Talk among yourselves
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IMO --- everyone is overthinking things.
These shortages are to jack the price up (or wait for it to happen).
When you have a massive influx of new money --- you're gonna have inflation.
The first industries to jack their prices up win (their cost basis will be on the old price).
Why should a company be in a hurry to buy at higher prices when they can milk profit out of the existing stock/contracts......
When the new inflated retail prices get high enough to be profitable they will re-stock.