Ghoul
Member
I did like the rationalizing on what is to be gained by causing a panic buy since no one will be left to buy your gear once they are stocked up.
To be honest, I'm more concerned about the crack down on small packages as a driving force behind "stocking up" from overseas sources.
I got a lot of "congratulations" for advising a stock up.
The truth Is I didn't foresee this move by the Chinese authorities. My entire premise is based on the impending de minimus crackdown. which is still ahead of us.
If the raws supply doesn't return to normal, the shipping crisis is going to be even more impactful to availability and prices.
A lot of people don't realize the shippers do not want UGL's business, and many "delayed" shipments are Chinese companies discovering this stuff being included with their legit cargo. which is responsible for 99.9% of their profits, returning the illicit stuff to China, and forcing the UGL to find another way to send it. It's happened to QSC several times, and I suspect what caused the issue with GA. QSC is relatively open about it. It happened to Dragon Pharma early in 2024 causing a multi month delay.


