The hottest Supply Substack posts right now

About 30-40% of people don't believe increasing housing supply will lower prices or rents.
In cities with limited housing supply, population growth can lead to decreased housing availability, impacting affordability.
Cities that don't build enough housing can have negative impacts on low-income residents, forcing displacement and exacerbating housing affordability issues.

Short- and medium-term supply of minerals for the energy transition is a challenge that requires increased recycling, substitution, mining, and refining capacity.
The time it takes to discover new mineral deposits, open mines, and scale up refining capacity can create bottlenecks in the short- and medium-term.
To meet the growing mineral demand by 2030, there is a need to accelerate new mine openings, build refining capacity, and ensure strong environmental and social oversight.

There is a misconception of overbuilding being a significant issue in the housing market.
Historical data shows that construction rates do not have a cyclical effect on supply and demand dynamics.
Low construction and vacancy rates currently contribute to high housing costs, and more housing supply is needed to bring rents down.

Token unlocks can impact digital asset markets by influencing supply and prices.
Analysis of free float supply can help gauge the impact of sudden changes in circulating supply on exchange prices.
Token unlocks may not always result in significant price impacts, as various factors can influence market reactions.

Liquidity is crucial: Offer a lot of relevant results, qualified supply that's quickly filterable, and a seamless end-to-end process to avoid disappointing customers.
Supply is key: More supply leads to more demand, better conversions, retention, and word of mouth. Insufficient supply can lead to marketplace failure.
Concentration matters: Focus your marketing efforts to consolidate demand, aiming for a tipping point where growth becomes exponential. Once saturated, shift focus to customer success.

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