Yep, that's it right there and most people don't know how much electricity goes into aluminum either, for example. Or that long term fixed prices contracts rose

Yep, that's it right there and most people don't know how much electricity goes into aluminum either, for example. Or that long term fixed prices contracts rose 30% last week while already on the order of 5 times higher than usual. This speaks to the risk being priced in about the fact that things probably aren't going to get better soon and could get worse. > I've seen people in the US blame it on Build Back Better spending, seemingly unaware that BBB didn't pass. Ouch.