[HN Gopher] World Container Index
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World Container Index
Author : doener
Score : 51 points
Date : 2022-07-09 09:14 UTC (13 hours ago)
(HTM) web link (www.drewry.co.uk)
(TXT) w3m dump (www.drewry.co.uk)
| [deleted]
| flyinglizard wrote:
| The shockwave of excess inventory and capacity is coming. One of
| our suppliers in the automation space told us they experienced
| over 70% growth in orders last year (compared to 2019 levels).
| This can't be explained by organic growth; only by their
| customers increasing stock levels. Once demand starts dropping
| (we are in recession territory after all), all this stock is
| going to cause a mess.
|
| Word is some prominent semiconductor suppliers (think TI, ST) saw
| this coming and refused to go crazy on new capacity (which takes
| years and billions), instead waiting for the demand to subside;
| but this is 3rd hand info I got.
| citrin_ru wrote:
| > Once demand starts dropping, (we are in recession territory
| after all), all this stock is going to cause a mess.
|
| What is an alternative to stockpiling? JIT logistics still
| haven't recovered after COVID.
|
| If we talking about cars many people still have to wait months
| for the model they want. Used car prices are still high too.
| IMHO demand will not go off the cliff unless prices will rise
| (much) faster than median income.
| flyinglizard wrote:
| There's no alternative, other than controlling more of your
| supply chain in house where you can.
|
| In the industrial segment, the implications of not having
| products to supply are devastating. Im sure ST and TI lost
| many new designs and were designed out of many other designs
| over the past two years. With five to ten year design cycles
| for many products, this will have long term effects.
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