The analyst thinks over-supply will pressure prices of both silicon wafers and solar modules.
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With no exports of lamb this autumn what price will lamb be with a 20% over-supply?
And he adds that reduced demand in Japan would only make the over-supply of modules worse.
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Yields have fallen sharply and letting agents are reporting an over-supply of properties on their books.
Engineers, never really able to gain guild status anywhere, now find their collective position further undermined by over-supply.
Pricing has been flat to upward-biased in many parts of HDDs, and there have been no indications of over-supply.
It adds that because doctors and hospitals have an informational advantage, they have an incentive to over-supply their services.
When sugar prices increase, so does next year's crop, leading to over-supply, and lower prices, a fall in production, and so on.
Over-building and spiking foreclosures have already produced an over-supply of large suburban homes for which there is little demand or ability to purchase.
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Morgan analyst this week asserted that we could be headed for a huge over-supply of non-iPad tablets in the second half of this year.
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It was over-supply based on speculation rather than good market analysis.
However, the increased competition in the market has lead to a near term over-supply situation, pushing the spot market price of the flat rolled products down.
On top of that, the massive over-supply of the 1980s has yet to be duplicated, so the big markets are less vulnerable to price-slashing property gluts.
ECONOMIST: Property markets: High rise, with a hint of vertigo | The
And Citigroup recently reduced its rating on Nvidia (NVDA) shares based on the potential for an over-supply of tablets and related chips later this year.
FORBES: Looming Tablet Glut Will Trouble Motorola, Research In Motion
The Chinese government strictly controls gambling licenses so the problems that hit Las Vegas with over-supply and competition from Atlantic City and Indian casinos are not an issue.
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The company blamed an over-supply of LED components in Asia.
Given the numbers of large ships contracted for and built over the course of the past two or three years, the over-supply of space-aboard-ship is high and is rising.
The price of carbon hit a record low in Europe on Monday as the over-supply of emissions permits during the global economic downturn continued to undermine the carbon market.
Now the local government, irritated with Tepco over post-2011 supply hiccups, wants to put the power out to competitive bid.
One of these is an over-dependence on Asian companies, which supply two-thirds of Vietnam's foreign direct investment, and which fled during the regional downturn.
Fab.com plans to improve shipping even further by doubling its 50-person tech team in the next year in order to have more control over the supply chain, including hard-to-ship products, the company told Forbes in May.
Perhaps Apple over-ordered iPads to insure supply.
FORBES: Apple Cuts iPad Orders 25%, JPMorgan Says [Update: Blame Brazil?]
The confidence often placed in the positive effect of supply-side reforms should be balanced against the fact that the EU has implemented many supply-side initiatives over the past three decades (the 1992 program, EMU, competition reforms, Lisbon and other agendas) and yet the EU15 economies have grown at a slower rate in each decade since the 1960s.
There is concern among some developers that too much big-ticket supply is arriving over a short period.
It's still unclear whether Boeing's supply-chain decisions over the years played a role in the firm's Dreamliner difficulties.
And listening is a skill that is in desperately short supply in this era of over-stimulation and information overload.
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However, as Ken Hersh the CEO of NGP Energy Capital suggests, the market is in the process of realigning, as there has been a twenty percent correction in rig count (with more to go), which will tighten supply figures over the next 18-24 months.
The supply chain has become slow and over-committed, and stores are cluttered with too many product lines.
It is always important to remember that over the short-term stock prices are determined by supply and demand and not fundamentals and valuation.
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