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#suplychain

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MugsysRapSheet 🔩🐑🐘

#SundayShowdown

#Bessent said the #pandemic taught us a lesson about destruction of the #SuplyChain (and why we must encourage companies to move *here*.)

That was the DOMESTIC supply chain.

Now they are about to destroy our #IMPORT supply chain. #Round2

I'm reminded of #Dubya invading #Iraq after ignoring the threat that led to 9/11.

They learn the wrong lesson from their F-ups, and respond with an EVEN BIGGER F-up that is even MORE disastrous. 🤦‍♂️ #DisasterPresidency #TooStupidForPolitics

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Emeritus Prof Christopher May

Meanwhile in #suplychain #logistics, the production of #containers has sharply declined as global trade continues to be constrained & a surplus of containers sits at ports around the world.

Whether this is a lead or lagging indicator is an interesting Q.: does it merely reflect a previous surge & now over-capacity in containers ready to be used, or does it reflect worsening expectations for global trade?

Or given these are 20ft containers, does it relfect a swing back to larger 40ft units?

Chart: Container production has plunged as supply chain snags have eased; Global container production, millions of twenty-foot equivalent units. 2020 - 3mn/2021 - 7mn/2022 - 4mn/2023 (projected) 1.5mn
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