Isn't it a little remiss to report on inflation without even mentioning the huge increase in M1/M2 money supply since the pandemic began? [1]
Both are driving inflation.
No no, the everything shortage, massive backups at the ports, the trucker blockade, and everything else are totally unrelated; clearly it's a problem of fiscal policy.
In order for that to take place, we need a prioritized list of what goods can be focused on economically. Then we need to get people organized and hop to it. That isn't happening. Either because investors are to squeamidh to take a risk, or Execs aren't popping up with ideas for execution to get invested. Execs aren't starting businesses, because that takes significant capital and stability from which to embark on the journey of fund raising from. Increasingly, that gets further and further out of reach as people don't get paid enough/the right experience to build up the springboard to jump off of, or even if they do the list for industrial sectors without value deserts is shrinking due to hyperoptimization fueled my mergers and acquisitions combined with an optimization to minimize worker pay, silo people, and an increased tendency to poach advice only from an entrenched "management" class.
I mean, none of these problems seem terribly obscure or hard to reach from my perspective. Capital is increasingly centralized, and if you've got international players not playing nice enough to keep JIT feasible, you have to go old school.
Supply chains disruptions are a core feature of monetary inflation, and they always have been.
When you adjust the price of money (interest) to where it is more affordable to pull future consumption into the present, one day the future becomes the present. And that is a future where there is a shortage: the hardworking ants eventually do get the better of the summer grasshopper.
That it need be said, but this current supply shock was predicted by everyone not enthralled to Keynesian policy prescriptions. The 1970s saw similar supply shocks and inflation, caused by (1) the Nixonian debasing of the monetary system in throwing off the last vestiges of the gold standard, and (2) various incompetences of spending and energy policy failure in the Carter administration.
This is what happens when you think there's a centrally planned "natural" rate of interest for the economy, and don't allow interest rates to be accurately priced on a per-instrument / sector / commodity basis.
Demand can only go down when prices go up for elastic goods, so this isn't a factor for, e.g., oil, and anything made or transported using it (everything). Demand is further increased by people having already put off a lot of spending for 2 years.
To a first approximation, a libertarian would ignore all government statistics and instead look at markets. He sees the massive 10bp inversion in the eurodollar spot curve two years out, concludes that there is no (monetary) inflation, and positions himself for (monetary) deflation. He would agree with you that the CPI inflation has all the causes that you mention, perhaps throwing in lockdowns, vaccine mandates, and general government incompetence for good measure.