Or this chart

When one has a certain amount of dollar variance to spread around then the variance gets weight dispersed among the more inelastic inputs.  In other words, we have a quota of correlation to spend.  Start with that insight,  then just check out these charts for various inputs until the quota of variance is used up, and we find our constraints.

Oil supply fails to meet oil demand. I can point to dozens, hundreds of economist who got that way back when.