Supply Chain

Zero Hedge News
View In: Supply ChainLetter From A US Supplier Of Industrial Chemicals: “I Have Never Seen Anything Like The Current Supply Problems” In his latest weekly letter to client, One River Asset Management CIO, Eric Peters, attached a letter that a small US supplier of industrial chemicals sent to all its customers earlier thi...

Zero Hedge News
View In: Supply ChainChina’s Protracted Lockdowns Cause Critical Shortages In West Authored by Dorothy Li via The Epoch Times (emphasis ours), Hospitals in the United States are on high alert, with some doctors prioritizing patients in critical condition as the prolonged lockdown in China’s Shanghai has caused a global shortag...

Big by Matt Stoller
View In: Supply ChainThe ocean shipping cartel have de facto erected a tariff on U.S. imports of up to 20%. And that's not even getting into the straight-up export ban.

Big by Matt Stoller
View In: Supply ChainSmall importers are having trouble getting space from ocean carriers, and when they can get space, it's incredibly expensive. This is how it all ends.

Counterpoint
View In: Supply Chain“A global pandemic causes production and demand to fall, globally. As the world comes out of the pandemic, pent-up demand rages. There is a subsequent lag in production capacity and supply chains suffer (another global problem erroneously blamed on Biden). When demand outpaces supply,

Zero Hedge News
View In: Supply ChainWorld Economy Braces For Supply Chain Chaos As COVID Closes China   The global economy is in disarray as the war in Ukraine unleashed a commodity shock with increasing risks of stagflation. Adding to the turmoil is an outbreak of COVID-19 in China that may unleash another supply chain crisis.  News fro...