> two years should have been enough for the producers to ramp up the production Along with what Kliment said about not investing in building capacity, I don't

> two years should have been enough for the producers to ramp up the production Along with what Kliment said about not investing in building capacity, I don't think this specific statement is necessarily true. Many of the original factors that caused these setbacks in the first place are still ongoing: everyone is still trying to catch up, and demand is still outstripping supply almost everywhere, for many, many products; worker mobility is still extremely limited (across countries and regions) because of the ongoing pandemic, so it's not trivial to ramp up. Short of investing in that capacity and expanding into new regions, I'm sure it hasn't been easy to actually ramp up production again, and changes in customer demand and patterns are still shaking out. (And even for those companies which have been investing into ramping production, two years can be the low end to start seeing returns on investments: plants take time to build, resources need to be allocated and transported, new employees may need to be trained, etc.)