Here’s some good news. It looks like the Chinese supply is beginning to recover from their initial drop. Granted the recovery is up to about a 35% drop from the initial but it’s a good start.

COVID-19 Chinese Recovery Begins | Audries Aircraft Analysis

It’s true the recovery is only a few weeks old its good to see some kind of bottom and turn on capacity. What’s also great to see is how short lived the most severe drops are.