Are you quarantined or still working ?

Essential because we produce parts for AG and military. Reached out as soon as the shelter in place started going down as we are Tier 1 to the OEMs but needed to keep our supply chain producing. Orders have not changed at all prior to yesterday. European plant shut down this week and last, orders finally dropped yesterday. 25% for year with most in next 8 weeks for Europe only.

India still pushing orders, which makes no sense... NOrth American customers keep pushing for more / pull ins. I think they are full of crap and just trying to get stuff on hand so they deal with labor vs component availability. I was amazed the AG companies in NA didn’t shut down when Detroit went down. UAW in a lot of plants we supply. Spoke with a VP of Purchasing to discuss situation... his opinion was they would shut down. Leadership meeting to discuss situation, expect a shutdown.

Day later we receive a letter that both President and DHS deemed their operations essential. So on we go and try to manage it best we can.