Our current concern with the labor shortage is how it is affecting our customers. Most of our rail customers have expressed concerns regarding labor and how it is affecting their production and ability to grow to meet current demand.
For one customer, in particular, they are unable to start a second shift of production due to labor issues. This is adding pressure to increase production on the first shift. In order to meet that demand, that customer is now investing additional capital on equipment and processes to increase production with their existing workforce.