What supply chain players are learning from the pandemic

In the U.S., we are not seeing any specific localized disruption yet, although I’m watching New Jersey where it could be on the cusp. There are a lot of manufacturing facilities there in pharmaceuticals and chemicals, and therefore that’s an area I think we should be paying attention to. Globally, of course we are seeing Italy shut down. China was shut down, and it appears to be recovering now, but again I think it is too early to say if the epidemic has passed even in China.