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May 2022
FEED & MEDICATION
NEWSletter
320-235-8860
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Hello All,
I don't know about you but I can't wait for a few things to change.
My family will tell you I am a story teller. {Sometimes I get lengthy} So the short version is in red, longer in blue.
Short… May looks to be a pivotal month for predicting how several Supply Chain issues could improve or get worse.
Long… Several factors look to shape the Supply Chain.
1) 22,000 unionized workers at 29 ports on the West Coast are scheduled to begin contract negotiations on May 12. The current contract runs out at the end of June.
2) According to data accumulated by DAT Freight & Analytics, trucking rates fell over 55 cents from $2.78 per mile in January to $2.23 on April 14. See link below to read how many truckers pay may change with legislation introduced on April 14 called "The Guaranteeing Overtime for Truckers Act"
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3) How much longer will China’s COVID lockdowns last? When exports from China ramp up again it likely will create backups at US ports. See link below to see current ships at port and in transit.
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4) Before the Russian invasion, Ukraine was predicted to account for 12% of global wheat exports , 16% for corn, 18% for barley and 19% for rapeseed. These and other key commodities will certainly go up in price if Ukraine is unable to plant historical acreage.
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Short... What is up with the weather?
Long... There has been more extreme wind this year than I can ever remember. Precipitation has been off the last couple of years. We have an extreme drought situation in the Western United States. See link below for more details.
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Short… AI is continuing to wreck havoc on the Poultry industry.
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Long... Avian Influenza is disrupting the poultry industry as I write. For those of us that remember 2015, all indications point to this outbreak being more detrimental.
Click on the link to the left for a USGS map of the latest outbreaks.
Click on the link to the left for a look back at June 2015.
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So far this year Avian Influenza has caused the loss of over 30 million commercial birds .
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Did you know an email can give you a surprising amount of information?
Using various available analytics, I can learn how many people opened this NEWSletter, on what kind of device (computer or phone), what country, how long they stayed, what links were viewed, and for how long they were viewed. Scary isn't it. What April's letter told me was 30% of you like links. I repeated and added a few more this month. 30% is much higher than national average.
Let's hope we see some positives changes this May.
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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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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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The first article is from Greg Miller. He is the editor of Freight Waves, you may have guessed his work is some of my favorite to read as his articles show up in my best reads every couple of months. This article starts slow, but midway it starts to make you really think about the future of the Global Supply Chain.
The second article foretells the problems with China's Covid lockdown policy.
The third article is the Rabobank North America Agribusiness Review, report summary for April 2022. It has many storylines you are hearing about in the news. It also contains a few you will be hearing more about in the coming weeks and months ahead.
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If globalization is really over, what happens to supply chains?
Supply chain crystal ball is cloudy
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Get ready for the next supply chain shockwave
Cargo backlogs in Shanghai a precursor to global port congestion as COVID crisis drags on
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Report Summary: Economy, Logistics, Consumer, Cattle, Corn, Dairy, Farm inputs, Feed, Fruits, Pork, Poultry, Soybeans, Tree Nuts, Vegetable, Wheat, Cotton/Rice, Input Cost, Forward Price Curves.
Rabobank April 22, 2022
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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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