2 ms·

Aside from maybe chips and PPE, I don't really believe so. The media just focuses on problematic areas, but if you consider how little goods disruption there wa

Aside from maybe chips and PPE, I don't really believe so. The media just focuses on problematic areas, but if you consider how little goods disruption there was overall we fared fairly well. Rental companies sold off stock when demand decreased to stay afloat which was rational from their perspective (and something they've done before). Problem was that when they went to re-purchase inventory, there was a car manufacturing bottleneck caused by a chip shortage (both supply chain disruption, and vehicle manufacturers voluntarily giving up their limited fab slots to consumer electronics companies because they predicted incorrectly a decrease in demand). PS - And some seeming supply chain disruption was actually caused by panic buying instead e.g. toilet paper, water bottles, generators, etc.

asdff 5y ago
Chips, PPE, skilled construction labor, resources for construction, trucking, freight rail, shipping, the list goes on. If you think its just chips and PPE and occasional runs on toilet paper, you aren't seeing the entire picture of just how jammed up the supply chain is currently and how uncertain the paths forward are as critical pieces have only so much slack left to stretch.
- Someone1234 5y ago
  > trucking, freight rail, shipping When demand exceeds 100% of normal capacity it reflects a lack of elasticity in the system rather than fragility. I'll acknowledge the wood shortage though due to beetles eating the supply and saw mills ramping down right as demand was shooting up. More broadly, no, I am not seeing this "critical pieces have only so much slack left to stretch." Seems like hyperbole without substance. What are these critical pieces that are just about to fail?
- ishjoh 5y ago
  Also worth noting that meat processing plants in the US were temporarily shutting [1] down as well due to Covid, which was causing famers to start euthanizing live stock [2]. The Trump administration took action [3] to compel those plants to open under the Defense Production Act, although it's unclear if the executive order would have withstood a legal challenge [4], it did have the desired effect and farming and food processing resumed. Had the government not interfered in the operation of meat processing we might have much higher meat prices as well not to mention we would have likely had the same issues with food supply chains for raising live stock. [1] - https://www.ers.usda.gov/covid-19/rural-america/meatpacking-industry/ https://www.ers.usda.gov/covid-19/rural-america/meatpacking-... [2] - https://www.cnbc.com/2020/05/02/coronavirus-devastates-agriculture-dumped-milk-euthanized-livestock.html https://www.cnbc.com/2020/05/02/coronavirus-devastates-agric... [3] - https://www.cnn.com/2020/04/28/politics/defense-production-act-executive-order-food-supply/index.html https://www.cnn.com/2020/04/28/politics/defense-production-a... [4] - https://www.washingtonpost.com/outlook/2020/05/04/trump-meat-processing-order/ https://www.washingtonpost.com/outlook/2020/05/04/trump-meat...

asdff 5y ago

Chips, PPE, skilled construction labor, resources for construction, trucking, freight rail, shipping, the list goes on. If you think its just chips and PPE and occasional runs on toilet paper, you aren't seeing the entire picture of just how jammed up the supply chain is currently and how uncertain the paths forward are as critical pieces have only so much slack left to stretch.

Someone1234 5y ago
> trucking, freight rail, shipping When demand exceeds 100% of normal capacity it reflects a lack of elasticity in the system rather than fragility. I'll acknowledge the wood shortage though due to beetles eating the supply and saw mills ramping down right as demand was shooting up. More broadly, no, I am not seeing this "critical pieces have only so much slack left to stretch." Seems like hyperbole without substance. What are these critical pieces that are just about to fail?
ishjoh 5y ago
Also worth noting that meat processing plants in the US were temporarily shutting [1] down as well due to Covid, which was causing famers to start euthanizing live stock [2]. The Trump administration took action [3] to compel those plants to open under the Defense Production Act, although it's unclear if the executive order would have withstood a legal challenge [4], it did have the desired effect and farming and food processing resumed. Had the government not interfered in the operation of meat processing we might have much higher meat prices as well not to mention we would have likely had the same issues with food supply chains for raising live stock. [1] - https://www.ers.usda.gov/covid-19/rural-america/meatpacking-industry/ https://www.ers.usda.gov/covid-19/rural-america/meatpacking-... [2] - https://www.cnbc.com/2020/05/02/coronavirus-devastates-agriculture-dumped-milk-euthanized-livestock.html https://www.cnbc.com/2020/05/02/coronavirus-devastates-agric... [3] - https://www.cnn.com/2020/04/28/politics/defense-production-act-executive-order-food-supply/index.html https://www.cnn.com/2020/04/28/politics/defense-production-a... [4] - https://www.washingtonpost.com/outlook/2020/05/04/trump-meat-processing-order/ https://www.washingtonpost.com/outlook/2020/05/04/trump-meat...