President Joe Biden - Kamala Harris Administration

[hog88]

I've been heavily involved with this type of planning since late December 2020/January 2021, and ordinarily I would hardly be involved in this at all.

It's made us push out our planning a lot further than ever before.

 

[Vol423]

I just ordered 2 more trucks today with an expected build date of Jan 2023. And of course no guarantee of the delivery price being the quoted price, they are making that clear in the contracts now.

The prices will increase. You can count on it.

 

[CagleMtnVol]

No one in this administration is concerned about the actual people that make it work.

All the people in this administration has pretty much been in politics from the moment they got out of college. They have never been around working people and have no idea how business/industries or the agricultural communities work.

 

[Vol423]

Uhh..that seems unfair. You have to put anything down?

Unfair? Absolutely. However, this is the world we live in right now. If you need the parts, you're really stuck with no options. Sourcing from an alternative supplier would almost certainly involve waiting for another 12+ months.

 

[AM64]

Did you even read the articles? The issue has nothing to do with the production of these sensors being outsourced to China. It has to do with the worldwide shortage of semiconductor chips. They can't manufacture the sensors because they don't have the chips needed to produce them. I've been telling you guys for weeks that the supply chain issues are FAR, FAR deeper than the issue at the ports. There is a worldwide shortage of just about everything, particularly anything that goes into making electronics of any sort. How extensive is the issue? If you want any chance of having semiconductor chips delivered by November 2022, you better already have your purchase order in to the manufacturer. This problem is going to continue to get worse. IMO, there is zero chance the supply chain issues are resolved in 2022 short of a catastrophic recession/depression grinding demand to a complete halt.

Some of this still goes back to equipment certification. If you have to run equipment for hundreds/thousands of hours or cycles through rigorous cycles to prove it works, you can't simply turn around and replace components without re-certifying. The older components may have been considered obsolete years ago and device manufacturers don't want to interrupt current lines to manufacture old devices. This is where the conflict between continued miniaturization and other modernization to support rapidly changing devices - like cellphones and devices that are needed to operate equipment with extremely long life cycles - like nuclear plants comes into play. Imagine buying a car and two years later it's undriveable because the emissions control system is no longer supported and it failed. Backwards compatibility isn't happening because it doesn't sell new stuff.

 

[Vol423]

So in this case it's the socialist concept - take from wealthy neighborhoods and give back to the poorer neighborhoods. I'll bet pete never thought that when interstates were first built through cities some of it happened before white flight, and the affected people came after the fact. So is he planning to move railroads that predated interstates by a century for the same reason? What about the above ground commuter trains? The liberal mind is insanely wired, and mostly they are just absurd fools.

We should remove the railroads altogether and return the land to the Native Americans. The good news is that you know that will never be proposed, even by the socialists in this administration, because Warren Buffett owns the railroads.

 

[Vol423]

Yea, pricing is an afterthought also. I know I need it and know I will pay what they say. Crazy.

I feel your pain because I'm living it on a daily basis.

 

[newyorkvol]

The Biden administration’s ‘workarounds’ damage the machinery of democracy - NewsBreak

 

[Vol423]

It's made us push out our planning a lot further than ever before.

We're planning 15 months out. It's just insane.

 

[hog88]

The prices will increase. You can count on it.

No doubt about it.

 

[AM64]

There are a few things the clowns occupying the WH could do today that would help with rising costs and shortages yet they refuse to do any of them.

They could allow DEF and other exhaust sensors to be bypassed. They could suspend IMO 2020, they could modify the hours of service regs, they could strip CA of the ability to set it's own emissions standards in areas of interstate commerce. All would help, not solve the problems but they won't do ****.

Supposedly that is what the whole Interstate Commerce Act was all about - no state was supposed to be allowed to set regulations that interfered with interstate transportation. There actually are some reasons for limits on state sovereignty, and the feds never backed down when they wanted to limit state's rights ... even the constitutionally protected ones.

 

[AM64]

Feds have no say in that.

The feds certainly had a say when they mandated a 55 mph countrywide speed limit. Obey or you get no federal funding. Same with laws regarding alcohol and driving as I recall.

 

[hog88]

Unfair? Absolutely. However, this is the world we live in right now. If you need the parts, you're really stuck with no options. Sourcing from an alternative supplier would almost certainly involve waiting for another 12+ months.

Nobody should expect manufactures to guarantee a price on something they can't deliver for over a year. It sucks but as you said, it's the world we live in. I'll order a couple more chassis from Freightliner and whoever delivers the best price at the time gets the sale and the other gets canceled (maybe). Have to play the game.

 

[hog88]

The feds certainly had a say when they mandated a 55 mph countrywide speed limit. Obey or you get no federal funding. Same with laws regarding alcohol and driving as I recall.

I should have said "the feds shouldn't have a say in it".

 

[Vol423]

The biggest challenges my company faces these days are all related to supply chain. Covid completely changed the game, and planning horizons have lengthened considerably.

 

[GoDucks349]

There are a few things the clowns occupying the WH could do today that would help with rising costs and shortages yet they refuse to do any of them.

They could allow DEF and other exhaust sensors to be bypassed. They could suspend IMO 2020, they could modify the hours of service regs, they could strip CA of the ability to set it's own emissions standards in areas of interstate commerce. All would help, not solve the problems but they won't do ****.

So is this an issue of federal control vs states rights? If so are you against states rights?

 

[AM64]

We're planning 15 months out. It's just insane.

Perhaps, but just in time purchasing was just as insane. One bump in the chain and this is what you get because that one bump can have a huge ripple effect. We grew up with "For want of a nail ...", and business efficiency experts thought that was absurd and stocking nails absurdly wasteful. We've also forgotten about single points of failure - and hopefully we don't figure it out all over again on a massive scale like with a completely interconnected and integrated electrical power system.

 

[hog88]

So is this an issue of federal control vs states rights? If so are you against states rights?

And another uninformed "country heard from" rears it's head. California is the only state allowed to set it's own emissions standards under the Clean Air Act which in all reality gave CA the power to set the standard for the rest of the country. Go find us a commercial or even private vehicle sold in the US that doesn't meet CA standards.

 

[NorthDallas40]

Trump was correct again...Source American.

View attachment 410577

So that isn’t the complete story. In this case China largely means Taiwan I believe. TSMC and UMC probably source the majority of wafer production worldwide.

 

[Orangeburst]

So that isn’t the complete story. In this case China largely means Taiwan I believe. TSMC and UMC probably source the majority of wafer production worldwide.

Yea I noticed that as I searched for an image. A website called ForeignPolicy.com would know for sure. Will not matter in a few years anyways. They will take it without a fired shot, aka HK

 

[NorthDallas40]

Yea I noticed that as I searched for an image. A website called ForeignPolicy.com would know for sure. Will not matter in a few years anyways. They will take it without a fired shot, aka HK

So yeah that’s the 800lb gorilla in the room. Letting 3/4ths of the world’s wafers continue to come from Taiwan is absolutely negligent knowing China’s intentions towards them. To your point look at Hong Kong

 

[Franklin Pierce]

Joe Biden Promised To Take On Saudi Arabia Over Jamal Khashoggi. The Saudis Won.

Biden pledged to root his foreign policy in values like human rights, but didn't apply that standard to the long and morally dubious U.S.–Saudi relationship.

Each day in October 2018 brought a chilling new revelation about the murder of journalist Jamal Khashoggi. Saudi agents chopped off his fingers, then carved his corpse into pieces. Khashoggi’s remains seemingly vanished into thin air. And the kill squad had clear ties to one of the most powerful men on the planet: Saudi Arabia’s crown prince and de facto ruler, Mohammed bin Salman.

Joe Biden weighed in on Oct. 17, 2018. He said his doubts about the notoriously impetuous prince had been confirmed and that Saudi Arabia “absolutely, positively” should face repercussions.

After launching his presidential campaign, Biden called the killing a sign that it was time to reform the United States’ cozy relationship with the Saudis. “We will make clear that America will never again check its principles at the door just to buy oil or sell weapons,” Biden told the Council on Foreign Relations, a nonpartisan think tank. “America needs to insist on responsible Saudi actions and impose consequences for reckless ones.”

Joe Biden Promised To Take On Saudi Arabia Over Jamal Khashoggi. The Saudis Won.

 

[Vol423]

Joe Biden Promised To Take On Saudi Arabia Over Jamal Khashoggi. The Saudis Won.

Biden pledged to root his foreign policy in values like human rights, but didn't apply that standard to the long and morally dubious U.S.–Saudi relationship.

He's applying the same rigor in his foreign policy that he's applying in his vaccine mandates. Force compliance on those countries/individuals that you don't care about, and simply exempt those countries/individuals that you feel that you actually need.

It's all a matter of morals and values. Biden has none, which makes things easy.

 

[Vol423]

So yeah that’s the 800lb gorilla in the room. Letting 3/4ths of the world’s wafers continue to come from Taiwan is absolutely negligent knowing China’s intentions towards them. To your point look at Hong Kong

Funny you should mention that. When Biden was crapping the bed in Afghanistan, I told one of my colleagues that the next impossible obstacle that will get thrown our way in this supply chain fiasco will be China invading Taiwan.

 

[StarRaider]

Joe Biden Promised To Take On Saudi Arabia Over Jamal Khashoggi. The Saudis Won.

Biden pledged to root his foreign policy in values like human rights, but didn't apply that standard to the long and morally dubious U.S.–Saudi relationship.

Each day in October 2018 brought a chilling new revelation about the murder of journalist Jamal Khashoggi. Saudi agents chopped off his fingers, then carved his corpse into pieces. Khashoggi’s remains seemingly vanished into thin air. And the kill squad had clear ties to one of the most powerful men on the planet: Saudi Arabia’s crown prince and de facto ruler, Mohammed bin Salman.

Joe Biden weighed in on Oct. 17, 2018. He said his doubts about the notoriously impetuous prince had been confirmed and that Saudi Arabia “absolutely, positively” should face repercussions.

After launching his presidential campaign, Biden called the killing a sign that it was time to reform the United States’ cozy relationship with the Saudis. “We will make clear that America will never again check its principles at the door just to buy oil or sell weapons,” Biden told the Council on Foreign Relations, a nonpartisan think tank. “America needs to insist on responsible Saudi actions and impose consequences for reckless ones.”

Joe Biden Promised To Take On Saudi Arabia Over Jamal Khashoggi. The Saudis Won.

when the socialists lose the huff it is not going well for dems.