Posts Tagged ‘ammo’

Supply Chain Disruption Update

Sunday, September 26th, 2021

All across the world, supply chains that were disrupted by Flu Manchu lockdowns don’t seem to have fully recovered. Maybe it’s because some political entities are still doing lockdowns, or maybe it’s because vaccine mandates are making critical worker shortages worse. Here are a few data points:

  • Remember The Great Toilet Paper Panic of 2020? It’s back!

    Costco warned customers this week about a toilet paper shortage as the wholesale retailer is having challenging time stocking shelves due to supply chain disruptions, according to Fox News.

    Costco told Fox News via an email statement, “Due to increased volumes, you may see a slight delay in the processing of this order.” The retailer noted that the company is “working to fulfill everything as quickly as possible.”

    Costco announced purchasing limits on some products but didn’t mention specific items, saying, “some warehouses may have temporary item limits on select items.”

    Some shoppers have reported other items of Costco warehouses are either in short supply or there are purchase limits.

    Bottled water seems another shortage item.

    As for myself, I made sure to start picking up one of the giant megapacks of toilet paper every trip to Sam’s back when lumber prices started spiking, on the “wood = paper” theory, so I’m set for a while.

  • The semiconductor shortage is getting worse. “A wave of delta-variant cases in Malaysia, Vietnam and the Philippines is causing production delays at factories that cut and package semiconductors, creating new bottlenecks on top of those caused by soaring demand for chips.” Eh, the slice-and-dice portion of the business is some 20 orders of magnitude less demanding than the actual fabrication process, so I expect that hiccup to be overcome quickly. The fab capacity constraints are going to be with us until next year when more capacity starts coming online (or the Biden Recession starts driving the smaller fabless design houses out of business, freeing up foundry capacity). And Biden Administration threats to invoke the Defense Production Act over semiconductor shortages shows that they have no frigging clue how the semiconductor industry works. The auto manufacturers screwed up by cancelling foundry runs last year, which means they’re paying the price this year. No bureaucratic inquiry is going to result in expanded fab capacity, any more than nine women can get together to produce a healthy baby in one month, and there’s no “hoarding” going on.
  • Shortages are also reported of big rig and diesel parts:

  • There’s a gas shortage in the UK over a shortage of truck drivers.
  • It’s even affecting Halloween decorations.

  • On the ammo shortage front, I’m hearing from friends that it’s still pricey, but can be found a bit more readily than last year. According to this report, handgun ammo is starting to be more available, but rifle ammo is still very scarce with hunting season looming.
  • Finally, from back in August, here’s a piece on how supply chain disruptions were going to get worse.

    The demand for shipping containers greatly exceeds the supply, and this has pushed global shipping container rates to levels we have never seen before.

    And once shipping containers are delivered to U.S. ports, there isn’t enough port workers to unload them all.

    It can now literally take months for products that are made in China to get to the U.S. retailers that originally ordered them.

  • Some data points for your consideration rather than attempted prognostication on whether things are getting better or worse.

    Gun News Roundup for December 20, 2020

    Sunday, December 20th, 2020

    Been a while since I did a gun news roundup, but a few items of interest caught my attention:

  • About that ammo shortage:

    Demand actually was on the upswing before the year 2020 even began. Then the dumpster fire that is 2020 wrought havoc on both gun and ammunition availability. This is a pure demand-driven issue. The government guys who may or may not be in black helicopters are not interested in small rifle primers or .22 Long Rifle. Good luck finding either on the shelf.

    How bad is it? Let me give you some anecdotes.

    Just two weeks ago, I received a call that probably should not have surprised me.

    “Do you have any .30-30?” This was not a question I was expecting. I mean, after all, there might be some parachute-cord-wrapped lever-actions somewhere if they haven’t been snarfed up, but .30-30 ammo? Really?

    It seems the friend of a friend was heading out on a hog hunt and left it too late to buy ammunition. Nowhere in northern Virginia could you find a box of .30-30 on the shelf. He was headed for a wild boar trip and had exactly four rounds. I dug into my personal stash to make sure his hunt wasn’t ruined, but this is a symptom of a much larger issue today.

    Back in April, one of our field editors received a call from a pretty prominent gun shop asking, “How much 9 mm do you have?” He answered and was told that he would be paid twice what he paid for it, and a truck would be there tomorrow.

    A friend at Hornady recently reached out to me to ask that I spread the word. What’s going on with ammunition is nothing sinister, nor a conspiracy. It is simple supply-and-demand. In fact, it’s hyper-inflated demand like no one has ever seen. I certainly haven’t in the 30 years that I’ve been paying attention to such things.

    Much has been made of the fact that guns, especially guns suitable for personal defense, have been hard to find. It would stand to reason that, with gun sales at an all-time high, ammunition will not take long to follow. At first, it was 9 mm Luger and .223 Rem., with local outages of things like .300 Blackout and 7.62×39 mm. It is not because the ammunition makers are not working all-out. American ammunition makers have all increased output and productivity as much as they can. They are making more ammunition than they ever have before. As soon as it goes into distribution, it is gone.

    Despite this, they are being hammered by their customers who ask, “Where is the ammo?“ It’s not being diverted to top-secret government contracts. It’s being bought by your friends and neighbors before you.

    Snip.

    With the COVID-19 pandemic, protests, riots and then the most rabid anti-gun platform ever introduced being pushed by the Democratic party, it’s no wonder that people have increased their demand for guns and ammunition. When a candidate for national office—even a poorly performing one—utters, “Hell yes, we’re going to take your AR-15,” what did you think was going to happen?

    This is not even attributable to supply-chain problems, with the exception of the Remington ammunition plant in Arkansas. That plant was sidelined by the sale of the company by an Alabama bankruptcy court. Talk about a series of unfortunate events. One of the largest plants in the country couldn’t make ammo at full capacity because of the financial problems of its parent company. The good news is that Vista Outdoor picked up that facility, and the Vista team is very good indeed at making ammunition. I am told after the first of the year, ammunition will be flowing out of that plant, and many of its workers will be rehired.

    We have been through conditions similar to this before, but nothing like this. It’s to the point that waterfowlers looking for ammo are having a hard time because people looking for defensive loads have decided that steel BBs are better than nothing.

    A friend at a major retailer told me one of his managers was approached by a customer who found a box of .38-55 sitting alone on the shelf. He asked if there was anything in the store that would shoot it, as it was the only box of ammo there.

    This is a great year to be in the replica-cowboy-gun business, but for entirely different reasons than usual. I personally watched a fellow who entered the gun shop wanting a Glock and left with a Uberti single-action revolver in .45 Colt simply because it was the only handgun in the store. Once that was gone, the shelves were bare.

    I have spoken with representatives of every major ammunition company in the United States, as well as quite a few importers. It’s not that they aren’t trying to meet the demand. It’s just the demand is so high that as soon as product enters commerce, it’s gone. There’s an insatiable appetite out there now, and once rumors about ammo being in short supply start leaking out, much like the many primer scarcities we’ve had over the years, the demand increases. Panic begets more panic.

  • Speaking of the ammo shortage, Borepatch sees signs of it at the Palmetto Gun Show in Florida:
    • Ammo was at a premium. Pricing was high and it looks like dealers were buying out other dealers before the show started (and then marked each box up). While I’m not enormously well stocked, I’m well stocked enough not to have to spend $20 for 50 .22LR (!). I mean, seriously?
    • There was a LOT of Donald Trump stuff there, and not in a let’s clear out the old inventory sense. People were walking around in MAGA hats and there was what looked like a lot of fresh inventory being scooped up by the crowd. However this plays out, The Donald is not fading away. Oh, yeah – several vendors had “Biden Is Not My President” T-Shirts for sale and I saw more than one dude walking around in them.
    • Didn’t see any tables of Nazi memorabilia. Might be the first gun show I’ve been to that didn’t sport that.

    The last point accords with my own experience at the San Antonio gun show in October.

  • I’ve supported many of Texas Attorney General Ken Paxton’s recent lawsuits, but not this one: “Texas attorney general accuses firearms website of price gouging at start of pandemic.”

    Texas Attorney General Ken Paxton has accused the Fort Worth-based website Cheaper Than Dirt, which primarily sells firearms, ammunition and hunting gear, of price gouging at the start of the pandemic.

    The AG’s office identified over 4,000 sales that involved price gouging and has directed Cheaper Than Dirt to pay $402,786 in refunds to consumers, according to court documents filed this month.

    Over 100 people have complained to the AG’s office about Cheaper Than Dirt, the Houston Chronicle reported earlier this year.

    The same week that Gov. Greg Abbott made a pandemic-related disaster declaration in Texas, ammunition orders to Cheaper Than Dirt substantially increased. In response to the increased demand for its products, the website raised the prices on hundreds of its products, according to the AG’s office.

    The Texas AG’s office has identified ammunition as a necessity and, as a result, is arguing that those price hikes were against the Texas Business and Commerce Code. The code forbids businesses from “taking advantage of a disaster” by selling “fuel, food, medicine, lodging, building materials, construction tools or another necessity at an exorbitant or excessive price.”

    This is sheer folly dressed up as righteousness. The market pays what the market will bear, and prices adjust to meet demand. As the first of today’s roundup links note, this year’s ammo shortages are overwhelmingly driven by consumer demand. High prices are the market’s signal to bring more capacity online to meet demand. Short-circuiting that signal helps no one. Paxton’s lawsuit displays an amazing ignorance of basic economics.

    To drive home the scale of the current panic buying, I checked on both Cheaper Than Dirt and ammo.com for .45 ACP ammo prices and both were completely out, which I don’t think I’ve ever seen before. The cheapest price over at AmmoSeek is 68 cents a round, up considerably from from the 50 cents I paid at the San Antonio gun show two months ago.

  • The Texas chapter of Gun Owners of America has put videos for gun owners to navigate the 87th Texas legislative session:
    1. Bill Survival 101 (Slide deck)
    2. The TLO Website
    3. Talking to Legislators (Slide deck)

    Useful information if you want to help influence the legislative process.

  • Smith & Wesson sues New Jersey Attorney General Gurbir Grewal for violating their First and Second Amendment rights. In New Jersey Attorney General is an appointed position, and Grewal was appointed by Democratic Governor Pat Murphy in 2018.
  • KR Training’s December newsletter, including the class schedule through March 2021. Plus the KR Training blog has lots of historical firearms training tidbits.
  • Observations from the San Antonio Gun Show

    Sunday, October 4th, 2020

    I finally got my ducks in a row to carry out a roadtrip to the Saxet San Antonio Gun Show, the largest in central Texas, along with Dwight and Mike. (With two large dogs to board, the logistics can be daunting.) My last trip to a gun show was a few years ago, so I wanted to see how The Great Gun Buying Panic of 2020 has changed things. Here are some observations that people of the gun may find of interest.

  • We got there at about 11 AM, and while sales seemed brisk, they weren’t “if you see it you better buy it or it’s gone forever” brisk. At a glance all regular rifle and pistol manufacturers and makes in the usual calibers seemed to be there, with the possible exception of Glocks. Usually they seem to be plentiful, but I don’t recall seeing the usual arrays of new Glock cases. Then again, I wasn’t looking for a Glock, so I might just not have seen them, or the dealer mix was Glock-lite.
  • I was looking for a Smith & Wesson M&P15 in 5.56 NATO/.223, and boy prices have gone up on those. Used to be you could find them in the $550 to $600 range. You could find them in stock boxes at the show, but they started at $998. Supply and demand has driven this one through the roof.
  • My less scientific survey of pistol prices suggests they’re up as well, but not as much, and I got the impression that quality name-brand models were generally up some $100 to $150 over a few years ago.
  • Ammunition prices were also up, and business also seemed brisk, but didn’t suffer from the “put it out and it’s gone” condition people seem to be finding at their local sporting goods shops. I bought 50 rounds of .45 ACP ammo for $25 (and brass, not steel). That’s up from the 33 cents a round I used to pay, but not up as much as I expected.
  • Again, I wasn’t looking for them, but reloading supplies seemed nearly non-existent. The Great Primer Shortage of 2020 continues apace.
  • The San Antonio Gun Show was a whole hell of a lot more diverse than the average antifa riot, with Hispanic, black and Asian attendees. It also seems to skew younger and with more women (maybe 25%) than in previous years.
  • Out: The weirdo Nazi memorabilia dealers you used to find at gun shows last century. In: People selling quilts, water softeners and beard oil (two different vendors for the last).
  • While we were in San Antonio, we tried to hit various Half Price Books locations. Two trips were successful, but but two others stores (including the Broadway location) were inexplicably closed, with locked doors and “closed to foot traffic” signs on the windows.
  • On the way to the show, we had some excellent breakfast tacos at Lucy’s Tacos in San Marcos, which is just a trailer next to a convenience store with three picnic tables under a vine-covered gazebo.
  • On the way back, we had some fine German food for our Saturday Dining Conspiracy at Alpine Haus in New Braunfels.
  • There are still a lot of gun shows in Texas on the calendar between now and the end of the year.
  • Well, That Was Quick

    Tuesday, April 1st, 2014

    Lucky Gunner is offering Shrimp Boy Tactical Statesman Ammunition.

    Lucky Gunner is proud to announce that we now have in stock a special batch of 9mm Statesman Ammunition™. Originally made as a special production run for a California state official, the ammo will not reach its intended customer due to pending legal proceedings and is now being offered for sale to the public at a deep discount!

    Featuring the Triad-Tech™ bullet from Shrimp Boy Tactical for enhanced accuracy, each round is meticulously made to ensure reliable ignition and all rounds are incredibly corrosive. Don’t get caught feeling stung, elect to buy some Statesman 9mm ammo today!

    I don’t currently own a 9mm, so I’ll have to pass. But you have to admire the rapid reaction speed of the American entrepreneur…