We have a MAJOR Supply Chain issue - Mar 9

[dan_s]

Commodity Prices On A Tear
Plant Based Meat Isn't Going To Be Cheap
by Jeffrey Carter
3-9-2022

Everyone watches oil and they feel the pain at the pump. There is not really a substitute for gasoline. If your car doesn’t have it, it doesn’t go. Pete Buttigieg and others said we should all go buy electric cars. Electric cars are expensive and even if we all could run out and buy a Tesla, you cannot get delivery until at least November. That is if they can source computer chips.

I just filled up my tank with diesel here in Nevada and paid $4.86/gallon. I filled it up because I think prices are going higher. That’s inflation and people’s sentiment often drives inflation until underlying data changes.

Buttigieg also has no concept of regular jobs in America. What if you are a contractor with a pickup truck? What if you get fill-in income driving for Uber, Lyft or deliver food for DoorDash or GrubHub? What if you are a salesperson that needs a minivan to haul samples? What if you are a house cleaner that needs a larger car or van to haul supplies and material so you can clean someone’s house? Are we all supposed to get BMW i3s, Chevy Volts, and Nissan Leafs? Buttigieg is not a serious person and is in over his head. He needs to go back to work at McKinsey.
----------------------
We have a shortage of diesel in America and the Supply Chain issues cannot be resolved without running a lot of big trucks that run on diesel.

[dan_s]

Read more: https://jeffreycarter.substack.com/p/co ... =email&s=r

EVs will soon be a lot more expensive, and not available since the materials needed to make them are not available.