Pete Buttigieg- Major supply chain issues- no experience

I hear Biden, Bootyboy, and Marty Walsh etc all boasting about how they came up with the great idea to work longer hours in the LA Port.

Okay fine, that buys you a couple of weeks.

But now I see headlines reporting that the backlog there is even greater now.

Yeh, their inflation plans are great, except inflation is higher. Their border plans are great except the mobs are larger, their energy plans are great except we are dependent on shit hole countries again, crime and public safety plans are great if you are like Omar and like Mogadishu model, eradicating racism plans are great except skin color is now the number one factor for evaluating hires, your neighbors, and your own family and its value in the world now and historically, plans to make america strong are great except we just took a sever drubbing from savages in AFG and chinese supersonic missiles are whizzing around.

Winning!!!! Winning the race to the bottom with Biden.
 
The Democrats are much more comfortable working on the Demand side....They have done a good job of that...dishing out checks everywhere, creating over demand

They are not comfortable working on the Supply side, look at oil....Their position will not allow them to lay pipelines, drill on public lands, offer incentives to produce...To them oil companies are EVIL and causing the end of the world in 8 years...No way can the President offer incentives to drill more oil.
So instead he asks OPEC to do the work instead, He pulls from the strategic oil reserve for oil already produced...All are plans to avoid the impression that he is helping big oil
 
Amateur hour in DC now has big bucks to go with it. VERY BIG.

What could and has gone wrong there?

Every dollar spent must now must be in support of his 2024 "needs" and pass the obligatory woke test.

Get ready to see electric vehicles specifically designed to accomodate transgenders. It does not matter that neither you nor anyone else knows what that means. I made that example up but expect to see worse. Once you have funded improvements to eradicate racist highways and bridges, everything is on the table.

From 'Mayor Pete' to 'the decider': Buttigieg to control billions in transportation spending
https://www.usatoday.com/story/news...transportation-spending/6372719001/?gnt-cfr=1
 
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A lot of shaking and moving and regrouping going on as the big shippers feel the pain- but also finding opportunities. Other countries anyway. Not sure what Americans are doing that is leadership cutting edge yet.

Big difference between just being a big container shipper that just unloads at the port -if you can- verus being horizontally and vertically integrated logistics supplier which includes shipping, wharehousing, trucking, and air freight, etc.

Maersk makes "big bet" on Asia with $3.6 bln logistics deal
https://www.reuters.com/business/ma...-buy-hong-kong-based-lf-logistics-2021-12-22/
 
TreeFrogTrader said:
A lot of shaking and moving and regrouping going on as the big shippers feel the pain- but also finding opportunities. Other countries anyway. Not sure what Americans are doing that is leadership cutting edge yet.

Big difference between just being a big container shipper that just unloads at the port -if you can- verus being horizontally and vertically integrated logistics supplier which includes shipping, wharehousing, trucking, and air freight, etc.

Maersk makes "big bet" on Asia with $3.6 bln logistics deal
https://www.reuters.com/business/ma...-buy-hong-kong-based-lf-logistics-2021-12-22/
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From 1996 to 2006:

Maersk bought Sea-Land (U.S.)
American President Lines (U.S.) was bought by NOL (Singapore)
Lykes Brothers Shipping (U.S.) was bought by CP Ships of Canada out of bankruptcy

As with all U.S. industries, they were overtaken by foreigners who can do it better and cheaper. This was one beginning phase of consolidation in the shipping industry as Maersk, for example, did not need Sea-Land's ships but it terminal and port operating facilities in Asia and the Carribbean to expand. Same with NOL buying APL.

Foreign carriers been adding ports and other carriers to consolidate ships, ports and equipment for a long time which allows them to serve the entire world through their network. 90% of shipping is controlled by 3 major shipping consortiums in alliances.

That is why Maersk has its own terminal in Panama as does Evergreen.

Now it does make sense to add the warehousing side and logsitics to the ports because when you book with a freight forwarder you can now book everything through one carrier from door to port and they make money on every element.

These entities are exempt from anti trust laws which allows them to consolidate easier and push freight rates up so fast.

That is why this is outside the U.S. problem as we are a net importer and foreign companies from Europe and Asia are the largest logistics companies out there. When the media touts or criticizes Biden and butti for this I just laugh...
 
El OchoCinco said:
From 1996 to 2006:


That is why this is outside the U.S. problem as we are a net importer and foreign companies from Europe and Asia are the largest logistics companies out there. When the media touts or criticizes Biden and butti for this I just laugh...
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So, because we are net importer, we have to wait for european and aisan countries/companies to fix net importer problems such as the trucker piece?

Nope. American responsibilities there. Others may be doing it better and showing us how it is done but that does not absolve us from the responsibility of fixing out own vulnerabilities.
 
TreeFrogTrader said:
So, because we are net importer, we have to wait for european and aisan countries/companies to fix net importer problems such as the trucker piece?

Nope. American responsibilities there. Others may be doing it better and showing us how it is done but that does not absolve us from the responsibility of fixing out own vulnerabilities.
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If we just stopped over buying shit the backlog would catch up.... we dont have vulnerabilities as evidenced by the fact over the past 20 years we have not had this problem. There is no room for the port of LB and LA to magically expand or for there to suddenly be space for double the amount of trucks to enter the port and leave with a container on its back. The ports handle 30 ships at a time and several days to unload. There are 60-80 ships coming and waiting. If there were zero ships we would catch up.

The U.S. cannot wave a wand and make more newly built ships appear in the waters. It takes 12- 16 months to build a container ship and overseas shipyards are usually 1 year backlogged so more capacity will not come into the market until 2023 maybe.

Ports in China, Japan and Europe are all jammed with ships and containers just like the U.S. the trucker piece is really a small part of this problem. Also do you expect trucking companies to spend millions of dollars on new equipment that won't arrive for 6 months minimmum for a problem that will be gone within a year? What do we do with all those trucks and chassis sitting unused in 2023? Buy them back?

If 500 people are rushing out of a room with only one door it is not just as easy to say, build more doors.

we have to be realistic that this issue was caused by the COVID demand spike and interruption to the global supply chain. To think a politician has the power to make this all go away is not understanding how the global supply chain works. We are a net importer so how do we fix logistics equipment and facilities we don't even own?
 
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