3 ms·
Think we are well past that. Even if these companies had huge stockpiles, they would have been depleted long ago. No company is going to hoard multiple years w
by adam_arthur 5y ago
Think we are well past that. Even if these companies had huge stockpiles, they would have been depleted long ago.
No company is going to hoard multiple years worth of inputs. Supply has remained high in semiconductors too, it's more of a demand than supply problem. But of course, elevated demand and normal supply leads to shortages just the same as normal demand and shortened supply.
Retail Sales:
https://fred.stlouisfed.org/series/RSXFS https://fred.stlouisfed.org/series/RSXFS
- xondono 5y agoMaybe, but part of the issue is the massive shift of component stocks from suppliers to manufacturers. JIT allowed a lot of different manufacturers to “share” stocks, by keeping inventory in a supplier instead of in house. In the end we traded in risk tolerance for better efficiency, and most companies are now doing the opposite trade. > No company is going to hoard multiple years worth of inputs. I actually work with companies who have done this.