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re: Are goods shortages really coming in the next 2-4 weeks due to Tariffs/halted shipments?
Posted on 4/30/25 at 12:59 pm to SmogkDeizKnutz
Posted on 4/30/25 at 12:59 pm to SmogkDeizKnutz
If you were in the market for a HOZWAK rfid blocking wallet, don't wait
0
Posted on 4/30/25 at 1:01 pm to SmogkDeizKnutz
If they happen, it will be Q3 where you see shortages become apparent to the end consumer. In talking with suppliers and also looking at my own foreign purchases, I'm seeing shortages in my industry to start showing up towards the end of June. Personally, I paused on sending out some POs for a couple of weeks earlier this month because I couldn't get prices locked-in. Sending them out next week now that things are less hectic and I've gotten confirmed prices.
This post was edited on 5/2/25 at 12:08 pm
Posted on 4/30/25 at 1:01 pm to MadtownTiger
quote:
After looking at the GDP garbage that came out today...the warehouses should be full for 2+ months of hysterical mouth-breathers buying TP. Basically the only reason we had negative GDP was the historically high net imports of goods.
This post should have been /thread.
In case you don't believe Midtown, here's the actual data from the government's Bureau of Economic Analysis:
Posted on 4/30/25 at 1:07 pm to SmogkDeizKnutz
As long as there are no shortages of Natty Daddys, I"m good.
Posted on 4/30/25 at 1:09 pm to AwgustaDawg
quote:
The power grid and electrical systems in the cannery and the store and along the route are ALL heavily dependent on imported spare parts to continue functioning. Pretending otherwise is an insult to Donald Trump who has warned us that it is not going to be painless.....pretending otherwise is to suggest he does not know what he is talking about....
China exports very little production machinery, and those who bought it for the most part are sorry they did. Some controls components are made in China, but really very few. You're overstating the dependence. SCADA controls and the like have lifetimes measured in decades, and more are made in Europe and Taiwan than in China.
There will be some pain, but don't overstate it.
Posted on 4/30/25 at 1:16 pm to SmogkDeizKnutz
As an importer, I am not sure how it would impact you that quickly. You are looking at 3 weeks on the water and 3 weeks to stores, broadly speaking.
Anything we are working on now where retailers are cutting forecasts are for fall sets, around August/September-ish timeframes. Retailers have definitely pulled back on both dollars and units.
That being said, I don't know what people would even notice.
Anything we are working on now where retailers are cutting forecasts are for fall sets, around August/September-ish timeframes. Retailers have definitely pulled back on both dollars and units.
That being said, I don't know what people would even notice.
Posted on 4/30/25 at 1:17 pm to TigerHornII
I won't touch Chinese machinery for my production facility unless they have a support facility in the US. Sure, it's cheap, and works well for a while, but tech support and replacement parts are a nightmare. Most of my machines are European, with one Taiwanese machine being the exception, and it's been fantastic.
Posted on 4/30/25 at 1:20 pm to SmogkDeizKnutz
Not if you buy second hand.
Posted on 4/30/25 at 1:24 pm to SmogkDeizKnutz
quote:
As for food, where does he majority come from ? Domestically, other non-china countries?
I dont think my can of corn comes from China
fricking incredible some of yall arent dead yet.
It really is.
Posted on 4/30/25 at 1:24 pm to TigerHornII
quote:
only reason we had negative GDP was the historically high net imports of goods.
LOL.
As an analyst, these are my favorites.
Posted on 4/30/25 at 1:25 pm to SmogkDeizKnutz
No, This isn't Trump 2020,This is Trump 2025.
Posted on 4/30/25 at 1:31 pm to jizzle6609
Posted on 4/30/25 at 1:32 pm to TigerHornII
quote:
China exports very little production machinery, and those who bought it for the most part are sorry they did. Some controls components are made in China, but really very few. You're overstating the dependence. SCADA controls and the like have lifetimes measured in decades, and more are made in Europe and Taiwan than in China.
There will be some pain, but don't overstate it.
So I work in an industry with the staunchest QA requirements that exist and we are CONSTANTLY getting suspect and counterfeit SCADA components directly from the manufacturer. They almost all come from China. Its somewhere in the neighborhood of 5%. If you haven't found them you are lucky.
I do NQA-1 Vendor quals all over the US and some for the NEA and NRC Regulated operators. The issue is not a minor one....it is especially present in electronics and electronic components....and it comes directly through the manufacturers supply chain....the bogus parts are used to partially fill orders or used alone to fill orders....even the manufacturer is unaware until the end user finds it.
About 6 months ago we recieved a shipment of Square D MCC Buckets from Square D which were not manufactured by Square D and last month we had a shipment of anaconda sealtite flex that was not manufactured by Anaconda. These are items that are purchased directly from the manufacturer and come with a pedigree of origin, shipping and any other pertinent detail.
Posted on 4/30/25 at 1:34 pm to SneezyBeltranIsHere
We are getting rid of waste, good. We dont need all the shite we were importing. Embarrassing.
Posted on 4/30/25 at 1:34 pm to SmogkDeizKnutz
This is the Y2K of shortage scares
Posted on 4/30/25 at 1:37 pm to BottomlandBrew
quote:
I won't touch Chinese machinery for my production facility unless they have a support facility in the US. Sure, it's cheap, and works well for a while, but tech support and replacement parts are a nightmare. Most of my machines are European, with one Taiwanese machine being the exception, and it's been fantastic.
Have some experience dealing with Chinese forklift MFG. Their product support is pathetic and the build isn't much better. Saw two with serial numbers next to each other (ex, 003, 004), they had different peddles, steering wheels and parking breaks. Like they just grabbed parts off the shelf and throw them on. Hydraulic lines that look like a garden hose.
I see a ton of them at customers' post covid supply chain issues and Toyota EPA issues. They are fine for putting a few hours a month on them but you'd be lucky to get 2 years with heavy use out of that crap.
I need to talk to my home goods supply guy that I used to sell too. They were in hell when port of LA was backed up cause they couldn't get product in. They do flooring and molding, all of that came from china. Glad i don't have a renovation planned
Posted on 4/30/25 at 1:42 pm to TigerHornII
quote:
China exports very little production machinery
I think you mistaken…
Posted on 4/30/25 at 1:49 pm to SmogkDeizKnutz
It may have been mentioned already, but it largely depends on the types of goods. Some of the manufacturers I work with have indicated they expect some delays at the ports for products shipped from overseas but actual production halts are not an issue as of today. As a matter of fact, some of the companies have already put into motion production in countries with low tariff rates, to offset any uncertainties. US produced goods no immediate issues. Major chains will be fine for inventories (provided there is no panic buying), but you may see some disruption for local chains who use local wholesalers.
Posted on 4/30/25 at 1:50 pm to GeauxOn
I should probably note that the manufacturers I work with are primarily CPG companies. I have no idea about machinery or technology goods.
Posted on 4/30/25 at 2:20 pm to AwgustaDawg
quote:
Water is bottled here
What about parts, equipment, and chemicals required to treat water to potable standards? Any of that come from China?
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