Something near and dear to my "stomach"... food!!
I have been trying to follow all of this since the onset 21 months ago (in USA). Currently, it falls into three categories, hoarding, labor and weather. Freezers and refrigerators are still in back order, meaning that surge of 20 months ago is continuing. Unless these items are being used to store ice, then I would expect hoarding is a significant factor.
Increased demand has strained the slaughter houses and the more expensive boneless cuts are giving sway to bone-in, etc. There is some indication that China has replenished their hog herds and are reducing the importation of pork products. (The hog herds were ravaged due to swine flu, prior to covid.) Other imported food items are on the uptick.
Then there is the weather. Grains in the upper Midwest and Canada were severely stunted by those early temps, drought, smoke and then heavy rains. This seems to be a global phenomena, as some very large importing nations are requiring more, due to internal weather, just as the large exporters have their crop yields reduced.
As most of the USA food supply is of NA origin, supply chain should not be quite so hampered... although packaging materials, parts for packaging machines, packaging machines, etc. are largely imported from Asia.
That's my 2¢ worth, which the value of is eroding by the day.