Normal
It's a little bit of everything.Covid = factories are operating below optimal levels since they have to keep workers spaced apart physically, decrease efficiency increases costs.End of year = demand for their factory is near peak, so the opportunity cost of any machine time is the highest.Aluminum Price Surge = 40% for raw material compared to first contractPut it together, and you get problems hard to contain.
It's a little bit of everything.
Covid = factories are operating below optimal levels since they have to keep workers spaced apart physically, decrease efficiency increases costs.
End of year = demand for their factory is near peak, so the opportunity cost of any machine time is the highest.
Aluminum Price Surge = 40% for raw material compared to first contract
Put it together, and you get problems hard to contain.