Part 2

Commodities and Individual Companies

Commodity spikes, supply interruptions and logistics issues, and curtailment of capacity (which can reduce benefits of scale) can all eat into auto-industry profitability quite quickly.

Game of Chromes (Signal From Noise) 9/1/22
For any given commodity, price fluctuations affect not just the companies that produce that commodity, but also the companies’ suppliers and customers up and down the line. The price of steel is of considerable interest to not just steelmakers, but also the car make...

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