This time looks like only china is not able to affordChina has the largest electricity capacity and production in the world and on top of that it is outputing energy at a historic highs even for China! The economy and the export orders are just running too hot. Even the most efficient companies like Apple sometimes run out of stock!
But China will solve its problem with money
It is importimg from the global market and pushing up prices. Some countries might not be able to afford the new prices though