China’s Covid Conundrum

After months of lockdowns under the severe and much-maligned zero Covid policy, the Chinese economy is a sleeping giant. As the nation starts and stops its way into re-opening for business, it remains unclear what impact the world’s second-biggest economy will have on the current global supply chain issues.

In the midst of plateaued economic growth and an intensifying energy crisis, adding China back into the mix is a variable with no clear outcome. On the one hand, ramping up China’s considerable energy and industrial production capacity…