CC Random thread

[Topper]

https://x.com/stonersvilla/status/20404 ... 19497?s=20

[Cousin Strawberry]

[Megaterio Llamas]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

[Meds]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

One would have hoped that our government would have been out in front of it years ago.

Unfortunately they had Deniability/Evasion/Incompetence, Fiction & Division, carbon cash gabs, and theoretical renewables, at the top of the agenda.

[Per]

Funny girl:

[Megaterio Llamas]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

One would have hoped that our government would have been out in front of it years ago.

Unfortunately they had Deniability/Evasion/Incompetence, Fiction & Division, carbon cash gabs, and theoretical renewables, at the top of the agenda.

No, I'm talking about now, Mëds. If this thing isn't wrapped up pretty soon, there's going to be big problems with food, fuel, and everything that comes out of the Gulf. I'm even buying some new household items I've been thinking about. Manufacturing will be hit hard as well, not just agriculture and transport. I just want the brethren here to at least be thinking about it.

[Meds]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

One would have hoped that our government would have been out in front of it years ago.

Unfortunately they had Deniability/Evasion/Incompetence, Fiction & Division, carbon cash gabs, and theoretical renewables, at the top of the agenda.

No, I'm talking about now, Mëds. If this thing isn't wrapped up pretty soon, there's going to be big problems with food, fuel, and everything that comes out of the Gulf. I'm even buying some new household items I've been thinking about. Manufacturing will be hit hard as well, not just agriculture and transport. I just want the brethren here to at least be thinking about it.

Yes. I knew you were talking about now.

I was implying that it would have been nice if our governments (both Fed and Prov) had actually given a fuck about homegrown manufacturing, resource extraction and refining, and domestic agriculture. If they had, then what’s happening in Iran would have a negligible impact on Canadians, and we could actually be stepping up to help alleviate the global situation that you describe.

[Per]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

Well, I did get an electric car.

[Megaterio Llamas]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

One would have hoped that our government would have been out in front of it years ago.

Unfortunately they had Deniability/Evasion/Incompetence, Fiction & Division, carbon cash gabs, and theoretical renewables, at the top of the agenda.

No, I'm talking about now, Mëds. If this thing isn't wrapped up pretty soon, there's going to be big problems with food, fuel, and everything that comes out of the Gulf. I'm even buying some new household items I've been thinking about. Manufacturing will be hit hard as well, not just agriculture and transport. I just want the brethren here to at least be thinking about it.

Yes. I knew you were talking about now.

I was implying that it would have been nice if our governments (both Fed and Prov) had actually given a fuck about homegrown manufacturing, resource extraction and refining, and domestic agriculture. If they had, then what’s happening in Iran would have a negligible impact on Canadians, and we could actually be stepping up to help alleviate the global situation that you describe.

We'll do better than others, but we don't make a lot of the stuff that's going to be in short supply, such as all the manufactured stuff that's made in China. Helium alone is used in MRI machines, semiconductors, fibre optics, all kinds of things. Agriculture will take a big hit from fertilizer shortages worldwide. Fuel shortages as well as high prices.

I posted this so everyone would at least be thinking about it. Not to get into arguments about politics eh.

[Megaterio Llamas]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

Well, I did get an electric car.

Awesome Per.

[5thhorseman]

So stockpile helium instead of TP? (jk)

Good point Megs, maybe it's time for me to get that new kitchen stove.

[Meds]

Is everyone planning to get out in front of the coming supply chain issues? You know, COVID 2.0 style.

One would have hoped that our government would have been out in front of it years ago.

Unfortunately they had Deniability/Evasion/Incompetence, Fiction & Division, carbon cash gabs, and theoretical renewables, at the top of the agenda.

No, I'm talking about now, Mëds. If this thing isn't wrapped up pretty soon, there's going to be big problems with food, fuel, and everything that comes out of the Gulf. I'm even buying some new household items I've been thinking about. Manufacturing will be hit hard as well, not just agriculture and transport. I just want the brethren here to at least be thinking about it.

Yes. I knew you were talking about now.

I was implying that it would have been nice if our governments (both Fed and Prov) had actually given a fuck about homegrown manufacturing, resource extraction and refining, and domestic agriculture. If they had, then what’s happening in Iran would have a negligible impact on Canadians, and we could actually be stepping up to help alleviate the global situation that you describe.

We'll do better than others, but we don't make a lot of the stuff that's going to be in short supply, such as all the manufactured stuff that's made in China. Helium alone is used in MRI machines, semiconductors, fibre optics, all kinds of things. Agriculture will take a big hit from fertilizer shortages worldwide. Fuel shortages as well as high prices.

I posted this so everyone would at least be thinking about it. Not to get into arguments about politics eh.

Yes. But think about how good we would do if we had not outsourced to China and everywhere else to the extent we have. What if our elected leaders had actually stewarded the country where it matters (and this goes back to include Harper, Chretien, Martin, and Mulroney)…..

The last 11 years have been focused on virtue signalling with a delivery akin to helicopter parenting rather than actual governing and managing.

We could have done much better.

[5thhorseman]

You'd be paying about double for your iPhone if we made them in Canada.

[Cornuck]

You'd be paying about double for your iPhone if we made them in Canada.

Not sure Mëds was talking about iPhones - but rather more critical, essential products.

[Megaterio Llamas]

AI Overview

A prolonged closure of the Strait of Hormuz—through which 25% of the world's seaborne oil and 20% of liquefied natural gas (LNG) normally passes—will lead to severe global energy shortages, massive price spikes, and widespread disruptions across food and manufacturing supply chains.

Experts warn that this could become the largest energy and supply chain disruption in modern history, resulting in a global stagflationary crisis

Immediate and Evolving Shortages (Spring-Summer 2026):

Energy and Fuel (Acute Shortages):

Diesel and Jet Fuel: Asia and Sub-Saharan Africa are facing immediate shortages due to the loss of Gulf refineries, with diesel prices more than doubling in some regions.

Oil Supply Drop: The blockade has removed an estimated 11 million barrels per day (mb/d) from the global market, creating a massive ~9 million-barrel daily shortfall even after accounting for rerouting attempts.

Strategic Reserve Depletion: Emergency oil releases from the US and other nations are acting as a temporary buffer but are expected to deplete within months, leading to "actual shortages".

Fertilizer and Food Shortages:

Fertilizer (Urea & Ammonia): The region provides nearly half of the world's urea. A prolonged shutdown will severely reduce fertilizer availability, forcing farmers to reduce application rates or plant fewer crops.

Food Prices: Lower crop yields in 2026 are predicted for India, Brazil, and elsewhere, which could trigger a global food emergency.

Specific Food Risks: Supply shortages of pork, chicken, and fresh produce (tomatoes, peppers, cucumbers) are predicted within months due to rising heating costs for greenhouse/indoor systems.

Industrial and Medical Shortages:

Helium: 30% of the world's helium passes through the strait, which is vital for semiconductor manufacturing and operating MRI machines.
Petrochemicals and Plastics: The shutdown of Gulf refining prevents the delivery of naphtha, leading to shortages in plastic production (ethylene, propylene) and affecting industries from packaging to electronics.

Medical Supplies: Delays in shipping petrochemical precursors could impact the production of active pharmaceutical ingredients (APIs), potentially causing shortages in vaccines, insulin, and cancer therapies.

Logistics and Shipping:

Container Shortages: Tens of thousands of containers are sitting idle at Persian Gulf ports, causing a "bullwhip effect" that disrupts manufacturing worldwide.

Rising Costs: Increased insurance premiums and rerouting costs will spike the prices of goods, regardless of physical shortages

Long-Term Consequences (If Closure Persists):

Regional Power Outages: Countries highly dependent on LNG, such as Pakistan and Bangladesh, face imminent power shortages.

Infrastructure Damage: Shutdown of oil wells could lead to permanent reservoir damage in countries like Iraq.

Economic Impact: Global GDP growth is expected to fall significantly (by 1.3 percentage points if the closure lasts three quarters

.