Ferrari Mailing List: Re: There’s a lot of cocaine out there….

[BRITT ROTHMAN (britt2asa]

I’ve personally visited the huge Northvolt recycling plant here in Sweden. NMC can be recycled to new cells fully. LFP not at all but it’s cheap so guess what people go for. (80 percent of our output is NMC batteries but in  most the world the Chinese control the LFP market and cells with their garbage.

BR.

Sent from my iPad

On 3 Jan 2022, at 17:22, Rick Moseley <ramosel [at] pacbell.net> wrote:



And a rapidly depleting resource.

Not to mention regular meltdowns inside the EPA where they are having aneurysms over stockpiles of spent lithium whatevers piling up all over and half their top administrators saying "shhhhhhh....  green new deal, we can't tell the public"

On Monday, January 3, 2022, 07:46:40 AM PST, Erik Nielsen <judge4re [at] gmail.com> wrote:

The industry has a rude awakening coming.  Lots of misallocated capital.  

On Mon, Jan 3, 2022 at 9:45 AM Clarence Romero Jr. <clyderomerof4 [at] gmail.com> wrote:

As 

The Godfather said

Just make them an offer they couldn’t refuse!

Clyde Romero

If you have no enemies

You have no character ! 

Scars are tattoos with better stories!

When you're out of F-4's you're out of fighters!

On Jan 3, 2022, at 9:31 AM, BRITT ROTHMAN via Ferrari <ferrari [at] ferrarilist.com> wrote:

I’m in the lithium battery business. We have to order 2 years in advance to get cells. ( non Chinese ones but even those are 1 year plus lead times). Suppliers then say they are raising prices by 20 percent despite the agreed and confirmed orders. ( these are legal contracts on buying cells with millions of USD each). If you don’t want to pay then no worries, there are literally 50 customers in line behind you that will pay and will take anything you don’t want . ( kind of like buying a new Ferrari I guess). Want to argue? Your supply chain vanishes…..

I was taught JIT as the absolute 100% way to run a business back at UF in the late 80s, business school. It’s all wrong now. Everyone is building and buying warehouses. Just in Time doesn’t work when you have no control on shipping prices and time plus the modern pandemic world. We see 6 month leadtimes on parts that were 3 weeks just a year ago. It’s Just NOT in Time now in manufacturing. 

Britt in Stockholm

Sent from my iPhone

On 3 Jan 2022, at 06:45, Peter Rychel <dino308gt4 [at] hotmail.com> wrote:



Our company went big (had to, no choice) for this a few years ago when we were bought out.

 

Great concept, but it’s amazing how everything goes for shit when one doesn’t put back a particular part/tool after it’s use.

 

And as Rick pointed out, “on time supply” has killed a substantial part of our business, certainly amplified because of COVID... We had to scramble at some points because we got surprise notices from our suppliers that some items were back ordered for MONTHS. How do you tell a customer that when they expect to be back on the road within an hour or two?

 

www.creativesafetysupply.com - 5S

 

Peter

 

Sent from Mail for Windows

 

 

From: Douglas Anderson
Sent: January 2, 2022 7:07 AM
To: 'Peter Rychel'
Cc: 'The FerrariList'
Subject: RE: [Ferrari] There’s a lot of cocaine out there….

 

I’ve been out of it for a bit.  Does this program have anything to do with a W. Edwards Demings process?

Doug

 

From: Ferrari <ferrari-bounces+dnt=dock.net [at] ferrarilist.com> On Behalf Of Peter Rychel
Sent: Saturday, January 1, 2022 11:07 PM
To: DOUG <dnt [at] dock.net>
Cc: The FerrariList <ferrari [at] ferrarilist.com>
Subject: Re: [Ferrari] There’s a lot of cocaine out there….

 

As long as you’re employing 5S principles, you’re in good shape.

 

Peter

 

Sent from Mail for Windows

 

 

From: Rick Moseley
Sent: January 1, 2022 4:32 PM
To: PeterGT4
Cc: The FerrariList
Subject: Re: [Ferrari] There’s a lot of cocaine out there….

 

The same theorem applies to flat surfaces in my shop…

On Jan 1, 2022, at 08:57, Douglas Anderson <dnt [at] dock.net> wrote:



Yeah – but be careful . . . nature abhors a vacuum.  Pretty soon it’s all filled up. 

 

 

It really become a mess.  Especially if I want the blue GT 40 off the rack in the back, man, I have to move a lot of cars.

 

:  )

Doug

 

(oh, mine?  Hoo Hah – this is Hillbank Motorsports garage in Irvine, CA.  Nice guys.)

 

 

 

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