President Joe Biden - Kamala Harris Administration

[RollinVol]

And just think. Obama helped out the Chinese and Volvo with their trucks because of “emission standards”. So more expensive trucks getting less mpg on the road instead of American made

 

[Franklin Pierce]

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

Yes, when the Huffington Post calls Biden a Liar it is really bad. The Huff could have just ignored the Biden Lie, but chose not to.

 

[DC_Vol]

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

Edited to remove the complaining.

It’s insanity out there right now.

 

[allvol123]

I get beat up every single month for this. Along with the supply chain woes. Not many people understand the insanity supply chain orgs are dealing with right now.

Many suppliers are saying you’ll get what we’ll give when we want to give it to you at the price we tell you when it ships. You have to bend over and take it. The other option is…unless shut down entire lines.

And good luck finding capacity elsewhere. Then there’s the question of how long it might sit at port or on the water.

I look at it as an opportunity to find out who our true business partners are. If I’m not fired before next year

All correct. I expect a hard landing at some point though. Prices will cause less consumer buying at some point.

 

[DC_Vol]

All correct. I expect a hard landing at some point though. Prices will cause less consumer buying at some point.

Some commodities are already showing signs of a huge price correction. The divergence of the market dynamics in the US versus the test of the world is interesting. I would expect many organizations to try to localize more of their supply base. At least move to the western side of the world. A whole lot of risk looking forward in China.

 

[allvol123]

Some commodities are already showing signs of a huge price correction. The divergence of the market dynamics in the US versus the test of the world is interesting. I would expect many organizations to try to localize more of their supply base. At least move to the western side of the world. A whole lot of risk looking forward in China.

Yea. People should be opening factories left and right in south and Central America.

 

[DC_Vol]

Yea. People should be opening factories left and right in south and Central America.

I agree, but it’s difficult to find a country with the right mix of workforce, political stability, and currency stability.

I’ve often wondered why Panama doesn’t have more manufacturing. They are pegged to the dollar 1:1. They have political stability due to the canal, and it’s easy to get boats in and out. Maybe the workforce or labor rates? I really don’t know.

 

[Orangeburst]

I agree, but it’s difficult to find a country with the right mix of workforce, political stability, and currency stability.

I’ve often wondered why Panama doesn’t have more manufacturing. They are pegged to the dollar 1:1. They have political stability due to the canal, and it’s easy to get boats in and out. Maybe the workforce or labor rates? I really don’t know.

The same canal controlled now by CCP?

 

[StarRaider]

 

[Orangeburst]

Bingo...they want high energy prices. Creates a crisis and makes their stupidity more affordable and attractive as well as public funding of alternatives. These people are sick

 

[C-south]

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.

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.

LEAN

 

[Wireless1]

Just another failure of the bean counters in destroying American business. One plant employing probably 250 people could probably make enough DEF sensors for the entire country, but no, we need to outsource that to China to make them for 12 cents less.

Anybody on here have any idea how to make aDEF sensor by hand…..something tells me you could get $5K a piece for a bunch of them from idle truckers

 

[C-south]

Anybody on here have any idea how to make aDEF sensor by hand…..something tells me you could get $5K a piece for a bunch of them from idle truckers

Just bypass it

 

[Orangeburst]

Anybody on here have any idea how to make aDEF sensor by hand…..something tells me you could get $5K a piece for a bunch of them from idle truckers

From the stupid narrative, no one knows how to weld a steel box. Fortunes to be had.

 

[StarRaider]

Bingo...they want high energy prices. Creates a crisis and makes their stupidity more affordable and attractive as well as public funding of alternatives. These people are sick

Its almost like pulling the troops out first and then worrying about the USA citizens you leave behind as an afterthought.

 

[Wireless1]

Yea. People should be opening factories left and right in south and Central America.

Of course the issue there is how many of those countries have stable enough governments to make sure they don’t lose their technology to a government takeover

 

[DC_Vol]

The same canal controlled now by CCP?

It’s not controlled by the CCP. Far from it. The US has more control over it than anyone. They have navy ships on both sides of it most of the time.

They CCP did have a big role in building the larger locks that accommodate the neopanamax.

I think I remember reading the canal is like 40% of the country’s total GDP.

 

[GoDucks349]

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.

You didn't answer the question.

 

[AM64]

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

That we are so dependent on Taiwan and other places in Asia for crucial goods is a sin - idiocy and greed are the big drivers. There is a big difference between Taiwan and Hong Kong though. The Nationalist Chinese settled on Taiwan when they fled from the communists, and they have absolutely no intention of "returning" or uniting with communist China; the British leased Hong Kong for 99 years in 1898.

Taiwan has the support of other Asian countries, and they will fight unlike most of the countries we've supported in the last century. I'd bet that other Asian countries are looking at Taiwan as the first domino in a chain, and they don't intend to be knocked down without a fight.

 

[volinbham]

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

Don't they make almost all the flat panels too?

 

[NorthDallas40]

Don't they make almost all the flat panels too?

Sony used to have a big chunk of that I think which is Japan. And Samsung in Korea

 

[AM64]

I agree, but it’s difficult to find a country with the right mix of workforce, political stability, and currency stability.

I’ve often wondered why Panama doesn’t have more manufacturing. They are pegged to the dollar 1:1. They have political stability due to the canal, and it’s easy to get boats in and out. Maybe the workforce or labor rates? I really don’t know.

Mediterranean countries like Spain and Italy (to some extent France) and their spawn around the world can't seem to get their chit together. Too much greed and corruption starting at the top. Want to make something happen, need to buy land for a plant, want a small offense to stay a small offense, you better be willing to pay some open hands ... and they will be back. Sorta like the Sicilian mobs providing "protection" (mainly from themselves) and stopping by on a regular basis to deliver a reminder and collect the payment.

 

[AM64]

Sony used to have a big chunk of that I think which is Japan. And Samsung in Korea

I noticed a few years ago that the better Japanese electronics are built in Japan for the home market, and electronics for export are more often outsourced and say made in China. There may be factors other than cost (Japanese made is more expensive) such as power in Japan is 100v and 50Hz from mid Honshu north and 60Hz on south, the radio and TV broadcast bands are different from ours, and their TV standards were and I believe still are different from most of the world. Japan is one of the few countries to drive on the wrong side of the road, too. I've always wondered how much of that was protectionism.

 

[Vol423]

Its almost like pulling the troops out first and then worrying about the USA citizens you leave behind as an afterthought.

Yeah. What these morons in this administration don’t understand is when they totally screw our country over by eliminating fossil fuels without viable alternatives, China is going to conquer the world militarily and we will have no ability to respond. Of course, they could already bring our entire military to its knees by simply cutting off access to chips or even rare earth metals. That’s just one of the little things that government idiots (on both sides of the political aisle) don’t consider as they allow crucial industries to be completely outsourced to enemy countries.

 

[Vol423]

I didn’t realize until this discussion that we had so many members on the politics forum that have involvement with supply chain.