Unfortunately your company has reached allocation limits for item#.....

[iamwhatiseem]

And we are finally here.
Supply/logistic log jam has reached the moment where manufacturers are unable to purchase raw materials.
30% of what we sell to manufacturers... we can't get anymore till November. There is no supply.
And this is only one item.
Other manufacturers are also running out.
The layoffs that are coming in the next month is going to shoot up unemployment again. Instead of hiring shortages, it will be folks lined up at the unemployment line.

And what does the Biden administration say??
"The supply problem is only affecting high class people"
Exactly how out of touch is this administration???
The average American has no idea the supply Armageddon that is approaching.

 

[Dekster]

I have enough toilet paper to stretch from here to the moon and at least part of the way back, so I'm good.

 

[TNHarley]

Same problem at my work.
And the people that could help do something about it dont give a fuck. Too many important things to worry about. Like colonization 200 years ago, coconut cake and diaper changes.

 

[TNHarley]

I have enough toilet paper to stretch from here to the moon and at least part of the way back, so I'm good.

Been to the grocery store lately?

 

[Nostra]

MFGs have had distribution on allocation since the spring in some industries.

 

[Manonthestreet]

And we are finally here.
Supply/logistic log jam has reached the moment where manufacturers are unable to purchase raw materials.
30% of what we sell to manufacturers... we can't get anymore till November. There is no supply.
And this is only one item.
Other manufacturers are also running out.
The layoffs that are coming in the next month is going to shoot up unemployment again. Instead of hiring shortages, it will be folks lined up at the unemployment line.

And what does the Biden administration say??
"The supply problem is only affecting high class people"
Exactly how out of touch is this administration???
The average American has no idea the supply Armageddon that is approaching.

View attachment 551660

How large are you industry wise? Brother does sheetrock, because he does so much business he is towards the top. It's the small guys who will get crushed first.

 

[iamwhatiseem]

MFGs have had distribution on allocation since the spring in some industries.

Of course, as have we. But the allocation limits wasn't really affecting us.
Several months back we had to start substituting suppliers, substituting like items etc.
This is the first time... there is NOTHING available. All of the substitutes are gone also.

And the media was trying to figure out why Kamala Harris said a month ago "Buy Christmas Presents now".
The Biden admin knows this problem is going to cause a major collapse of whole industries. But they don't want to say anything, and hide from the problem because they want to get their 3.5$$$ Trillion bill passed.

 

[iamwhatiseem]

How large are you industry wise? Brother does sheetrock, because he does so much business he is towards the top. It's the small guys who will get crushed first.

Not nearly as big as we once were.
I used to purchase $6-$800k per month in supplies.
Less than half that now.
And you are right about small/medium guys lost first.
But I would not put it past the government to let that happen. Small/Med. companies are privately owned. No investors can skim off this revenue.
Nothing our corporatistic government would like more than to shove all the privately owned guys out of the way so more of the revenue become publicly traded.

 

[iamwhatiseem]

How large are you industry wise? Brother does sheetrock, because he does so much business he is towards the top. It's the small guys who will get crushed first.

Also... your brother is probably starting to have problems sourcing the paper "skin" for the gypsum sheets.
Paper is getting mighty-mighty scary. First the Chinese pulp/sheets went... they can't get here.
A lot of paper in the U.S. comes from Canada and Europe. Both of those had looong shutdowns during Covid.
Now the European pulp/sheets are stuck,and Canadians are still in half shutdown mode.

 

[Baron Von Murderpaws]

The sick thing is, the USA is one of the few countries that can be 100% self-sustaining.

We need to get back to being self-sustaining. Trump, or whoever gets the hot seat next voting round, needs to work on this.

Open oil fields back up.
Get farmers farming again.
Cut off Chinese companies and the govt from buying US companies.
Stop imports, start exporting like crazy, to pay off our debts. Get this company in the black and out of the red (Chinese red).

This means jobs for EVERYBODY. This means HIGH WAGES, better benefits, and cheap consumer goods for ourselves.

 

[BULLDOG]

Of course, as have we. But the allocation limits wasn't really affecting us.
Several months back we had to start substituting suppliers, substituting like items etc.
This is the first time... there is NOTHING available. All of the substitutes are gone also.

And the media was trying to figure out why Kamala Harris said a month ago "Buy Christmas Presents now".
The Biden admin knows this problem is going to cause a major collapse of whole industries. But they don't want to say anything, and hide from the problem because they want to get their 3.5$$$ Trillion bill passed.

Make up your mind. Either Harris warned that people should buy early, or they didn't say anything. It can't be both ways.

 

[iamwhatiseem]

Make up your mind. Either Harris warned that people should buy early, or they didn't say anything. It can't be both ways.

Then you missed the story.
After Kamala said it, the Biden admin went into quick cover up mode to try and say she meant something else.

 

[Claudette]

Buckle up folks cause it gonna get worse. Just think we have another three years of the walking, talking incompetent disaster to get through. Good Lord.

 

[AzogtheDefiler]

I have enough toilet paper to stretch from here to the moon and at least part of the way back, so I'm good.

Careful the Jews, whom you despise so much may steal it...

 

[AzogtheDefiler]

Buckle up folks cause it gonna get worse. Just think we have another three years of the walking, talking incompetent disaster to get through. Good Lord.

It will get really bad in Q2'22...will make 2009 look like 2019

 

[BULLDOG]

Then you missed the story.
After Kamala said it, the Biden admin went into quick cover up mode to try and say she meant something else.

link?

 

[g5000]

The supply chain problem is not because of the government. This is a private sector problem. The business world relied far too heavily on Just-In-Time delivery. Covid knocked that shit completely out of whack.

This will get sorted out. Any idiot who thinks this is going to get worse does not have any faith in our private sector.

 

[JohnDB]

Micron Technology (makers of memory chips) has been limiting supply to manufacturers for over a year. It's an industry where double orders and returns are common. No order gets filled unless they know exactly how much you really need and you get what they want to supply you period...no haggling or crying. They are like the Soup Nazis for memory chips.

Been this way...

However...some of the supplies they use are running thin. Cash is king...and unless you pay cash up front forget it. Suppliers hate writing refund checks to customers due to unfilled orders. Credit purchases? They might get to it when they feel like it.

Domestically generated supplies are of course still available...but much higher cost. But between the cost of overseas shipping and containers and then getting it out of a port...it becomes affordable once again.

That's it... either prices go up to reflect these cost increases or they don't and you are out of business. This is where the smaller companies can actually do OK...

They can buy paper from IP or Stone instead of CCP...they just don't want to. But otherwise it just isn't coming from China anytime soon. They would rather harass Taiwan than build shipping containers.

 

[iamwhatiseem]

The supply chain problem is not because of the government. This is a private sector problem. The business world relied far too heavily on Just-In-Time delivery. Covid knocked that shit completely out of whack.

This will get sorted out. Any idiot who thinks this is going to get worse does not have any faith in our private sector.

I hope you are being sarcastic

 

[iamwhatiseem]

It will get really bad in Q2'22...will make 2009 look like 2019

Oh it won't be that long.
It is already here. Inflation shows that, grocery/retail/pharmacy shelves already show it.
If you mean market-wise, I would say Q4 and Q1. The market is way more about the shell game than technical fundamentals (obviously) so yes it is always after the fact, just like it was in 2008.