Well the shipping routes are more than just from China. And if manufacturing is moving to other countries, they still have to ship it to where it is consumed like the United States. So in that instance, the shift will cause the origin but should not affect overall demand.

Evergrande could be playing havoc with the Chinese economy. Yet they will still want to produce. Hence it tends to be a demand issue if things are not being shipped (unless the energy crisis is causing a major drop in manufacturing production around the world).

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