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Why Are Shelves Still Empty? Supply Chain Woes, plus Other Economic Takeaways from the Pandemic

After Hours

CHAPTER

Flexibility Is the Answer, but Someones Can Have to Pay for That

Resiliency is a concept. Sounds great, but it comes into direct conflict with efficiency and low prices for consumers. The second tension i see is that we can build more flexibility into our supply chains, and maybe we can even bring more parts of the supply chain on to our own shores. And so given that we live in a global world, really understanding what it means to continue to invest in parts of the world that seem very far and disconnected from you. I think there's also something that you alluded to earlier, felix, which is this is part and parcel of investment behaviour in the sector trita. In an era of very cheap capital, people potentially expanding capacity at the wrong

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