Originally Posted by
nowherespecial
The messaging coming out of the leasing companies at HAI was that they expect the supply chain to fail this year because of the combination of excess demand, lack of parts from the OEMs and poor contracting conditions from the end users. There could also be a recession though so it's not clear which path we are on at the moment. Everyone is waiting on demand and reliable data from China's reopening to see exactly how much the oil price swings.
All sounds positive......
