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Tenchi Ryu

Ashtray B!tch
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Chicago - SouthSide - Wild 100s
Man, people are hot over at Twitter about this.


too hot..........................too hot baby

817963122215878656.png
 

The M.I.C.

The King In The West 👑
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@DrBanneker

Talked to a few contacts of mines as I'm keeping an eye on freight movement via trains, trucks, planes and ships. Got big issues in CA as they got a lot of freight that can't be moved cheaply coming from the Port of LA and Long Beach as there's no fukking trains out there with capacity. Businesses having to pay out the ass to have trucks haul from our West going as far as LA at the moment. There's a big problem about to emerge as the ability to get products and foodstuffs to destinations across the country will become too expensive to do or will become impossible to do due to limited capacity.

Another thing that was brought up again was the chip situation, it's gone critical. The current and hasty geopolitical stance that's being taken by the EU, Australia and the US against China is centralizing quickly in regards to competition for semiconductor production and rare earths. Toyota and Honda are getting choked the fukk out right now..hearing that the only plants that are moving anything are here in the States.
 

DrBanneker

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Figthing borg at Wolf 359
Businesses having to pay out the ass to have trucks haul from our West going as far as LA at the moment.

Yeah, I just brought two regular pallets in for about $1500 from CA to PA. It should cost about $600. It hurts. Not as bad East to West it seems though that is still up about 30-40%.

Sea freight has other issues besides port capacity, lack of chasses, some labor shortage due to COVID etc.

You seen this freight rate chart?
DAT-3-14-21-MembersEdge.png


Train intermodal should be an option but you probably know what a shyt show our rail network and rolling stock are compared to most countries.

There's a big problem about to emerge as the ability to get products and foodstuffs to destinations across the country will become too expensive to do or will become impossible to do due to limited capacity.

I don't think they will let people starve (or run out of alcohol). You will start to see barer shelves and stores though. Kinda like the opposite of COVID where demand caused shortages. Now supply issues will cause the same gap. Prices will go up to compensate (already are actually).

Worst thing right now is lumber. We can't get lumber to build crates due to the crazy market and prices are fukking unreal
Madisons-March-3-3-scaled.jpg
 

The M.I.C.

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Yeah, I just brought two regular pallets in for about $1500 from CA to PA. It should cost about $600. It hurts. Not as bad East to West it seems though that is still up about 30-40%.

Sea freight has other issues besides port capacity, lack of chasses, some labor shortage due to COVID etc.

You seen this freight rate chart?
DAT-3-14-21-MembersEdge.png


Train intermodal should be an option but you probably know what a shyt show our rail network and rolling stock are compared to most countries.



I don't think they will let people starve (or run out of alcohol). You will start to see barer shelves and stores though. Kinda like the opposite of COVID where demand caused shortages. Now supply issues will cause the same gap. Prices will go up to compensate (already are actually).

Worst thing right now is lumber. We can't get lumber to build crates due to the crazy market and prices are fukking unreal
Madisons-March-3-3-scaled.jpg

That lumber chart is fukking insane.

Goddamn that's going to be a hard knock on new home construction as well. Yeah, this is going to be interesting to see play out throughout the year... For a lot of folks sakes, hopefully I'm wrong and this shyt plateaus but these bytches in DC already talking about a potential 4th stimulus so I'm not hopeful.
 
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