You may not be that far off.
Got information yesterday from another guy who works for Wisconsin Tissue Corp. Said that the warehouse is so full of TP and Paper Toweling they cant hardly find anywhere to put it.
I got cousins in the paper industry in Wis and they are all saying the same thing.
Now you tell me what the hell’s going on?
one difference is that TP will keep, so it can be sold sometime, milk doesn’t keep so well.
I have a good friend that sells alfalfa, largely to dairies in the eastern US. Every city has to have a dairy within about 150 miles or so, but land is too expensive to buy and seed with alfalfa, so they buy trailer loads of it 600 miles away.
The distribution network is clogged right now. With reduced staffing almost everywhere off loads are taking longer. With general reduction in retail a lot of stuff just has no where to go. Meanwhile the brokers that arrange load transportation are into serious lowballing right now. Generally offering around 50 cents a mile, which is about half of what most folks need for a run to be profitable. When you lose less money sitting than hauling, things aren’t going to haul.
Guessed this might happen. Everyone hoarded toilet paper. Now they're sitting on a year or two's supply. Why buy more?
Supply chain steady-flow states got totally interrupted in many sectors.
Next, there will be reversal shocks as idled restaurants, sports venues, festivals, schools and others go back online and require full restocking of all their fresh foods.