AD Allocation Scuttlebutt

[WristWatchWonders]

It's been about a decade since last posting here. Good to be back, the place hasn't changed a bit!

Back in March I stopped at the AD to pick-up some Birthday gifts. The SA I work with let me know the shipments were coming in at a good clip, two per month since the first of the year. I was back about two weeks ago for more gifts. The SA reported only one shipment arrived in April. She was expecting the shipments to pick-up again in May with a chance they could be larger.

Has anyone out there seen the same thing since the first of the year? This predates the Ukrainian conflict (Slava Ukraini! Heroyam Slava!) and China lockdown. Do you think allocations originally earmarked for Russia and China will make their way to other markets?