From Zero Hedge: There is no shortage of lumber.
(www.zerohedge.com)
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I have suspected as much. You are watching the corptocracy assist the cabal in their attempt to topple the US economy. They should all hang for this shit.
A commodity supercycle describes a set of circumstances that are out of any individual or group's control.
Allow me to describe what is currently happening to commodities (such as oil, lumber, and steel) simply: all of these industries typically maintained a surplus of 1-2 years. With the China Virus, many steel, oil, and lumber mills shut down production and turned to their running surpluses for situations such as this. Many of these industries have now completely sold the surpluses they comfortably had for decades, so demand is as high as ever while supply is remarkably low.
There aren't shortages per se, but many of these industries aren't going to service new clients for quite some time. I highly recommend investing in steel personally, I'm very deep in $CLF, VALE, and MT but would sincerely recommend anyone interested in investing to do their own due dilligence.
I worked at a high level in the oil industry. I don't need a lesson in commodities or the trading of commodities.
Now let me inform you of what the left has been trying to do with oil for decades. They have been fighting the new technologies that opened up the tight reserves in places like the Bakken play in the Dakotas, and the Eagle Ford in west Texas. They do this because they are determined to cripple the USA'S new independence from the ME oil. The minute that fucking scum bag Biden hit office he used the environmental groups insistence that fracking was hazardous to the environment to shut down fracking. Advances in fracking are what made the US oil independent. We no longer needed to fight in the ME so that a certain group of sorry mother fuckers could take control of the world's largest known oil supply and thus blackmail the world into submission to their new world order. Eventually they would have used that control of energy to starve 70% of the world to death.
Secondly that stash of lumber shown in the Zero Hedge article is not a shortage of lumber it is a manipulation of the delivery of the product. The same scum that wants to control the oil have been positioned as middle men in trade for centuries. They contribute nothing to production but control the flow of goods and skim the cream off the top of every thing. That situation will end in the new age coming, because if it doesn't nothing will change for the people.
And just in case you haven't figured it out yet. The Corona virus was a fucking scam to do exactly what they are doing with the destruction of the economy and the vaccines.
Amen
Excellent point.
Hey man, I agree with everything you wrote. Didn't mean to come off as condescending, or trying to "teach" you any lessons in commodities, just used your comment as a jumping off point to hopefully briefly explain the situation to others + offer my personal advice for investing for the next few years.
big conglomerates (weyerhaeuser, Stimson etc) are holding, not meeting demand, allowing price to run up, to cause independent mills to become over leveraged (build new mills etc with debt that can only be serviced by the current high prices), and once the independent mills are all in, the big guys will flood the market, tank the price, the smaller outfits go out of business and the big guys buy up their assets in bankruptcy proceedings for pennies on the dollar.
How about prosecution for monopolies!! Lock 'em up!!
Do not pass go, do not collect $200
Spoken like a true vitard #metoo
Artificial lumber shortage, failing jobs market, pipeline "haX0r3" oil short, stocks and hedges battle, GME + PSLV + BTC...
Border crisis, middle east escalations, shit trade deals, retarded Exec. orders...
Vax + Mask = Clownworld, Biden is blatantly senile, UFOs are real...
Massive volumes of resignations, military flight activity off the charts, military and fencing currently surrounding DC...
Myanmar example, global revolts vs. lockdowns, schoolboards flipping...
Biden Admin openly corrupt, Hunter Biden, COVID = Election Fraud = AZ + MI Audits...
Military force increased, Trump EO's dealing w/ state of emergency + elections interference + crimes against humanity, mile long indictment list...
Yeah, Doomers and Leftists are right: NOTHING is happening?!
It's a massive parallel system:
Wake up the masses ASAP and...
Prepare the military while getting ready for the rebuilding phase.
LFG
Gosh no. I was listing it w/ the economic opportunities... wasn't indicating it was fake. Quite the opposite. I think GME, Silver and Crypto are 3 potential moon shots!
I dont have faith in crypto either. I was in it and I made a nice chunk of money too bag holding since 2018. If I was in gme I would take my earnings after it and move to physical assets and land. Crypto will eventually be our new currency but it won't be like it is now. The govt don't like it so they will regulate it and more or less just use a usdc type coin
Don't forget about AMC. GME + AMC will topple the market, so the new financial system backed by sound money (gold/silver), rather than the fiat toilet paper we have now, can take it's place.
Maybe cash out after a large sum and convert to silver asap and ride that into the new currency
Part of the Great Awakening is to reset the financial system, to something that benefits ALL of humanity, rather than just the <1% who currently hold all of the wealth. It will be the greatest transfer of wealth the world, in it's entire history, has ever seen. Having said that and based on your other comment in the chain, I agree with everything you say except crypto. But, I do believe everything we accumulate now in fiat currency, will transfer over to whatever "sound money" system comes after the Great Awakening. Otherwise, why would Q team let the average Joe think about winning big, right as the carpet is pulled out underneath our feet? Part of the reset, I believe, will be to reset debt to zero. So even all the people who aren't invested in stocks, MOASS stocks, precious metals, crypto, will still greatly benefit.
However, due to the uncertainly of....whatever the sound money system looks like, that's why I'm invested in precious metals as well. So all the bases are covered.
Also, while all of the current coins may not be around in how many ever years time, I do firmly believe blockchain technology will be part of our future.
It is. More for us. Buy the dip. Mix with metals. Continue to laugh at everyone in 5 to 10 year increments. Cash will be non existent and they'll still be like "but I can't hold it, it's not real"
Silver is probably a bit further than a moon shot. Think exiting the heliosphere
FUK I hope you are right. I'm stakin like a Somali pancake merchant.
i'm disappointed in zero hedge for this article... super lazy and playing into a bullshit conspiracy theory.
LUMBER is not PLYWOOD
we do indeed have plenty of lumber
we however do not have any fucking plywood or osb.
you can't build a standard stick framed house without both. if there is no sheetwood, the lumber stacks up.
most of our sheetwood comes from canada, who are fucked due to covid-1984 response.
our sheetwood mfg's are running full tilt, making fat cash on the price increase.
all the workers are getting fat overtime, the owners are making fat bank selling it, they aren't going to do anything to change that.
people keep saying "why don't they just increase mfg capacity?"
it's because as soon as this boom is over, they don't want to be stuck with the added costs associated with plant expansions they don't need.
they are just going to keep cranking out money until the shortage is over.
it's not a conspiracy, it's just what happens when authoritarian assholes in canada shut down sheetwood manufacturing that we are depending on.
I work for an OSB mill in Canada. My company has several OSB mills and none were shut for one single day due to COVID. I am not aware of any OSB mills shut down for COVID. One plywood mill was shut for 2 weeks over a year ago but nothing since. 1 shuttered mill has started back up in the last 6 months and one more is coming online. Supply is outstripping demand. Nothing more nothing less.
i don't believe you at all... i know people in the business, they all tell me that work was slowed down at all the canadian mfg's due to covid.
if you're going to claim thats not the case i'm going to call you a liar.
either way the fact remains that LUMBER is not SHEETWOOD and using pictures of lumber to claim a sheetwood shortage is artificial is retarded.
2x4’s keep rising near me, it’s insane. They used to be 2.78 at my local Home Depot. Recently they’ve been 6.75. I just checked today and they’re 7.98
yeah the entire thing is getting crazy, lots of different parts of the industry are jumping in on the price hike.
but the margins on sheetwood are absolutely insane
for a minute there plywood was cheaper than OSB... which makes zero fucking sense in a normal market.
Eight fucking dollars for a 2x4???? Holy fuck!
I haven't needed to buy lumber for a few years. I was going to rebuild my deck this summer. That shit aint happening now. No way. Well ... not unless Silver does the moonshot in the next couple of months.
The problem is the interdependence on other nations for such mfg. Bring it inside the nation, supply issues become less of a concern (and less of a wallet pinch)
you will never hear me say we should outsource anything.
this is a prime example as to why.
we were our strongest when we made everything here.
cut regs, increase taxes on shit that comes here, offer trade school scholarships instead of SJW interpretive dance study indoctrination.
...all the things.
the only way you can make money on your own anymore is to get into the gig economy or find a niche you can work and hope nobody else sees how much money you're making and decides to steal your business.
There rarely is ever a true shortage of anything. Anytime there’s a ‘shortage’ it’s usually due to deliberate action by people somewhere in the supply chain.
Just like the ammo shortage... it’s super fishy
Eh, I don't find it that fishy, just shitty. Remington was Chapter 11 when the Antifas started their shit, that's like 20% manufacturing down. Winchester just got the newest Lake City contract and a whole new spec on MIL 5.56 ammo, so they cannibalized existing lines to cover government contracts. That pretty much leaves Vista Outdoor (Federal) as the only major manufacturer selling entirely to the public.
Obunghole's EPA shut down our last primary lead smelter in 2013, leaving bullet manufacturers competing with battery makers for the recycled lead or importing lead from Chy-nuh. The industry has also been bifurcated by the desire to create lead-free alternatives (using copper alloys- more expensive, slower, harder to make). Add to that priming compounds and common powders are mostly made overseas and in Canada- where the coof shut down factories for months on a just-in-time supply chain.
Now add to that the biggest gun buying spree in pretty much all of American history, definite ammo hoarding, and a-holes raiding the bulk distribution chains to buy pallets of ammo to sell at 2x market price on Gun Broker, and it's just compounding the issue.
Ammo can be found easily- as long as you can pay through the nose, or don't mind sub-par Mexican Aguila or steel-cased ammo from a former Soviet republic. I even got in on a group buy where one of the dudes in the club got a deal from a euro manufacturer. Minimum order was 10M primers (a full tractor trailer), we ordered in Feb and expect Dec shipment.
The supply chain is legit backed up; that primer order is usually 120 days ARO. It still doesn't excuse why we've decided to outsource all our manufacturing, and that's the rub.
I've never felt stupider over anything than I do over not buying .9mm rounds by the trunkload from Walmart when they carried it for CHEAP 15 years ago
I bought $1500 in reloading shit only to get fucked by the run on, and now shortage of primers.
Why the fuck we only have 4 places in the US that make primers is beyond me. I understand that the powders are insanely dangerous. I don't know ... capitalism, like nature abhors a vacuum.
That makes a hell of a lot more sense than them continually blaming it on a 15% increase in gun owners.
Is there no one in these United States with the courage and will to do some true investigative journalism? If you have integrity and curiosity, this is your chance to get a head start in the "new media". It's an opportunity waiting for some bright, creative young people. Go for it!
Yeah Project Veritas can't be everywhere right now.
Drove past a lumber processing yard two days ago. This video doesn't do it justice. There is no shortage here though, that is for sure.
Do you suppose a part of this is due to labor shortage, since people get boat loads of money for not working?
There’s a shortage of truck drivers. It’s effecting everything
Why is there a shortage of truck drivers? It's not that hard of a job
Do you want to live on the road, showering twice a week and being treated like dogshit?
If I want to, will that make driving a truck more difficult?
It's a bad time to get into woodworking. Oh well, I'm not above dumpster diving at construction sites to get a couple 2x4's.
It's all part of the "un-Great Reset"
Covered this a couple days ago. Someone let Zerohedge to get in touch with me plz.
https://greatawakening.win/p/12iNiyIZ55/there-is-no-lumber-shortage--its/
I have been saying this for months, but whatever. Truth is, that it is WAY more than lumber. Truth be told the whole fkn thing is bull shit. Wait till you find out where the TP went..
Except the TP has been back for over half a year already.
Yup, where did it go a year ago?
it really matters little if there is a shortage or not....if its a planned,fixed shortage or not.....
its a perceived shortage....that will push inflation no matter real or not....its perceived....
I thought this might be the case.
The silver mines aren't running, people are just sitting on them and waiting.
Both black and white hats want to crash the FED.
I imagine the companies owning the materials know or at least suspect this is going to happen, and are sitting on their assets and waiting to see what happens. Fiat currency is a liability at this point.
Dark to Light
I believe rising fuel prices and lack of CDL drivers is compounding the problem as well. In the Seattle area construction of single family homes and condo/Apts is staggering. We cannot figure out where all these people are coming from...esp when WA state is losing citizens to Idaho, Texas, etc. Somethings fucky about all of it
Housing for Chinese soldiers. I hope not.
Once prices go up either artificially or organically, the people who see that money are reluctant to let it go back down. This goes for any product.
If the price of wood gets really high builders will just switch to steel studs and drywall/gypsum.
If they can artificially inflate the prices for lumber, they can and will inflate prices for more necessary commodities, like food, water, and gas.
I'm suspecting inflation will be peak bad by Fall 2021.
Do not try and bend the spoon, that’s impossible. Instead, only try to realize the truth … There is no spoon. Then you’ll see that it is not the spoon that bends, it is only yourself.
Just shortage of transporting it?? Or is it to trigger a housing market collapse
They know under *Biden they can 100% get away with this but under Trump not a fucking chance. They've been waiting for this moment and now they're striking.
Perhaps it’s a combo effect of inflation encouraged by forced scarcity. White hats encouraging the pop... hmm
Here in East NC we have a Weyerhaeuser plant. The Bush's have and in the company if not own a piece of it.