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Incorrect and well established that: 1. CA truck emission standards preclude about 40% of chassis from entering CA ports until they meet standards. 2. CA regs

Incorrect and well established that: 1. CA truck emission standards preclude about 40% of chassis from entering CA ports until they meet standards. 2. CA regs, until this week, prevented stacking containers more than 2 high. 3. Ports not short labor, in fact they just added a night shift - well underutilized b/c 1 & 2 above. RE: Coal https://www.bloomberg.com/news/articles/2021-10-26/coal-piles-drop-to-24-year-low-at-u-s-utilities-on-demand-surge https://www.bloomberg.com/news/articles/2021-10-26/coal-pile...

CalChris 5y ago
1. No, chassis don't pollute. The CARB standards on trucks have nothing to do with the ports. Moreover, those CARB standards are adopted by 16 other states including Oregon and Washington. So your uncited 40% get nowhere near a West Coast port. 2. No, that wasn't 'CA regs'. It was a local Long Beach ordinance. And it was for empties. And it was never a problem before but as soon as Flexport CEO Ryan Petersen brought it up, Long Beach issued an emergency variance [1], like within a day. FWIW, the Seattle Fire Department has the same two high regulation. 3. There are a lot more points in the supply chain that use labor and that have been affected by COVID than container crane operators. It is a complex issue [4]. [1] https://longbeach.gov/press-releases/city-of-long-beach-statement-on-temporarily-allowing-additional-container-stacking/ https://longbeach.gov/press-releases/city-of-long-beach-stat... Yes, the United States exports coal, quite a bit [2], 4th in the world [3]. [2] https://www.eia.gov/energyexplained/coal/imports-and-exports.php https://www.eia.gov/energyexplained/coal/imports-and-exports... [3] https://www.worldstopexports.com/coal-exports-country/ https://www.worldstopexports.com/coal-exports-country/ [4] https://www.logisticsmgmt.com/article/cargo_congestion_on_west_coast_is_a_consequence_of_complex_issues https://www.logisticsmgmt.com/article/cargo_congestion_on_we...

CalChris 5y ago

1. No, chassis don't pollute. The CARB standards on trucks have nothing to do with the ports. Moreover, those CARB standards are adopted by 16 other states including Oregon and Washington. So your uncited 40% get nowhere near a West Coast port. 2. No, that wasn't 'CA regs'. It was a local Long Beach ordinance. And it was for empties. And it was never a problem before but as soon as Flexport CEO Ryan Petersen brought it up, Long Beach issued an emergency variance [1], like within a day. FWIW, the Seattle Fire Department has the same two high regulation. 3. There are a lot more points in the supply chain that use labor and that have been affected by COVID than container crane operators. It is a complex issue [4]. [1] https://longbeach.gov/press-releases/city-of-long-beach-statement-on-temporarily-allowing-additional-container-stacking/ https://longbeach.gov/press-releases/city-of-long-beach-stat... Yes, the United States exports coal, quite a bit [2], 4th in the world [3]. [2] https://www.eia.gov/energyexplained/coal/imports-and-exports.php https://www.eia.gov/energyexplained/coal/imports-and-exports... [3] https://www.worldstopexports.com/coal-exports-country/ https://www.worldstopexports.com/coal-exports-country/ [4] https://www.logisticsmgmt.com/article/cargo_congestion_on_west_coast_is_a_consequence_of_complex_issues https://www.logisticsmgmt.com/article/cargo_congestion_on_we...