Economic implications of a SARS/Coronavirus outbreak

[Smurf1976]

Urea being used as an agricultural input as fertilizer plus along with demineralised water it's used as diesel exhaust fluid

From what I'm hearing on the subject, this is looking rather serious.

As a problem, it could be summed up as saying it's rather like someone exactly two years ago noting that a strange virus has been reported in China but assuming "it's probably nothing". It's a great big elephant standing there that it seems few are paying attention to thus far despite the danger it poses.

The seemingly easy workaround of just not having the emissions controls working isn't anywhere near as simple as it might seem. First because of the legal implications. No reputable business that owns trucks, or a mechanic, is going to do it without government passing appropriate legislation that makes it legal. Then there's the logistics of actually doing it - there's rather a lot of trucks, buses and so on around.

Trying to simply fool the system by simply putting demineralised water in, instead of AdBlue, doesn't work either - once the sensors detect excess NOx it cripples the engine's performance basically.

So it seems that having rather a lot of trucks off the road is indeed a very plausible problem that's going to happen in 2022.

I'm not a truck expert but that's my understanding of the situation as at present. It's looking rather serious.

 

[sptrawler]

From what I'm hearing on the subject, this is looking rather serious.

As a problem, it could be summed up as saying it's rather like someone exactly two years ago noting that a strange virus has been reported in China but assuming "it's probably nothing". It's a great big elephant standing there that it seems few are paying attention to thus far despite the danger it poses.

The seemingly easy workaround of just not having the emissions controls working isn't anywhere near as simple as it might seem. First because of the legal implications. No reputable business that owns trucks, or a mechanic, is going to do it without government passing appropriate legislation that makes it legal. Then there's the logistics of actually doing it - there's rather a lot of trucks, buses and so on around.

Trying to simply fool the system by simply putting demineralised water in, instead of AdBlue, doesn't work either - once the sensors detect excess NOx it cripples the engine's performance basically.

So it seems that having rather a lot of trucks off the road is indeed a very plausible problem that's going to happen in 2022.

I'm not a truck expert but that's my understanding of the situation as at present. It's looking rather serious.

As with most things these days, those with minimal knowledge have the answers lol.
If we can't get Adblue , our trucks will shut down and it will require a remap of the vehicles ecu at a minimum to get it going, at worst it won't run.

 

[Smurf1976]

As with most things these days, those with minimal knowledge have the answers lol.
If we can't get Adblue , our trucks will shut down and it will require a remap of the vehicles ecu at a minimum to get it going, at worst it won't run.

It's not something I know about but I'm told that at least some farm machinery needs the stuff too.

Farm machinery and trucks not being usable = serious problem.

This issue is worth paying close attention to in my view. If it does end up as a crisis then it could stuff rather a lot of businesses with associated impacts on share prices etc. I'm not calling it and saying it's 100% certainly going to be a crisis, but there does appear to be real reason for concern at this point and paying close attention.

 

[qldfrog]

It's not something I know about but I'm told that at least some farm machinery needs the stuff too.

Farm machinery and trucks not being usable = serious problem.

This issue is worth paying close attention to in my view. If it does end up as a crisis then it could stuff rather a lot of businesses with associated impacts on share prices etc. I'm not calling it and saying it's 100% certainly going to be a crisis, but there does appear to be real reason for concern at this point and paying close attention.

And urea is fertiliser so you choose: food and no truck
or
no food but trucks
Anyway, next stage is food crisis, all part of the reset and mass control

 

[divs4ever]

all planned by experts , so feel free to PANIC at a time of your own convenience

 

[sptrawler]

It's not something I know about but I'm told that at least some farm machinery needs the stuff too.

Farm machinery and trucks not being usable = serious problem.

This issue is worth paying close attention to in my view. If it does end up as a crisis then it could stuff rather a lot of businesses with associated impacts on share prices etc. I'm not calling it and saying it's 100% certainly going to be a crisis, but there does appear to be real reason for concern at this point and paying close attention.

It mainly affects machinery made in Europe, Merc, VW, Puegot etc that run ,SCR catalytic converters.
So a lot of farm machinery, also a lot of road transport and government departments eg rubish trucks etc.
Wouldn't it be funny if VW was requested by the government to install code in the ecu that enabled it to bypass it's pollution limits.lol

 

[qldfrog]

It mainly affects machinery made in Europe, Merc, VW, Puegot etc that run ,SCR catalytic converters.
So a lot of farm machinery, also a lot of road transport and government departments eg rubish trucks etc.
Wouldn't it be funny if VW was requested by the government to install code in the ecu that enabled it to bypass it's pollution limits.lol

starving but ideologically correct, so much easier to move to grain fed diet only when meat is unaffordable;
Anyone else seeing the similarity between China 50 y ago and the west in 2021?
40y ago, China was eating (sometimes) a vegan diet, wearing the same clothes, riding bicycle and freezing sweating in individual small cages with a district manager, parading with their little red books and had no individual transport, or freedom to travel;
Forward 50y
China is able to afford meat, eat at will, alcohol, meat, sugar, cigarettes, buying own cars with freeways being built and Chinese buying bigger and bigger flats, with AC freezing cold, wearing Gaucci and Rolex, driving mercs and audis
Travelling OS
And in the west.. we rave about plant based processed food aka crap, move back to bicycles and absence of ownership: car, unit, travel is now prevented and seen as guild trip, stop wasting the planet on clothes they say..tiny houses are the new mc mansions, you own nothing, be happy and go to mass demonstrations waving Greta watermelon signs..
I do not know about you, but not exactly impressed.Covid definitively as a mean

 

[wayneL]

starving but ideologically correct, so much easier to move to grain fed diet only when meat is unaffordable;
Anyone else seeing the similarity between China 50 y ago and the west in 2021?
40y ago, China was eating (sometimes) a vegan diet, wearing the same clothes, riding bicycle and freezing sweating in individual small cages with a district manager, parading with their little red books and had no individual transport, or freedom to travel;
Forward 50y
China is able to afford meat, eat at will, alcohol, meat, sugar, cigarettes, buying own cars with freeways being built and Chinese buying bigger and bigger flats, with AC freezing cold, wearing Gaucci and Rolex, driving mercs and audis
Travelling OS
And in the west.. we rave about plant based processed food aka crap, move back to bicycles and absence of ownership: car, unit, travel is now prevented and seen as guild trip, stop wasting the planet on clothes they say..tiny houses are the new mc mansions, you own nothing, be happy and go to mass demonstrations waving Greta watermelon signs..
I do not know about you, but not exactly impressed.Covid definitively as a mean

...and so many, even so many here on ASF, cheering it on.

Utterly depressing.

 

[qldfrog]

...and so many, even so many here on ASF, cheering it on.

Utterly depressing.

I have lost hope in mankind, not people, some are still good but as a whole, this country deserves its fate and i feel like f. off if i can one day and just live selfishly.
What a waste of effort it has been ...

 

[over9k]

Meanwhile, we're back to business as usual in the markets:

 

[divs4ever]

am not sure what is usual anymore but the US markets are UP

real investor sentiment or more QE ??

U.S. trade deficit shrinks as exports surge to record high

Record exports sharply narrow U.S. trade deficit By Reuters

Record exports sharply narrow U.S. trade deficit

www.investing.com

 

[frugal.rock]

real investor sentiment or more QE ??

Bloomberg yesterday evening...

"The latest financial system support measures came on Monday, with China’s central bank releasing about 1.2 trillion yuan ($188 billion) of liquidity via a cut in the reserve requirement ratio for most banks. The government pledged to support the housing market to better meet “reasonable” needs, adding to signs it will ease real estate curbs."

Asian markets ended well up and it rolled on into the US overnight.

 

[over9k]

am not sure what is usual anymore but the US markets are UP

real investor sentiment or more QE ??

U.S. trade deficit shrinks as exports surge to record high

Record exports sharply narrow U.S. trade deficit By Reuters

Record exports sharply narrow U.S. trade deficit

www.investing.com

Real. Even the market manipulation is in full swing with all the talking heads carrying on about how we're in the middle of the transition from "fed driven support to organically driven growth".

That should tell you what positions the banks are now holding.

 

[divs4ever]

well they are spreading the fertilizer for that growth , on thick .. that could be organic

 

[over9k]

Cross-post:


Aaaaaand the inflation data is in:



Futures gone nuts everywhere about 0.5% in response, banks the best, everything's green as this was already priced in (because of course it was, you'd have to be an idiot not to think we were going to see numbers like this) but the best place to be with inflation is of course crypto, and most of that has run about twice as much as equities.


As far as an economic consequence, real wages have dropped. Wage growth is not keeping up with inflation.

Which, if you know anything about fractional reserve banking/fiat currency systems, should not surprise you in the slightest either.

 

[divs4ever]

As far as an economic consequence, real wages have dropped. Wage growth is not keeping up with inflation.

Which, if you know anything about fractional reserve banking/fiat currency systems, should not surprise you in the slightest either.

not surprised there ( but sadly sometimes i guess right , and this is a time like that )

now will the market be propped up or will they let confidence be shaken , that is the question

 

[over9k]

not surprised there ( but sadly sometimes i guess right , and this is a time like that )

now will the market be propped up or will they let confidence be shaken , that is the question

Everything's deep into the green. Most of this was already baked in, we just got the confirmation.

 

[over9k]

And markets are now of course actually worried about the omicron variant.

Groundhog day.

 

[divs4ever]

Wall Street Opens Lower as Risk Appetite Dries up Ahead of Fed; Dow Down 130 Pts

Wall Street Opens Lower as Risk Appetite Dries up Ahead of Fed; Dow Down 130 Pts By Investing.com

Wall Street Opens Lower as Risk Appetite Dries up Ahead of Fed; Dow Down 130 Pts

www.investing.com

OOPS .. might need parachutes AND oxygen ( this could bounce either way , or both in sequences )

 

[over9k]

Wall Street Opens Lower as Risk Appetite Dries up Ahead of Fed; Dow Down 130 Pts

Wall Street Opens Lower as Risk Appetite Dries up Ahead of Fed; Dow Down 130 Pts By Investing.com

Wall Street Opens Lower as Risk Appetite Dries up Ahead of Fed; Dow Down 130 Pts

www.investing.com

OOPS .. might need parachutes AND oxygen ( this could bounce either way , or both in sequences )

Omicron numbers spiking, more news at 11.

You should only ever be worried when you don't know why something is happening.