EUROPEAN GLASS SHORTAGE - Volkswagen is stockpiling windshields

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High Energy prices = Less energy-intensive products.

This shit is the next stuff that skyrockets and lifts inflation to higher doom levels.

https://www.businessinsider.com/volkswagen-is-stockpiling-windshields-amid-looming-glass-shortage-wsj-2022-8

Bulk buy that windows.

Like whales build inventory, and you know what it means.

Accumulation period before it goes to the moon.

But wait, energy-intensive items are the new shitcoins? Probably.

But is physic stuff with maybe low liquidity?

Anyway.

10x gas price means 10x higher production costs of glass.

Same with steel and aluminum.

I know aluminum needs electricity, but that's also 20x up.

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Interesting is, even glass bottles will skyrocket, normal stuff out of metal. Everything.

Looks to me like a hyperinflation scenario.

And the companies that buy now, will sell the end product much more expensive most likely.

And if panic buys happen, yeah we know...



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