Demand continues to be the BUZZ word for describing market conditions; here is one perspective of why the “supply chain is so messed up”.
“Anyone that has been around supply chains knows that there have always been issues and challenges. Weather, economic cycles, capacity, pricing fluctuations, labour strikes, war, terrorism, policy changes, etc. But 2021 is something much bigger entirely. Why is that? Production was shut down while the U.S. economy went into demand overdrive. When the ports became flooded with cargo, they simply didn’t have the capacity to handle it.” (More here)