Dutch agreed, closing the sector had people fat with cash and sitting around to realize "hey, we need more stuff" so they order and that clogs the supply chain, regardless of where it was located.
March-May of 19, you didnt notice. Shutting down auto work put 600k trucks in the pipeline looking for work. Drove rates down but then the order surge hit and Detroit went back to work.
It's really basic supply and demand. Most don't realize how skewed the ratio is.
