• 141 Posts
  • 4.48K Comments
Joined 3 年前
cake
Cake day: 2023年7月5日

help-circle













  • I double checked myself:

    Key Headwinds: Challenges Threatening Survival and Growth

    Structural Talent Crisis: The “Silver Tsunami” and Skills Gap

    This is perhaps the most lethal long-term risk. A wave of retirements is sweeping away highly skilled moldmakers, while younger generations lack both the expertise and the inclination to enter the trade. Decades of offshoring have created a massive break in knowledge transfer, leaving shops unmanned and innovation stifled

    From

    Critical industries such as food and medicine rely greatly on foreign tool makers. In the case of global conflict, the United States is not in the position to easily bring manufacturing of critical components back to its own shores in a timely or cost-effective manner.

    From

    Notice the dependency isn’t just on Canada. It’s also on China, Mexico, etc. The Canadian dependency of US automotive is just one part of the problem. A lot of production in the US and Canada is dependent on overseas materials and parts even when the product says “Made in Canada.” This is why folks who focus on critical minerals are missing the forest from the trees. The most serious dependency is the labour and production expertise that’s been shipped overseas - a structural problem. Recreating that is a many-year-long process that can’t be fulfilled by the market, as the market already decided against it. I’m not saying we shouldn’t do it. Just casually sizing the problem and the solution in the context of dependence and independence of other countries.




  • Asked about raw materials coming in from countries like Canada, Trump said “we have a lot of our own raw materials.

    As long as this doesn’t turn into “We’ll take the resources we need. Otherwise China or Russia will.” we’re good.

    Also it’s pretty funny looking at Farley’s face there, who knows full-well that Ford can’t manufacture vehicles in the US at present without Canadian parts production. AFAIK there is not enough skilled labour in machining / tool-and-die left in the US to even start production there.