Re yr mate who is seeing supply shortages….I was told by a guy who owns a stove shop and who trades all over Europe, @ Feb time, that due to covid and over here other problems with the EU imports/exports, to expect to see severe shortages developing of everything, come June and on…..people have been running down stocks and he said once those stocks go lead times are going out to over 3 months or more….
and to expect prices to explode…looks like he was dead on.