March 8, 2022

New Volatility and Uncertainty Emerges in the Fleet Market

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The 84^thState of the Fleet Industry video produced by Automotive Fleet offers an updated look at the state of the fleet market as presented by AF Editor Mike Antich.

🎙Today's topics include:

The sharp spike in fuel prices.
Forecast that commodity inventories to decrease putting new upward pressure their prices.
Higher commodity prices to generate increased inflationary pressures in the macro-economy.
Concern about a second disruption in the microprocessor supply chain due to constraints in key material necessary for production.

⏱ Timestamps ⏱

0:00 Intro
3:37 Emerging Price Trends
4:34 Unprecedented Low Supply of Aluminum – Goldman Sachs
5:05 Concern of Potential Catalytic Converter Constraints
5:55 Higher Prices = New Inflationary Pressures
6:15 Concern of New Disruption in Microprocessor Supply Chain

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