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October 2021
FEED & MEDICATION
NEWSletter
320-235-8860
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Hello All,
Got Stress? Take a deep breath and exhale slowly.
I told myself that a lot in September. Availability, price increases, production delays, and trucking issues, especially on Lysine were daily concerns. I try to recall the words of American Theologian Reinhold Niebuhr when I’m stressed,{you may recognize them} God, grant me the serenity to accept the things I cannot change… Courage to change the things I can, and wisdom to know the difference. Did you know the origin of the Serenity Prayer? I didn't. What did we do before Google?
I’m sure you have stress in your life right now. Maybe some of you more than others. Farming is a high stress job.
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As I mentioned above, September was hard. October doesn’t look to get any easier. As harvest results come in, we will likely get less than desired results. We are still in peak shipping and hurricane season. Many of the Lysine issues we are currently experiencing are results of Hurricane Ida.
A new development in our crumbling world supply chain is an electricity shortage. Large manufacturers in China now have electricity use restrictions. Use the links below to read more.
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Several NEWSletter recipients said last month's letter was the best I have written. So I am repeating the narrative. |
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Hello All,
The world supply chain “system” is broken.
I'll use an old strategy to explain. Who, What, When Where, Why & How.
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There is an old saying; "a chain is only as good as its weakest link." Picture an hourglass such as the one beside this paragraph. The small, center spot is the weakest link. That center spot is people.
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What: Shortages, rising prices Capacity is one major issue. Ocean freight is taking 30-50 % longer so basically all people and ships are in use."
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When: Now7 For example have you seen the youtube video about Ford storing new trucks that are missing parts at the Kentucky Speedway? This is mostly due to the shortage of semiconductors made over seas. Link below:
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Where: Logistics and Manufacturing I had a link to a global shipping map in March. If you didn't or even if you did, take a look at it today, zoom in and enlarge the ports by China and the coasts of United States. It is crazy how many ships are waiting to load and unload. Link below:
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Why: People Whether it is the shortage of truck drivers, dock workers, manufacturing plant workers, and/or many others involved in the supply chain. Significant causes are: Covid 19 and Climate change. These issues are changing our workforce and landscape.
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How: Just in time inventory no longer works Whether it is LTL shipping that has gone from 1-2 day shipping to up to 14 days or shipping containers that took weeks, now take months to receive.
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The wave of price increases literally hit us in September, as Hurricane Ida caused potential water damage to thousands of tons of Amino Acids. Hardest hit was import Lysine.
I wrote last year that Lysine was the one Amino Acid that United States produced enough of for the whole country. Sadly that is no longer true. When ADM stopped making dry Lysine this year along with previous cutbacks from Ajinomoto and Evonik we were left dependent on imports. How long shortages will continue is definitely a guess with international shipping in chaos as well as hog repopulations.
Pricing in graphs reflect our highest retail price. We carry multiple brands of amino acids. Full pallet, truckload, customer pickup and other factors may reduce your purchase price.
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Pricing in graphs reflect our highest retail price. We carry multiple brands of amino acids. Full pallet, truckload, customer pickup and other factors may reduce your purchase price. |
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LTL Freight has had some delays. We have noticed some deliveries are being made a week to ten days after product is shipped.
Sharing this information with you as we have seen shipments that have been sent, not getting delivered as soon as they used to be. If needed, order ahead and expect some delays.
Thank you for your patience!
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The first article tells of several shipping companies that have record high stock values.
The second article tells about how critical action steps need to be executed the moment AFS is confirmed.
The third article tells about the potential of a soy crushing plant coming to North Dakota.
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Shipping stocks hit fresh highs amid COVID-era supply chain chaos
Bad news for cargo shippers is good news for shareholders of shipowners
September 13, 2021
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What happens if ASF is detected in the United States?
Length and size of outbreak will depend upon biosecurity practices and how early disease is detected.
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Potential $400 million soy crushing plant in the works
CASSELTON,
NORTH DAKOTA
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Got Something Bugging you?
Maybe these can help.
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PALS sells primarily 3 things: animal health products, animal agriculture equipment, and building & repair services. |
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Animal Health:
Feed ingredients: While we supply several smaller mills, we have found we are a good secondary supplier for other distributors, mills and farms.
Disinfectants / Cleaners / Water line cleaners / Antibiotics / Water Solubles / Insecticides / Rodenticides / Litter Treatments
Equipment:
Our largest volume is in the hog industry. Followed by turkey & chicken. We
sell some cattle and dairy equipment; mostly feed lines and fans.
(We are actively trying to build this category)
Service:
Our in house teams work in all service areas. We work closely with several subcontractors
on installation and service work. want them to do here? (Call-to-Action)
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We run route trucks 5 days a week. We also utilize direct shipping. It can be one box, pallets, or full truckloads. |
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Open Monday - Friday 7am - 4pm |
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PALS, Inc | 1-800-328-8842 | 3735 1st Ave W Willmar, MN 56201 | www.palsusa.com
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