More money in the hands of investors with the looming threat of increased inflation would lead to investors demanding higher rates of return for their investmen

More money in the hands of investors with the looming threat of increased inflation would lead to investors demanding higher rates of return for their investments at each step in the supply chain. And when the system is flooded with money, you can also expect companies to expand while the cost to borrow is cheap and for new entrants entering and attempting to grab a market share. More companies or expanding companies vying for more raw material / services leads to higher demand from suppliers (hence the bidding GP mentioned). There are likely other mechanisms in play too, and probably much simpler ones than this, but this was the first mechanism to cross my mind when seeing your question.