Let me put my two cents into this discussion:
I started growing shrimp in Ecuador in 1984. When whitespot hit Ecuador in 1999-2000, it destroyed the industry. More that 50% of the players left the business, and the industry was left without capital and credit. The technology to grow shrimp in the presence of whitespot was available a few years later, but the farms had been run for years without maintenance, and the facilities where not up to par.
It took 18 months of rising prices for the industry to raise the capital to improve the farms and clean up its finances.
So I can relate to what’s going on in Asia, I have spent the last 12 years working my way out of whitespot.
I am afraid that Daniel is correct, the damage to the industry in Asia is not evident yet, and the lower the price of shrimp goes, the more difficult is going to be for the industry to get back on its feet.
Just an opinion from a simple shrimp farmer.