Chinese Spring Festival is coming up (Chinese New Year). Workers are poised to go on holidays from now for two weeks or more. Warehouses and ports slow or stop production. After, many companies have to rehire for whatever reason. They then have quality control issues with starting back up again. And China is still the largest exporter in the world (https://worldpopulationreview), which cites that “China exported an estimated $2.72 trillion worth of goods and services, primarily electronic equipment and machinery such as broadcast equipment, computers, integrated circuits, office machine parts, and telephones. In 2018, China’s exports made up about 10.78% of the global total.” China has also notably overtaken Japan as the “world’s biggest vehicle exporter” also (https://www.nbcnewyork.com/news/business/money-report/china-comes-just-shy-of-japan-as-the-worlds-largest-car-exporter/5091032/). You also have other large exporting asian nations who observe the holiday also. I expect rain…