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Tag Archives: supply chains
Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts
Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts Inventories at retailers document this mess. Turns out, when the US government spends $5 trillion in borrowed fiscal stimulus over 16 months, and the Fed hands out $4 trillion in monetary stimulus over the same period, causing asset prices […]
Commodities, Supply-Chains and Structural Changes in Demand
COMMODITIES, SUPPLY-CHAINS AND STRUCTURAL CHANGES IN DEMAND Talk of a new commodity super-cycle may be premature Once GDP growth returns to trend, commodity demand will moderate Fiscal and monetary relief are key to maintaining growth and demand Structural changes in energy demand will prove more persistent As the spectre of inflation begins to haunt economists, […]
Third Largest US Chicken Producer Runs Out Of Chicken Wings
Third Largest US Chicken Producer Runs Out Of Chicken Wings At this point, shortages of everything from microchips to potato chips are forcing American businesses to adjust to higher prices and supply shocks, while consumers are forced to pay higher prices at the store. And while high commodity prices (which have come off their highs […]
“Gas Run Has Begun” – Fuel Stations Run Dry Amid Hacked Pipeline
“Gas Run Has Begun” – Fuel Stations Run Dry Amid Hacked Pipeline Gas shortages are being reported in the Southeast of the US amid the recent cybersecurity attack that temporarily shut down one of the largest pipelines in the US. Colonial Pipeline Co. Chief Executive Officer Joseph Blount said the company was in the process of restoring its […]
The Ugly Truth About Renewable Power
The Ugly Truth About Renewable Power When Texas literally froze this February, some blamed the blackouts that left millions of Texans in the dark on the wind turbines. Others blamed them on the gas-fired power plants. The truth isn’t so politically simple. In truth, both wind turbines and gas plants froze because of the abnormal weather. And […]
Producer Prices Surge. Germany, China, other Countries Are Now Exporting Inflation, Adding to US Inflation Pressures
Producer Prices Surge. Germany, China, other Countries Are Now Exporting Inflation, Adding to US Inflation Pressures Central banks still brush it off as just “temporary.” Producer prices of German industrial products in March rose by 0.9% from February, after having risen by 0.7% in February from January, and after having spiked by 1.4% in January […]
Supply chain slowdown hits at key pillars of economy and will likely get worse: Dan Yergin
Supply chain slowdown hits at key pillars of economy and will likely get worse: Dan Yergin KEY POINTS The pressures on supply chains are increasing and global disruptions are likely to only get worse as summer approaches and the economy booms. Disruptions have converged at the same time in three important pillars of the global […]
“Things Are Out Of Control”: Supply Chain Collapse Leads To Lumber Frenzy, Soaring Home Prices
“Things Are Out Of Control”: Supply Chain Collapse Leads To Lumber Frenzy, Soaring Home Prices With median prices for both existing and new homes at all time highs, and soaring at a record annualized rate of almost 20%… … increasingly more Americans find themselves priced out of homeownership, while still cautious banks refuse to lend […]
Where’s Dirk Gently When You Need Him?
Where’s Dirk Gently When You Need Him? Did you hear? A supersized cargo ship got wedged in the Suez Canal on March 23rd? If you didn’t, you must do pretty well at avoiding the news, social media, and late night TV. But the short of it is: the Ever Given somehow lost control (sandstorm strength winds have […]
Suez Highlights the Fragility of Globalization
Suez Highlights the Fragility of Globalization Photo: Suez Canal Authority. The global supply chain is an elaborately choreographed ballet, nowhere more than in the flow of containers through which 60% of the world’s seaborne trade travels. Calibrating a stream of over 800 million boxes each year entails sophisticated tracking that makes sure containers reach their destination. The system reaches […]
Food Crisis of 2021 in Europe
Food Crisis of 2021 in Europe We are staring in the face of a serious food crisis in Europe as food prices rise continuously, and with further draconian COVID measures within the EU, they are bringing the food supply chains to a standstill. Our models have been warned that this 8.6-year cyclical wave into 2024 […]
Brace, Brace, Brace: Global Supply Chains, Instability and Archegos
Brace, Brace, Brace: Global Supply Chains, Instability and Archegos You could not make this up; an unimaginably complex WW3 Techno-thriller unfolding as markets stumble and global supply chains hover on the edge of anarchy. On the other hand, maybe that’s just the way it was planned. “The supreme art of war is to subdue the […]
Blocked Suez Canal Adding to Container Shortages, Supply Chain Snarls, Component Shortages for Manufacturers
Blocked Suez Canal Adding to Container Shortages, Supply Chain Snarls, Component Shortages for Manufacturers Exactly at the worst possible time. Ripple effects to be felt for months. Today is Thursday, and the Suez Canal is still blocked by one of the largest container carriers in the world. The last thing the tangled up and […]
Suez Canal Crisis Morphs Into Global Supply Chain Wrecking Ball
Suez Canal Crisis Morphs Into Global Supply Chain Wrecking Ball The world got another wake-up call this week about the overreliance on complex global supply chains. As of Friday, the massive containership, “Ever Given,” remains stuck in the canal, unable to be refloated, paralyzing the world’s most important shipping lane. Ever Given is one of the world’s […]
Texas Freeze Creates Global Plastics Shortage
Texas Freeze Creates Global Plastics Shortage First, it was a demand slump across pretty much every manufacturing industry because of the pandemic. Then a surge in demand for electronics caused a shortage of microchips, which hit the automotive industry particularly hard. Now, the Texas Freeze has caused a global shortage of plastics. The Wall Street Journal reported this […]
