Parts Shortages

My wife works for Toyota in San Diego area. They are down to like 10 new vehicles in stock. Between Covid slowing production, factories burning down, slow deliveries from lack of truckers, and all the other dealers waiting on new vehicles since forever, they don’t expect to have a decent amount of new vehicles on site til next year! They are buying up a ton of used vehicles from the auctions to have on the lot and they are selling like hot cakes! At a very high price I might add.

 
THOR industries, the largest RV manufacturer in the world is back ordered a year to the tune of $14 billion. Meaning anything ordered period won't even get looked at for a year. Oh and the $14 billion back log, is about half pre sold meaning dealers still won't have inventory available to show or sell. 
And some of these RV manufacturers have shut down production right now because they can't get parts.  What is crazy talking to a few of the reps, every company has increase production this past year by a lot and can't keep up with the demand.

 
My wife works for Toyota in San Diego area. They are down to like 10 new vehicles in stock. Between Covid slowing production, factories burning down, slow deliveries from lack of truckers, and all the other dealers waiting on new vehicles since forever, they don’t expect to have a decent amount of new vehicles on site til next year! They are buying up a ton of used vehicles from the auctions to have on the lot and they are selling like hot cakes! At a very high price I might add.
I was over at toyota el cajon last week ready to buy a new camry (had enough of this vw service bs) only had one in stock and not my style (wont do black)

 
I was over at toyota el cajon last week ready to buy a new camry (had enough of this vw service bs) only had one in stock and not my style (wont do black)
Next time I drive past the train lot ( where they take the cars off the trains and load them up on carriers to go to the dealerships)I will snap a picture.  It looks like the long term parking lot did last April. 

 
I wonder what kind of shortages they have...  that makes me think there is the potential to have a LOT of very mad customers (whos money is tied up in promises that will not be delivered until they are well out of business).
The shortages are all kinds of parts from appliances to Air Conditioners, awnings and everything in between. I agree on upset customers. There are many many dealers taking deposits for more coaches than that are allocated to them. By taking a deposit, that said dealer is taking the customer off the market. Unfortunately there will be several without their new RV. I believe when all is said and done. How long that timetable is , I don't know. The little dealers will suffer and go bankrupt for the most part...because of lack of inventory. 

 
And some of these RV manufacturers have shut down production right now because they can't get parts.  What is crazy talking to a few of the reps, every company has increase production this past year by a lot and can't keep up with the demand.
Yes my friend. Not even close to keeping up.

 
in the food ingredient world, making ingredients from scratch (flavors etc) for use in commercial beverages (energy soda beer etc)

We are in a world of hurt right now. - More orders than ever (customers waking back up after covid coma) and the summer rush to get everything made for summer. our lead times to our customers have tripled... We cant get raw materials to make anything.

Its a big deal since these ingredients are part of big production runs that are scheduled months in advance and they are left with no choice but to cancel since they cant get it there. Rescheduling means  3+ months into the future - shelfs will go empty for those brands. Or rather they will likely be replaced with other products. Not good.

 
Auto parts supply chain here. Out of the millions of inventory my building has in stock, we are doing well filling orders but we can't get cases to ship them in. I was hustling up boxes that would normally go to the cardboard recyclers to ship things in today and it's been hit and miss for the last 6 months. 

 
Auto parts supply chain here. Out of the millions of inventory my building has in stock, we are doing well filling orders but we can't get cases to ship them in. I was hustling up boxes that would normally go to the cardboard recyclers to ship things in today and it's been hit and miss for the last 6 months. 
Im chopping up & recycling boxes by the dozens.  IIRC they empty the dumpster 2x/week.  Maybe find a partner near you to take all of their hand me downs.... 

 
in the food ingredient world, making ingredients from scratch (flavors etc) for use in commercial beverages (energy soda beer etc)

We are in a world of hurt right now. - More orders than ever (customers waking back up after covid coma) and the summer rush to get everything made for summer. our lead times to our customers have tripled... We cant get raw materials to make anything.

Its a big deal since these ingredients are part of big production runs that are scheduled months in advance and they are left with no choice but to cancel since they cant get it there. Rescheduling means  3+ months into the future - shelfs will go empty for those brands. Or rather they will likely be replaced with other products. Not good.
im in grocery supply chain, and yep its crazy all the stuff going on, we can't get 5 gallon private label water because the resin company won't make 5 gallon bottles for us, due to demand on 24 packs. its goes on and on a and on. from kraft to gatorade and everthing in between, shortages on packaging, ingredients, boxes, straws, lids whatever.

alot of people don't understand what all goes into the total package, ingredients, labels, straws, lids, nozzles, whatever its all planned ahead a year in advance and when covid hit it drained the pipelines, and most those pieces weren't scheduled to be produced again until certain times. crazy how it all works

 
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