really acute margin compression for many locals here imo
Aud gold prices well off rebound highs of late
Rates rising and many have debt - nit all but many
Energy prices issues also popping up in multiple places -
cost of energy is high as renewables can’t alway take the base load - and then you have supply constraints to produce more items to make more renewables
Shipping costs - wow- was a great idea to mandate no sulfur oil - ppl scrapping ships and then delays to get new ones sees prices still really elevated - add container issues and prices gone vertical for a while now
And if you want to build or develop a plant or something- the cost of materials and shipping also ramping up - even more
and on top we have easing restrictions in many countries and many planning on easing next qtr putting even more demand on slow or constrained supply
A lot of bottom lines/ margins will get hit near term imo - expect some more cost blow outs on those building or scheduled to build as well
will eventually clear but it seems like a global issue at present
a lot of price shocks around - amazing number of events surfacing
interesting times
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