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You should know about ImportYeti.com -- as you can analyze deliveries (via ship (and their manifests) to find who is making what and how many shipments they rec
by samstave 3y ago
You should know about ImportYeti.com -- as you can analyze deliveries (via ship (and their manifests) to find who is making what and how many shipments they receive from abroad, and then who is on the actual supply chain and building the things.
For example, I was able to look into the bicycle supply shortage during pandemic, and which major brands were using various OEM mfrs in china for components... Bikes are a good litmus because it hist Taiwan, Japan, China, etc - for major brands.
You can see who the suppliers major customers are, and where their majority of their output is being consumed.
If you have a particular industry/product-line youre interested, let me know and Ill show you how to delve into that.
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So, take SHIMANO for example.. a japanese company that dominates the bicycle components market, so we can see where they come from
Number of shipments by Shimano into the US :
https://i.imgur.com/AOYLujy.png https://i.imgur.com/AOYLujy.png
Top recipients of the shipments:
https://i.imgur.com/BHRXE9U.png https://i.imgur.com/BHRXE9U.png
So, if we look at Santa Cruz Bikes, we can then see who their top shippers are, and you can see the majority of their supply chain for the 3rd party components required to assemble their product, so if Fox gets some sort of failure, All these other companies will be affected as well...
https://i.imgur.com/ScX7XlK.png https://i.imgur.com/ScX7XlK.png
A large majority of higher-end frames are made in Taiwan. A lot of frames for many companies can come out of one factory, however, you can dig into THAT factories top customers and see who owns the majority of their output, thus sets the prices and flow for all the smaller customers, either intentionally or not (its intentional)
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One thing I seek to do, is to look into the legislation that is passed with respect to certain trade deals, then look into who in congress is investing/divesting in various companies, or what their spouse or offspring may be doing (hard look a Ivanka and Kushner, and Hunter, and Pelosi etc...
So, you could see how certain aspects of MIC work (Take, KBR, Halliburton, Bechtel, etc.. are they going to be "rebuilding Ukraine in a statement of solidarity?"
but you can look at their supply chains to give you an idea...