Seeing some alarming trends in the industrial sector,
While producers are able to raise prices their production is being curtailed due to increased regulation, labor problems, supply constraints and esg (companies spending time and resources on conservation projects that are "good for the environment" and the investor presentation but cost more than they will return)
I don't think Wall Street sees this in the next 2-3weeks/months but 1st quarter 2022 could get real nasty.
Anyone else have thoughts on these issues? The chemical sector could be one of the first places this hits the fastest as margins are small and very volatile there.
Am I too pessimistic?
While producers are able to raise prices their production is being curtailed due to increased regulation, labor problems, supply constraints and esg (companies spending time and resources on conservation projects that are "good for the environment" and the investor presentation but cost more than they will return)
I don't think Wall Street sees this in the next 2-3weeks/months but 1st quarter 2022 could get real nasty.
Anyone else have thoughts on these issues? The chemical sector could be one of the first places this hits the fastest as margins are small and very volatile there.
Am I too pessimistic?
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Trump 2024
My Pronouns Ultra and MAGA
Trump 2024