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Tag Archives: supply chains
Food shortages as the energy crisis grows and supply chains break?
Food shortages as the energy crisis grows and supply chains break? Preface. This is a long preface followed by two articles about how supply chains and complex tractors may be affected by energy shortages and consequent supply chain failures in the future.Which we’re already seeing as massive numbers of ships sit offshore waiting to be […]
Farmers on the Brink
Farmers on the Brink “Farming looks mighty easy when your plow is a pencil and you’re a thousand miles from the corn field.” – Dwight D. Eisenhower It was a spooky time to be out at sea off the US East Coast on Halloween in 1991. A strong storm system over the maritime provinces in […]
No one will win in the Russia-Ukraine conflict
No one will win in the Russia-Ukraine conflict Most people have a preconceived notion that there will be a clear winner and loser from any war. In their view, the world economy will go on, much as before, after the war is “won” by one side or the other. In my view, we are basically […]
Rationing Looms As Diesel Crisis Goes Global
Rationing Looms As Diesel Crisis Goes Global Russian refiners cut processing rates of diesel fuel. Already tight diesel supply is getting even tighter. Vitol’s chief executive Hardy: diesel supply shortage could trigger rationing in Europe Earlier this week, Vitol’s chief Russell Hardy warned that a diesel shortage could trigger fuel rationing in Europe. Now, those […]
“Stock-Outs” Begin: Austrian Energy Giant Limits Diesel Spot Sales Until Further Notice
“Stock-Outs” Begin: Austrian Energy Giant Limits Diesel Spot Sales Until Further Notice Earlier this week, we quoted the heads of some of the world’s biggest independent energy trades, who spoke at the FT Commodities Global Summit in Lausanne, Switzerland and unveiled a dire forecast for the diesel market: “The thing that everybody’s concerned about will be diesel […]
Next Inflation Shock Comes From Resource Nationalism
Next Inflation Shock Comes From Resource Nationalism First there was supply-chain disruption brought on by the coronavirus, then war in Ukraine further rocked commodity markets. The next bout of inflation via raw material prices will be brought on by resource nationalism. While the cost pressures brought on by the difficulty in moving goods in a […]
Food shortages as the energy crisis grows and supply chains break?
Food shortages as the energy crisis grows and supply chains break? Preface. This is a long preface followed by two articles about how supply chains and complex tractors may be affected by energy shortages and consequent supply chain failures in the future.Which we’re already seeing as massive numbers of ships sit offshore waiting to be […]
World Economy Braces For Supply Chain Chaos As COVID Closes China
World Economy Braces For Supply Chain Chaos As COVID Closes China The global economy is in disarray as the war in Ukraine unleashed a commodity shock with increasing risks of stagflation. Adding to the turmoil is an outbreak of COVID-19 in China that may unleash another supply chain crisis. News from China over the last day […]
Loss of Russian Oil Leaves a Void Not Easily Filled, Straining Market
Loss of Russian Oil Leaves a Void Not Easily Filled, Straining Market Global production will take time to ramp up, so the U.S. and other buyers will chase limited supplies, creating upheaval unseen in decades. A Rosneft refinery. Russia is the world’s No. 3 oil producer, after the United States and Saudi Arabia.Credit…Andrey Rudakov/Bloomberg HOUSTON […]
What If It Breaks?
What If It Breaks? Making your entire economy a Landfill Economy dependent on the fantasy of infinite replacements and substitutions is the height of hubris and folly. Very few people ask: what if it breaks? It’s a question we can ask of a great many things: touchscreens, motherboards, tools, vehicles, supply chains and entire systems: what if it […]
“Energy Shortages Could Threaten Social Cohesion”: Germany Warns Against Ban On Energy Imports From Russia
“Energy Shortages Could Threaten Social Cohesion”: Germany Warns Against Ban On Energy Imports From Russia At a time when US officials are saying virtually every day that the US is in “active discussions” to ban Russian oil imports, Germany’s economy minister said that while he regrets the country is still dependent on imports from Moscow, […]
The second Cold War is here — and supply chains will be the front lines
The second Cold War is here — and supply chains will be the front lines Entire supply chains will be rewritten, creating massive volatility and unpredictability (Photo illustration by Shutterstock) We are witnessing the remaking of the world order in front of our eyes — and this will impact global supply chains in unforeseen ways. […]
The Total Collapse in Confidence of Government on Every Level
The Total Collapse in Confidence of Government on Every Level QUESTION: Greetings! You have said “they” want the economy to turn down, this is their goal with all the lockdowns. So now you say that if the economy has a low after March it will mean a decline into 2023. Does this mean “they” are […]
“I’ve Never Seen A Market Like This”: Goldman Sees Shortages Of Everything, “You Name It, We’re Out Of It”
“I’ve Never Seen A Market Like This”: Goldman Sees Shortages Of Everything, “You Name It, We’re Out Of It” It’s probably not the endorsement Biden’s flailing administration wanted. In a time when social networks have been swamped with photos of empty shelves from across the nation, Goldman’s head commodity strategist and one of the closest-followed […]
“The System Is Broken”: Boots-on-the-Ground View by a US Manufacturer on the Supply Chain Chaos
“The System Is Broken”: Boots-on-the-Ground View by a US Manufacturer on the Supply Chain Chaos “We are simply limited to what our suppliers tell us we can have. It really isn’t supposed to work this way!” For what seems like a long time now, Wolf Street has been discussing the apparently never-ending shortages that US […]
