The biggest economic problem caused by shortages of materials right now is the shortage of chips to go into cars. Much of the auto industry is shut down right now because they can't get chips to build cars and their workers are out of a job.I sure that he will not mind - @Grim_Squeaker85 has had some interesting things to say on the 'What will be different following the coronavirus'? thread:
We've actually had to revisit a lot of our supplier arrangements with a view to capturing any new risk. The key ones being smaller (yet critical) ones going bust entirely or, equally damaging, major suppliers going into financial difficulty and being bought up by the Chinese.
Maybe he can say I am right in thinking their is a danger of a foreign owner closing them down, particularly at time of tension?
Also @Simmerit understands a thing or two about supply chains and alternative arrangements.
And none of this is due to China. All of the supplies are from Western countries or allies such as Taiwan and South Korea. It's just that these countries and their companies have decided to prioritise other things for now, so the auto industry is basically stuffed. The American auto industry are busy lobbying Washington to get them to strong-arm Taiwan into diverting production for the US auto industry.
It doesn't look like the answer to your problems is something as simple as "avoid China".
Oh, and while we're talking about "fragile supply chains", a significant chunk of the oil refining capacity in the US is shut down right now because their third world infrastructure can't handle a cold snap. Refined fuels shortages and price spikes are expected to take a bite out of the economic recovery that was supposed to be taking place now that COVID-19 is getting under control.
So is the answer "avoid the US and Taiwan"?