Good News & Bad News, page-100

there have been delays worldwide, chemical conversion capacity for every interested group in every country has not kept up with demand which in turn is the reason every Li stock has been trashed a bit like all the tomatoes are still at the farrmgate and not at the cannery because they need hundreds of cannerys worldwide to meet predicted demand , so while it might appear to be no demand for farm tomatoes its actually not enough cannerys because the market for fresh tomatoes is much smaller and the canney doesnt have the storage and handling capacity plus the cost of doing so is prohibitive so the value of fresh tromatoes has dropped meanwhile there are some problems associated with building chemical conversion capacity due to the risk and site requirements plus the lead times without a committed market.---so everyone in the chain of supply is impacted inclusive of long waiting lists for customers orders to be filled---all that will progressively change over the next 5 years and beyond as conversion capacity and chain of supply becomes more efficient------I dont think anyone thought much about it as in most cases third parties build the conversion capacity and own it as well