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I mean the precise commodities are somewhat random in terms of predictability but isn’t this exactly what you’d expect after a global pandemic that kills millions and causes a long series of country and local lockdowns?
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chips are because something happened in Taiwan in recent months, I think a shortage of the water they need to keep the plants going but that's off the top of my head Aluminum, lumber, a lot of raw materials are going scarce as well
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Navigating chip shortages at the moment- best I understand is many players, particularly automakers lowered purchasing projections in early 2020 and fabs sold capacity to other purposes and now everyone wants a car and there’s panic buying of lots of specific chips
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Construction wood prices are insane due to fires in US and pests in Canada. USA is buying up EU wood and prices are spiking here too
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The coffee shortage has been a long time coming; similarly, be ready for a banana shortage as they switch over which cloned individual the industry is based on. The WFE equipment to make auto chips was built out to suit computer demand of yesteryear, no surprise it’s scarce.
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