Food for thought from a different perspective.
Being in manufacturing (GM at deltran.com) let me share with you what I am facing on a daily bases, and with speaking with my piers, so are they.
Deltran Inc. is a job shop that specializes in precision metal stampings and high speed tapping with customers in the electronics, telecommunication, aerospace, automotive, and power transmission fields.
We purchase raw material from a secondary slitting/rolling house who in turn get the raw material mill direct. Typical lead times on raw materials (brass, copper, steel, stainless, aluminum) would range from 2-5 weeks.
COVID has had a major effect on getting the basic raw materials I need. Most of last year, we didn't see much an increase in lead times, however, since the beginning of this year some lead times have been increased to 10 months. Reason being, with demand down the mills slowed production, turned off some of their blast furnaces and laid people off.
Now with demand increasing, the mills can't keep up. It takes a very long time to bring the furnaces back on line, and add to that, workers returning to work need to be vetted for COVID, new workers need training (8-12 weeks) and the kicker, once they find out how hard the job is, they quit to go back to sitting on the couch collecting the same pay to do nothing.
This brings me to my point, my customers (like us with GHL) want their product now, they don't care about the delays I have in getting raw materials, and call/email me daily for updates and explanations on why I can't deliver on time.
No matter how many times I explain the situation, they believe I'm not doing enough.
I won't even get into the added issues of why the cost of the parts have increased 15-25% which I need to jump thru hoops for them to agree to. But in case you are wondering, as an example, Copper is up 48-52% which in turn drive the raw material up anywhere from 25-40%.
Trust me, I would love to be able get these parts out the door ASAP and make money, but do to supply issues beyond my control, I can't.
Now I know GHL is still in the trial phase, but when it comes time for production, they might have supply issues too.