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@VGN64 posted:

Judging by the Amfleet Is and Viewliners I can't see Scott not doing the Amfleet IIs and Superliners.  There is inflation, supply chain and the effect the Ukraine will have on our dealings with China.  I don't envy Scott's position at all.

While I understand why you would be concerned (television reporters do a great job at creating concern), I can tell you that the global logistics issues are already in the rear-view at my company and many others who deal with manufacturing in Asia.

Inflation is not nearly as big as a problem as the current news client makes it seem. Inflation always has happened and always will happen -it's niether new nor a crisis. It's just a buzz word. I've been around for nearly 40 years and we've had inflation the entire time. In fact, it was far worse in the late 80's and early 90's. I wrote my thesis on it. We still got our trains.

I also doubt the war in Ukraine will affect our dealings with China. They have been sending my company production samples and signing contracts all month. Ultimately, people want our busniess. Without us buying crap, their economy slows. our economy doesn't rely on Russia for much other than transition metals.

I don't mean to turn this into a differnt type of forum, but I studied economics (and war) for way longer than I should have, so I figured I'd ease your fears

Last edited by CharmCityAirLine
@VGN64 posted:

My fertilizer prices are up 100%from last year and beef on the hoof prices aren’t going up and where they were 20 years ago. All this cuts into my train money!!!

Yes, I've been tracking that. Fertilizer was getting expensive before the war but boy did the war make things worse! I'm seeing 500% increases in parts of Africa (on fertilizer and wheat).

Apparently it's really hard to restart ammonia factories. So even when all of this settles a bit, the shockwaves will be felt for a long time.

Last edited by CharmCityAirLine

Yes, I've been tracking that. Fertilizer was getting expensive before the war but boy did the war make things worse! I'm seeing 500% increases in parts of Africa (on fertilizer and wheat).

Apparently it's really hard to restart ammonia factories. So even when all of this settles a bit, the shockwaves will be felt for a long time.

And I've read there is a new mountain of safety regulations and restrictions on "new" anhydrous ammonia production, storage and distribution because of the ease of turning it into bombs.

Last edited by rdunniii

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