Commodity shortages

#351
#351
RavinDave said:
There may be a bottleneck in the drayage area as well. Local regulations have mandated that trucks older than I think 5 years are no longer allowed access to port area for “climate“ reasons, putting some smaller carriers out of business I’m sure and forcing others to buy new trucks just to continue having access to port related business.
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Oh yes, they’ve been pushing that way for years in CA. Now the government will subsidize some of the cost if an o/op goes and buys a new truck up to the new standards, I assume that’s still in place from a few years back anyway, but it’s still going to be a massive expenditure that most o/ops can’t afford. The intermodal industry is full of older equipment, trucks, chassis, containers, all of it. Forcing such things on those drivers likely pushes them to other jobs.
 
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#352
#352
hUTch2002 said:
Oh yes, they’ve been pushing that way for years in CA. Now the government will subsidize some of the cost if an o/op goes and buys a new truck up to the new standards, I assume that’s still in place from a few years back anyway, but it’s still going to be a massive expenditure that most o/ops can’t afford. The intermodal industry is full of older equipment, trucks, chassis, containers, all of it. Forcing such things on those drivers likely pushes them to other jobs.
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It’s the inmates running the asylum in the land of fruits and nuts.
 
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#353
#353
Rasputin_Vol said:
May be a good reason for "The South" to invest more in port facilities... just in case we do need to divorce. Mobile, Charleston, Wilmington, Savannah?

Just throwing that out there...
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Savannah has a port and they have been expanding it to compete with Jacksonville which continues digging deeper trenches for heavier ships. Jax is currently ahead and opening more to cruises as well. It's difficult when most of the goods come from China and the easiest passage to the east is close to being completely controlled by China.
 
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#354
#354
utvols88 said:
Savannah has a port and they have been expanding it to compete with Jacksonville which continues digging deeper trenches for heavier ships. Jax is currently ahead and opening more to cruises as well. It's difficult when most of the goods come from China and the easiest passage to the east is close to being completely controlled by China.
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Oh for sure. Savannah is getting huge! Most of the Eastern ports started expanding once they knew the Panama Canal was being expanded.
 
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#357
#357
Orange_Vol1321 said:
Why are all the container ships anchored outside of ports?
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Simple answer: our supply/transportation cycle system is broken.

Ships can’t dock and offload themselves and that offloaded cargo can’t transport itself to its destinations thereby freeing up more cargo offload space on the docks. Rinse-repeat.
 
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#358
#358
utvols88 said:
Savannah has a port and they have been expanding it to compete with Jacksonville which continues digging deeper trenches for heavier ships. Jax is currently ahead and opening more to cruises as well. It's difficult when most of the goods come from China and the easiest passage to the east is close to being completely controlled by China.
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Question: But what incentive would China have to shut off their main trading partner?
 
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#362
#362
There's been a few Odd Lots podcasts recently discussing shipping woes with people in the industry: cargo ships, ports, railroads, trucking. There are bottle necks in all of them, for different reasons.

I'll add the the Jones Act only makes matters worse.
 
#363
#363
Velo Vol said:
There's been a few Odd Lots podcasts recently discussing shipping woes with people in the industry: cargo ships, ports, railroads, trucking. There are bottle necks in all of them, for different reasons.

I'll add the the Jones Act only makes matters worse.
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US port to US port, do we really want to bring the Chinese or any foreign power into this? Our infrastructure is fragile enough to risk being economically blackmailed. How many US flagged and crewed ships would there be?
 
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#367
#367
Vol737 said:
I think it has to remain to some degree. It's not necessarily a bad thing since it's the natural response to a hot economy. Finding that new equilibrium. I just hope that's the only thing the markets are responding to. I know I beat this dead horse all the time, but these debt levels make me think it's going to be hard to tame this inflation.
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We will never cease increasing debt and there isn’t a politician in the pipe that will do anything about it.
 
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#368
#368
hog88 said:
The Fed is out of bullets to deal with inflation.
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Not quite. If they manage to convince the people to go cashless, they can go to negative rates...

The money in the bank holds less value and decreases over time...
 
#371
#371
Wireless1 said:
US port to US port, do we really want to bring the Chinese or any foreign power into this? Our infrastructure is fragile enough to risk being economically blackmailed. How many US flagged and crewed ships would there be?
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Fine, have slower shipping and pay higher prices.

This isn't complicated.
 
#373
#373
I wouldn't have guessed that Philadelphia is as big as New Orleans.

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