Very interesting rumor from one talk with Chinese business owner.

Not many people know that China printed last ear much more money than even US. And lot of them are unaccounted as it is regional credits and special preferences (like tax returns or tax exceptions).

As soon as market situation started to improve all of business owners started to stockpile stuff using this free money. This includes house building industry and also electronic industry.

Guy I talked with said that lot of his partners initially stockpiled stuff up to 80% of their storage capacity, but as soon as they saw new record US and EU orders and heard about containers shortages they upped this up to 100-110% of capacity. This caused severe shortages not only inside China, but also on all outside markets. Lot of Chinese firms sent special people to Mordor and Australia to stock as much wood and resources as possible.