Manufacturing supply chain shortages across multiple sectors are affecting a variety of commodities, products and markets from semiconductors/autos to plastic parts, fitness equipment, meats and dairy, boats, steel and aluminum, and more.
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Goldman Sachs Global Investment Research team cites two key reasons responsible for causing shortages for a wide variety of productions, detailed below.
The reasoning behind these shortages, Goldman believes, include:
- inadequate sourcing to meet near-term demand combined, with
- limited supply of shipping containers (and further complicated by congestion at West Coast ports) leading to product delays, and higher costs
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