Natixis - Bottlenecks are giving way to highly responsive supply

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Natixis

Patrick Artus

Bottlenecks are giving way to highly responsive supply

The post-COVID economic recovery has given rise to many bottlenecks (energy, other commodities, semiconductors, shipping). These bottlenecks appeared mainly because the structure of demand skewed heavily from services to goods. But what is remarkable is the responsiveness of supply (of natural gas and even oil, metals, semiconductors, maritime transport ), which is rapidly eliminating the bottlenecks and accompanying price increases.

21/11/2021 1 EN

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Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

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Analysts

Patrick Artus

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Bottlenecks are giving way to highly responsive supply

Germany: Merz elected Chancellor but only on second attempt

FOMC Preview: Waiting on the world to change

Autos and Telcos largely underperforming last week

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