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Started By
Message
re: US manufacturing labor productivity annual increase rises to a fifteen-year high.
Posted on 4/5/26 at 8:42 am to Penrod
Posted on 4/5/26 at 8:42 am to Penrod
quote:
One of the biggest threats to project performance is design engineering arrogance.
Agreed. I came to Baton Rouge from Lake Chuck to dismantle and liquidate a brand new plant of Shell Chemical. Shell has opted to get out of plastics even while this unit was being built. My contact who remained with the unit was ecstatic that the design engineers involved maintenance in layout. "If you give me another foot here, I can get a carry deck crane to change a pump, motor of valve." Still there was a major heat exchanger with a structural diagonal member in the aay to pull the bundle for cleaning.
The unit made just enough product to fill orders and worked with second batch in the solution process. They did make 47 batches just to see what would happen with adjustments. Total investment in the new product was just under $1 billion, including $110 million to build the first unit. The polymer was discovered 50 years earlier but consumed too much of the palladium catalyst to be cost effective. As an accident a cocktail for the catalyst was developed which made it economical. Ford had developed an integral fuel tank/fuel pump all made from the same polymer. They were a bit pissed off about its cancellation. It was not degraded by hydrocarbons, and a method to install into existing casing to protect wells from corrosion was said to have been developed. It would have been in all of the gears in computer printers due it could rub against itself and not wear. Carpet fiber made from it would have produced commercial high traffic carpet lasting for 20 years.
Lawsuits in California against the deeper pockets for polybutylene piping is what got Shell to get out of polymers business. The lawsuits stemmed from the failure of a clip manufactured by a small third party.
Posted on 4/5/26 at 8:46 am to Penrod
quote:
Trump’s tariffs will eventually have a positive effect on manufacturing jobs, but that is a slow turning ship and it will take several years to be felt.
Plants are being more and more automated. We might increase manufacturing and have a net loss of jobs in the sector. And once again...the magic wand comment was about the jobs. Not the output.
Posted on 4/5/26 at 8:54 am to Powerman
quote:my comment had nothing to do with magic wands.
And once again...the magic wand comment was about the jobs. Not the output
Posted on 4/5/26 at 9:48 am to Powerman
quote:
Plants are being more and more automated.
Chemicals, Refining and Plastics are already automated to the max. Synthetic Fibers warehouses were robotic by the 1970's. Monsanto was selling to be relocated by the mid 80's as new tech was making them outdated.
Posted on 4/5/26 at 10:47 am to Night Vision
Craig Fuller
@FreightAlley
Why isn’t anyone talking about this?
The railroads, the backbone of American industrials, just reported that volume excluding coal, had the highest volume March since 2008!
Chemicals +5.5% YoY - highest ever
Grains - highest volume since 1993!
There is so much noise in the economy, but the signal says that American industry is doing fantastic.
This is exactly what you want to see going into expansion.
Not broad strength everywhere, but targeted acceleration in real economy throughput. Rail, chemicals, grains. That’s capital starting to move again.
The rolling recession since 2022 is aging out.
This is what the turn looks like.
The increase in freight volumes were happening well before Iran. It started in November.
Even chemical shipments hit the highest shipments on record, that was before March topped it.
@FreightAlley
Why isn’t anyone talking about this?
The railroads, the backbone of American industrials, just reported that volume excluding coal, had the highest volume March since 2008!
Chemicals +5.5% YoY - highest ever
Grains - highest volume since 1993!
There is so much noise in the economy, but the signal says that American industry is doing fantastic.
This is exactly what you want to see going into expansion.
Not broad strength everywhere, but targeted acceleration in real economy throughput. Rail, chemicals, grains. That’s capital starting to move again.
The rolling recession since 2022 is aging out.
This is what the turn looks like.
The increase in freight volumes were happening well before Iran. It started in November.
Even chemical shipments hit the highest shipments on record, that was before March topped it.
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