China Supply Rocks
Some of the supply constraints were first present in Europe but South China was in a state of Biblical destruction in October. When it ends ? Alan Turing would say that the end of a process will be known when it has ended. Damage to risk capital must be extensive.
C/ETRM | Project Manager | Business Architect | BA | Consultant | Economist
3 年This should be driving a wake up call for European industry owners, for them to engage in increased energy production in Europe as a natural part of their industrial production. As we transition from a fossil fuel centralized system to a renewables based de-centralized one, every one have to think long and hard about their role in the decentralized system or be at the mercy of the last centralized ones.
Senior Commodities Manager - Jyske Bank
3 年Talk is that a lot of production will be forced to relocate in early ‘22 or perhaps at least have production stopped from time to time. With that even higher prices might be seen on goods, and the spiral keeps going. Tulip Bubble perhaps - but not before we see companies go bust. Which Im affraid can happen sooner than later ??