How to Arbitrage the Post-Chinese New Year Capacity Shift
The News & Logistics of Compliance The February 2026 Logistics Lull: How to Arbitrage the Post-Chinese New Year Capacity Shift By Justin Walsh February 10, 2026 In the sophisticated theater of global procurement, February is often mischaracterized as a "dead month." As factories across Asia shutter for the Lunar New Year (LNY), the standard narrative focuses on the "shutdown"—a total cessation of production that leaves supply chain managers in a defensive, reactive crouch.