In the 15-minute Audio Interview, Ms. Reisman discusses these questions:
- Despite the more sluggish global economy – in China, in Europe and in the US, we are still hearing of part shortages and material availability issues. Why is that happening because it runs counter to a lower demand environment? Also can you give an overview of which metals this is happening in?
- This sounds like an issue that obviously impacts the global auto industry but doesn’t it also impact much bigger parts of the US economy as well?
- What has been the impact of resource nationalism on prices and what is the relationship between prices and material availability?
- You discussed earlier the impact on governments but how are industries or better yet individual companies thinking about mitigating this supply risk?
