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Tag Archives: supply chains
“Ground Zero For Trade” – Port Of Long Beach Warns Of Shipping Slump From China
“Ground Zero For Trade” – Port Of Long Beach Warns Of Shipping Slump From China Investors are grossly underestimating the potential economic impact of Covid-19 as the first signs of China’s supply chain meltdown are now washing ashore on US West Coast ports. The Port of Long Beach, the second-largest containerized port in the US, has had […]
Goldman Issues Shocking Warning On Systemic Threat From Supply-Chain Collapse
Goldman Issues Shocking Warning On Systemic Threat From Supply-Chain Collapse Having desperately avoided any discussion of a worst-case coronavirus scenario – or frankly any scenario that did not involve all time highs for stocks – for over a month, suddenly the market is obsessing with what a complete paralysis of China could mean for the […]
Supply Chain Disruptions Impact on Global Growth
Supply Chain Disruptions Impact on Global Growth In a previous post, we mentioned that stagflation is a risk that central planners are ignoring. However, this risk is not just an isolated challenge focused on economies like Mexico, India or Argentina. Even in countries like Germany and Japan the trend of inflation, particularly in non-replicable goods, […]
Global Crop Failures Continue: In Australia This Is Going To Be The WORST HARVEST Ever Recorded
Global Crop Failures Continue: In Australia This Is Going To Be The WORST HARVEST Ever Recorded Global food production is being hit from seemingly every side. Thanks to absolutely crazy weather patterns, giant locust armies in Africa and the Middle East, and an unprecedented outbreak of African Swine Fever in China, a lot less food […]
‘Weak Start To The Year’ – Maersk Warns Paralyzed Chinese Factories To Damage Global Economy
‘Weak Start To The Year’ – Maersk Warns Paralyzed Chinese Factories To Damage Global Economy A.P. Moller-Maersk A/S, the world’s largest container shipping company, warned Thursday that the Covid-19 outbreak in China, and quickly spreading across the world, would hit earnings this year. Maersk said factories in China are currently operating at 50-60% of capacity because the economy has ground […]
Blain’s Morning Porridge – 17 Feb 2020: Virus pain and Softbank
Blain’s Morning Porridge – 17 Feb 2020: Virus pain and Softbank “Lord, give me strength to deal with London cyclists…” A quiet day’s play in prospect with a US holiday, and its UK mid-term holiday all week. The Covid19 Coronavirus is likely to remain the dominant issue to worry the markets. Infections continue to […]
RED WARNING LIGHT: The World Is Rapidly Burning Through Its Conventional Oil Reserves
RED WARNING LIGHT: The World Is Rapidly Burning Through Its Conventional Oil Reserves While Americans continue to enjoy the convenience provided by the just-in-time inventory supply-chain Leech and Spend Suburban Economy, the rate we are consuming the high-quality conventional oil reserves should scare the hell out of people. But, it doesn’t. Why? Because, virtually no […]
Expect “Cascading Global Impact” As Coronavirus Causes Massive Manufacturing Disruptions Worldwide
Expect “Cascading Global Impact” As Coronavirus Causes Massive Manufacturing Disruptions Worldwide China has now placed hundreds of millions of its citizens under quarantine, leaving its economy grinding to a halt. Workers can’t leave their homes. Factories are idle. Most (if not all) of China’s ports are no longer shipping. International flights are increasingly banned from […]
The Consequence of Globalism Is World Instability
The Consequence of Globalism Is World Instability If the coronavirus proves to be serious, as it does not appear to be at the present time, many economies could be adversely affected. China is the source of many parts supplied to producers in other countries, and China is the source of the finished products of many […]
“Made in China” Economic Hit Coming Right Up
“Made in China” Economic Hit Coming Right Up Economic contagion due to the coronavirus is underway. Hyundai halted production. Sony, Apple, and Ford issued warnings. If you can’t get parts, you can’t build cars. And due to a coronavirus-related manufacturing halt in China, Hyundai to Shut Down Some Production. Hyundai, the world’s fifth-largest carmaker, announced Tuesday […]
Foxconn Extends Delay, Won’t Restart iPhone Production Until Late February
Foxconn Extends Delay, Won’t Restart iPhone Production Until Late February Everything is wonderful Wednesday morning, because an unverified report from Chinese state television sparked a massive surge in equity futures as the Communist Party-controlled media intimated that the coronavirus might soon be cured. Cure or no cure, it’s clear the Chinese are going all-in on propaganda for […]
Crisis-O-Rama
Crisis-O-Rama All of a sudden, events are looking a bit fluxy out there, as though the world is shuddering through some spooky ch-ch-ch-changes, like a monster waiting to be born, with strange convergences of ecology, politics and economy, and there’s only so much you can do to prepare, really. Criticality is in the air! The horses […]
The Global Supply & Demand Shock Of The Coronavirus
The Global Supply & Demand Shock Of The Coronavirus Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame. It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact will depend on how contagious and lethal […]
Could the Coronavirus Epidemic Be the Tipping Point in the Supply Chain Leaving China?
Could the Coronavirus Epidemic Be the Tipping Point in the Supply Chain Leaving China? Everyone expecting a quick resolution to the epidemic and a rapid return to pre-epidemic conditions would be well-served by looking beyond first-order effects. While the media naturally focuses on the immediate effects of the coronavirus epidemic, the possible second-order effects receive little attention: first […]
