really acute margin compression for many locals here imo Aud...

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