
Some pictures to envision the impact of covid-19: (1) lots of US int’l trade goes by air, (2) and US sensitivity to disruption to air freight from China, by sector.
Source: Bureau of Transportation Statistics.
Goldman-Sachs attempts to discern the impact from air freight disruption to supply chains.
Source: Goldman Sachs, “US Daily: Chinese Factory Shutdowns and the US Consumer (Hill),” 14 February 2020.
Disclosure: None.
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