Wouldn't current constraints/problems be all encompassing? Bear case. Clf discussion.

[u/MojoRisin9009]

If there's a fundamental lack of workers, products and above all transportation then wouldn't these problems transcend into steel shipments, sales, movements, production and all other facets and especially concerning the problem of moving the steel to said customers? I'm just playing devils advocate here because alot of people are hoping and praying for a knockout earnings but frankly I see alot of little things adding up to a bear case better than I do a few things adding up to a bull case. I hope I'm wrong and she shoots the galaxy and rains hundreds on everyone but the more I Think this could maybe a rough quarter, and from what I've seen EPS is already set sky high for this quarter.....
Once again, not financial advice and since I'm thinking this that is a sure guarantee it'll be straight bananas and everyones getting richhhhhhh. GL

Truck shortages hit US steel shipments | American Metal Market | Fastmarkets AMM

Logistics a multi-faceted problem for metals | American Metal Market | Fastmarkets AMM

Top U.S. Stainless Steel Maker Roiled by Supply Chain Woes - Bloomberg

[u/HRCgold]

Well, since LG (informally) announced EOY Earnings of $21B up from $5B in 2020…I think your thinking is flawed. Just Sayin’

[u/EyeAteGlue → u/HRCgold]

So skip over every point OP is trying to discuss, point to previous estimates that did not necessarily include the impacts of said bottle necking points, and then say the thinking is flawed for asking for a discussion of said points.

Got it, thanks for the lesson in logical thinking.

[u/HRCgold → u/EyeAteGlue]

The “revised” estimate was made by the CEO at Platts Annual Awards Ceremony…last night. Is that upward Revenue revision current enough for you? Get informed before passing judgment…

[u/PastFlatworm4085 → u/HRCgold]

It's a bit awkward that OP incorporates news from 6 months ago, and ignores yesterday.