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re: US manufacturing labor productivity annual increase rises to a fifteen-year high.

Posted on 4/5/26 at 8:42 am to
Posted by CitizenK
BR
Member since Aug 2019
15762 posts
Posted on 4/5/26 at 8:42 am to
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 by Powerman
Member since Jan 2004
173789 posts
Posted on 4/5/26 at 8:46 am to
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 by Penrod
Member since Jan 2011
55585 posts
Posted on 4/5/26 at 8:54 am to
quote:

And once again...the magic wand comment was about the jobs. Not the output
my comment had nothing to do with magic wands.
Posted by CitizenK
BR
Member since Aug 2019
15762 posts
Posted on 4/5/26 at 9:48 am to
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 by OU Guy
Member since Feb 2022
30011 posts
Posted on 4/5/26 at 10:47 am to
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.


Posted by jbdawgs03
Athens
Member since Oct 2017
13959 posts
Posted on 4/11/26 at 8:12 am to
Excellent!
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