Two important food news this week: Argentina is banning the export of beef, and US pizzerias are running out of pepperoni. Both are related and unrelated to COVID. Both demonstrate how complex and convoluted supply chains have become, as well as the macroeconomic implications they have.
Barebone Supply Chain for Beef Spurs the Bullwhip Effect (and Inflation)
Sounds like lots is at steak here, especially in this bull market.