GEAB Cafe 19 May – A post-Covid crisis of shortages: winners and losers

The scenario we are drawing is rather pessimistic, which will bring together numerous product shortages and rekindled inflation. This combination will tend to be long term, with existing operators taking advantage of these shortages and having no interest, because of the consequences of inflation, in going into debt and significantly increasing their production potential. The companies must take this model change into account, to review their strategies, in a world where the main brake will be the shortage of certain components of production, and not demand…

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