Commodity shortages

#138
#138
The same pains we had this time last year will have to be unwound. Toilet paper was short because so much was manufactured for commercial use. That will have to reverse. Food that has been reworked for the domestic pipeline must be reworked for restaurants and other venues. All these little quirks are laid bare in a JIT system. I don't see us really moving away from that. I think our biggest problem is going to be finding the truckers to haul all this stuff. Our production capabilities are fine, our abilities to get that product from A to B are in trouble. With the semiconductor shortage the vehicle situation isn't going to get any better.
 
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#141
#141
southgatevol said:
LOL. Neither. Idiocy? That the term for which you are searching?
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No, they're both idiots.

Call me when Biden makes fun of the disabled or pays off porn stars. However stupid you believe Biden to be, you won't convince me he's not a decent person.
 
#142
#142
DancingOutlaw said:
The same pains we had this time last year will have to be unwound. Toilet paper was short because so much was manufactured for commercial use. That will have to reverse. Food that has been reworked for the domestic pipeline must be reworked for restaurants and other venues. All these little quirks are laid bare in a JIT system. I don't see us really moving away from that. I think our biggest problem is going to be finding the truckers to haul all this stuff. Our production capabilities are fine, our abilities to get that product from A to B are in trouble. With the semiconductor shortage the vehicle situation isn't going to get any better.
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One of your bigger problems is the fact that so much of a manufactured product is assembled with pieces from various parts of the world and each of these countries are operating in such a different manner with respect to covid.

US mfg is effed right now. Aside from the demand issues, which are high, you have the companies operating at unheard of inefficiency levels. I would imagine Ford, Chevy, Toyota, etc. have factories stacked up with cars built to 90% of completion. While revenues may be soaring I'm hesitant to believe profits will.
 
#143
#143
Septic said:
No, they're both idiots.

Call me when Biden makes fun of the disabled or pays off porn stars. However stupid you believe Biden to be, you won't convince me he's not a decent person.
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I will not argue the idiot point. But I never accused you of not being gullible.
 
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#144
#144
DancingOutlaw said:
The same pains we had this time last year will have to be unwound. Toilet paper was short because so much was manufactured for commercial use. That will have to reverse. Food that has been reworked for the domestic pipeline must be reworked for restaurants and other venues. All these little quirks are laid bare in a JIT system. I don't see us really moving away from that. I think our biggest problem is going to be finding the truckers to haul all this stuff. Our production capabilities are fine, our abilities to get that product from A to B are in trouble. With the semiconductor shortage the vehicle situation isn't going to get any better.
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Re-invest in rail? It obviously wouldn't be an overnight solution, but we need somebody to start thinking in longer time horizons that quarter-to-quarter or 5 years out.
 
#145
#145
I would love to hear what some of those UT MBA professors are saying right now about supply chains and how much of a benefit it is to have all of these items being made or processed on all corners of the globe...
 
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#150
#150
Rasputin_Vol said:
I would love to hear what some of those UT MBA professors are saying right now about supply chains and how much of a benefit it is to have all of these items being made or processed on all corners of the globe...
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I've had the same thoughts. In January I thought what I was seeing would be resolved by late summer. I am wondering now if that was foolish thinking on my part and in fact we are looking at 3-5 years to get much of this straightened out.
 
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