Supply chain & commodity disruptions [USA]

bubs

Woodpecker
Protestant
Growing up in a restaurant I can say its kinda sad how many people send back a plate of food half eaten that they've paid good money for.
And let me guess, were most of the ones that ate all the food on their plate were usually obese, a teenage boy (because they can eat a ton and still stay rail thin) or perhaps the rare bodybuilder? I don’t understand the massive portion sizes these days.

I got take out from a Peruvian Chicken restaurant the other day. For $14 lunch special I got 2 large cuts of grilled chicken and very large portions of black beans and mixed vegetables. Overall a pretty nutritious meal, but literally I squeezed 4 meals over 2 days from that 1 lunch special and didn’t go hungry between meals. Would rather pay $7 for half of that portion. Most of the time these days, I can order chili or soup off the appetizer menu and be satisfied. Chipotle, I order the kids meal for 1/2 the cost of most all their regular burrito or bowl entrees which are 2 meals in size IMO.
 

get2choppaaa

Crow
Orthodox
And let me guess, were most of the ones that ate all the food on their plate were usually obese, a teenage boy (because they can eat a ton and still stay rail thin) or perhaps the rare bodybuilder? I don’t understand the massive portion sizes these days.

I got take out from a Peruvian Chicken restaurant the other day. For $14 lunch special I got 2 large cuts of grilled chicken and very large portions of black beans and mixed vegetables. Overall a pretty nutritious meal, but literally I squeezed 4 meals over 2 days from that 1 lunch special and didn’t go hungry between meals. Would rather pay $7 for half of that portion. Most of the time these days, I can order chili or soup off the appetizer menu and be satisfied. Chipotle, I order the kids meal for 1/2 the cost of most all their regular burrito or bowl entrees which are 2 meals in size IMO.
At my folks place it was a fine dining restaurant. Lots of well off folks, so I'm not sure it's an accurate depiction, mostly very quality food ...and we didn't have as much over all waste as even though the portions were big, people don't waste too much when paying $35-$50 a plate. Sometimes you'd get a group of lawyers who'd come in and just get drunk and eat very little, but generally most couples who ate ate the majority of the meal. The thing that did bother me was it was always the veggies that people didn't eat. So we stopped serving them unless people ordered them. The average American diet is so poor with regard to vegetables it's sad ... But we all know that.

In college when I worked at a BJs brews house though it was disgusting. People's throw away tons of food. They'd eat 5 bites of a giant plate of chicken parmesan and can the rest. Probably 5 or 6 full trash bags full of unconsumed food per night.

I think as the food issues become scarce part of the plan, before we get to eating da bugs, is to continue the super high starch diet which we all know basically resembles cattle feed ratios. They'll want to phase out wheat and grain ECT... To make it harder to keep up the beef production up, which will then drive price sky high due to scarcity.

And

Voila soy and bugs it is.
 

Sisyphus

Kingfisher
Other Christian
Xanthum gum from China (really the only source) has bad import holds due to uigars slave labor concerns with CCP.

Xanthum gum is in nearly everything from drilling fluids to multiple food products. This is something to keep an eye on.

All the more reason to avoid all processed foods like the poison they are and to only eat whole foods that don't have plastic packaging or bar codes and existed 100 years ago.
 

get2choppaaa

Crow
Orthodox
All the more reason to avoid all processed foods like the poison they are and to only eat whole foods that don't have plastic packaging or bar codes and existed 100 years ago.
That's good and correct but the more important implications are that this can have a negative effect on many other products as it is a key input.

For instance, it's a key import in oil drilling using water based fluids since it is an ingredient in that process.

This could force a switch back to oil (diesel) based mud.

This will have a negative cycle on the oil and gas Business with ESG investing being all the rage right now.

It's a double edged sword:
Invest in "clean" technology/product have it shut down by input holds

Invest in cheap and consistent "dirty" product and have it shut down by regulation via ESG investing and marketing.
 

budoslavic

Eagle
Orthodox
Gold Member
Same kind of person who is dumb enough to buy into the whole EV thing.
Yep...EV owners lack critical thinking skills. Below ZeroHedge article brought up a lot of interesting points.

What They Aren't Telling People About EVs​

Everyone knows – well, everyone has heard – that EeeeeeeeeeeVeeeeeeeeeee are the vehicles for solving what is said to be the “climate crisis” – which is an interesting thing to say, given the EeeeeeeeeeeVeeeeeeeees being produced are much more powerful than they need to be to get people from A to B. That requires huge batteries, to store all the electricity needed to make them go very fast, very quickly.

You’d think that would be discouraged – even banned – if there is a “crisis” looming that is being caused by the “emission” of carbon dioxide. After all, more of the latter is being “emitted” than necessary by the utility plants that generate almost all of the electricity that powers over-powered EeeeeeeeeeeVeeeeeeees.

Does anyone need to get 60 in 2.9 seconds? Or even six? If there is a “crisis,” that is. Yet practically every EeeeeeeVeeeeee on the market is designed specifically to use up more power than is needed for bare-minimum or even economy-car-equivalent basic transportation needs.

This tells you something about the true nature of the “crisis” – and those who say it is one. If a ship on the open sea has sprung a leak and is sinking, do you open more holes below the waterline?

There are some other things about EeeeeeeeeeeeVeeeeeeeees they aren’t telling you about as well.

You can’t “fast” charge an EeeeeeeeeVeeeeee at home –

Practically every article gushing about EeeeeeeVeeeeeees will report on the fact that it is possible to “fast”charge an EeeeeeeeeeeVeeee in about 30 minutes. Some will gushingly report that – soon! – you’ll be able to do it in less than 15 minutes. What they never tell you is that you cannot do this at home. Because private homes do not have the capability to “fast” charge an EeeeeeVeeeee. The very “fastest” you can charge an EeeeeeeeeeVeeee at a private home is in around eight-nine hours, on a 240 volt (dryer-type) outlet.

You will never be able to “fast” charge an EeeeeeeeeVeeeee at home. Not without completely rewiring the home to commercial-grade capacity. This means you will always have to drive to wherever the “fast” charger is – and wait there. This means spending time getting to (and from) the “fast” charger. Which means spending more time “fast” charging. Thirty minutes to “fast” charge” ends up being that plus however long it took to drive there, plus the wait there.

And that “15 minutes” – soon! – they also gush about? They do not tell you that while it might be “faster” it is less. As in, not a full recharge. Just enough to get going again. But not very far – before you’ll need to stop (and wait) again.

charge-6-300x139.jpg


Speaking of which...

A “fast” charge is never a full charge –

Whenever you read an article gushing about EeeeeeeeeeeVeeeeees and the miracle of taking at least five times as long to “fast” charge it vs. the five minutes it takes to refuel a non-EeeeeeeeeVeeeeeeee, you will never encounter the disclaimer that the “fast” charge is only 80 percent charged. In other words, you end up with 20 percent less charge than a full charge, which means 20 percent less range . . . which means having to stop (again) 20 percent sooner.

The reason why you cannot – well, should not – “fast” charge an EeeeeeVeeeee to fully charged is because it is hard on the battery, which is the most expensive part of an EeeeeeeeeeeVeeeeee. There is also an increased fire risk. So EeeeeeeeeeeeVeeeeeees (and “fast” chargers) are set up to deliver 80 percent charge “fast” – and the rest, slow.

This 20 percent loss of charge-range – assuming you don’t have time to wait for a full (slow) charge – is probably not a huge big deal if you aren’t going far or have the time to stop and wait (again). But if you’re on a long trip, you’ll be stopping – and waiting – more than you’ve been led to believe you will be.

Speaking of that...

The farther you drive, the shorter the service life –

If you drive an EeeeeeeeVeeeeee to the limit of its range, you will have heavily discharged its battery pack. If you want the battery pack to last you should avoid doing this, because regularly discharging a battery is likely to reduce the life of the battery. Meaning, its capacity to hold the charge (and so, deliver the range) it advertised when new. This is why hybrid cars are designed to always keep the battery partially charged. Even so, a hybrid car’s battery pack eventually loses its capacity to hold charge and must be replaced.

But EeeeeeeeeVeeeeees have no gas engine on board to keep the battery from being heavily discharged. This presents a paradox: If you use the EeeeeeeeeVeeeeee’s advertised range you are reducing the battery pack’s service life. Put another way: The EeeeeeeeVeeeeeee’s advertised range is functionally about 30 percent less-than-advertised, if you want to avoid having to spend 30-50 percent as much as the EeeeeeeeeeeeeVeeeeee itself cost you on a replacement battery pack before it is time to replace the EeeeeeeeeeeVeeeeee, itself.

You have probably not heard about this, either. But you really ought to know about it, if you’re thinking about buying an EeeeeeeeVeeeee.

There are some other things to know about EeeeeeeeVeeeees, too.

charge-44-300x169.jpeg


If you don’t have a garage, where will you plug in your EeeeeeeeeeVeeeeeee? Will you be able to run an extension cord from inside your house – or apartment – to wherever the EeeeeeeeVeeeeee is parked?

Did you know that leaving an EeeeeeeeeeVeeeeeee garaged outside – in the cold – will result in the EeeeeeeeeeeVeeeeeee’s range when you parked it being less when you get up the next day to drive it?

plug-7-300x290.jpeg


This is because EeeeeeeeeeeeeVeeeeeees burn power even when they aren’t being used – because EeeeeeeeeeeeVeeeeeees have powered heating (and cooling) systems that are always on – to keep the battery from getting too cold (or too hot). That means needing to keep the EeeeeeeeeeeVeeeeeeee plugged in, to avoid loss of charge while it’s just sitting – especially if it is sitting outside, in the cold (or heat).

Finally – for those who are considering an EeeeeeeeeeeeeVeeeeeee because they believe that they are thereby reducing their “carbon footprint”: You are probably increasing it. For two reasons.

One, EeeeeeeeeeeeeeeVeeeeeees do not last as long as non-EeeeeeeeeeVeeeeees – because EeeeeeeeeeeVeeeeeeee battery packs do not last as long as non-EeeeeeeeeeeVeeeees do and cost more than it’s worth to replace them when they can no longer power the EeeeeeeeVeeeee. That means a new EeeeeeeeeeeeVeeeeeeeeee sooner. Which means new raw materials (and carbon dioxide “emissions”) to make the new EeeeeeeeeeVeeeeee – which will be just as prematurely disposable as the old EeeeeeeeeeVeeeeee.

Two, because EeeeeeeeeeeVeeeeeeees are energy hogs. Even the small ones like the Tesla 3 – which is a compact-sized car comparable to a Honda Civic sedan – has more than 1,000 pounds of battery pack, which it uses to deliver the speedy 0-60 times it touts. But that entails a probable doubling of the size of the battery pack that would otherwise be needed to deliver adequate (rather than “ludicrous”) speed – and also uses twice (or more) the power needed to keep it charged up. Almost all of that power – especially the commercial-grade power available at “fast” chargers – produced by combusting lots of natural gas, oil and coal. Resulting in lots of carbon dioxide “emissions.”

Tesla-battery-6-300x169.jpg


So, why aren’t the people hard-selling EeeeeeeeeeVeeeeeees telling people these things? Well, for the same reason the same people didn’t tell the people about the “vaccines” – until after they’d been injected with them.
 
Last edited:

dicknixon72

Pelican
True but I like many others(especially due to weather concerns) keep emergency gas on hand. It'll allow to get out of cities if need be.

How much? 100 GAL? 1000? Even if people kept enough fuel on had, you have to refresh your supply constantly as we all know gasoline is perishable. Then when you leave the city, what then? Again, purposely turning off the grid. That won't be exclusively a local act.

Really, a PHEV (Volt, ELR, Pacifica, C-Max/Fusion Energi, Prius Prime, etc etc etc) is a good solution especially if you have another property off the grid in a rural area wherein you can generate your own power via a small personal solar or wind site or some other means. The 20-40 miles of EV-only range ain't a lot, but its enough to get you out and about.
 

president

Ostrich
Protestant
Gold Member
How much? 100 GAL? 1000? Even if people kept enough fuel on had, you have to refresh your supply constantly as we all know gasoline is perishable. Then when you leave the city, what then? Again, purposely turning off the grid. That won't be exclusively a local act.

Really, a PHEV (Volt, ELR, Pacifica, C-Max/Fusion Energi, Prius Prime, etc etc etc) is a good solution especially if you have another property off the grid in a rural area wherein you can generate your own power via a small personal solar or wind site or some other means. The 20-40 miles of EV-only range ain't a lot, but its enough to get you out and about.
True but I like many others(especially due to weather concerns) keep emergency gas on hand. It'll allow to get out of cities if need be.
Gas or hybrid passenger vehicle to get you out of the danger zone and to some open land.

Then a battery powered and solar rechargeable UTV side by side like the Polaris Ranger. Or even a battery powered golf cart or four wheeler. You don't need the highways anymore at that point so you don't need all the weight of a passenger vehicle.
 

Gimlet

Pelican
Related note to that. I talked to a friend with some good insight into the wealth management space (focused on large institutions) and funds are having problems with the ESG thing. Everyone wants to get In on ESG portfolios because they’re politically trendy and they keep getting wiped out on these stocks because they’re rarely viable businesses.

This is a feature, not a bug.
 

budoslavic

Eagle
Orthodox
Gold Member

California first state to ban natural gas heaters and furnaces​

  • Natural gas use contributes to air pollution and can threaten gains made in the fight against climate change.
  • This week, California implemented a plan aimed at phasing out the use of natural gas heating appliances throughout the state by 2030.
  • Environmentalists hope the step will lead to other states implementing similar bans.
A new proposal passed by the California Air Resources Board (CARB) cements the state as the first to ban natural gas heaters and furnaces.

The decision, which was passed unanimously, aims to phase out sales of the space heater and water heater appliances by 2030.

The commitment is part of a broader range of environmental efforts passed by the board this week to meet the federal 70 parts per billion, 8-hour ozone standard over the next 15 years.

“While this strategy will clean the air for all Californians, it will also lead to reduced emissions in the many low-income and disadvantaged communities that experience greater levels of persistent air pollution,” said CARB Chair Liane Randolph in a statement.

Residential and commercial buildings in California account for approximately five percent of the state’s total nitrogen oxide emissions due to natural gas combustion, according to the originally proposed plan, released in August 2022.

In addition, space and water heating make up nearly 90 percent of all building-related natural gas demand.

When burned, natural gas does emit less carbon dioxide than oil or coal. However, natural gas leaks pose health risks to homeowners, as they contain varying levels of volatile chemicals linked with cancer.

“We’re really hopeful that this is the beginning of a domino effect and other states will follow California’s lead,” Leah Louis-Prescott, a senior associate at RMI, a non-profit focused on the transition to clean energy, told Bloomberg about the decision.

The new regulations will rely on adoption of heat pump technologies, which are being sold to electrify new and existing homes.

Although the proposal does not include gas stoves, several cities and towns in the state currently ban or discourage use of gas stoves in new buildings.

California’s Public Utilities Commission also eliminated subsidies for new natural gas hookups last week, marking the first state to do so. The move will help reduce greenhouse gas emissions and lower utility bills for consumers.

Randolph lauded the state’s steps towards achieving the ozone standard, but stressed more federal action is needed to reach the goal.

“California needs more federal action to clean up harmful diesel pollution from primarily federally controlled sources, from locomotives and ocean-going vessels to aircraft, which are all concentrated in communities that continue to bear the brunt of poor air quality,” Randolph said.

“We simply cannot provide clean air to Californians without the federal government doing its part.”
 

Seadog

Kingfisher
We now have a butter shortage.

https://archive.ph/0Ipfj


I rented a room in a house from a guy who grew up in Soviet Estonia. In the 70s him and some friends went half way across Russia to buy a Lada and bring it back, to supposedly make a years wage on it each since the free movement of goods was not so much. Butter was their currency to bribe guards, get fuel out side of rations, and pay off police they could not out run in their 60 HP new car.

I guess iphones and fancy shoes are nice, but if(when?) hard times ever hit the west again, people will quickly find out the value of a pound of butter, a liter of gasoline, the old standbys alcohol and tobacco, as well as your job as an instagram influencer.
 

mountainaire

Kingfisher
Orthodox Inquirer
While we're on the topic of driving in a SHTF scenario, most people don't know that you can take an old truck with a gas engine and make it run off firewood:





They're called "gasifiers" and they can be used to power vehicles and also generators. FEMA has a gasifier write up for those interested:

 
Last edited:
Top