Ball is Beefing Up Inventory and Leveraging “Cost Recovery” Plans

Dear Client: Aluminum packaging giant Ball Corp. reported Q3 earnings yesterday. For their beverage packaging business, they are currently oversold by 10 billion units, the majority of that in North America, where they had to leave a ton of business on the table in Q3 due to supply chain disruptions. But with lots of new capacity going in, and a focus on building inventory, they hope to be able to grow much more into 2022.  Notably, some customers could also