A Timeline for Draining Supply Chains (01-7-2021)

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justmec
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Goldman Sacs put out a time line when they think supply chains will stabilize and refills, that's Q2 2022, but its from demand destruction as prices become so expensive consumers stop buying. Freight rates hit $100,000 per day, Argentina halts beef and corn exports and the CME starts nature offset credits, made of air market, invisible.