Latest Japanese Supply Chain Disruption Summary

Tyler Durden's picture

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Id fight Gandhi's picture

So this will help stocks rally somehow.

Only numbers that matter is how much free fed money there is. All the rest is just a waste of time anymore.

I miss the free markets and price discovery.

Lord Welligton's picture

Exactly.

Keep printing the money and nobody will notice until there is no food on the table.

In the meantime just keep up with the Stars Dancing On Ice.

Yen Cross's picture

My Lord. The money printinting will end soon. Money Penny creates a well read scenario. Any querry is welcome?

A Man without Qualities's picture

I think I've got it figured - stagflation is good for equities because prices are rising, but sales are falling, so you have the goods sitting on the shelves making money through the inflationary effect.  Cool.

Dave's picture

Well, maybe. Sell Nissan, buy GM. I wouldn't touch it but somebody might.

Carl Spackler's picture
  • GM and Ford are just as vulnerable

If you don't have 100% of the parts, you cannot build the car.

GM and Ford also use a lot of Japanese parts...specialty steel components, electronics, etc.  So they are just as hamstrung.

6 weeks id the key number...if the suppliers in Japan are still offline around May 1, then the global auto industry shuts down until further notice.

 

 

 

Backspin's picture

That opening sentence was 161 words!

Id fight Gandhi's picture

I like how he writes. It's colorful, snarky and intelligent.

Rusty Shorts's picture

Mark Twain. His sentences ran on since eight day clocks.

RollinRavenPurple's picture

I had Tyler at 84.  TD was just a little excited.  

Tyler Durden's picture

Sean Corrigan is still in the lead with a one sentence paragraph of +/- 280 words.

TemporalFlashback's picture

TD - The people demand a one sentence paragraph of 300+ words.

StychoKiller's picture

Inflation in the size of sentences...Deflation in the meaning of sentences! :>(

uno2well's picture

I loved the part at about 8:20 into the first video where he details the order of the evacuation. The whole lot of them have bugged out! but stay calm, don't panic... "We will continue to support our Japanese partners" (just not from this fucking toxic wasteland/island) Don't panic!

 

 

disabledvet's picture

first off "thank you zero hedge."  everyone else "bought into the bullshit"--only here did you get the real deal.  extraordinary.  just as important and a significant change in the world of ZH is an understanding of the "saliency" of these matters.  the average CNBC or Bloomberg bloke "shrugs his shoulders at the significance of Japan anyways."  As all you know of me and now of Zero Hege "that is not either of us."  Events halfway around the world have an immediate impact on economies.  Don't even get me started on "Libya" though I'd be more than happy to get started on "Dick Tator and his Tator Tots" of course.  Great stuff.

Yen Cross's picture

Enlighten me Disabled Vet? Don't be an un-spoken VOICE! BITCH!!

Yen Cross's picture

NI225 is boring. I used to watch it. Too many Kampo MOMMIES!

bud-wiser's picture

Slightly off topic, but here is independent verification of Fukushima radiation, worldwide:

http://www.dw-world.de/dw/article/0,1564,14938445,00.html?maca=en-newsletter_en_bulletin-2097-html-nl

Yen Cross's picture

Ceramic vessels with lots of carbonation?

colorfulbliss's picture

If shortages continue, Sony may consider temporarily shifting some production overseas.

This is most definately bullish. With America's lax regulations, low labor cost and highly technically skilled workforce, I'm sure we will be the first choice.

 

/sarc 

Yen Cross's picture

Thanks and noticed. We keep track. Good job.

Mentaliusanything's picture

Ah please read between lines momosan. It going to take f#@king years to restore production in Japan.

This is not a move any company does without carefully crunching all the facts and its expensive and time consuming

 

 

 

 

Larry Darrell's picture

And this is just the "big 2" of cars and electronics.

We do work for American Fuji Seal here in the US. While I was there last week they said that 3 of their plants in Japan were still down.  AFS makes plastic containers and labels for almost every product you've ever seen on a supermarket shelf.

Youri Carma's picture
Jim Willie Archived Audio - Willie always Good Stuff! http://www.contraryinvestorscafe.com/jim-willie-radio/
Count Laszlo's picture

I'm bored. Can't get that car in the color I want and Apple is out of the iPad2. Maybe I'll just watch a lot of TV, buy a ton of iTunes, and maybe watch two or three more movies than normal at the local theater. And afterwards, dinner.

Captain Benny's picture

For those that don't know what optical pickup units (OPUs) are, they're used in your computer's optical drive to read the disc.  They're mandatory components and they're pretty high precision components.  This is a great video to reference on OPUs: http://www.mathworks.com/products/demos/slcontrol/dvd_control/

 

Bicycle Repairman's picture

"before the market realizes that the entire QE2 inspired "golden age" is now over"

 

It's over? Really?

Count Laszlo's picture

It's far from over my friend. Two is the new ten.

Tyler Durden's picture

Nothing about the QE 3-666 inspired golden age.

plata pura's picture

Foking math questions on this here thread silences us hill billy folk. As far as the Jekyll Isle cartel be concerned; it be all figured in.

monopoly's picture

And this is what is important. We all have a car or two, a computer, a flat panel TV, and a camera. But we must continue to consume, or else it all falls down. At some point, it Will, all fall down.  Consumer sentiment moving lower I see. Well, we will just give out more free money and the stock market will continue on its upward move.

I am so sick of this phony market. I too would love to see a free market. Might be to old to see that again.

 

Bleeping Fed's picture

Going long aftermarket OEM Toyota and Honda parts.

DoChenRollingBearing's picture

That is exactly what we are trying to do here in Peru.  Our bearing supplier in S. Japan has not responded to our emails...  Most bearing plants are in southern and central Japan I believe, yet we have heard nothing.

When Japanese (or Korean) alternatives become available, we will be buying BIG.  None of this JIT crapola for us.  We will spend more on inventory.

A Man without Qualities's picture

Reminds me how the Royal Air Force realized that carpet bombing German cities really didn't do much to effect the Nazi's ability to fight war.  They finally broke off from the American strategy of dropping volume over a wide area, and switched to flying small, fast aircraft, which would specifically target ball bearing factories.  Doesn't matter what else you have, you can't make machines without ball bearings.  I suppose the Japanese are going to keep all components domestically, to make sure they have what they need... but it sucks for their loyal overseas customers.

On a wider point, Japanese industry has been forced to become highly specialized in order to survive currency fluctuations and Chinese piracy, which means in many cases, there are no alternative sources and all it takes is one missing vital component and it won't work.  

However, our trusty guardians in the central banks will unleash a tsunami of liquidity to wash any problems away.

SqueekyFromm's picture

Well, thank goodness Yamaha wasn't on that list, which means their guitars will keep coming.  Plus, Ibanez and Fernandes weren't on the list either.

Squeeky Fromm, Girl Reporter

SqueekyFromm's picture

Well, I don't have one of those Silent Guitars yet. But somehow I have winded up with 4 Yamahas and I have only been playing less than a few months. I guess I got carried away at the pawn shops. But the 12-string has the prettiest little bird on it. 

Squeeky Fromm, Girl Reporter

TheMerryPrankster's picture

whats a good price for a pawn shop Yamaha guitar? I need an accoustic.

Dave's picture

Depends on the guitar. I found a Yamaha FG 150 in perfect condition and paid $50. Checked the internet and they averaged $350. Ya never know...

Dave's picture

Squeeky, what is a silent guitar?