I'd say he was mostly correct about the causes, but the thing to remember is that this situation is not going to be with us forever. It's going to last a year m

I'd say he was mostly correct about the causes, but the thing to remember is that this situation is not going to be with us forever. It's going to last a year maybe two at most and then after that it's business as usual, the companies that have the least spare capacity will win out again and everyone will forget the post covid supply chain issues. So no I don't don't think we'll see much more investment in excess capacity. What it has highlighted however is the over reliance on certain geographical locations for manufacturing, especially key electronics components and the problems it caused. Expect certain items to be manufactured closer to key markets now or to be branded strategically important so that government aid can be provided to them to keep them going.