#Bessent said the #pandemic taught us a lesson about destruction of the #SuplyChain (and why we must encourage companies to move *here*.)
That was the DOMESTIC supply chain.
Now they are about to destroy our #IMPORT supply chain. #Round2
I'm reminded of #Dubya invading #Iraq after ignoring the threat that led to 9/11.
They learn the wrong lesson from their F-ups, and respond with an EVEN BIGGER F-up that is even MORE disastrous. 🤦♂️ #DisasterPresidency #TooStupidForPolitics
W Always talk about supply chain attacks in the computer World. Stuff happening in #Lebanon is a Real, well thought and long standing #suplychain attack.
Meanwhile in #suplychain #logistics, the production of #containers has sharply declined as global trade continues to be constrained & a surplus of containers sits at ports around the world.
Whether this is a lead or lagging indicator is an interesting Q.: does it merely reflect a previous surge & now over-capacity in containers ready to be used, or does it reflect worsening expectations for global trade?
Or given these are 20ft containers, does it relfect a swing back to larger 40ft units?
