A point I have made many times, and no doubt will many times more, is that every company I have ever worked in has a staff shortage. That is no good thing, of course, but it can be managed by overtime, buying back leave and so on. It only becomes a problem when the staff shortage becomes so severe that those techniques are not enough and it turns into shortage of product.

That there are HGV shortages in Poland, or whatever, is not good but they have been able to manage it via cabotage and drivers from elsewhere and similar techniques so it does not flow over into product shortages.

You cannot just treat HGV driver shortages and goods shortages as essentially equivalent.