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> no to plastic, "Dow CEO says up to 50% of polyethylene supply is offline, constrained or impacted amid Middle East disruptions - conf call" [1] [1] https://

• cogman10 7mo ago
  [flagged]
  • mullingitover 7mo ago
    Even if there's plenty of supply, this is still a major supply chain disruption that will have ripple effects. Combine this with all the other major supply chain disruptions. This might only raise costs a few percent. Yet for some firms that were just barely keeping their heads above water with the tightened monetary policy, and the tariffs, and now spikes in energy prices, this will be the straw that breaks the camel's back.
    • cogman10 7mo ago
      I agree this is a major disruption, but I don't agree it's the plastic portion to worry about. Oil, fertilizer, helium. These are the things I'm most worried about especially for their knock-on effects. Fertilizer is going to have a long tail. Like, don't expect a food spike this year, but expect prices on food to go wild next year. That alone is going to majorly effect everything worldwide.
      • mullingitover 7mo ago
        Got it, I think we're on the same page generally. I was just rattling off a few things that I'd heard about today.