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General Discussion => The New Joe Montgomery Birther Pit => Topic started by: michigancat on November 04, 2021, 08:31:14 AM

Title: Supply Chain Chat
Post by: michigancat on November 04, 2021, 08:31:14 AM
LOL, the main characters of twitter today

https://twitter.com/brikeilarcnn/status/1456227125346832384
Title: Re: Supply Chain Chat
Post by: star seed 7 on November 04, 2021, 08:32:39 AM
That seems like a lot of milk
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on November 04, 2021, 08:39:04 AM
kids love milk
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on November 04, 2021, 08:50:37 AM
Just read an article from a logistics mag.  California port management is a complete crap show.
Title: Re: Supply Chain Chat
Post by: MakeItRain on November 04, 2021, 08:58:41 AM
Who is buying 12 gallons of milk weekly who isn't for the USDA Special Milk Program?
Title: Re: Supply Chain Chat
Post by: michigancat on November 04, 2021, 08:59:48 AM
also I feel bad about how much twitter is making fun of that family, it's less funny after watching the video - they seem like nice people.
Title: Re: Supply Chain Chat
Post by: wetwillie on November 04, 2021, 09:04:29 AM
I am in supply chain and can confirm I am not having a good time right now
Title: Re: Supply Chain Chat
Post by: michigancat on November 04, 2021, 09:05:10 AM
I am in supply chain and can confirm I am not having a good time right now

oh yes it's insane
Title: Re: Supply Chain Chat
Post by: Sandstone Outcropping on November 04, 2021, 09:17:22 AM
Our vet can't get the full size bags of Science Diet large breed kibble anymore. Had to get a tiny bag for a big dog.
Title: Re: Supply Chain Chat
Post by: yoga-like_abana on November 04, 2021, 09:19:31 AM
I too have been mildly inconvenienced by all of this.
Title: Re: Supply Chain Chat
Post by: BIG APPLE CAT on November 04, 2021, 09:26:11 AM
this past weekend at the farmers market, one of the vendors apologized for not having a larger plastic bag to put all of my food stuffs into, citing supply chain issues getting the larger bags. I brought my own bags so it was nbd but i'm seriously starting to consider moving to canada or wherever i don't have to put up with this BS
Title: Re: Supply Chain Chat
Post by: wetwillie on November 04, 2021, 09:36:11 AM
I’m hoping this is a catalyst to shift some production to Mexico/ increase automated manufacturing domestically.
Title: Re: Supply Chain Chat
Post by: Cartierfor3 on November 04, 2021, 10:12:36 AM
also I feel bad about how much twitter is making fun of that family, it's less funny after watching the video - they seem like nice people.

World would be a lot better with more people like them. They're caring for a bunch of kids.
Title: Re: Supply Chain Chat
Post by: Phil Titola on November 04, 2021, 10:15:05 AM
Resilience isn't cheap but sure would be nice in these 100 year pandemic times. Much like public health we will completely ignore it after we are over the hump.
Title: Re: Supply Chain Chat
Post by: michigancat on November 04, 2021, 10:21:58 AM
I’m hoping this is a catalyst to shift some production to Mexico/ increase automated manufacturing domestically.

I feel like covid put a lot of that in motion but obviously there's still a shitload of demand for products from Asia
Title: Re: Supply Chain Chat
Post by: 420seriouscat69 on November 04, 2021, 10:22:30 AM
Kids are awesome, even when they're assholes and can confirm how much they love the crap out of milk. Are they probably embellishing? Sure, but a lot of weirdos like to laugh off what's going on right now, because it's not affecting them individually.
Title: Re: Supply Chain Chat
Post by: Cartierfor3 on November 04, 2021, 10:26:05 AM
My mom and my in laws are doing their Christmas shopping NOW!
Title: Re: Supply Chain Chat
Post by: DaBigTrain on November 04, 2021, 10:52:14 AM
Every time I go to QT they don't have the body armor flavor that I really like  :curse:
Title: Re: Supply Chain Chat
Post by: chum1 on November 04, 2021, 10:54:38 AM
My mom and my in laws are doing their Christmas shopping NOW!

Honestly, I keep telling myself to do this. I've already purchased one thing.
Title: Re: Supply Chain Chat
Post by: bucket on November 04, 2021, 11:11:16 AM
My uncle crashed into a cow the other week. He said it's going to take a month for them to get the parts to fix his car because of the supply chain.
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on November 04, 2021, 11:17:26 AM
I thought the title was "Supply Chain Cat" and thought we had a new member
Title: Re: Supply Chain Chat
Post by: LickNeckey on November 04, 2021, 11:24:21 AM
eco cats rarely discussed uncle
Title: Re: Supply Chain Chat
Post by: Phil Titola on November 04, 2021, 11:30:45 AM
Every time I go to QT they don't have the body armor flavor that I really like  :curse:

XL cups for my iced teas!
Title: Re: Supply Chain Chat
Post by: MakeItRain on November 04, 2021, 12:35:50 PM
also I feel bad about how much twitter is making fun of that family, it's less funny after watching the video - they seem like nice people.

World would be a lot better with more people like them. They're caring for a bunch of kids.

What's wild about this is if they didn't adopt those kids there would be more government programs to assist them. Their generosity isn't being reciprocated by the government. Living in Texas probably isn't helping them either.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on November 04, 2021, 01:20:25 PM
My wife's niece and her husband, foster parents who ultimately adopted started a pantry for foster parents in North Carolina.

Title: Re: Supply Chain Chat
Post by: yoga-like_abana on November 04, 2021, 01:51:23 PM
My uncle crashed into a cow the other week. He said it's going to take a month for them to get the parts to fix his car because of the supply chain.
Hopefully it wasn’t a dairy cow!


Sent from my iPhone using Tapatalk
Title: Re: Supply Chain Chat
Post by: mocat on November 04, 2021, 02:13:26 PM
afaik steel bar joists no longer exist
Title: Re: Supply Chain Chat
Post by: star seed 7 on November 04, 2021, 02:18:23 PM
afaik steel bar joists no longer exist

False  :gocho:
Title: Re: Supply Chain Chat
Post by: passranch on November 04, 2021, 04:36:27 PM
I thought the title was "Supply Chain Cat" and thought we had a new member

If you're French it would be.
Title: Re: Supply Chain Chat
Post by: Katpappy on November 04, 2021, 09:23:54 PM
Talk about supply chain panic, Lowes and Home Depot have started Black Friday sales so customers won't be disappointed when they're all out of the good stuff on BF.
Title: Re: Supply Chain Chat
Post by: sys on November 04, 2021, 09:30:32 PM
everybody's hobby and ancestral farms already have their supplies in place?

https://twitter.com/business/status/1456320109757227019
Title: Re: Supply Chain Chat
Post by: michigancat on January 13, 2022, 10:54:09 PM
Kinda crazy thread!

https://twitter.com/johnschreiber/status/1481770722271760384
Title: Re: Supply Chain Chat
Post by: sys on January 13, 2022, 10:55:07 PM
very crazy.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on January 13, 2022, 11:06:53 PM
cRustyMcBrooklyn aka Scoops

Life in #blueanon strongholds 2022. 

https://twitter.com/johnschreiber/status/1481770722271760384?s=21
Title: Re: Supply Chain Chat
Post by: MakeItRain on January 14, 2022, 12:18:11 AM
Kinda crazy thread!

https://twitter.com/johnschreiber/status/1481770722271760384

Dystopia
Title: Re: Supply Chain Chat
Post by: yoga-like_abana on January 14, 2022, 09:14:16 AM
lack of furniture (that I want) is starting to peeve me off  :blank:
Title: Re: Supply Chain Chat
Post by: michigancat on January 14, 2022, 09:16:36 AM
lack of furniture (that I want) is starting to peeve me off  :blank:

get used furniture! the old stuff is especially great and fun to shop for.
Title: Re: Supply Chain Chat
Post by: steve dave on January 14, 2022, 09:27:33 AM
I don’t think everyone getting 9 Amazon boxes delivered everyday is good for us as a people. But, I mean, I’m still gonna do it. How do we fix this/me?
Title: Re: Supply Chain Chat
Post by: Phil Titola on January 14, 2022, 09:30:29 AM
I don’t think everyone getting 9 Amazon boxes delivered everyday is good for us as a people. But, I mean, I’m still gonna do it. How do we fix this/me?

Use your prime day to consolidate delivery days.  Solved!
Title: Re: Supply Chain Chat
Post by: yoga-like_abana on January 14, 2022, 09:35:51 AM
lack of furniture (that I want) is starting to peeve me off  :blank:

get used furniture! the old stuff is especially great and fun to shop for.
100% agree with you but need a certain sized sectional that I don't think I could find used.
Title: Re: Supply Chain Chat
Post by: star seed 7 on January 14, 2022, 09:47:01 AM
Yesterday the idiot amazon deliverer left a package for my neighbor with my other 9 packages and I had to physically walk it over to their front porch. It was an acrylic paint set w/ easel.
Title: Re: Supply Chain Chat
Post by: wetwillie on January 14, 2022, 10:43:28 AM
I don’t think everyone getting 9 Amazon boxes delivered everyday is good for us as a people. But, I mean, I’m still gonna do it. How do we fix this/me?

I don’t agree with the premise, you can proceed.
Title: Re: Supply Chain Chat
Post by: IPA4Me on January 14, 2022, 11:46:43 AM
I work for a wholesale distributor and these supply chain issues are good/bad for me at work. Bad: takes forever to get crap. Good: price increases make it easy to hit margin budgets.

Personally, holy eff is it expensive to build a house right now. $225 a square foot!
Title: Re: Supply Chain Chat
Post by: steve dave on January 14, 2022, 11:47:28 AM
I work for a wholesale distributor and these supply chain issues are good/bad for me at work. Bad: takes forever to get crap. Good: price increases make it easy to hit margin budgets.

Personally, holy eff is it expensive to build a house right now. $225 a square foot!
Yeah, $225’ish is what I’m seeing here too.
Title: Re: Supply Chain Chat
Post by: yoga-like_abana on January 14, 2022, 11:49:34 AM
I work for a wholesale distributor and these supply chain issues are good/bad for me at work. Bad: takes forever to get crap. Good: price increases make it easy to hit margin budgets.

Personally, holy eff is it expensive to build a house right now. $225 a square foot!
:sdeek: :horrorsurprise:
Title: Re: Supply Chain Chat
Post by: steve dave on January 14, 2022, 03:03:54 PM
https://twitter.com/AliWolfEcon/status/1482088026398281731
Title: Re: Supply Chain Chat
Post by: IPA4Me on January 14, 2022, 03:05:07 PM
They were all lying in the other surveys.
Title: Re: Supply Chain Chat
Post by: passranch on January 14, 2022, 03:17:25 PM
Kinda crazy thread!

https://twitter.com/johnschreiber/status/1481770722271760384

Crazy to think these kinds of losses are built in to Amazon's bottom line and represent probably less than a hundredth of a percent of all goods shipped to customers by them from that port.
Title: Re: Supply Chain Chat
Post by: sys on January 14, 2022, 04:37:25 PM
Crazy to think these kinds of losses are built in to Amazon's bottom line and represent probably less than a hundredth of a percent of all goods shipped to customers by them from that port.

i think the railroad is responsible for those losses, not amazon.
Title: Re: Supply Chain Chat
Post by: passranch on January 14, 2022, 05:12:14 PM
Crazy to think these kinds of losses are built in to Amazon's bottom line and represent probably less than a hundredth of a percent of all goods shipped to customers by them from that port.

i think the railroad is responsible for those losses, not amazon.

Crazy to think these kinds of losses are built in to Amazon's bottom line Union Pacific's overhead and charged back to Amazon anyway and represent probably less than a hundredth of a percent of all goods shipped to customers by them from that port.
Title: Re: Supply Chain Chat
Post by: steve dave on January 14, 2022, 08:17:25 PM
charlie munger is spinning in his manhattan sunset cemetary grave over these losses
Title: Re: Supply Chain Chat
Post by: bucket on January 16, 2022, 01:50:04 PM
Kinda crazy thread!

https://twitter.com/johnschreiber/status/1481770722271760384

(https://pbs.twimg.com/media/FJGdQ8XUUAAb_71?format=jpg&name=small)
Title: Re: Supply Chain Chat
Post by: bucket on February 22, 2022, 09:25:51 AM
https://twitter.com/paulkrugman/status/1496143746668322825

Yippee!
Title: Re: Supply Chain Chat
Post by: sys on February 22, 2022, 11:15:43 AM
isn't that just because ships are waiting at sea rather than putting in at the port?  at least that is what people were saying like a month ago.
Title: Re: Supply Chain Chat
Post by: IPA4Me on February 22, 2022, 12:36:33 PM
isn't that just because ships are waiting at sea rather than putting in at the port?  at least that is what people were saying like a month ago.
Correct. Found this in the replies to the tweet Paul quoted.


https://twitter.com/TheMarketDog/status/1496144088533508103
Title: Re: Supply Chain Chat
Post by: bucket on February 22, 2022, 01:06:13 PM
isn't that just because ships are waiting at sea rather than putting in at the port?  at least that is what people were saying like a month ago.
Correct. Found this in the replies to the tweet Paul quoted.


https://twitter.com/TheMarketDog/status/1496144088533508103

Improvement, but certainly not to the degree suggested in the first chart.
Title: Re: Supply Chain Chat
Post by: IPA4Me on February 22, 2022, 04:33:00 PM
Yep. Definitely tracking in the right direction.
Title: Re: Supply Chain Chat
Post by: sys on April 08, 2022, 09:21:14 PM
https://twitter.com/JPHampstead/status/1512421280309522442
Title: Re: Supply Chain Chat
Post by: steve dave on April 09, 2022, 08:44:58 AM
Cramer has been claiming there is a truck driver/truck incoming over supply for like 10 days now based on what people are telling him. He’s wrong most of the time when he makes his own calls but these aren’t his calls so maybe he’s right.
Title: Re: Supply Chain Chat
Post by: 420seriouscat69 on April 09, 2022, 08:48:59 AM
Is Biden the worst President ever at supply chaining? Some are saying it.
Title: Re: Supply Chain Chat
Post by: michigancat on April 09, 2022, 08:56:13 AM
Cramer has been claiming there is a truck driver/truck incoming over supply for like 10 days now based on what people are telling him. He’s wrong most of the time when he makes his own calls but these aren’t his calls so maybe he’s right.
Yeah I think demand is falling in general but but sure about an over supply that quickly

https://twitter.com/AndreasSteno/status/1512407413709631489
Title: Re: Supply Chain Chat
Post by: sys on April 15, 2022, 06:38:08 PM
some supply chains regressing back to normalcy.

https://twitter.com/TheStalwart/status/1515034586681593860


some not.

https://twitter.com/SamSlickwater/status/1514801262079864834
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on April 18, 2022, 08:23:24 AM
https://www.freightwaves.com/news/get-ready-for-the-next-supply-chain-shockwave/amp

Have the various Biden committees/task forces on redomestication finished meeting, having conference calls and written their reports and white papers?

We’re going on almost a year.
Title: Re: Supply Chain Chat
Post by: sys on April 18, 2022, 05:49:11 PM
maybe shipments aren't stacking up in the united states because they're getting stacked elsewhere?

https://twitter.com/ScottGottliebMD/status/1516161345661591558
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on April 18, 2022, 10:21:13 PM
@sys bot aka @sys parrot rolls in with some profound talking points.

 :thumbsup:
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 05, 2022, 05:48:56 PM
$33 billion to Ukraine, tho. 

(https://uploads.tapatalk-cdn.com/20220505/1b73f0248e99ad906894be7787a1191b.jpg)
Title: Re: Supply Chain Chat
Post by: steve dave on May 05, 2022, 05:56:08 PM
Dax, how does that $33b fix that thing you’ve linked it to?
Title: Supply Chain Chat
Post by: wiley on May 05, 2022, 06:43:02 PM
Dax, how does that $33b fix that thing you’ve linked it to?
33 billion would have probably been enough money to pay off govt officials so that there wasn’t a massive baby formula recall.

But im just speculating what his post is about.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 05, 2022, 07:54:05 PM
The focus is the point country for Joe Biden.   That country is not the United States.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 05, 2022, 09:00:35 PM
Not the least bit surprising that @wiley and (as usual) @steve_dave have forgotten the full blown meltdown of #coronabroGe of which Steve Dave was a strident member and #coronabroGe's demands that literally everything be placed under the Defense Production Act.  Even if they didn't know what it should be considering that it was a NOVEL Coronavirus of which we didn't (and still don't) know the actual origins.

In this case, we have basic items that are the sustenance of a population of over 330 million.    Items that have been used in feeding infants and producing food for generations, baby forumula and fertilizer.

I suspect that our mentally incapacited President's various lemmings are still writing all those reports and white papers they were asked to do nearly a year ago about our logistics and a multitude of production items to support life in these United States.

Best to focus on Biden Family Inc's assets in Ukraine and stand up on stage and mumble about "Mega MAGA". 



 

Title: Re: Supply Chain Chat
Post by: steve dave on May 05, 2022, 09:02:42 PM
dax, what was the most extreme part of my full blown meltdown?
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 05, 2022, 09:03:19 PM
dax, what was the most extreme part of my full blown meltdown?

The Phil Titola levels.   Easily 7/7

Care to discuss the theme of the thread as related to my post?

Answer: No

SteveDave:  Resident not knower



Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 06, 2022, 11:27:06 AM
Distillate stockpiles at 14 year low, driving up diesel fuel prices.

Fantastic timing with the #blueanon insider at SCOTUS releasing the preliminary Roe v Wade items, couple this with more mumbling about Mega MAGA and the deflection is working.

Title: Re: Supply Chain Chat
Post by: Dugout DickStone on May 06, 2022, 11:47:49 AM
I demand to know more about MEGA maga.  What is it and when did it start?  Is it mega hilarious like previous maga?
Title: Re: Supply Chain Chat
Post by: LickNeckey on May 06, 2022, 11:50:43 AM
is it like the freedom convoy guys that are pissed at Ted Cruz?
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on May 06, 2022, 11:54:44 AM
is it like the freedom convoy guys that are pissed at Ted Cruz?

Do they mega taze their own scrotums until they die?  Are they even poor-er than normal maga?

TRIM:  begin plan to grift this even dumber version of prior targets
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 06, 2022, 12:23:12 PM
I demand to know more about MEGA maga.  What is it and when did it start?  Is it mega hilarious like previous maga?

You'll have to ask the dipshit you voted for, in between spewing forth random numbers, he's now talking to ghosts about "Mega MAGA".

Don't worry, your Information Ministry will get you up to speed soon.   



Title: Re: Supply Chain Chat
Post by: Dugout DickStone on May 06, 2022, 02:15:02 PM
I demand to know more about MEGA maga.  What is it and when did it start?  Is it mega hilarious like previous maga?

You'll have to ask the dipshit you voted for, in between spewing forth random numbers, he's now talking to ghosts about "Mega MAGA".

Don't worry, your Information Ministry will get you up to speed soon.   

Good.  I am excited to see an even sadder and more afraid of the gym group of victims and incels.  I will be impressed by the dedication to sloth/sedentary life that one will need to apply to be a mega maga.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 06, 2022, 03:13:16 PM
I demand to know more about MEGA maga.  What is it and when did it start?  Is it mega hilarious like previous maga?

You'll have to ask the dipshit you voted for, in between spewing forth random numbers, he's now talking to ghosts about "Mega MAGA".

Don't worry, your Information Ministry will get you up to speed soon.   

Good.  I am excited to see an even sadder and more afraid of the gym group of victims and incels.  I will be impressed by the dedication to sloth/sedentary life that one will need to apply to be a mega maga.

Unfortunately for you that demographic comprises a very small percentage of the total population.   Meanwhile mush brained easily propagandized and manipulated #blueanon comprises a massive segment of the total U.S. population.   

#slowdug - deflectoboting hard on this Friday..

Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 06, 2022, 03:14:10 PM
https://www.axios.com/2022/05/06/fertilizer-prices-food-securtiy

But that got damn Tucker Carlson!!

Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 09:31:33 PM
I've been hesitant to drop my huge dong in this thread since its in the pit but now that its turned into a dax/SD pissing match I'll jump in to redirect the thread.

I spent the last 10 years working in the transportation industry (8 years in TL sales(elite term for trucking) and 2 years running a IMDL(elite term for Intermodal aka a 40/53ft box) railroad facility.

AMA

Title: Re: Supply Chain Chat
Post by: michigancat on May 06, 2022, 09:36:49 PM
I've been hesitant to drop my huge dong in this thread since its in the pit but now that its turned into a dax/SD pissing match I'll jump in to redirect the thread.

I spent the last 10 years working in the transportation industry (8 years in TL sales(elite term for trucking) and 2 years running a IMDL(elite term for Intermodal aka a 40/53ft box) railroad facility.

AMA
How is demand now? How much for a container from China?
Title: Re: Supply Chain Chat
Post by: steve dave on May 06, 2022, 09:38:36 PM
I've been hesitant to drop my huge dong in this thread since its in the pit but now that its turned into a dax/SD pissing match I'll jump in to redirect the thread.

I spent the last 10 years working in the transportation industry (8 years in TL sales(elite term for trucking) and 2 years running a IMDL(elite term for Intermodal aka a 40/53ft box) railroad facility.

AMA

wut
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 09:41:54 PM
Fun facts

1. The 25 biggest trucking companies (Think JB Hunt/Knight-Swift/Schneider etc) only control about 13% of the total transportation market in the US which is a Trillion dollar a year industry.

2. 90% of the trucking companies in the US have less than 6 trucks.

3. 98% of the trucking companies in the US have less than 20 trucks.

4. Companies can never get too big because the churn on drivers is ridiculous for various reasons.

Its basically a boom/bust industry with a low barrier to entry.
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 09:44:25 PM
I've been hesitant to drop my huge dong in this thread since its in the pit but now that its turned into a dax/SD pissing match I'll jump in to redirect the thread.

I spent the last 10 years working in the transportation industry (8 years in TL sales(elite term for trucking) and 2 years running a IMDL(elite term for Intermodal aka a 40/53ft box) railroad facility.

AMA
How is demand now? How much for a container from China?

I was more focused on the domestic transportation but for the last 10 years pre covid the price for a container from Shanghai to LA was like 2-3k. It spiked to like 15-20k during covid but started coming back down, not sure how the recent lockdowns in china have impacted prices.
Title: Re: Supply Chain Chat
Post by: michigancat on May 06, 2022, 09:45:26 PM
How many truckers will retire over the next five years and how will they be replaced?
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 09:53:39 PM
Basically our supply chain had been pretty optimized over the last 30+ years and was a finely tuned machine...Then Covid hit and threw a bunch of sands in the gears which had an accordion effect we are still seeing.

I've been out of the industry for about a year but definitely remember late April 2020 when a customer asked me how Covid was going to impact transportation costs going forward and I told them "I'm not sure, we weren't really around for the spanish flu so I have no idea what a worldwide pandemic will do to transportation costs"
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 10:00:20 PM
How many truckers will retire over the next five years and how will they be replaced?

Supply/demand and immigration. Most truckers burn out in their first 2ish years because being a truck driver kind of sucks.

If you stick with it for a while you can make dam good money for someone without a college degree but to start out you have to drive cross country for 50kish a year being home for one week a month.

People still think of truckers as being good ole boys from the south and that might be true for some 50 year old drivers but the vast majority of the truckers out there working for the smaller trucking companies are recent immigrants from Eastern Europe/India/Mexico etc.
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 10:08:07 PM
The big inflection point will come when autonomous trucks finally take over...I've been hearing "any day now" for 10 years but when it finally does happen it will dramatically change the transportation industry.

Driver's pay is 43% of the cost of transportation...when that is eventually eliminated transportation costs will be drastically reduced. It wont happen all at once but think of a driver in a lead semi with 10 autonomous trucks following him between LA-CHI.
Title: Re: Supply Chain Chat
Post by: steve dave on May 06, 2022, 10:10:08 PM
cathie woods talkin' bout deflation over here
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 10:14:19 PM
Cross post to the investing thread but if you have some extra funds you would like to invest long term I would buy some stock in JB Hunt/Knight-Swift/Schneider etc because once autonomous driving takes off the large companies will be the the only ones with the capital to invest in the technology...eventually it will look like the container ship market where there are a couple companies that dominate the industry due to scale.
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 10:16:59 PM
*Note, I am not an expert and you should do your own research before buying any individual stocks*
Title: Re: Supply Chain Chat
Post by: steve dave on May 06, 2022, 10:20:32 PM
$AMZN will have their own autonomous electric truck network and it'll be pretty wild. like 20 years out but it's going to be great hopefully. On that note if you want to try to catch a falling knife $RIVN may be ready to grab. of course, that never works...but it might for us.

*this is official financial advice and as your attorney I must inform you that you are required to execute these trades
Title: Re: Supply Chain Chat
Post by: ben ji on May 06, 2022, 10:32:47 PM
$AMZN will have their own autonomous electric truck network and it'll be pretty wild. like 20 years out but it's going to be great hopefully. On that note if you want to try to catch a falling knife $RIVN may be ready to grab. of course, that never works...but it might for us.

*this is official financial advice and as your attorney I must inform you that you are required to execute these trades

I'm pretty sure SD works with daris in the department of homeland security. Definitely not a lawyer boi.
Title: Re: Supply Chain Chat
Post by: steve dave on May 06, 2022, 10:52:15 PM
$AMZN will have their own autonomous electric truck network and it'll be pretty wild. like 20 years out but it's going to be great hopefully. On that note if you want to try to catch a falling knife $RIVN may be ready to grab. of course, that never works...but it might for us.

*this is official financial advice and as your attorney I must inform you that you are required to execute these trades

I'm pretty sure SD works with daris in the department of homeland security. Definitely not a lawyer boi.

I'm clearly a fiduciary though. based on the other lies.
Title: Re: Supply Chain Chat
Post by: star seed 7 on May 06, 2022, 11:03:57 PM
When I was in the getting deliveries business, half the drivers were African.
Title: Re: Supply Chain Chat
Post by: michigancat on May 07, 2022, 06:46:42 AM
When I was in the getting deliveries business, half the drivers were African.
I saw a ton of Sikh drivers in California

 https://www.latimes.com/nation/la-na-col1-sikh-truckers-20190627-htmlstory.html
Title: Re: Supply Chain Chat
Post by: michigancat on May 07, 2022, 06:47:48 AM
But I have also heard an anecdote that an absurd percentage of truckers are near retirement age. (With not many people to replace them)
Title: Re: Supply Chain Chat
Post by: steve dave on May 07, 2022, 08:56:45 AM
But I have also heard an anecdote that an absurd percentage of truckers are near retirement age. (With not many people to replace them)
There has been a big recovery in driver numbers I think
Title: Re: Supply Chain Chat
Post by: ben ji on May 07, 2022, 09:38:42 AM
But I have also heard an anecdote that an absurd percentage of truckers are near retirement age. (With not many people to replace them)

I've been hearing that for 10 years. 

Fortunately its pretty easy to become a truck driver so supply and demand will sort it all out (Along with Immigration).

Title: Re: Supply Chain Chat
Post by: wetwillie on May 07, 2022, 11:37:42 AM
Supply chain chat has been hijacked by transportation chat, sad really.
Title: Re: Supply Chain Chat
Post by: wiley on May 07, 2022, 01:15:34 PM
Supply chain chat has been hijacked by transportation chat, sad really.
(https://uploads.tapatalk-cdn.com/20220507/bee9687d205979816faf25757c2e985d.jpg)

Ill just throw up the Dax signal to get the crap show going again.  This thread has taken too much of an interesting course.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 07, 2022, 01:23:46 PM
You can always start a thread about @benji talks trucks, trucking and truck drivers.
Title: Re: Supply Chain Chat
Post by: Kat Kid on May 07, 2022, 01:32:43 PM
I love the transports
Title: Re: Supply Chain Chat
Post by: ben ji on May 07, 2022, 07:24:10 PM
I love the transports
Me too, what's your favorite form of transport?

Here is my top 5

1. River barge transport (I have no idea how this works but ever since I read Huck Finn I've wanted to take a John boat from KC to NOLA)
2. IMDL (trains are kinda cool)
3. Truckload (TL) (kinda boring but it butters the bread)
4. Ocean transport (kinda crazy how we can just slam 20k containers on a ship)
5. LTL (less than truckload, think 1-8 pallets of goods).
Title: Re: Supply Chain Chat
Post by: Kat Kid on May 07, 2022, 07:29:43 PM
The rails baby
Title: Re: Supply Chain Chat
Post by: steve dave on May 07, 2022, 08:48:53 PM
rails x2
Title: Re: Supply Chain Chat
Post by: ben ji on May 07, 2022, 10:29:27 PM
Buncha foamers up in here
Title: Re: Supply Chain Chat
Post by: ben ji on May 07, 2022, 10:33:56 PM
Buncha foamers up in here
I'll do everyone a favor and save them some googling by explaining what foamer means.... Basically there is a portion of our society who geeks the eff out when it comes to watching trains.

https://youtu.be/6lutNECOZFw

Title: Re: Supply Chain Chat
Post by: chum1 on May 07, 2022, 10:41:13 PM
That's what I imagine when I see people talking about airplanes and airports on goEMAW.com.
Title: Re: Supply Chain Chat
Post by: ben ji on May 07, 2022, 10:51:01 PM
Another fun train fact, hobos who ride the rails definitely still exist (as of like 8 years ago) but they are never called hobos, the technical word for them is "Trespassers".

You would be surprised at how many hobos were on the trains, like at least once a month there would be some people jumping off the train when it pulled into Gardner rough ridin' Kansas. These fools thought they were heading to downtown KC but nope, your in the exurbs.

99% of them were cool and the terminal manager or the "bulls" (elite term for the RR police) would give them a ride to the closest gas station off I35.
Title: Re: Supply Chain Chat
Post by: Spracne on May 07, 2022, 11:44:35 PM
Buncha foamers up in here
I'll do everyone a favor and save them some googling by explaining what foamer means.... Basically there is a portion of our society who geeks the eff out when it comes to watching trains.

https://youtu.be/6lutNECOZFw

(https://media3.giphy.com/media/l3q2zbskZp2j8wniE/200.gif?width=600&fit=bounds)
Title: Supply Chain Chat
Post by: Kat Kid on May 08, 2022, 07:41:12 AM
Another fun train fact, hobos who ride the rails definitely still exist (as of like 8 years ago) but they are never called hobos, the technical word for them is "Trespassers".

You would be surprised at how many hobos were on the trains, like at least once a month there would be some people jumping off the train when it pulled into Gardner rough ridin' Kansas. These fools thought they were heading to downtown KC but nope, your in the exurbs.

99% of them were cool and the terminal manager or the "bulls" (elite term for the RR police) would give them a ride to the closest gas station off I35.
I think I would definitely like to do this for a month if I retire early.  Maybe one summer.
Title: Re: Supply Chain Chat
Post by: chum1 on May 08, 2022, 07:44:54 AM
https://twitter.com/MarkTomasovic/status/1522548762345971712
Title: Re: Supply Chain Chat
Post by: wetwillie on May 08, 2022, 09:42:41 AM
Had no idea there were tracts of abandoned railways, that’s fantastic.
Title: Re: Supply Chain Chat
Post by: wiley on May 08, 2022, 09:53:07 AM
Had no idea there were tracts of abandoned railways, that’s fantastic.
https://www.abandonedrails.com/kansas
Title: Re: Supply Chain Chat
Post by: ben ji on May 08, 2022, 10:05:15 AM
Had no idea there were tracts of abandoned railways, that’s fantastic.
https://www.abandonedrails.com/kansas

Wow, love this.

The internet is full of such random information.
Title: Re: Supply Chain Chat
Post by: Katpappy on May 08, 2022, 06:42:54 PM
Buncha foamers up in here
I'll do everyone a favor and save them some googling by explaining what foamer means.... Basically there is a portion of our society who geeks the eff out when it comes to watching trains.

https://youtu.be/6lutNECOZFw

(https://media3.giphy.com/media/l3q2zbskZp2j8wniE/200.gif?width=600&fit=bounds)

Looks like the trains fans years ago where I worked.  Also, my boss was a big time foamer.
Title: Re: Supply Chain Chat
Post by: michigancat on May 09, 2022, 07:39:55 AM
I enjoy this guy (a british trainspotter)

https://www.instagram.com/francis_bourgeois43/
Title: Re: Supply Chain Chat
Post by: passranch on May 09, 2022, 03:15:34 PM
Another fun train fact, hobos who ride the rails definitely still exist (as of like 8 years ago) but they are never called hobos, the technical word for them is "Trespassers".

You would be surprised at how many hobos were on the trains, like at least once a month there would be some people jumping off the train when it pulled into Gardner rough ridin' Kansas. These fools thought they were heading to downtown KC but nope, your in the exurbs.

99% of them were cool and the terminal manager or the "bulls" (elite term for the RR police) would give them a ride to the closest gas station off I35.

I find watching this guy's videos oddly satisfying:  https://www.youtube.com/c/TheHoboShoestring
Title: Re: Supply Chain Chat
Post by: passranch on May 09, 2022, 03:19:32 PM
https://twitter.com/MarkTomasovic/status/1522548762345971712

These home made railcart videos are pretty cool:  https://www.youtube.com/results?search_query=rail+speeder
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 10, 2022, 09:14:10 AM
https://twitter.com/wallstreetsilv/status/1523329724792991747?s=21&t=aUK7T9H7Hk3MwIMD8LY6OA
Title: Re: Supply Chain Chat
Post by: ben ji on May 11, 2022, 07:07:18 PM
https://twitter.com/wallstreetsilv/status/1523329724792991747?s=21&t=aUK7T9H7Hk3MwIMD8LY6OA
Saw a bunch of tweets from supply chain cats that large trucking companies are alerting their drivers that loves/pilot have told them they are expecting Diesel shortages on the east coast in the next couple of days.

No idea on the reason why
Title: Re: Supply Chain Chat
Post by: sys on May 11, 2022, 07:24:31 PM
Saw a bunch of tweets from supply chain cats that large trucking companies are alerting their drivers that loves/pilot have told them they are expecting Diesel shortages on the east coast in the next couple of days.

No idea on the reason why

it's because we aren't making enough diesel.
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on May 11, 2022, 08:09:41 PM
At some point this isn’t just bad breaks, someone is messing with the system right? 
Title: Re: Supply Chain Chat
Post by: sys on May 11, 2022, 08:27:42 PM
At some point this isn’t just bad breaks, someone is messing with the system right?

tldr: refineries shut down during the pandemic still aren't back on line, a refinery in pa blew up and wasn't replaced and exports to europe are up.

https://www.bloomberg.com/news/articles/2022-05-11/nyc-billionaire-catsimatidis-warns-of-rationed-east-coast-diesel?sref=CUVIn3st&utm_campaign=socialflow-organic&cmpid%3D=socialflow-twitter-commodities&utm_content=commodities&utm_source=twitter&utm_medium=social&utm_content=energy&utm_source=twitter&cmpid%3D=socialflow-twitter-energy&utm_campaign=socialflow-organic&utm_medium=social
Title: Re: Supply Chain Chat
Post by: ben ji on May 12, 2022, 11:04:49 AM
At some point this isn’t just bad breaks, someone is messing with the system right?

tldr: refineries shut down during the pandemic still aren't back on line, a refinery in pa blew up and wasn't replaced and exports to europe are up.

https://www.bloomberg.com/news/articles/2022-05-11/nyc-billionaire-catsimatidis-warns-of-rationed-east-coast-diesel?sref=CUVIn3st&utm_campaign=socialflow-organic&cmpid%3D=socialflow-twitter-commodities&utm_content=commodities&utm_source=twitter&utm_medium=social&utm_content=energy&utm_source=twitter&cmpid%3D=socialflow-twitter-energy&utm_campaign=socialflow-organic&utm_medium=social
Thanks.

Here is another article saying the same but not behind a paywall

https://www.freightwaves.com/news/why-the-northeast-is-quietly-running-out-of-diesel
Title: Re: Supply Chain Chat
Post by: LickNeckey on May 12, 2022, 11:23:57 AM
this seems like a nuacned and technical situation with multiple variables

so my question is...

how can i turn this into a partisan issue that lets me point my finger at my political adversary?
Title: Re: Supply Chain Chat
Post by: CNS on May 12, 2022, 11:46:41 AM
This is a really big issue.
Title: Re: Supply Chain Chat
Post by: I_have_purplewood on May 13, 2022, 01:54:16 PM
$33 billion to Ukraine, tho. 

(https://uploads.tapatalk-cdn.com/20220505/1b73f0248e99ad906894be7787a1191b.jpg)

Looks like our quick acting administration is finally starting to address this situation.  I'm sure they'll have a solution within months.  If you have a kid in Kansas (which is on the side of not having much supply) and can't find some, you can drive to Colorado or get on that breast feeding thing.   
Title: Re: Supply Chain Chat
Post by: Spracne on May 13, 2022, 03:37:15 PM
I have low kid IQ, but how many people use formula? For some reason, I always thought formula was something that lazy parents use and not some sort of essential thing. I'm sure I'm wrong, but that's been my long-held impression.
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 03:45:18 PM
Some women can’t produce breast milk or it’s really difficult for them. There’s a whole industry built around making them produce with lactation specialists and crap. Mrs Dave did but it took some effort. Mostly like clogged ducts and pain and stuff for her. Also she had to pump constantly at work. And on her commute. We got like this portable milking machine deal. All this stuff I had no idea existed before. Massive pita.
Title: Re: Supply Chain Chat
Post by: Spracne on May 13, 2022, 03:49:42 PM
After reading a 'Stone post, it occurs to me that this notion was probably implanted in my brain by my MAGA folks.
Title: Re: Supply Chain Chat
Post by: MadCat on May 13, 2022, 04:05:56 PM
Nestle got in trouble back in the 70s for marketing baby formula to less-developed countries.  People would buy the baby formula and water it down to make it last longer which led to malnourishment of the babies
Title: Re: Supply Chain Chat
Post by: Kid In the Hall on May 13, 2022, 04:21:45 PM
And, in many cases, women who successfully breastfeed for the first XX months eventually can't keep up with what the kiddo needs, so, at some point, you start supplementing with formula. And, in many other cases, the well (so to speak) could run dry, so you need to completely switch to formula. Most kids will eat mostly milk/formula until about 1 year old and then you transition to most nutrition coming from actual food.

Bottom line - being committed to breastfeeding kids from birth to the kid being 1-year old is a crap ton of work and requires a ton of time/dedication, etc. 
Title: Re: Supply Chain Chat
Post by: wiley on May 13, 2022, 04:29:30 PM
The whole situation has been a joy to navigate with a nine month old.  We’re actually in a better spot this time than we were with our first who was 8 or 9 months when the pandemic hit initially.

But im on a few parent group chats and there it seems like people are just calling out new stock of formula at certain locations.
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 04:36:44 PM
I know a lady who pumped her breast milk because she made more than her kid needed and donated it to a place for that kind of thing.
Title: Re: Supply Chain Chat
Post by: Spracne on May 13, 2022, 04:39:33 PM
I've got a plug for 100% Cambodian breast milk. It's the real crap. HMU if interested.
Title: Re: Supply Chain Chat
Post by: Rage Against the McKee on May 13, 2022, 05:01:12 PM
I read somewhere (probably this blog) that camel's milk is an ok substitute. So we just need to start dairy farming camels.
Title: Re: Supply Chain Chat
Post by: Brock Landers on May 13, 2022, 05:39:03 PM
I have low kid IQ, but how many people use formula? For some reason, I always thought formula was something that lazy parents use and not some sort of essential thing. I'm sure I'm wrong, but that's been my long-held impression.

Yeah, why can't those lazy mothers just pull themselves up by their boobstraps?
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 06:12:00 PM
my wife told me that breast feeding helps you lose baby weight which is 50/50 true or she was looking to motivate me with the handling, care, and daily cleanup of all the crap involved in keeping that pump primed.
Title: Re: Supply Chain Chat
Post by: Spracne on May 13, 2022, 06:27:06 PM
I have low kid IQ, but how many people use formula? For some reason, I always thought formula was something that lazy parents use and not some sort of essential thing. I'm sure I'm wrong, but that's been my long-held impression.

Yeah, why can't those lazy mothers just pull themselves up by their boobstraps?

Again, this was one of those unexamined beliefs that one inherits and then never has a reason to look into until something like this occurs. (Or, say, having a baby, which I don't have.)
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 06:38:17 PM
maybe have a baby once in awhile spracne, jesus christ
Title: Re: Supply Chain Chat
Post by: Spracne on May 13, 2022, 07:14:27 PM
maybe have a baby once in awhile spracne, jesus christ

There are plenty of people already on this marble, and one of me is also plenty. My family name will live on.
Title: Re: Supply Chain Chat
Post by: star seed 7 on May 13, 2022, 07:23:36 PM
Spracne, when I was young my grandma told me that spaghetti noodles grow in shallow ocean water and to this day it's very difficult for me to disregard that. So I get what you're going through.
Title: Re: Supply Chain Chat
Post by: Pete on May 13, 2022, 07:29:36 PM
Spracne, when I was young my grandma told me that spaghetti noodles grow in shallow ocean water and to this day it's very difficult for me to disregard that. So I get what you're going through.
Did she ever fess up? Did you confront her?
Title: Re: Supply Chain Chat
Post by: Spracne on May 13, 2022, 07:32:19 PM
Spracne, when I was young my grandma told me that spaghetti noodles grow in shallow ocean water and to this day it's very difficult for me to disregard that. So I get what you're going through.

Well, the important thing is a willingness to adapt, admit your own fallibility, and grow, you know?
Title: Re: Supply Chain Chat
Post by: MakeItRain on May 13, 2022, 07:33:15 PM
I know a lady who pumped her breast milk because she made more than her kid needed and donated it to a place for that kind of thing.

My wife and I are both highly annoyed that one of the solutions being offered is strongly encouraging mothers to use breast milk. It's literally too PC to tell women who are able to whip out a tit and do what nature made them for. Yes, there are some who literally can't but most simply won't and it's infuriating.
Title: Re: Supply Chain Chat
Post by: michigancat on May 13, 2022, 08:04:25 PM
Spracne, when I was young my grandma told me that spaghetti noodles grow in shallow ocean water and to this day it's very difficult for me to disregard that. So I get what you're going through.

my mom went to a catholic school and had a nun that if she drank milk with popcorn it would kill her and it at least stuck with her until she was a mother.
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 08:26:57 PM
I know a lady who pumped her breast milk because she made more than her kid needed and donated it to a place for that kind of thing.

My wife and I are both highly annoyed that one of the solutions being offered is strongly encouraging mothers to use breast milk. It's literally too PC to tell women who are able to whip out a tit and do what nature made them for. Yes, there are some who literally can't but most simply won't and it's infuriating.
There are legitimately a lot that can’t. Two out of three of my sister in laws couldn’t. And not for lack of trying for sure. I think biology doesn’t help when you work too.
Title: Re: Supply Chain Chat
Post by: chum1 on May 13, 2022, 09:37:33 PM
It's A LOT of women who can't. Makes them feel inadequate, which is sad. And what about the ones who decided not to by choice? They can't just turn that crap on on demand. I'd guess that those two groups combined constitute a good majority.
Title: Re: Supply Chain Chat
Post by: sys on May 13, 2022, 10:14:08 PM
baby hitler is sensitive to the breastfeeding expectations pressures.

https://twitter.com/scottjshapiro/status/1525221092264136704
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 10:19:36 PM
that's wild. wants specific people to literally die but not THESE people under these specific circumstances because they obviously have personally impacted him.
Title: Re: Supply Chain Chat
Post by: Kat Kid on May 13, 2022, 11:41:55 PM
Sending very dick Cheney gay daughter vibes.
Title: Re: Supply Chain Chat
Post by: steve dave on May 13, 2022, 11:52:06 PM
Sending very dick Cheney gay daughter vibes.

in dick cheney's defense he didn't know his gay daughter was gay before she came out as gay
Title: Re: Supply Chain Chat
Post by: I_have_purplewood on May 14, 2022, 10:51:03 AM
Spracne, when I was young my grandma told me that spaghetti noodles grow in shallow ocean water and to this day it's very difficult for me to disregard that. So I get what you're going through.

my mom went to a catholic school and had a nun that if she drank milk with popcorn it would kill her and it at least stuck with her until she was a mother.

What in the world??  There has to be a back story to this??   :bwpopcorn: (ftp://:bwpopcorn:)
Title: Re: Supply Chain Chat
Post by: nicname on May 14, 2022, 11:50:55 AM
I know a lady who pumped her breast milk because she made more than her kid needed and donated it to a place for that kind of thing.

Mrs nicname did this for my sister-in-law while breastfeeding nicname jr 2.0. Had bag after bag in the freezer and just took the extras over.

Title: Re: Supply Chain Chat
Post by: MakeItRain on May 14, 2022, 11:54:37 AM
It's A LOT of women who can't. Makes them feel inadequate, which is sad. And what about the ones who decided not to by choice? They can't just turn that crap on on demand. I'd guess that those two groups combined constitute a good majority.

Again, no problem with the ones who legitimately can't, the problem is with not encouraging mothers who can to do so. Also most mothers who could but didn't and still have children nursing age still can, it may not be easy but it can absolutely be done. It takes milk ducts a very long time to completely dry up and even if they were completely dry women could take hormones and get on a pumping schedule to get a supply going.

Also, again if we're not going to be PC, which I refuse to on this issue, there are women who are told that they can't when they absolutely can. The availability and ubiquity of formula has led to a lack of effort in solutions. I know this is absolutely a privilege we had that others don't, that's a whole other health care conversation, but when we had our first child her and my wife didn't leave the hospital for three extra days because we were exclusively working with a lactation consultant. She was also an emergency c section so it was very traumatizing for my wife that she couldn't nurse her kid. We were in the hospital for a week and tried so many methods to get her to nurse. I fed her with a tube attached to my pinky at one point. As cool as I thought that was, it was complete torture for my wife. We finally got to the point where she could at least latch and they discharged us, but it still took my daughter a few months before she could nurse consistently. My wife just had to keep pumping and taking pills to keep the supply up. Not helping women with nursing is the part and parcel with thing of not letting women carry their babies until the baby is ready and scheduling c sections and inducing labor on a schedule, all under the guise of efficiency and not what's actually best for mother and child.

It's so frustrating because there are women and babies who need the formula. We have a broken health care system. We have a system that allows a solitary company having a recall that throws an entire industry into disarray, one that helps us to feed our children. No one is interested in fixing this crap, just crying to they media about it and politicizing the issue, it's frustrating.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 14, 2022, 10:51:40 PM
https://twitter.com/JavierBlas/status/1525384563366690816?s=20&t=YD1Wa2w51uK2np4y6lky6g
Title: Re: Supply Chain Chat
Post by: Rage Against the McKee on May 15, 2022, 07:50:20 AM
Indian farmers have it rough.
Title: Re: Supply Chain Chat
Post by: Spracne on May 15, 2022, 09:19:06 AM
Indian farmers have it rough.

I don't get it. Their gov't doesn't try to curry flavor with them like ours does?
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on May 15, 2022, 11:13:26 AM
Indian farmers have it rough.

I don't get it. Their gov't doesn't try to curry flavor with them like ours does?

You really should tikkanother look at their side.  This is really a naan issue
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 15, 2022, 01:30:55 PM
Lame rating:  Prolific
Title: Re: Supply Chain Chat
Post by: Spracne on May 15, 2022, 02:45:45 PM
Lame rating:  Prolific

You need to turn off the Roghan Joe podcast and learn to loosen up sometimes, Papadum.
Title: Re: Supply Chain Chat
Post by: Kat Kid on May 15, 2022, 04:03:09 PM
It's A LOT of women who can't. Makes them feel inadequate, which is sad. And what about the ones who decided not to by choice? They can't just turn that crap on on demand. I'd guess that those two groups combined constitute a good majority.

Again, no problem with the ones who legitimately can't, the problem is with not encouraging mothers who can to do so. Also most mothers who could but didn't and still have children nursing age still can, it may not be easy but it can absolutely be done. It takes milk ducts a very long time to completely dry up and even if they were completely dry women could take hormones and get on a pumping schedule to get a supply going.

Also, again if we're not going to be PC, which I refuse to on this issue, there are women who are told that they can't when they absolutely can. The availability and ubiquity of formula has led to a lack of effort in solutions. I know this is absolutely a privilege we had that others don't, that's a whole other health care conversation, but when we had our first child her and my wife didn't leave the hospital for three extra days because we were exclusively working with a lactation consultant. She was also an emergency c section so it was very traumatizing for my wife that she couldn't nurse her kid. We were in the hospital for a week and tried so many methods to get her to nurse. I fed her with a tube attached to my pinky at one point. As cool as I thought that was, it was complete torture for my wife. We finally got to the point where she could at least latch and they discharged us, but it still took my daughter a few months before she could nurse consistently. My wife just had to keep pumping and taking pills to keep the supply up. Not helping women with nursing is the part and parcel with thing of not letting women carry their babies until the baby is ready and scheduling c sections and inducing labor on a schedule, all under the guise of efficiency and not what's actually best for mother and child.

It's so frustrating because there are women and babies who need the formula. We have a broken health care system. We have a system that allows a solitary company having a recall that throws an entire industry into disarray, one that helps us to feed our children. No one is interested in fixing this crap, just crying to they media about it and politicizing the issue, it's frustrating.
Yes to all this.

We had two that things went fine for and we were still on that pump and bottle grind and had one of the most supportive offices possible to allow my wife to do that. We also had one that was not able to because they were on a feeding tub to start and they never got anything but bottles. I think all of them got some formula at some point.

But yeah we have a society that is hostile to women and children so we should not be surprised at the rotten fruit that grows from that tree.
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 16, 2022, 10:10:48 PM
Lame rating:  Prolific

You need to turn off the Roghan Joe podcast and learn to loosen up sometimes, Papadum.

I don't like Joe Rogan, I made that very clear in the #blueanonGe melts down about Joe Rogan thread.

Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 16, 2022, 10:13:36 PM
84% of Abbot's lobbyists came from working for various government agencies.   The notion that rank and file "bitchers" are going to able to do anything to fix the problem of 4 companies controlling 90% of the baby formula market in these United States is  :lol: :lol:
Title: Re: Supply Chain Chat
Post by: wiley on May 18, 2022, 07:44:15 PM
https://www.reuters.com/world/us/biden-invokes-defense-production-act-increase-infant-formula-supply-2022-05-18/
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 18, 2022, 09:59:59 PM
Biden finely invokes a Phil Titola!! 

Title: Re: Supply Chain Chat
Post by: sys on May 21, 2022, 09:21:11 PM
https://twitter.com/FreightAlley/status/1528176469792411648
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on May 27, 2022, 05:29:32 PM
Stay long on big oil, and on anything necessities/commodities based.    The big players are going to be reeling in all time record gross profits as our crap for brains President and his merry band of #neocons are dead set (pun intended?) on insuring the war in Ukraine goes on for a long long time.    I'd be careful in the European manufacturing sector and other areas, though.   

https://www.reuters.com/markets/commodities/brent-could-push-past-150bbl-if-russian-oil-exports-shrink-bofa-says-2022-05-27/

Title: Re: Supply Chain Chat
Post by: sys on June 02, 2022, 04:48:07 PM
the drill baby drill and pipeline fights have kinda obscured that we don't have enough refinery capacity.  not sure what we'd do with more crude if we had more available.

https://twitter.com/JavierBlas/status/1532464203302330386
Title: Re: Supply Chain Chat
Post by: CNS on June 02, 2022, 04:55:16 PM
I know the timelines are diff, but I would rather build nuke plants than refineries.  I know in reality, we need both though.
Title: Re: Supply Chain Chat
Post by: wetwillie on June 02, 2022, 05:10:54 PM
I know the timelines are diff, but I would rather build nuke plants than refineries.  I know in reality, we need both though.

Don’t we have the refineries we just shuttered some capacity during covid when demand was super low?
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on June 02, 2022, 05:11:11 PM
I know the timelines are diff, but I would rather build nuke plants than refineries.  I know in reality, we need both though.

Wan to guess which we will actually build (the answer is neither).
Title: Re: Supply Chain Chat
Post by: sys on June 02, 2022, 05:28:37 PM
I know the timelines are diff, but I would rather build nuke plants than refineries.  I know in reality, we need both though.

Don’t we have the refineries we just shuttered some capacity during covid when demand was super low?

afaik, yes, it's still true that some refineries shut down in 2020 are still offline.  obviously, that makes it worse, but even before that we were low on capacity.  like ever since i've lived here, every time a refinery in ca would shut down for whatever reason, gas would jump 40 cents because there was no spare capacity to absorb the slack of even a single refinery's output.
Title: Re: Supply Chain Chat
Post by: wetwillie on June 02, 2022, 05:36:22 PM
It’s a shame we can’t nationalize the refineries and have to wait for capitalism
Title: Re: Supply Chain Chat
Post by: XocolateThundarr on June 02, 2022, 08:49:20 PM
I think the last new refinery was built in the 70s. I can’t imagine the hoops and red tape it would take to build one today.
Title: Re: Supply Chain Chat
Post by: sys on June 17, 2022, 11:41:54 PM
interesting thread.

https://twitter.com/mikebeckhamsm/status/1537303308578193408
Title: Re: Supply Chain Chat
Post by: sys on July 04, 2022, 07:08:31 AM
haven't listened to the podcast, but this answers a question i had - whether the lack of refining capacity was national or global.  i do think it's probably true that some other countries can increase their capacity faster than ourselves, but it doesn't seem like there's a super quick fix here.

https://twitter.com/Rory_Johnston/status/1542172256826265602
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on July 04, 2022, 08:44:20 AM
Oh hey everybody, Walmart and Target are drowning in crap that we don’t really need. Logistics and supply crisis resolved.
Title: Re: Supply Chain Chat
Post by: sys on July 13, 2022, 03:13:48 PM
costco ground beef down from 3.99 to 2.99.   :Wha:
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on July 13, 2022, 03:16:57 PM
LA Ports still jammed and big trucking, still firmly in control  :thumbsup: :thumbsup:

But Pete (and Pete) are on the case.

No news from any of those committees and working groups on redomestication of strategic products, but it's only been 18 months, so, give them some time.

Title: Re: Supply Chain Chat
Post by: Dugout DickStone on July 13, 2022, 03:43:37 PM
costco ground beef down from 3.99 to 2.99.   :Wha:

yeah, that is a good price.  I loaded up.  Thanks cow
Title: Re: Supply Chain Chat
Post by: tdaver on September 15, 2022, 08:57:46 AM
Rail strike averted  :Woohoo:  my weekend just got a lot better
Title: Re: Supply Chain Chat
Post by: LickNeckey on September 15, 2022, 09:19:39 AM
big win for brandon
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on September 15, 2022, 09:45:47 AM
The mid-term pillaging of the strategic petroleum reserve is simply amazing.  (meanwhile drilling lease approval is at or near and all time low) 

#desperation

Title: Re: Supply Chain Chat
Post by: LickNeckey on September 15, 2022, 10:46:51 AM
The mid-term pillaging of the strategic petroleum reserve is simply amazing.  (meanwhile drilling lease approval is at or near and all time low) 

#desperation



by not signing new leases are we in fact strategically reserving it?
Title: Re: Supply Chain Chat
Post by: sonofdaxjones on September 15, 2022, 10:52:21 AM
Tanker shortage - inbound

Title: Re: Supply Chain Chat
Post by: sonofdaxjones on September 15, 2022, 10:53:20 AM
The mid-term pillaging of the strategic petroleum reserve is simply amazing.  (meanwhile drilling lease approval is at or near and all time low) 

#desperation



by not signing new leases are we in fact strategically reserving it?

Yeah, because everyone knows you just show and start drilling, like just in time logistics.  Duh

Title: Re: Supply Chain Chat
Post by: CNS on September 15, 2022, 12:34:21 PM
Rail strike averted  :Woohoo:  my weekend just got a lot better

I heard it wasn’t official, that the unions still have to review and vote, and that this will take place after a 60day cooling off period. Not sure when midterm elections are, but this will put the actual vote on this right around, or just after, the midterms.

Not necessarily averted, possibly just delayed.
Title: Re: Supply Chain Chat
Post by: Dugout DickStone on September 15, 2022, 02:18:05 PM
Rail strike averted  :Woohoo:  my weekend just got a lot better

I heard it wasn’t official, that the unions still have to review and vote, and that this will take place after a 60day cooling off period. Not sure when midterm elections are, but this will put the actual vote on this right around, or just after, the midterms.

Not necessarily averted, possibly just delayed.

BRandon slow rolling this for huge midterm bump.  100 D chess