The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.
Dan Niles
Related
The good news is that inventory levels are improving and housing supply will come closer to buyer de...
DAVID LEREAH We expect global demand for waxes to grow at an average annual rate of 1.0% over the next 15 years, ...
BILL DOWNEY Oil companies are exploiting a tight supply-demand situation. They are piling on, making a bad situa...
TYSON SLOCUM There's a real supply and demand issue with raw materials and precious metals and, while demand cont...
PABLO GARCIA More selling is possible in the future, because of the changes in the demand-supply situation.
DING CHAOYU Demand was good for the Xbox 360 but the company had supply chain constraints.
JAMIE FRIEDMAN There's more inventory in general. There is still more supply than there is demand for online advert...
DENISE GARCIA A company with a static supply chain strategy will not be successful in the future.
BILL READ Bonds are likely to rebound following the auction. It looks like there will be plenty of demand from...
KAZUHIKO SANO Inventory levels throughout the chain remain low, operating rates are high, and fundamental demand c...
JEFFREY LIPTON The damage left in Katrina's wake made the already troubling supply and price situation significantl...
BOB SLAUGHTER We are constantly in a volatile situation because of the tight worldwide supply-and-demand balance.
ANITA MANGELS In the big picture, the whole world at every level, micro, macro, physiological, psychological, mate...
ASCETIC ANGEL At a company like Dell, it's a strategic variable. Their strategy is to have the best product at the...
DAN HAWTHOFF The theoretical low-cost supply chain doesn't actually, in reality, turn out to be the lowest-cost s...
BETH ENSLOW Conditions in our end markets continue to point to an extended, strong global mining cycle. We face ...
JOHN HANSON Through the first half of 2005, supply and demand has remained in relatively stable balance. However...
BRIAN GORDON It's always a supply-and-demand situation, and both sides of the situation are anybody's guess.
GREG LUTZ Our supply chain is geared up to meet the need of 30 million Canadians, and we don't have the scale ...
JEFF POSTON It's all about building the collaborative discussion with the supply chain.
DAVE COOPER Metrics are very high on the list for supply chain executives and supply chain users. It's rare to s...
ADRIAN GONZALEZ Today, most RFID applications are designed for inventory and asset tracking. The goal is to eventual...
HOSSEIN ESLAMBOLCHI If you take a look at the supply-demand fundamentals in the world, there's not a lot of excess suppl...
JACQUES ROUSSEAU After rising sharply since their trough in 2003, office rents are likely to go up steadily this year...
MICHAEL LEE When demand exceeds supply, prices go up. Until supply increases to the point where it more than sat...
LEIGH MORRIS It's the law of supply and demand. Demand is down, supply is up, so the price is down.
CAROLINE ALLEN This regulation will better reflect the de facto demand and supply in the foreign exchange market.
WANG YUANHONG She was intimidating and all I could do was sit back on the couch as she paced back and forth, slowl...
IN THE MAKING It is crucial that restaurants match sales with shipments. If demand for an item exceeds supply, ind...
JOSEPH FLOWERS Dive into the river of the present, but don't thrash about, go with the flow.
JIM GENOVESE It looks like demand for high-quality steel remains strong and supply remains limited.
YOJI TAKEDA Supply and demand is what drove up the prices. Demand was growing, and supply was staying relatively...
DAVID PARK As we go into the driving season we will see further tightness in supply and demand.
ARJUNA MAHENDRAN Demand for energy will double in the next decade. Energy supply is fundamental to societal value.
EIVIND REITEN The overall trend is that prices have flat-lined in the last three to four months because the (housi...
JEFF KATZ Due to strong consumer acceptance of new products, growth for TV and appliance retailers in 2005 was...
PAT CONROY The continuing delays in the delivery of supply mean we can expect prices to hold at least at curren...
ADAM ROWLEY The supply situation was very spotty,
ED MILLER Barring a major catastrophe, there will be no rolling outages (Thursday or Thursday night). The chan...
DEBBIE DEREK The global food supply chain is a multitrillion-dollar industry. That's the market we're thi...
ARVIND GUPTA Supply-chain applications are in a trough of disillusionment. CEOs signed off on supply-chain packag...
JEFF WOODS The supply of government exceeds demand.
LEWIS H. LAPHAM The Dell Theory of Conflict Prevention argues that no two countries that are both part of the same g...
THOMAS FRIEDMAN The art is figuring out how to run the supply chain as efficiently as possible, while dealing with b...
CHRIS HOLT Supply-chain management with China as the focus has remade the face of world trade.
DAVID LI Clearly, the risk has increased, particularly with the current economic situation. However, we belie...
ADNAAN AHMAD Platinum looks set to stay firm. There is a shortage of supply to meet demand as suppliers have run ...
JOHN MEYER Infrastructure projects create a lot of demand for material, services and manpower. It is a chain re...
JAMSHYD GODREJ The economic situation, the high cost of undertaking manufacturing, the supply chain - which is, by ...
RATAN TATA HP is a good example of a company that was very much about differentiated technology. With Dell comp...
DAN HAWTHOFF Every company’s supply chain should be its ultimate competitive weapon—not the gun with which yo...
STEVEN J. BOWEN If one of these links in a small business' supply-and-demand chain is broken due to a computer syste...
JAMES TALENT You can do the math. Supply and demand.
MITCH DORGER The demand is far, far exceeding the supply.
STEVE SCHNEIDER We need to build a supply system to cope with the demand.
SADAYUKI SAKAKIBARA The decline in demand should be short-lived. It will be a race between supply and demand. It will ta...
PHIL FLYNN We believe that demand is now likely to exceed Intel's processor supply now through the third quarte...
DAN NILES Nothing in the world raises prices like an excess of demand over supply.
HOWARD MARKS This is, at root, a problem of demand outstripping supply,
GORDON BROWN Companies are urged to remember that no supply chain exists in isolation. Many supply chains are int...
EVAN BLOOM To get the blood supply up beyond emergency levels, we all need to do our part.
JOE CALABRESE Buoyant market demand for the group's portfolio of commodities, except titanium dioxide feedstock wh...
CON FAUCONNIER There's a very tight balance in world supply and demand.
LYNTON ALLRED Supply always comes on the heels of demand.
ROBERT COLLIER The supply potential has left demand far behind.
LIU ZHI Global demand is stronger than the existing supply.
LEE EDWARDS Mine supply in zinc remains very constrained. Zinc is the one metal that deserves a re-rating based ...
JON BERGTHEIL Three years ago, the salmon industry was at rock bottom. Now demand exceeds supply.
BILL HINES The demand definitely is there and much greater than our supply at this point.
LINDA FUNK It's indicative of strong underlying demand for housing relative to supply and it's supportive of th...
DOMINIC BRYANT In the beginning, there was nothing and from nothing came our species then behold the dawn of music....
GARY F EVANS... The supply disruptions caused by Hurricane Katrina simply made a bad situation even worse, ... Most ...
DAVID GOSS The first half we came out sluggish. We shot 22 percent in the first half.
TERRY BOE There was a mismatch of supply and demand in China before the SARS virus.
JEFF BRAY As scarce as truth is, the supply has always been in excess of
the demand.
BIBLE As scarce as truth is, the supply has always been in excess of the demand.
JOSH BILLINGS Now is the only time we have, and the only time that we have any control over.
RICHARD CARLSON Coles Myer's supply chain will be a key focus for management over the next two to three years.
CRAIG WOOLFORD Companies in the electronics supply chain ultimately need real-time content that is integrated with ...
ERIC KAROFSKY 2006 and 2007 will be good seasons for the memory industry. This year supply is a problem especially...
CHARLES KAU The 'adaptive supply chain' has been the buzz over the last few years.
BILL READ The biggest factor in the price increase right now is supply and demand. There is huge increasing de...
DAVID SANDALOW Demand for power equipment is very much there but supply is not. It is a good situation to be in. Bu...
PARAS ADENWALA In a market economy you can't have demand higher than supply,
LAWRENCE GOLDSTEIN We would not be at all surprised to see temporary supply-demand imbalances resulting in price surges...
JOANNE SHORE The demand shock from India and China could turn into a supply shock because the reserve situation i...
LAURA TYSON There's no shortage at the moment, but the overall global supply-demand balance is pretty precarious...
AXEL BUSH The supply chain is all about four steps: buy—make—move—fulfill.
STEVEN J. BOWEN There are still some supply disruptions related to the hurricanes, but it looks like there is a dent...
GERALD ZUKOWSKI Our goal with this year's '100' is to highlight a broad range of innovations taking place in the the...
ANDREW K. REESE We recognize we could be dead wrong. But when we look at the fundamentals of supply and demand, we s...
GREGG LASKOSKI Our decision to implement changes in supply chain operations is a difficult one, but it is the right...
DAVID MORRISON What I draw from that is it confirms how tight the market actually is right now. To us, the big pict...
DOUG MACINTYRE It's difficult to have visibility for planning in one place and to tie together all the events in th...
CHRIS O'CONNOR Sony Ericsson's W800 Walkman phone and the K750 are seeing healthy demand in distribution and retail...
BEN WOOD I don't think $65 oil is sustainable in the long term. There will be a reaction from either the supp...
DOUG LEGGATE From a supply and demand standpoint, there is going to be some rough sledding for a while,
TIM RAMEY We fall back into the past, we jump ahead into the future, and in this we lose our entire lives.
THICH NHAT HANH There is an imbalance in terms of the demand and supply of energy which continues to be satisfied, o...
BRIAN BETHUNE Supply and demand regulate architectural form.
ADOLF LOOS
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DAN GILBERT A lot of the problems in the mortgage world, people said, were because our competitors were evil. Bu...
DAN GILBERT I don't think we'd be the business that we are today if we were spread out in the suburban a...
DAN GILBERT A mortgage transaction is very complex, very complicated, and very localized - the rules are not jus...
DAN GILBERT StockX's live marketplace will harness the Internet's natural ability to facilitate a better...
DAN GILBERT From LeBron's standpoint, if a guy like Kyrie walks away - that creates doubt. But Kyrie committ...
DAN GILBERT First thing I said to him was, 'LeBron, you know this is true. We had five good years and one ba...
DAN GILBERT If the Big Bang is true, that means everything that came out of it, all of the particles, all of us,...
DAN GILBERT Urban renewal always happens as a symphony of events, and part of the symphony is innovative, optimi...
DAN GILBERT When we do an investment, we always ask, 'Can we affect the outcome? When buying a company, can ...
DAN GILBERT When we grew up, we wanted to do two things: to own a sports team and a casino.
DAN GILBERT