I'm in supply chain dealing with the fukkery AMA; Update: Chip shortage until at least 2022

[The M.I.C.]

@DrBanneker lol..this pops up in my news feed.

China agriculture minister says winter wheat condition could be worst in history

 

[DrBanneker]

@DrBanneker lol..this pops up in my news feed.

China agriculture minister says winter wheat condition could be worst in history

This is going to be a clusterfukk. People don't even see it.

 

[Red Shield]

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

I figured the usa probbably gave the euro's some guarantee's it's ass knew it couldn't keep and the Euro's bought it.

Guess I better buy a new external before summer hit

 

[DrBanneker]

 

[KnickstapeCity]

This is going to be a clusterfukk. People don't even see it.

I see. So you came in here so say that and not even explain how or why?




Thanks for your valuable input, fakkit.

 

[The M.I.C.]

I see. So you came in here so say that and not even explain how or why?




Thanks for your valuable input, fakkit.

We’re going through LAST YEARS spring and winter wheat harvest at heightened prices RIGHT NOW. The projections for the incoming harvest…the wheat that comes to market in the FALL, is VASTLY LOWER. Means those empty shelves that have been slowly getting replenished may be left BARE for a extended amount of time. We’re careening towards a major food supply crisis by mid to late year.

 

[KnickstapeCity]

We’re going through LAST YEARS spring and winter wheat harvest at heightened prices RIGHT NOW. The projections for the incoming harvest…the wheat that comes to market in the FALL, is VASTLY LOWER. Means those empty shelves that have been slowly getting replenished may be left BARE for a extended amount of time. We’re careening towards a major food supply crisis by mid to late year.

In layman’s terms, we’re not gonna have food in supermarkets by the end of the year?

 

[Red Shield]

In layman’s terms, we’re not gonna have food in supermarkets by the end of the year?

the usa will have food... maybe not all the products you're use to tho. And prices will be higher

now countries like in the mid east...yeah they probably won't have food

 

[Asicz]

fukk NATO

 

[the artist known az]

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.

This has been going on for like 2 years now

 

[DrBanneker]

This has been going on for like 2 years now

I know from other industries there is a general aluminum can shortage that got worse but it is interesting this is a long standing issue. You in the business?

 

[the artist known az]

I know from other industries there is a general aluminum can shortage that got worse but it is interesting this is a long standing issue. You in the business?

Nah, I know people that are. It's actually been going on before COVID. Lots of breweries have been switching over from bottles for 3-4 years (takes up less space, less breakage) then when companies started with all the seltzers they were competing with Coke to get the slim cans. It's been a shyt show for a while, I'm sure it's gotten a lot worse

 

[DrBanneker]

Nah, I know people that are. It's actually been going on before COVID. Lots of breweries have been switching over from bottles for 3-4 years (takes up less space, less breakage) then when companies started with all the seltzers they were competing with Coke to get the slim cans. It's been a shyt show for a while, I'm sure it's gotten a lot worse

Great info

 

[MajesticLion]

Now add in accelerated-timetable/planned-chaos variables like war.

 

[DrBanneker]

@יוֹאֵל

You guys still sending Vlad his checks

U.S. Seafood Imports from China Likely Russian Fish
Shortcomings in import regulations means that Russian-caught pollock, salmon and crab are likely to enter the U.S. despite recent bans.

But shortcomings in import regulations means that Russian-caught pollock, salmon and crab are likely to enter the U.S. anyway, by way of the country vital to seafood supply chains across the world: China.

Like the U.S. seafood industry, Russian companies rely heavily on China to process their catch. Once there, the seafood can be re-exported to the U.S. as a “product of China” because country of origin labeling isn’t required.

The result is that nearly a third of the wild-caught fish imported from China is estimated to have been caught in Russian waters, according to an International Trade Commission study of 2019 data. For pollock and sockeye salmon, the rate is even higher — 50% to 75%.