In the medium term, the main danger concerns the neon gasrequired for laser engraving i microchip
The war in Ukraine and consequent economic slowdown it will cost at least 5 million cars. S&P Global Mobility has cut production estimates by 2.6 million both for the 2022 both for the 2023reducing them respectively to 81.6 and 88.5 million. The forecast, he explains MF-Milan Financediscount on the one hand the freezing of sales in Russia and on the other the supply difficulties caused by the conflict.
The war conflict has already caused cable supply problemsespecially to the German houses, forced to stop several plants waiting for find alternative supply channels. In the medium term, however, the main danger concerns the neon gasnecessary for lasers that engrave semiconductors.
Inventory levels are still reassuring at the moment, but Ukraine is responsible for 50% of global supplies of the element and, if the war continues for long, a second chip crisis is inevitable.
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