Let’s see how that ‘Just In Time’ supply chain works out, shall we?
You’d think the world would have learned that lesson during and after COVID lockdowns.
Just in time supply chains are too cost effective for alternatives methods to compete.
Ugh. This is gonna suck.
Oh, I dunno. I reckon we do with a break from rampant materialism. Learn to grow food.
The Donald Slump ^tm
Trump Slump?
The Donald Slump. Making Recession Great again
You should really file it. Could sell stuff with it.
Coming to an empty shelf near you!
If there’s a lack of demand, that should drive prices down. Probably not enough to cover tariffs.
Prices can’t go below the cost of production and transport.
A lot of goods are on quite small margins. When the tariffs are bigger than the margin the product becomes uneconomic to ship to the US. This is what you’re seeing. There’s less demand for shipping because companies have halted shipments to the US.
Unless they can no longer afford to warehouse them.
Warehouse what? They simply stop production. The shipping containers are a lagging indicator. The production stopped when the orders evaporated.
US isn’t the only market. Likely to see price drops in Europe when supply will outstrip demand, but still maintain a better margin that the US.
At least until production rates adjust.
Paywalled
Enjoy
Even the article is demand slumped.
