I believe the supply chain shortages are a result of white hat interventions to economically debilitate the enemy. I don’t know who or how or why, but I believe that I am correct about this.
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Why are we having "chip shortages" when Taiwan is our ally, unless we've move all their tech out of there for the pending invasion from the mainland. However I do think some shortages like you said have to do with eo14848 and all the ships being stuck at sea I'm Cali because China has been determined to have attacked the USA and we no longer are really doing business with them or something.
70% of the world's neon production that's used to make the chips is processed in Odessa, Ukraine. They don't have a geographic advantage for the resources, so this could probably be short lived.
Those "stuck" ships... How many do you think are carrying portable missile systems?
https://www.youtube.com/watch?v=Ch2Rqte6XOs