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| Economy |
| With A Record 79 Container Ships Waiting Off The SoCal Coast, A Scary Supply-Chain Solution Emerges |
| 2021-10-24 |
| [ZeroHedge] In which Zero Hedge waves around an excessive number of increasingly technical graphs in an effort to inform us that things will get worse before they get better. |
| Posted by:Skidmark |
| #9 I have heard that Home Depot chartered their very own containership a couple of months back. It is supposedly a Panamax size (fits the locks in the Panama canal), so it doesn't need to offload on the west coast. They want their stuff. |
| Posted by: ed in texas 2021-10-24 22:58 |
| #8 Barcobloqueo. |
| Posted by: Glaque Grumble3477 2021-10-24 20:05 |
| #7 Would be interesting to know the manifests, whether raw materials or Big Box Junk, and also how ships are chosen to be unloaded next. |
| Posted by: swksvolFF 2021-10-24 19:09 |
| #6 Ordered some windows in June. Was told prob 6 weeks to delivery and install. 6 weeks later was told prob 7-8 weeks(2 mos) more. 12 weeks later was told prob not til Jan because the manufacturer could not get raw materials (aluminum and glass). I did get my deposit refunded thank you. |
| Posted by: Skidmark 2021-10-24 15:14 |
| #5 The move to Just in Time logistics and point of sale demand cues at the point of manufacture are key to reduce the sunk cost of inventory awaiting demand in the intermediate warehouses of days gone by. Now, the price swipe at the checkout is the manufacture cue at Campbell's soup for another case of tomato soup. No capital tied up in the middle. Works great when the delivery system is directly at the other end of a well maintained highway/rail network a few hundred miles away, and the entire system is run by fellow citizens and people who want it to work. Change that dynamic to add a huge ocean, the point of manufacture run by people whose motives may well be other than friendly or politically congruent, and voila. Now add domestic over regulation by clueless Marxist fools like California, and this only gets worse. 30+ years of public policy by know-nothing political hacks has brought you this mess, and every solution this current crop of morons will offer involves more government sclerosis in the system, not less... |
| Posted by: NoMoreBS 2021-10-24 12:53 |
| #4 The underlying issue here is that in any functioning system, when you increase efficiency and reduce waste, you also remove the ability to react to problems. Efficient workflow, waste control, redundant backups: choose any two. |
| Posted by: ed in texas 2021-10-24 12:29 |
| #3 Shipping backed up at the ports? Much longer time containers are waiting in the port to be trucked out? No mention of the slashing of available trucking, due to the Covid Mandate, to move the containers out of the port? |
| Posted by: CrazyFool 2021-10-24 12:01 |
| #2 BLUF: Which leaves us with the painful conclusion: if we want a return to the previous supply-chain equilibrium, the system needs to do more than just ramp up supply: it also needs to squash demand or the wild gyrations will continue. "Squash demand?" Auhhh yes, price increases. So far at least, I have absolutely no need for any of that stuff. What exactly is it in those containers that we absolutely CANNOT live without ? What is it in those containers that we cannot produce in this country or Canada ? |
| Posted by: Besoeker 2021-10-24 10:57 |
| #1 About the Zero Hedge piece: No mention of alternative ports beyond Los Angeles — like Governor Ron DeSantis pushing the availability of Florida’s — but we should be grateful for energy shortages in China limiting factory output even as we worry about empty store shelves resulting from reduced off-loading. Those interested in logistics and the stock market should find it more interesting. |
| Posted by: trailing wife 2021-10-24 10:46 |