First the 4130N shortage and now carbon fiber?

From what I have heard there is a real shortage of this world wide. Is
this true? If so can anyone shed some light on the how/why of this?
Is it related to the price of oil, or just more demand and lack of
manufacturing capacity? Is it just a shortage of the cloth, or the
basic raw material?
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Leon McAtee
Had planned to buy some more Graphlite this spring............