Interesting how they'd want to tell us there's another crisis. It's almost like they're liars! :) I believe you about Just in Time and that the system is in a bit of shock. I have heard reports about farms having to dump their stock because of not getting the packaging components (milk cartons, etc) as an interruption due to people re-adjusting priorities and essentially moving the bottlenecks elsewhere. I don't work in the industry though and just can't confirm if those things are true or not.