Brooke Sutherland, Columnist

Manufacturers Don’t Have a Demand Problem Yet

Supply-chain snarls are pinching margins and thwarting companies’ efforts to fill orders, but customers are still buying.

October 22, 2021 at 6:20 PM UTC

By Brooke Sutherland

Brooke Sutherland is Bloomberg News' Boston bureau chief and writes the Industrial Strength Newsletter. She was previously a Bloomberg Opinion columnist covering deals and industrial companies and an M&A reporter for Bloomberg News.

Honeywell CEO Darius Adamczyk says the only constraint is the supply chain.
Photographer: Christopher Goodney/Bloomberg

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The supply chain has huffed and puffed, but it hasn’t knocked industrial demand down — at least not yet.