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Flexport CEO on how to fix the US supply chain crisis

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Re: Flexport CEO on how to fix the US supply chain crisis

#52

Why isn't the solution to put empty containers back on unloaded ships to be sent away? BTW for fun reading on operations logistics and identifying and attacking bottlenecks see "The Goal" by Eli Goldratt. https://en.wikipedia.org/wiki/The_Goal_%28novel%29

Can cargo ships with empty containers actually sail back? In the past we shipped tons of alfalfa to China, partially because meat (and thus cow feed) is worth more in China, but I was under the impression that the main purpose was ballast for the ships because they can't sail without enough weight in them and alfalfa was the cheapest bulk weight they could source.

There is unlimited ballast all around a ship (water)

Re: Flexport CEO on how to fix the US supply chain crisis

#54
post #52

Earlier quoted context omitted.

Can cargo ships with empty containers actually sail back? In the past we shipped tons of alfalfa to China, partially because meat (and thus cow feed) is worth more in China, but I was under the impression that the main purpose was ballast for the ships because they can't sail without enough weight in them and alfalfa was the cheapest bulk weight they could source.

There is unlimited ballast all around a ship (water)

You can't just pump a bunch of salt water into the cargo hold of a container ship, I suspect.

Re: Flexport CEO on how to fix the US supply chain crisis

#55

I'm not sure I agree with the conclusions in this thread. >It seems that everyone now agrees that the bottleneck is yard space at the container terminals. The terminals are simply overflowing with containers, which means they no longer have space to take in new containers either from ships or land. It’s a true traffic jam This seems like definitely not the real bottleneck. You have to ask yourself, "why is there no s…

Owner-operators are actually not completely allowed in California. And trucks for the most part must be very new to comply with California emissions requirements. The "labor shortage" is in part aggravated by these regulations.

>Danielle Inman, a spokesperson for the National Retail Foundation, which has lobbied for California to overturn AB 5, told PolitiFact that the state’s regulations on trucking impact the availability of drivers and trucks

>(AB 5) makes it nearly impossible for truck drivers to be independent contractors

>At the time AB 5 passed, industry experts said that some owner-operators sought work elsewhere. Some fleets, too, chose to stop doing business with owner-operators in California.

And

>To meet the current clean air regulations, the state Department of Motor Vehicles blocks new registrations of any oversized vehicles older than 2011 — or those with engines manufactured before 2010.

>Some trucking companies have used the regulations to pressure drivers to buy newer rigs, and some in the industry have claimed that, while not necessarily the cause of the backlog, this kind of policy doesn't help.

Re: Flexport CEO on how to fix the US supply chain crisis

#57

Which of the two chief executives tagged in this Twitter thread is supposed to have the legal authority to unilaterally overrule Long Beach’s zoning ordinances? Surely it isn’t newsom, but I bet Biden has even less authority. This is not a judgment on the merit of the idea bc the zoning rule seems dumb but what’s the point of proposing a “solution” which it isn’t clear either man can actually implement?

Mayor of Long Beach just increased it. https://mobile.twitter.com/RobertGarcia/status/1451679404757...

Re: Flexport CEO on how to fix the US supply chain crisis

#59

The last year and a half of pandemic aid has been a large scale experiment in universal basic income. The results seem to be somewhat expected: a labor shortage and high inflation.

A UBI experiment with confounding variables: lockdown, schools closed, travel and tourism restricted, parts of the economy shutting down, job losses, women out of the workforce to take care of children, health care sector under stress, 734 thousand people dead etc.

If you can correlate UBI with labor shortage and high inflation from that data - then perhaps you were predisposed to that conclusion.

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