China

SARS-CoV2/COVID-10 Update 3-5-2020 — “As long as you remember to keep breathing and don’t fall asleep, it’s basically just like the flu.”

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Issues covered will be on COVID-19 spread, World Headlines, the 3-4-2020 Seattle Public Health Press conference, World Headlind Summary, Corruption at the WHO, Bad and good news COVID-19 medical developments. the Political/Demographic Implications of COVID-19 for the Gov’t Elites, and the social media and videos COVID-19 tracking source section.

Top line, There are currently 97,138 confirmed COVID-19 cases worldwide, including 3,351 fatalities as of the March 5, 2020, at he 4:48pm ET time hack on the BNO News corona virus tracking site (https://bnonews.com/index.php/2020/02/the-latest-coronavirus-cases/) There are 80(+) and growing umber of nations including China plus three “Chinese special administrative regions” (Macao, Hong Kong and Taiwan) that have reported COVID-19 infections. China, Taiwan, Hong Kong, Japan, Thailand, Singapore, Italy, Iran, Germany, R.O.K. and the USA all appear to have local, or endemic, spread of the disease. Russia, Egypt, and Columbia appear to have joined the endemic spread list as well due to airports in the UAE and elsewhere picking up air travelers originating from those nations as sick with COVID-19.

WORLD HEADLINE SUMMARY (3/5/2020)

o New Jersey confirms first presumptive case
o NY state cases double to 22
o Seattle closes 26 schools
o Pentagon tracking 12 possible COVID-19 cases
o Illinois reports 5 more cases
o NYC reports 2 more cases, raising total to 4
o Italy postpones referendum vote; death toll hits 148
o WHO’s Tedros: “Now’s the time to pull out the stops”
o Tennessee confirms case
o Nevada confirms first case
o New Delhi closes primary schools
o EU officials weigh pushing retired health-care workers back into service to combat virus
o Italy to ask EU for permission to raise budget deficit as lawmakers approve €7.5 billion euros
o Beijing tells residents not to share food
o 30-year-old Chinese man dies in Wuhan 5 days after hospital discharge
o Cali authorities tell ‘Grand Princess’ cruise ship not to return to port until everyone is tested
o Global case total passes 95k
o Lebanon sees cases double to 31
o France deaths climb to 7, cases up 138 to 423
o EY sends 1,500 Madrid employees home after staffer catches virus
o Trump says he has a “hunch” true virus mortality rate is closer to 1%
o Switzerland reports 1st death
o South Africa confirms 1st case
o UK chief medical officer confirms ‘human-to-human’ infections are happening in UK
o UK case total hits 115
o Google, Apple, Netflix cancel events
o HSBC sends research department and part of London trading floor home
o Facebook contract infected in Seattle
o Microsoft, Google, Amazon, Netflix cancel events and/or ask employees to work from home
o Netherlands cases double to 82
o Spain cases climb 40, 1 new death
o Belgium reports 27 new cases bringing total to 50
o Germany adds 87 cases bringing total to 349

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Co-Vid -19 and Supply Chain

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As I mentioned on these pages a few days ago, I am attending a national conference in DC for my company and around 300 of our vendors. As a reminder, I am involved in industrial distribution (actually HVAC distribution, which is a subset of industrial distribution).

I asked the same question of dozens of my top vendors, and it was basically “what issues are you seeing with regards to the production slowdowns in China?”. I left the question open intentionally as I didn’t want to funnel responses.

Almost all of them, as if they rehearsed their responses together, said the following:

We have enough safety stock to get us through the Spring orders and a few months afterward.
We are in constant contact with our Chinese vendors (as if this means anything) and are looking at alternate sources (prices will increase).
There may be shortages on certain items in the future.

I distilled these responses down a bit and thought about it and I think that there will be some supply chain issues, and there may be some opportunities. One vendor remarked that once Chinese production is fully back on line that there is a container logjam anticipated that might put some orders back several months. The vendors could be giving us the “remain calm” routine to try to keep runs on product to a minimum, but the demand in HVAC just isn’t there right now, as we are firmly in “shoulder” season. Shoulder season is Spring and Fall, where there aren’t too many emergencies, unless you live in the commercial world, where everything is an emergency.

Not much more outside of these comments was related to me and I think they are for the most part telling the truth. I guess we will know in a few months. If we start out Spring with some hot weather like in 2018, we could start to see some relationships tested.

SARS-CoV2/COVID-19 Update 29 Feb 2020

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The themes of this update will be on issues of

– COVID-19 spread,
– World Headlines,
– US Good News,
– US Mixed News,
– A sample of US Relevant Coronavirus Stories,
– Medical Information of the Day,
– The SARS-CoV2 Virus and it’s COVID-19 infection ARE NOT THE FLU
– The On-Going Just-in-time, Sole Source in China Supply -Chain Crisis, and
– The social media and videos COVID-19 tracking source section.

Top line, There are currently 85,996 confirmed COVID-19 cases worldwide, including 2,942 fatalities as of the 29 February 2020 at 2:46 p.m. ET time hack on the BNO News corona virus tracking site (https://bnonews.com/index.p…/…/the-latest-coronavirus-cases/) There are 59 and growing nations including China plus three “Chinese special administrative regions” (Macao, Hong Kong and Taiwan) that have reported COVID-19 infections. China, Taiwan, Hong Kong, Japan, Thailand, Singapore, Italy, Iran, Germany and R.O.K. all appear to have local, or endemic, spread of the disease.

The US may currently have endemic spread as the CDC has confirmed 62 cases of coronavirus in the US (and there late breaking news of a COVID-19 death in Washington State and the slimming of a senior care facility in Kirkland). These include 44 people who were aboard the Diamond Princess cruise ship, three people repatriated from China and 15 US cases.

Spread inside the US cases include:
California: 9
Massachusetts: 1
Washington state: 1
Arizona : 1
Illinois: 2
Wisconsin: 1

World Headline Summary:

o Health authorities in Texas and Oregon report 12 new coronavirus cases in US
o US coronavirus case total hits 63, 2nd case ‘of unknown origin’ confirmed
o US issues travel advisory for Italy
o Italy says first case discovered in Lazio
o China, SK release nightly figures
o Google says employee who visited Zurich office has coronavirus
o France confirms 57 cases
o Italy reports 3 deaths in Lombardy; nat’l toll now 21; total cases 821
o Google employee tests positive for coronavirus after visiting Zurich office
o British man becomes 6th ‘Diamond Princess’ passenger to die
o Two Japanese dogs tested positive for coronavirus
o Mulvaney says school closures, transit disruptions may happen in US
o Dr. Tedros said Friday that there’s no evidence of ‘community outbreak’
o Mexico confirms 1st virus case [More below]
o Fauci warns virus could take ‘two years’ to develop
o Kudlow says “no higher priority” than the “health of the American people
o Toronto confirms another case
o WHO says 20 vaccines in development
o St. Louis Fed’s Bullard pours cold water on market hopes
o Netherlands confirms 2 more
o United cuts flights to Japan
o Advisor to CDC says shortage of tests in US creating a “bottleneck”
o Nigeria confirms first case in sub-saharan africa
o South Korea reports more than 1,000 new cases in under 48 hours
o Italy cases surpass 700
o WHO says virus will ‘soon be in all countries’

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Co-Vid 19 and Supply Chain

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As I mentioned on these pages a few days ago, there will be supply chain issues with the Co-Vid 19 event, whether you think it is the next Black Plague, or just another version of the flu (from reading the comments on Trent’s post on the subject, we appear to have both reading here). As a reminder, I deal in HVAC distribution, which is a subset of industrial distribution. Most equipment for my market is made close to the USA or in the USA itself, but the component parts are many times made in China.

Today I got the first letter from a vendor talking about the possible issues. They are saying that they are preparing to see product shortages due to component supply problems and are actively trying to source from other places, but the information is very general in nature. It seemed more CYA than anything and almost could be a force majeure setup, recommended by their attorneys to get ahead of contracted jobs. I have no proof of that but have seen enough legal documents in my day to know that a lawyer or ten helped write their CoVid-19 letter rather than a bunch of HVAC dorks like me.

But let’s be real for a minute. The supply chain (in my industry) is long so we aren’t likely to see any problems for the Summer, as most of those orders for inventory are already in the tank and on their way to our warehouses. Fall/Winter is my estimate for issues in industrial distribution if the problem continues. And that could be a BIG problem for you if you have a house where a furnace breaks down and it is -20 outside. Critical infrastructure will get priority I am assuming (blood banks, etc) but you don’t know when that stuff will break, do you?

As I receive more communications from my vendors I will put up an occasional post here. I have a meeting next week in DC and will personally speak with many of my vendor contacts and may get more/better information at the cocktail parties when my contacts get loosened up from the booze. It’s going to be an interesting year in industrial distribution and I imagine that the Chinese are going to lose some business over this when it is all said and done, never to come back (the main reason I don’t think this whole episode is fiction/blown out of proportion – incentives).

SARS-CoV2/COVID-19 Evening Update 2-25-2020: The Pandemic Hide the Name & Blame Games

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The themes of this update will be on issues of COVID-19 spread, World Headlines, border closings, the CDC news conference, developments with fomite spread, how American Public Health institutions build a liablity law suit proof diagnostic test and how that limits tests for community spread and a new recommended COVID-19 sites, social media and videos section.
 
Top line, There are currently 80,420 confirmed COVID-19 cases worldwide, including 2,710 fatalities as of the 24 February 2020 at 5:24 p.m. ET time hack on the BNO News corona virus tracking site (https://bnonews.com/index.php/2020/02/the-latest-coronavirus-cases/) There are 39 nations including China plus three “Chinese special administrative regions” (Macao, Hong Kong and Taiwan) that have reported COVID-19 infections. China, Taiwan, Hong Kong, Japan, Thailand, Singapore, Italy, Iran and R.O.K. all appear to have local, or endemic, spread of the disease. Italy has spawned further spread in Spain proper, it’s Canary Islands possession, Austria, Germany, and possibly Croatia. And now Brazil in South America and Algeria reporting a case signals North West Africa have added two new regions to the Pandemic spread list. The virus has spread from Asia to Europe, North America, Australia and Africa.
 
All of the above meets the pre-COVID-19 WHO standard for a “Pandemic” that requiring endemic spread in multiple nations in multiple WHO regions. However, the WHO just decided that it was time to retire the term “Pandemic” because…something…[insert reasons here]. The WHO statement for doing so was a master piece of unintelligible double talk that boils down to “Lets not scare the “Normies” and set off more “Run, Hide & Hoard” panics like seized Italy, ROK and Singapore in the last few days. Meanwhile the WHO is cheering-on China’s “Hospice-Prison system for the infected” Quarantine as a “Model” in aiding China’s restarting the World economy.
ITALY COVID-19 Confirmed Cases and Deaths 25 Feb 2020
ITALY COVID-19 Confirmed Cases and Deaths 25 Feb 2020
 
World Headline Summary
o WHO warns the rest of the world “is not ready for the virus to spread…”
o CDC warns Americans “should prepare for possible community spread” of virus.
o San Francisco Mayor declares state of emergency
o Later, CDC says pandemic not a question of it, but when
o Brazil may have South America’s first coronavirus case
o Germany confirms 2nd case on Tuesday, brings total to 17
o Italy cases spike to 322; deaths hit 10
o Japan’s Shiseido tells 8k employees to work from home
o Trump Economic Advisor Kudlow tries to jawbone stock markets higher
o HHS Sec. Azar warns US lacks stockpiles of masks
o Italy Hotel in Lockdown After First Coronavirus Case in Liguria
o Algeria confirms 1st case
o First case in Switzerland
o Kuwait halts all flights to Singapore and Japan
o Iran confirms 95 cases, 15 deaths
o First case in Austria
o Spain reports 7 cases in under 24 hours, including in Madrid, Canary Islands, Barcelona
o Iran Deputy Health Minister infected with Covid-19
Pandemic Border Closures
Turkey, Iraq, Kuwait, Afghanistan, Pakistan, Turkmenistan, Georgia, Armenia, and UAE blocked border crossings by Iranians.
Russia, North Korea and Vietnam are blocking border crossings from China
Austria and Switzerlan are blocking border crossings from Italy.
El Salvador on Tuesday announced it would prevent entry of people from Italy and South Korea.
 

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