Hops shortage? Piff. Malt increases? Whoopee. Transportation costs? Hey, happens to everyone.
Major caustic shortage.
That should get your attention. Due to "facility failures beyond their control," the largest producers of caustics in North America are immediately cutting allocation to 15% of contract to all existing customers (more info on that here). Every brewer I know of uses caustic to clean their steel. Like the hops problem, big users (municipal water treatment plants...) are already locking down existing supplies.
One more disaster to cope with.