Wednesday, 6 October 2021

Neil Oliver on the politics of panic: This is a population that's on a hair trigger

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Tuesday, 5 October 2021

Special Host Nick Griffin Question and Answer - Templar Report - October 5 2021

Breaking The (Supply) Chains Zero hedge

Breaking The (Supply) Chain

By Nick Colas of DataTrek research

“Supply chain disruptions” has become a catch-all phrase to explain product shortages and inflation. But how exactly does that work, and why is this problem taking so long to fix? For Story Time this week, Nick uses his 30 years of experience analyzing the US auto industry to explain what’s going on. It all comes down to “lean manufacturing”, which started in Japan after World War II and caught on worldwide in the 1980s/1990s. The pandemic has created systematic challenges to “lean”, enough that structural inflation is a threat.

Here is a story about how supply chains work and why they are so snarled just now. Yes, a grimy topic compared to some of our others, but important and my personal history as a long-time (30 years) auto industry analyst gives me a unique perspective on the issue.

To understand how global supply chains operate the way they do today, you really need to go back to Japan just after World War II.

The country, defeated and impoverished, desperately needed to restart its industrial base. It did so by producing what it could with a minimum of capital. That meant, for example, no capital-intensive vertical integration; there were parts suppliers, and then there were final assembly companies. It also meant keeping the supply chain tightly integrated to maximize throughput.

This spawned a new production model, now commonly known as lean manufacturing, and Japan’s auto companies led the way in its adoption.

Parts like exterior metal stampings and interior trim like seats and dashboards all arrived at automotive final assembly plants from suppliers within a few hours of when they were installed in a vehicle moving down an assembly line. Also, vehicle designers thought not just about how a vehicle looked or drove, but how it would be assembled. They designed for ease and cost of manufacturability and long-run quality as well as for consumer tastes.

For decades, this process was mostly unique to Japanese manufacturing.

American car companies like Ford and GM remained vertically integrated after World War II. And, because there was no shortage of capital in the US, there was no need to limit work-in-process inventory. In fact, plant managers preferred having spare inventory because they were not as tightly integrated with their suppliers (even internal ones) and they needed that buffer stock to assure smooth day-to-day operations.

Then, in 1991 a group of MIT researchers published a book titled “The Machine that Changed the World”, essentially a benchmarking study of auto manufacturers in the US, Europe, and Japan.

No prizes for guessing what they found. US and European companies were much less efficient than Japanese manufacturers. The root cause of that difference was lean manufacturing, and even Mercedes – long considered the “best” car company in the world – was woefully behind.

The anecdote from the book that got the most attention: it took more than 50 hours of assembly time to produce an S-Class and several of those came at the end of the process when trained engineers manually fixed all the problems each car had. Toyota was producing higher quality vehicles (lower defect rates) in less than 20 hours.

The publication of “Machine” in 1991 is as good as any single event if you want to assign a date to the West’s transition to lean manufacturing, especially its focus on tightly integrated supply chains.

By the end of the decade, GM had spun off its supply network (Delphi Automotive), as had Ford (Visteon). Vertical integration, made famous by places like Ford’s River Rouge facility where raw iron went in one end and finished cars went out the other, gave way to a focus on efficient final assembly and managing complex third-party supply chains.

The Japanese manufacturing approach also spread to China, as that country industrialized in the 1990s. In 1992 I was part of a team that took the first Chinese company public on the New York Stock Exchange.

China Brilliance, as it was known then, had two products. One was a locally designed/produced minivan, made in plant that looked like it was out of a Dickens novel. The other was also a minivan but produced under license from Toyota. The goal here was to work with Toyota to recreate its lean manufacturing system in China by having local suppliers produce copies of the components needed to eventually make the minivan in-country.

While I’ve focused on the automotive side of this story so far, it’s certainly not just car companies that learned the value of “lean manufacturing” from 1990 onwards.

Apple, the world’s most valuable company by market cap, has its name on hundreds of millions of physical devices but operates no factories. It designs, it innovates, it develops software, and it markets. When it buys machinery (and it does, to the tune of billions of dollars a year), that still goes in one of their suppliers’ plants. Apple is essentially the leanest manufacturing company in the history of global commerce.

Now, lean manufacturing only works well when 1) final demand is predictable and 2) the supply network is operating reliably. Both are equally important. To illustrate, consider the very prosaic example of the seats in a passenger vehicle:

No car company we know of makes its own seats anymore. They are produced by firms that specialize in this product and other interior trim items like floor coverings and headliners. Most car companies use only 1 seat supplier for any given vehicle.
Car companies schedule their assembly plants 3-6 months in advance, deciding exactly what vehicle with what options will run down the assembly line at exactly what time.
It then orders seats for those exact vehicles from the supplier. They, in turn, order everything from foam to leather/cloth, metal frames to motors and switches, from their suppliers. These are also supposed to deliver their products “just in time” to the seat manufacturer so they don’t bear the burden of excess working capital.
Any disruption to this supply chain, whether it be from sudden shifts in orders from the car company due to recession/sudden demand to a shortage of any individual part, essentially crashes the entire production process. Lean it may be, but flexible it is not.

The point to today’s Story Time is, therefore, that decades of global corporate focus on lean manufacturing has put the world’s manufacturers in a very difficult spot because of the operating challenges thrown up by the pandemic.

Semiconductors have been the system’s Achilles Heel, because on top of the complexities we’ve described today there is now also a global chip shortage. But that is really only part of the story, as we’ve tried to describe.

Stepping back for a moment, I can’t help but wonder if the pandemic’s disruptive effect on global supply chains is in some ways similar to the 1973 oil shock. When oil prices spiked in 1973/1974 due to the Saudi oil embargo, US inflation rose quickly because the American economy was set up for structurally low energy prices. When gasoline prices tripled in a year, for example, the supply chain for everything from food to apparel to durable goods had to pass along those costs.

You know how that story ended: another oil shock in 1979 forced Paul Volcker’s Fed to raise interest rates to dampen demand and bring inflation back under control. Let’s hope history does not repeat itself in 2022.

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Monday, 4 October 2021

Paul Craig Roberts Latest Articles,

Paul Craig Roberts Latest Articles,

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Is the Covid “vaccine” a Bioweapon? (10/4/2021)
More Evidence That They Know the Covid Vaccine Is Killing and Maiming People and Yet They Continue Their Death Program (10/2/2021)
We Are Being Lied to Our Deaths (9/29/2021)
Why Are Americans Being Coerced To Submit To Injection With A Dangerous Substance That Is Known Not To Protect Against Covid but to cause death and serious health injuries? (9/29/2021)
Will Israel Let Go Of Its Failed Covid Policy? (9/28/2021)
Scandinavian Governments Announce “Covid Is Over,” Israel Announces the Vaccine Doesn’t Protect (9/27/2021)
The “Vaccine” Has Failed to Protect, But It Is Succeeding in Diminishing the Population (9/27/2021)
Insouciant Americans Are Complicit in Their Own Demise (9/26/2021)
Norway Has the Opposite Covid Policy to the US, UK, and EU (9/25/2021)
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An Undertaker Explains How the Depopulation Project Is Working (9/24/2021)
How Can You Be Content With a Counterfactual Explanation of an Orchestrated “Pandemic”? (9/22/2021)
More Evidence That They Know the Covid Vaccine Is Killing and Maiming People and Yet They Continue Their Death Program (9/21/2021)
Coronavirus World Update Lies for Big Pharma Causing More People to Die (9/21/2021)
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The most important article on mRNA vaccination you will ever read (9/18/2021)

NICK GRIFFIN & JIM DOWSON ON THE BNP DAYS! IRISH PATRIOT LIVE STREAM

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Irish State are going after Irish Christian Patriot

Irish State are going after Irish Christian Patriot and Templar friend.

Niall McConnell, leader of Siol na hEireann & close friend of the Templar Order, just received a €2000 euro fine this morning from the Gardaí (Irish Police Service)!

You can click the link below to watch Niall describe what is going on!

Watch the Templar Report HERE

On the 28th of May he was invited to speak at the Conservative Christian Conference in Rome.

At Dublin Airport, the Gardaí pulled him aside and was told his trip was 'not essential'.

He had his first meeting with his Solicitor and he has informed the KTI that he will need to fight this at court.

His solicitor advised him that the State is targeting him, because of his Catholic, Pro-Life activities.

They will do everything to prosecute Niall!

If you read the fine above, it does not give him an opportunity to appeal the fine.

He needs $2400 / €2000 to be able to fight this in court so others are not subject to the same harassments!

Will you help out our fellow Christian patriot fight this State funded, targeted harassment?

Remember, it is OUR duty to support those who oppose tyranny

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Sunday, 3 October 2021

Templar Sunday Service - October 3 2021 "To bless and curse not" Romans 12:14

"To bless and curse not" Romans 12:14

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THE SIN OF TOLERATING EVIL

The mistaken idea that tolerance is always a virtue and intolerance always a vice is corrupting the very heart of our society. In the name of tolerance every evil is exalted and proudly defended, while all those who resist and condemn evil are smeared and demonized as hate mongers and bigots. Yet what are such smear tactics other than intolerance and bigotry on the part of those who claim to be tolerant? Like all who are self-righteous, the dogmatic zealots of tolerance often reveal themselves to be extremely intolerant

Humility

This is the time to be humble before GOD. I have pondered why does GOD want us to be humble before him. Is it that he wants terrified slaves to tremble before his ego, like the fa;se gods of old and new. wants. No! I have come to the conclusion that GOD in his divine wisdom knows that if you cannot be humble before him . It is because you will only be able to love yourself , and it will be impossible for you to love any other including GOD more than yourself. So be truely humble before GOD 🙏. And one day soon he He will Love you so dearly and exalt you with the crown of Life.

WELCOME

WELCOME TO OUR BLOG HERE YOU CAN SEE THAT DESPITE THE LIES OF THE MEDIA OUR ONLY CRIME IS TO LOVE OUR COUNTRY AND IT,S PEOPLE!
Horwich Nationalist is an unofficial Blog for the support and promotion of the British Nationalism in Horwich & the Bolton Area.
All posts and listings are not the responsibility of their authors,alone!
Most of The Authors are Sick of the deliberate destruction of our nation people religion and culture! Help us help within British Nationalism reclaim the nation for those who it rightly belongs to, THE BRITISH PEOPLE!

A nation can survive its fools, and even the ambitious. But it cannot survive treason from within. An enemy at the gates is less formidable, for he is known and carries his banner openly. But the traitor moves amongst those within the gate freely, his sly whispers rustling through all the alleys, heard in the very halls of government itself. For the traitor appears not a traitor; he speaks in accents familiar to his victims, and he wears their face and their arguments, he appeals to the baseness that lies deep in the hearts of all men. He rots the soul of a nation, he works secretly and unknown in the night to undermine the pillars of the city, he infects the body politic so that it can no longer resist. A murderer is less to fear. The traitor is the plague.

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