Time, production capacity, and materials. I’ve seen 1yr lead times on electric equipment to install charging stations. Copper supply issues with a huge rollout.

$150/barrel, much higher prices everywhere, less fertilizer, and less oil available could spur a faster turnover.

I'm building a house (in Europe) and lead times on things are ridiculous now.

I ordered some plumbing parts from a well known German manufacturer in February and am still waiting, the retailer can't give me an exact date yet.

Same thing happened a few months ago when I tried to order a network switch, after a month and a half I cancelled the order.

I've just ordered appliances, that I won't need for a few months, just because I don't know how long they will actually take, and maybe on a month the price will have shot up.

Fingers crossed.