Storage is more profitable, yet the stock price becomes more dangerous?
Once capacity is locked in and orders become increasingly certain, Wall Street can more easily calculate future profits.
The problem is that the higher the certainty, the smaller the room for upside surprises; and continued price hikes will also push customers to optimize allocation and drive manufacturers to expand production.
Storage is using the best fundamentals to manufacture the next round of pressure itself.
Once capacity is locked in and orders become increasingly certain, Wall Street can more easily calculate future profits.
The problem is that the higher the certainty, the smaller the room for upside surprises; and continued price hikes will also push customers to optimize allocation and drive manufacturers to expand production.
Storage is using the best fundamentals to manufacture the next round of pressure itself.