SNYC
Black American in NYC (yes, we exist 😲)
won't ask you how
I'm in supply chain dealing with the fukkery AMA; Update: Chip shortage until at least 2022
- Thread starter DrBanneker
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won't ask you howChip shortage gonna be even worse. Cause those same chips are needed in military equipment.
Now after Russias invasion of Ukraine all of the European allies and part of NATO about to purchase more arms to deter russia.
Now after Russias invasion of Ukraine all of the European allies and part of NATO about to purchase more arms to deter russia.
DrBanneker
Space is the Place
These brehs are probably going to have a better chance at getting the PS6 than PS5 at some point
I was dealing with one supplier, telling me a damn IC was pushed out to NEXT February
Red Shield
Global Domination
MajesticLion
Veteran
That supply chain is different from retail and secured even before aviation and automotive.
DrBanneker
Space is the Place
@TradePascalSiakam
The Canadian Press reported Feb. 22 that Frito-Lay, the snacking unit of PepsiCo, has cut off shipments to Loblow — the largest retail grocery chain in Canada, amid tension between the two parties.
iStockThe report details a pricing dispute between the Frito-Lay Canada and Loblaw Companies as the manufacturer has recently hiked prices to recover higher costs for producing its brands that include Cheetos, Doritos, Lays, Ruffles and Sunchips.
The news outlet said the dispute has caused stockouts on snack food shelves at many Loblaw locations or led to the grocer replacing Frito-Lay products with its more of its house brands, President's Choice and No Name.
The Canadian Press reported Feb. 22 that Frito-Lay, the snacking unit of PepsiCo, has cut off shipments to Loblow — the largest retail grocery chain in Canada, amid tension between the two parties.
iStockThe report details a pricing dispute between the Frito-Lay Canada and Loblaw Companies as the manufacturer has recently hiked prices to recover higher costs for producing its brands that include Cheetos, Doritos, Lays, Ruffles and Sunchips.
The news outlet said the dispute has caused stockouts on snack food shelves at many Loblaw locations or led to the grocer replacing Frito-Lay products with its more of its house brands, President's Choice and No Name.
Supply/Logistics boys we up now.
DrBanneker
Space is the Place
Craft Breweries Struggle to Find Beer Cans
A top can manufacturer signaled it's no longer interested in the craft beer business.
Craft Breweries Struggle to Find Beer Cans
Ball Corp., the largest aluminum beverage can maker in North America, is raising its minimum order five-fold — and it is having a profound effect on small breweries.
The Broomfield, Colorado-based company says the move comes after a spike in demand caused by the pandemic.
To small breweries, it was a clear signal that Ball no longer wants to be in the craft beer business.
The previous minimum order was one truckload, or 200,000 cans, per SKU.
Now, breweries have to order five truckloads, or some 1 million cans, per SKU.
Even for breweries that produce a limited number of lines, that's a lot of cans to have on hand, which leads to another problem.
Ball also said that it will stop providing warehouse space, so even if a client can afford the bulk orders, they'll still need to find a place to store them.
According to Colorado Public Radio, Ball notified hundreds of beverage makers via email in Nov. 2021, and it has left many companies scrambling to find new suppliers.
A top can manufacturer signaled it's no longer interested in the craft beer business.
Craft Breweries Struggle to Find Beer Cans
Ball Corp., the largest aluminum beverage can maker in North America, is raising its minimum order five-fold — and it is having a profound effect on small breweries.
The Broomfield, Colorado-based company says the move comes after a spike in demand caused by the pandemic.
To small breweries, it was a clear signal that Ball no longer wants to be in the craft beer business.
The previous minimum order was one truckload, or 200,000 cans, per SKU.
Now, breweries have to order five truckloads, or some 1 million cans, per SKU.
Even for breweries that produce a limited number of lines, that's a lot of cans to have on hand, which leads to another problem.
Ball also said that it will stop providing warehouse space, so even if a client can afford the bulk orders, they'll still need to find a place to store them.
According to Colorado Public Radio, Ball notified hundreds of beverage makers via email in Nov. 2021, and it has left many companies scrambling to find new suppliers.
Dameon Farrow
Superstar
Best stocks to put money in for when this recovers?
east
Screwed up... till tha casket drops!!
this war's gonna kill the supply chain just from how it's gonna affect transport costs, ocean shipping and air freight rates are prolly gonna triple
Chrishaune
Veteran
DrBanneker
Space is the Place
Unless they can gouge on fuel surcharges, that money is going right out the door to the diesel providers.
Anything made from metal is about to go up heavy. A lot of stuff like nickel and some special materials come out of Russia and Ukraine and folks are scrambling right now...
DrBanneker
Space is the Place
Talked with some natural gas and raw material industry experts in the last two weeks. Takeaways:
1. Natural gas liquefaction and transport (LNG) export from the USA is already maxed out. Good for us in that surging European gas prices won't transmit over here since we don't have more gas to sell into that market. Bad news for the EU since there is no way the USA can replace Russian gas supplies since our capacity won't see significant expansion until 2025 at the earliest
2. Some crucial metal alloy raw materials are in extremely tight supply since boats stopped carrying Russian exports. The few global sources left are seeing a rush from buyers. Expect certain material prices to go up or certain products to have outright shortages in a month or so as this cascades to the consumers. Russia feels sanction pains now but we're going to see it in a month or so. Everything is interconnected
@יוֹאֵל
1. Natural gas liquefaction and transport (LNG) export from the USA is already maxed out. Good for us in that surging European gas prices won't transmit over here since we don't have more gas to sell into that market. Bad news for the EU since there is no way the USA can replace Russian gas supplies since our capacity won't see significant expansion until 2025 at the earliest
2. Some crucial metal alloy raw materials are in extremely tight supply since boats stopped carrying Russian exports. The few global sources left are seeing a rush from buyers. Expect certain material prices to go up or certain products to have outright shortages in a month or so as this cascades to the consumers. Russia feels sanction pains now but we're going to see it in a month or so. Everything is interconnected
@יוֹאֵל
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I've been told that by late June and July is when the wheels will start to fall off.
The bigger problem is that Ukraine is a breadbasket for the world in regards to it's grain exports. That harvest, as I stated in my RT response, is not coming to market. Lebanon for example, gets 60 percent of it's wheat from Ukraine, they're already scrambling trying to secure product. Poland had already shut down their wheat exports as they see which way the wind is blowing..
My former colleagues in DC expect energy to continue to blow out over the summer going into the fall. There is a very good possibility that we could see six dollar averages as far as gas itself nationally, if things continue to escalate by late fall and winter then all bets are off. My operations are muddled at the moment..it used to take maybe 140-150 dollars to fill up one truck, that's now about 230-250 now. Seafood still high as shyt and I'm now experiencing issues sourcing items HERE IN THE STATES. Some contacts in the restaurant business are already preparing for a wipeout this spring and summer..it's getting very gloomy even worse than last year.