TSLA - 2022 Will Be The Beginning Of The Era Of Widespread Global Scarcity

• The energy shortfall in the EU, currently translated into a significant shortfall in its natural gas inventories and record-high energy prices is just the opening act of the scarcity economy.
• By the middle of next year, we will observe a supply gap in the oil supply/demand balance.
• High natural gas prices are leading to a shortfall in fertilizer production, which threatens global food supplies starting next year.  It is an example of knock-on effects.
• Scarcity of other base materials such as metals, as well as energy is set to trigger a global supply shortfall in many manufactured goods for the first time since the end of WW2.
• There is no light at the end of the tunnel.  Inflation will continue to rise and be sustained.  Monetary policymakers will struggle to cope.

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