Tuesday, October 26, 2021

The SUPPLY CHAIN SHORTAGE OBSERVATIONS .

Cargo ships full of supplies , stuck , piling up along the west
cost of North America . Photo shows a
cargo ship bursting into flames along
the cost of British Columbia .



A Few Blog posts ago . I wrote about the Supply Chain shortages . I am really going to dig into this one. I think that  (1)>>THERE IS SOMETHING GOING ON HERE . BUT we have had the media hype the "shortages" as "shortages" , the REALITY is a SLOWDOWN of the Supplies . If you look at the cargo ships sitting off shore , not even moving to docking station is vary peculiar .  Now the FACT CHECKERS "claim" There is no evidence that cargo supply-chain issues have been “orchestrated” by the U.S. government, despite claims made online. Slower circulation of containers, rather than inadequate vessel capacity, is what has brought the global container system to its knees.   Is the supply chain being sabotaged? The news will tell you that this worldwide issue is due in part to the lack of shipping demand in the middle of 2020, when everyone was hitting 2 weeks to slow the spread on repeat for months from their couch—reports say that the surge of demand by the end of 2020 led to “delays, port traffic James, and blockages across the supply chain.” Of course, the lack of workers and lack of shipping containers that suddenly disappeared from the mix exacerbated this problem. So we have jammed up containers stuck in ports because there is and was a shortage of staff to both unload them and deliver them to their destination. early October reports have cited 500,000 shipping containers stuck off the coast of Southern California.WELL CARGO SHIPS JUST SITTING THERE is COSTLY . Is the supply chain being sabotaged? The news will tell you that this worldwide issue is due in part to the lack of shipping demand in the middle of 2020, when everyone was hitting 2 weeks to slow the spread on repeat for months from their couch—reports say that the surge of demand by the end of 2020 led to “delays, port traffic James, and blockages across the supply chain.” Of course, the lack of workers and lack of shipping containers that suddenly disappeared from the mix exacerbated this problem. So we have jammed up containers stuck in ports because there is and was a shortage of staff to both unload them and deliver them to their destination.  (2)>>Early October reports have cited 500,000 shipping containers stuck off the coast of Southern California. Even in my home state of Georgia, we’re experiencing something similar with The Port of Savannah being impacted—there’s nearly 80,000 shipping containers stacked up at the docks, and there are reports coming out of the Georgia Ports Authority that some ships were waiting for nine days before getting a slot to unload their shipments.Although US president Joe Biden has been pushing rail freight companies, trucking groups and ports to increase their own capacity and productivity to meet rising demand by working 24 hours . Growing up, the term “on a slow boat to China” was often used to describe something that would take a very long time. Unfortunately, we are seeing the opposite term come to fruition off the east and west coasts of the USA at the moment as container ships from China and other Asian ports are lined up in a 40 mile traffic jam off the west coast, waiting to dock. Cargo ships are still piling up along the west cost. Some are sinking , bursting into flames in various curious other circumstances at sea .


NOTES AND COMMENTS :
(1)>>THERE IS SOMETHING GOING ON HERE .  As  I said BEFORE there is really no supply chain shortage ... there is a supply chain SLOWDOWN . It looks to me that there is some sabotage going on to slow the market down on consumer goods .Explanations for the increasing delays include slow loading/unloading times, rising costs of shipping, and capital shortages. All of those explanations are correct but incomplete and insufficiently descriptive. Strangely the "slowdowns" are only effecting western countries that are depended on foreign manufacturing like imports from China as a example .Docking locations along US coasts are among the slowest in the world: not because of size or technological capacity but collective bargaining hindrances.  Artificial supply constraints are being blamed for the craziness that the macroeconomy is going through. You can come to your own conclusions for the reasons why, but the US has gotten more billionaires during that same time than it ever had in its past (same with China and Brazil). The entire macroeconomy is under extreme control right now if you investigate any "issue" going on right now. (2 )>>Early October reports have cited 500,000 shipping containers stuck off the coast of Southern California. Los Angeles had nearly half a million 20-foot shipping containers — or about 12 million metric tons of goods — waiting in drift areas and at anchor for spots to open up along the port to dock and unload, according to data pulled from the Marine Exchange of Southern California's master queuing list. The port has 19 mega-container ships waiting to dock, the largest of which is carrying 16,022 20-foot shipping containers.Ports are already swamped by record numbers of containers reaching U.S. shores during this year’s peak shipping season, and the number of vessels waiting for berth space at Southern California’s gateways is growing as logjams stretch into warehouses and distribution networks across the country.