Illustration: Eniola Odetunde/Axios

Products from major American companies including Apple, GM, Coca-Cola and even Facebook may soon become unavailable, as the fallout from the COVID-19 outbreak backs up and shuts down global supply chains.

Why it matters: Consumers should brace themselves for products to go missing in the coming weeks and months — and it may not be the ones they expect.

For example: Facebook is already short on Oculus VR headsets, and Apple has reportedly told support staff that replacement iPhones for some devices will be in short supply for two to four weeks, our colleague Ina Fried notes.

  • Coca-Cola warned in late February that products in artificial sweeteners used in Diet Coke have been delayed.

Other day-to-day essentials could be in short supply, too.

Procter & Gamble, which makes everything from toilet paper to laundry detergent, has more than 300 suppliers in China that provide 9,000 different materials for its products.

  • “Each of these suppliers faces their own challenges in resuming operations," Jon Moeller, P&G’s CFO. told analysts last month. "The challenges change with the hour."

Go deeper: The coronavirus hasn't upended the pharmaceutical supply yet, but the federal government is acutely aware that dozens of prescription drugs are at risk of shortage.

  • The FDA is working with 180 drug companies and 63 medical device manufacturers to evaluate whether their products and components are at risk.
  • However, it has suspended most inspections of foreign manufacturing sites through April.

The big picture: The supply shortage will likely expand significantly, experts say.

  • "As East Asia starts to recover, the focus turns to Europe and then to North America," Joe Brusuelas, chief economist at tax and consulting firm RSM, tells Axios.
  • He expects a cascade of shocks to continue, "with the worst impact for businesses to come in April and May."

Chinese supply chains may be lumbering back, but there will likely be rolling auto parts shortages in other regions of the world, mirroring the spread of the virus, throughout 2020, Andrew Chien, a partner at consulting firm Oliver Wyman, tells Axios.

  • The next risk will likely come from Korea, where most of the world’s memory chips are made. Carmakers have a few weeks’ buffer of supply, but Chien expects to see shortages within a month.
  • Other potential shortages could include components imported from Italy: Brembo brakes, Pirelli tires, and FiatChrysler engines and transmissions.

By the numbers: A survey released Wednesday by data provider ISM shows the virus outbreak has caused supply chain disruptions for nearly three-quarters of U.S. companies, and many are already pricing in revenue losses this year as a result.

What's next: Companies in multiple industries tell Axios that the situation remains fluid, with teams of people monitoring supply chain issues around the clock.

  • Shipping and delivery could become a new operational chokepoint, especially if more regions end up in lockdown like Italy.

Go deeper

Updated 4 hours ago - Politics & Policy

Coronavirus dashboard

Illustration: Sarah Grillo/Axios

  1. Global: Total confirmed cases as of 7 p.m. ET: 12,859,834 — Total deaths: 567,123 — Total recoveries — 7,062,085Map.
  2. U.S.: Total confirmed cases as of 7 p.m. ET: 3,297,501— Total deaths: 135,155 — Total recoveries: 1,006,326 — Total tested: 40,282,176Map.
  3. States: Florida smashes single-day record for new coronavirus cases with over 15,000 — NYC reports zero coronavirus deaths for first time since pandemic hit.
  4. Public health: Ex-FDA chief projects "apex" of South's coronavirus curve in 2-3 weeks — Coronavirus testing czar: Lockdowns in hotspots "should be on the table"
  5. Education: Betsy DeVos says schools that don't reopen shouldn't get federal funds — Pelosi accuses Trump of "messing with the health of our children."

Scoop: How the White House is trying to trap leakers

Illustration: Sarah Grillo/Axios

President Trump's chief of staff, Mark Meadows, has told several White House staffers he's fed specific nuggets of information to suspected leakers to see if they pass them on to reporters — a trap that would confirm his suspicions. "Meadows told me he was doing that," said one former White House official. "I don't know if it ever worked."

Why it matters: This hunt for leakers has put some White House staffers on edge, with multiple officials telling Axios that Meadows has been unusually vocal about his tactics. So far, he's caught only one person, for a minor leak.

11 GOP congressional nominees support QAnon conspiracy

Lauren Boebert posing in her restaurant in Rifle, Colorado, on April 24. Photo: Emily Kask/AFP

At least 11 Republican congressional nominees have publicly supported or defended the QAnon conspiracy theory movement or some of its tenets — and more aligned with the movement may still find a way onto ballots this year.

Why it matters: Their progress shows how a fringe online forum built on unsubstantiated claims and flagged as a threat by the FBI is seeking a foothold in the U.S. political mainstream.