Logistics-Analysis SOUPremacist 🧉🗺️

Move! 🏎️

In all my years on the internet I have never heard the term 'boy kibble.' This anon is right, there is a completely transparent propaganda campaign to rename 'goyslop.' to something that doesn't offend j-ws.

Sadly, sometimes the leaks aren't mid-tier people. Consider this incredible episode, which majorly contributed to China taking away control of rare earth markets from the US in the late 20th c. Odysseus could only have dreamt of having such access to Troy.

Markets are delusional we’ve already lost: - ~30% of fertilizers - ~20% of LNG - ~14% of oil - ~30% of helium Any one of these on its own would be enough to trigger a crisis. Together, they form a systemic shock that risks pulling the global economy into a serious recession. Because these aren’t isolated commodities.... they sit at the core of entire production chains: Petrochemicals -> fertilizer -> food production Petrochemicals -> mining (copper, uranium, nickel) Petrochemicals -> plastics -> cars, electronics Petrochemicals -> drugs, rubber, textiles Helium -> semiconductors / AI chips Gas -> power generation Diesel -> transportation So this isn’t just an energy problem... it’s a full-spectrum supply shock hitting food, industry, tech, transportation and power at the same time. Without flows from Hormuz, the system doesn’t just slow down, it starts to break. And there is no policy tool that can replace missing physical supply.

There is no truck driver shortage. If the truck driver shortage narrative comes up again anytime in the next year, push back on it. It's not true. There are approximately 9,000,000 (nine million) CDL holders in the United States according to the FMCSA MCMIS. 3.06 million truck drivers in the US, 2.07 million of them are over the road drivers according to the Bureau of Labor Statistics. There may be a retention problem. There may be a pay problem. There may be a training problem. There may be a professionalism problem. There is certainly an efficiency problem. We might see billboards with outrageous $20k sign on bonuses that will create job jumping, only to find out the fine print precludes the driver from the bonus at the end of the day. It's absurd to work 70 plus hours a week for $70,000 in light of the devaluation of the currency, inflation, etc. It's ridiculous how much time drivers spend waiting at docks for freight to get loaded and unloaded. The waste in empty miles is another killer. But there is not a shortage of truck drivers. We do not need H2B visa holders to come to the US to drive trucks. We need to pay drivers appropriately for working very hard, long hours. We need to train new entrants to drive safely and carefully. We need to financially incentivize safe driving. We need to make operations as efficient as possible to eliminate wasted time and miles. There's no one party to blame here. All of us need to work to fix these problems, every single one of us in the industry. We can do it. The willingness is here. The talent is here. The tech is here. There is no truck driver shortage. Join the club.

One of the mills I sold needed home reset as the backup batteries died. Got the service bill for the guy to come and change the batteries and reset home. AITA for thinking it’s crazy to charge mileage on top op $175hr for drive time? I mean ffs.

Gavin Newsom would like to remind everyone that it is peak fire season in California, and would appreciate it if you ignoring the arsonist that was arrested for setting this 1,2 million square foot paper factory in Ontario on fire.

According to Schmitt, Melville “is for the world’s oceans what Homer is for the eastern Mediterranean.” In letter to Ernst Jünger dated July 4, 1941: “Moby Dick is, as epos of the sea, only to be compared with the Odyssey. The sea as an element can only be grasped via Melville.”