> If the spending doesn't re-balance again as restrictions are lifted this is not a temporary supply chain issue caused by just-in-time methodology, it's just the new normal.
Even if spending stays shifted supply will be able to catch up eventually. Once people believe there's a predictable level of demand they will be able to plan output for it - or else someone else will capture that new market share.
Even if spending stays shifted supply will be able to catch up eventually. Once people believe there's a predictable level of demand they will be able to plan output for it - or else someone else will capture that new market share.