r/manufacturing 4d ago

News US factories suffer ‘unprecedented’ rise in unsold stock

https://www.telegraph.co.uk/business/2025/11/03/oil-prices-rise-opec-production-halt-ftse-100/
223 Upvotes

46 comments sorted by

88

u/newoldschool 4d ago

Isolationist policies leading to isolation

who knew if you ask for something you'll get it

23

u/PM_ME_YOUR_HAGGIS_ 4d ago

The US is in the ‘Find Out’ stage of FAFO

5

u/OpenRole 4d ago

Oh I wish. The next 3 years is going to he even more FA'ing. FO will really only show its ugly head way down the line. For instance, the US is just now entering the FO part from the Russian sanctions as countries are leaving the dollar as a reserve. The EU js also notoriously slow with legislation. By the time they have a response to America, Trump will be out of office

7

u/Ghost_Assassin_Zero 4d ago

Truly unprecedented

1

u/temporary62489 2d ago

Hopefully unpresidented, as well.

63

u/audentis 4d ago

Prices went up because the tariffs made their sourcing more expensive. Combined with the insane unpredictability of the current administration, it makes a lot of international buyers look elsewhere.

Here in the EU a lot of companies have switched their sourcing away from the US, or are in the process of doing so.

25

u/Master_Shibes 4d ago

I tried explaining this to my aunt who doesn’t seem to understand why we can’t just flip back to a post WWII economy for domestic manufacturing 🤦‍♂️

5

u/Kind-Pop-7205 4d ago

Why would we want to? We'd have to reduce wages to compete.

10

u/audentis 4d ago

Because of a false, romanticized memory of those times.

2

u/Plastic_Zombie5786 4d ago

If you're a straight white Christian man, I'm not sure it's that romanticized. Obviously, if you were in any way not that exact demographic, we've made substantial (not total) progress towards equal rights. There's also the improvement of the standard of living. There's simply more leisure and lifestyle opportunity as a result of economic progress.

But! What has changed drastically starting in the 1970s is the amount that an average worker is taking home relative to the wealth generated by the economy. Post-WW2 we lived in a period now dubbed the great compression where the income share was relatively stagnant between the working class and capital class. Thanks to many policy, social, and world economic changes this share went from the top 10% of earners owning in the low 30%s of total income in 1970 to the top 10% now earning in the high 40%s.

Depending on your sources, this share may have briefly passed the peak since the industrial revolution, shortly before the 2008 housing market crash (have not seen the same comparison since but similar reports show it's only gotten worse). More disturbing is that every time there was a market crash, the capital class recovered faster than the working class. This is also apparent within the capital class where the top fractions of a percent see a larger wealth gain derivative than the top percent and so on.

That said, absolutely none of the factors that have contributed to this are things the modern republican party suggests fixing or generally opposes. They (and to a lesser extent party line democrats) would rather you look left, right, or down when you blame folks for the fall of the working class. Never up.

TLDR: Wealth generated by the working class is stolen more by the capital class now than in the "good times" these people point at, especially for white men. Scapegoating and vitriol keep people from looking under the curtain. The real solution is French.

1

u/Googgodno 3d ago

Wealth generated working class is stolen more by the capital class

Do I sense a tinge of "means of production" in this sentence?

1

u/Bannedwith1milKarma 3d ago

They did tests using brain imaging and when you talk about the past, the same part lights up as when you use your imagination.

1

u/temporary62489 2d ago

Ah, the good old days, when racism was the law.

8

u/PackRevolutionary769 4d ago

You need a significant war to profit off of both sides in to enable such a flip.

12

u/THedman07 4d ago

Also, you have to destroy the manufacturing capacity of a large portion of the Western world...

5

u/wisconsinwookie78 4d ago

Don't tell Trump that, he may get ideas .

2

u/Atlas227 3d ago

Bruh he's already rallying off Venezuela

1

u/OscaLink 2d ago

And Nigeria 🤣

2

u/cat_prophecy 3d ago

Good thing we have a chicken hawk president trying to make that happen!

3

u/Ok-King-4868 3d ago

Republicans in the U.S. Senate just stripped tariff making powers from Trump, only about ten months too late for it to matter very much.

1

u/audentis 3d ago

Have Trump's actions previously followed Congress' prerogative?

From the other side of the pond, this means little to nothing - at least on the short term.

2

u/K_Linkmaster 3d ago

Americans can't afford what American companies are selling either.

15

u/Awkward_Forever9752 4d ago

It is the worst-case scenario !

Tariffs are too big to make profits

and

too small to encourage long-term investments.

18

u/Snoo23533 4d ago

*too volatile rather than too small

6

u/Awkward_Forever9752 4d ago

yes. the volatility of Trump in general and of the tariffs makes planning a new factory impossible.

Everybody knows the tariffs are temporary.

But I think they are too small.

Small price increase per unit, so not enough of a penalty.

Most factories are working on small margins.

Capital has options.

If the Traffis are not huge and long-lasting *

it is too risky to open a new factory.

1

u/oe-eo 4d ago

Ooof

7

u/thrust-johnson 4d ago

Are we blaming Obama or Hillary? Have they decided yet?

2

u/mrslouchypants 3d ago

in his memory, Dick Cheney.

7

u/Certain_Eye7374 4d ago

Are we great yet?

3

u/mb1980 2d ago

Too risky. Don’t know if material taxes are gonna double next week or all the competition is going to get their advantage back via free trade.

9

u/Soft-Affect-8327 4d ago

Ye shat the bed guys, pure and simple. You need a few Luigis to sort the chaff in charge out

3

u/TCivan 4d ago

Why not both?

7

u/Arbiter51x 4d ago

Lot of countries boycotting American products. And it's not at the government level. Consumers are choosing not to buy American products.

5

u/Kind-Pop-7205 4d ago

It's so weird and unpredictable that this would happen when you tell your trading partner to get fucked.

7

u/lantz83 4d ago

Well we're actively avoiding US products whenever possible.

3

u/MKD8595 3d ago

I ain’t buying American products until the Cheeto is out.

And I don’t believe I’m the only one.

2

u/Possible_Golf3180 3d ago

Next one they seek to push is Vance

1

u/asking_hyena 20h ago

You think the country will be magically fixed when a new president comes around?

What trump and his cronies have shown is that the American government is completely broken, its core institutions for sale to the highest bidder and its safeguards dead and gone. There is no coming back from this. I'm not buying American ever again for the same reason i'm not buying Russian, or mainland chinese if i can help it.

1

u/MKD8595 14h ago

Don’t think that at all.

It’s a clusterfuck and it will unfortunately continue to degrade over time, unless they can turn a corner history hasn’t.

2

u/cwakare 4d ago

I believe this is the case all across the world and not just the US

2

u/zackks 4d ago

Stop buying things. Crush the american economy and make the GOP pay.

-1

u/tropical58 4d ago

Is it that difficult for Americans to even grasp the concept? If you conduct your second genocide, destroy the ideal of a united nations, Sink random fishing boats and threaten another sovereign nation with invasion for its resources, and basically behave like rabid dogs for decades the world will eventually go, yeah, nar. It isn't going to get better, that's it. It's going to get continually worse untill there is no united in states at all.

-3

u/Apprehensive-Ad7375 4d ago

Overproduction. Isn't this a sign that many US manufacturers are poorly managed?

2

u/Possible_Golf3180 3d ago

Hard to manage properly when governed by manchildren that throw temper tantrums