In today's episode, our pricing and purchasing experts, John Anton, John Mothersole, and Sophie Malin discuss the continued shortages being felt across material production and labor markets due to Covid-19 lockdowns and disease progression. John Mothersole talks about the growing frustrations being felt due to consistent disruptions across mining, lumber, and more critically semiconductors which will have a knock-on effect on additional industries. When the conversation turns to disruptions to cargo and air shipping, Sophie offers her analysis on global labor shortages – specifically the differences in demand for labor in service industries vs manufacturing and construction. And of course, no discussion can be complete without discussing issues around illness, priority access to vaccines, and policy. John Mothersole https://ihsmarkit.com/experts/mothersole-john.html John Anton https://ihsmarkit.com/experts/anton-john.html Sophie Malin https://ihsmarkit.com/experts/malin-sophie.html Register for Geostrategy 2021 here: https://ihsmarkit.com/events/2021-geopolitical-conference/overview.html

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“What did the council decide on item 42?” — answered with the speaker and the moment.