supply chain
3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jul 14, 2022 by Scott Jacobs · across every show →
Everything said about supply chain, oldest first
Jul 14, 2022 negative
Jacobs: Supply chain inflation hurts infrastructure developers more than rising rates
“The supply chain and the cost of supplies have gone up far more than the cost of capital has gone up so far, and that volatility in the supply chain has been much more troubling for our partners than cost of capital changes has been so far.”
Dec 15, 2022 neutral
Sep 10, 2026 bearish
Lubershain: Data center demand shock creates systemic price inflation across electricity delivery
“There's a demand shock and supply chains, like basically every step in the supply chain for equipment, For the electricity system to deploying that equipment and getting it online and hooking everything up is bottlenecked and cannot keep up with demand. And be…”