Yep! A metal shortage.
I went down to a local re-sale shop who sells new 100 gallon pre-filled propane tanks awhile ago.
The shop owner commented that there was a shortage of new tanks due to a metal shortage.
I said "Really? is that why the price of scrap isn't up around $700 a ton or more?
If there was a shortage, scrap price would be higher, much higher than it is.
Maybe the covid caused a shortage of people in chuna."
He couldn't argue the logic and finally agreed with the logic.
More shortages coming?