State Government “Stay at Home” Orders Expanding – Nothing Quite Grabs Your Attention Like a Convoy of Humvees Driving Down Main Street…

Comrade citizens, if you don’t believe there are local, state and federal contingency plans to activate the National Guard as a police authority you have not paid close attention over the past three decades.  However, nothing quite grabs attention like a convoy of Humvees and MWRAPS driving though Main Street…

In this small example of what is happening on a national scale, Illinois State Police and Chicago police prepare to enforce Governor  Pritzker’s “stay-at-home” order.  WATCH:

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Watch for the words: “opportunity”, “challenges” and “support” when used within a sentence that describes the deployment of the national guard.

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PA Turnpike Authority Reopens Closed Service Stations To Support Truckers…

Math is math. It doesn’t take a rocket scientist to do the math, understand the logistics of the current extreme demand, recognize that fixed assets are limited, and realize if you shut down essential services for truckers the total supply-chain will suffer.

On March 17th Pennsylvania officially shuttered all Turnpike service plazas in response to coronavirus concerns. However, the decision was ridiculously short-sighted as long-haul and regional Truckers depend on fuel stations, bathrooms and restaurants along the route. Thankfully PA officials realized their error and reopened the service stations yesterday.

PA Authority – The Pennsylvania Turnpike Commission has agreed to reopen all of service plazas that they shuttered earlier this week for Coronavirus.

All 17 closed service plazas are set to reopen at 7 a.m. on Friday, March 20, according to a news release from the Pennsylvania Turnpike Commission.

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An Important Message From Agriculture Secretary Sonny Perdue…

Agriculture Secretary Sonny Perdue has an important message about the U.S. food sector. With shortages in the retail food (grocer) sector the last part is key…. “don’t take more than you would normally use in a week or two.”  WATCH:

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The aspect that most models are missing, is the pressure on the supply-chain will not soon end.  The restaurant sector (‘food away from home’) appears to be operating at far less than half capacity (perhaps as low as 25%) due to coronavirus restrictions.  As long as those food consumers remain shifted into the retail supply chain (food at home), there are going to be long-term shortages due to capacity constraints and distribution limits.

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Mutual Agreement – U.S. Closes Mexico and Canada Border Blocking Non-Essential Travel…

Earlier today President Trump announced the closing of the southern border (Mexico) and northern border (Canada) to non essential travel. Entry/Exit for trade and business travel will continue to operate with additional screening.

PROTECTING PUBLIC HEALTH: President Trump is taking action at our northern and southern borders to prevent further spread of the coronavirus in the United States.

♦ The United States has reached mutual agreements with Canada and Mexico to restrict non-essential travel across our northern and southern borders.

♦ The United States will expeditiously return aliens who cross between ports of entry or are otherwise not allowed to enter the country, as the facilities in which these aliens would normally be held cannot support quarantine for the time needed to assess potential cases.

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Great News – Kevin Hassett Returning to White House To Assist With COVID-19 Economic Response…

Former White House Council of Economic Advisers Chairman Kevin Hassett is returning to the administration as a senior economic advisor to President Trump during the COVID-19 response.

Kevin Hassett is very sharp and a happy warrior by disposition.  Hassett was excellent as CEA Chair and no doubt his rejoining the economic team with an advisory position to President Trump will bring a great voice back to the crew.

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Positioning – Nikki Haley Resigns Boeing Board In Advance of Likely Bail-Out…

If Mitt Romney and Hillary Clinton had a child, it would be Nikki Haley.   Ms. Haley and her paid staff of political wind-testers, are constantly scanning the horizon for optics and issues that might upend her aspirations to the presidency.  Today she quits the board of Boeing after the likelihood of a government bailout starts to rise….

(Via CNBC) Former U.N. Ambassador Nikki Haley stepped down from Boeing’s board of directors after less than a year because she opposes government aid to help the aircraft manufacturer weather the coronavirus crisis, the company said Thursday.

Boeing earlier this week said it is seeking $60 billion in government aid for itself and its massive supply chain because of the virus. The manufacturer’s suppliers include United Technologies, General Electric, Spirit Aerosystems and dozens of others. The administration hasn’t yet said what Boeing, a top U.S. military contractor could receive.

President Donald Trump this week threw his support behind the manufacturer, saying: “We have to protect Boeing.”

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California Orders State-Wide Lockdown – All Residents Must Stay at Home…

Comrade citizens, California governor Gavin Newsome announced today he has issued a statewide “stay at home” order.  California residents can only leave their homes when necessary and/or critical during the coronavirus pandemic.

Public gatherings are not allowed. [Executive Order HERE] Under the order California residents can travel alone and visit: Gas stations, Pharmacies, Grocery stores, farmers markets, food banks, convenience stores, take-out and delivery restaurants; Banks and Laundromats/laundry services.

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[California COVID-19 Details]

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Specific Retail Food Shortages Will Not Soon Improve, But the Overall Food Supply Chain is Very Strong…

We are entering into phase-3 of the supply-chain distribution shortages within the retail food sector.   Phase-1 was immediate impact.  Phase-2 was the spread to the warehouse and distribution.  Phase-3 impacts are further upstream, processing & suppliers.

The current shelf-stock shortages are not soon to reconcile; however, the shortages are still in the regional phase.  Meaning there is a big difference in the availability of products depending on the type of distribution network, and the specific retailers, in your area.

The ‘spider-spread effect’ happens when large metropolitan chains, serving large urban and megalopolis areas (1 million+ residents in 50 mile radius), reach a critical shortage in their supply network; and those residents then drive distances to locate their needs.  This is going on now across the country as regional supply chains try to keep up with demand.

Most consumers are not aware food consumption in the U.S. is now a 50/50 proposition. Approximately 50% of all food was consumed “outside the home” (or food away from home), and 50% of all food consumed was food “inside the home” (grocery shoppers).

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