July 18th, 2021 • 3h 57m
Shownotes
Every new episode of No Agenda is accompanied by a comprehensive list of shownotes curated by Adam while preparing for the show. Clips played by the hosts during the show can also be found here.
Pandemic of the Unvaccinated
Pfizer Marketing
UK
Supply Chains
Supply Chain by the numbers
Yantian port has created 765,000 TEU (twenty-foot equivalent unit) backlog and 100% of capacity is booked. This means if you need to ship something, you have to pay to displace another shipper. Even if you have a firm shipping contract, continued disruptions make actual shipment schedule difficult to predict.
Vessel rates have reached a level that smaller vessels (formerly $5,000 per day and now $60,000 per day) used in the Australia/India/China/ME routes are being transferred to China/Europe and China/US routes and vessel owners are demanding and getting 3-5 year charters. Cost per container up from $11-12,000 to $20-25,000 making low value bulk items (his example was cheap refrigerators) prohibitively expensive while low bulk, high value products such as fashion clothing can absorb higher rates.
Lars noted some large retailers indicated they would absorb the higher costs, even at a loss, for competitive reasons and that shippers had serious credit concerns over smaller retailers due to the cost of inventory tie-up and higher shipping costs.
Exports from US, especially low-value foodstuffs, have a more difficult time getting containers because the value of shipping from China is not worth tying it up to unload so containers are returning empty. US to China container rates are normally 25% of the rate from China to US but now only 5-7%.
Container “shortage” is driven by slow supply chain issues. Normal Shanghai to Chicago container use is 35 days and now is 73 days causing a doubling of tied up containers and inventory for their customer. New manufactured containers (normally 200,000 per month but now 500,000 per month) compares to 40 million containers so it is not having a material impact and he expects a surplus of containers as things return to normal in 2022.
Page 16 – expects earliest normalization is Q4 2021 but lists caveats including this is peak season that could complicate already stressed ports, more slowdowns for whatever reason, the normal Chinese New Year slowdown in January and 2022 US West Coast labor contract.
Six Week Cycle
South Africa
South Africa and WWF
To understand what's going on in South Africa –and why it's different from the CRT nonsense in America– you need to look at the history of intelligence networks and covert operations in Africa. A good point of entry to this clandestine world is this exposé on the the World Wildlife Fund. It explores the founding of the WWF, the people involved and how they use this NGO to support paramilitary operations that run destabilization campaigns all over Africa —to fight against groups who are trying to end the exploitation of their people and their nation's natural resources by powerful interest groups:
"In 2019, BuzzFeed News broke several stories detailing human rights violations by the World Wildlife Fund for Nature (WWF). The publication found that, since 2009, as part of its 'anti-poaching' efforts, the WWF has armed, trained, and funded paramilitary units, located in six different countries, that committed various abuses — torture, sexual assaults, and murder of local villagers. The non-government organization (NGO) was also found to have evicted tens of thousands of indigenous residents to make room for Chitwan National Park in Nepal.
BuzzFeed portrayed these abuses as a dangerous — but fairly recent — side effect of the conservation movement’s increasingly militant war against well-armed poachers.
The truth — barely touched upon by mainstream media — is much more insidious than that. The WWF serves a larger purpose: for powerful interests to cordon off land for the exploitation of natural resources. It may even serve as a cover for covert military operations.
To unpack these loaded claims, the story of WWF’s militancy will be broken into two parts: the history of the organization’s founder and his involvement in clandestine activities, followed by its more recent alliance with corporate and military partners." ...
Boots on the Ground- South Africa Riots
My brother-in-law is from the province of Kwa-Zulu Natal, the same province of former SA president, Jacob Zuma. His brother, mom, and grandmother still live in this province, along with extended family. I'm reporting this because it has not seemed to be widely covered by the M5M. And if they have covered it, they've covered the injustices of apartheid and inequality rather than focusing on the reason why Zuma got arrested.
His family has been stuck in their house for 6 days. They live in a gated community, but don't have security surrounding the residential area. Neighbors have volunteered to watch the gate with guns to keep rioters out.
People are not going to work because of the riots and killings, and they're afraid the water will soon turn off/run out. They have been keeping buckets of water in their house just in case. The grocery stores have either been looted or closed, and his family is running low food, as they go shopping for groceries frequently and do not stash food for long. Today, they waited in line at the one grocery store for 9 hours. This store was open for limited hours but only selling bread and milk because of limited supply and emergency shipments. His brother and mom didn't even get to the front of the line in time before the store closed. They will try again tomorrow and get there even earlier in hopes they can get food.
My sister called me crying after talking with her brother-in-law. Their Uncle's auto shop was looted and destroyed. He said that he's scared for their safety and he feels like he's in the movie The Purge. I've attached a video below from CBS which does a decent job of what's going on, but lacks testimony from people that are terrified the gangs and rioters will enter their neighborhoods.
Please send South Africa good karma/prayers at this time if you can, it would be much appreciated! ❤️
Thailand
Thailand starving
Spoke to a friend who want to remain anonymous
Thailand. You won’t see this anywhere, but there are mile long lines of people hitting up the temples for food and charity. Apparently massive food shortages in regions of Thailand. A lot of poverty since the tourism has turned to shit.
Moreover, the delta, or as they call it, the “Indian virus” is reeking havoc with a 100 people a day dying with this version of the Chinese Bat AIDS. Last year, they were relatively unscathed, but this year it’s not been good.
It’s really put a dent in things over there but it’s not being reported and my buddy could be jailed for passing the information on.
Climate Change
The Purge
Defense Attorney on 500 arrested and held
Please keep my name anonymous but feel free to share the rest of this “boots on the ground” report on the show if you wish.
I’m a criminal defense attorney in Northern Virginia and I’m representing a couple of the Capitol protestors, and also in communication with other defense attorneys who have Capitol protest clients. You mentioned the atrocity of these delayed trials, and I wanted to give you some context for how awful it really is.
By statute (18 USC 3161), federal trials must commence within 100 days of arrest (30 days after arrest to indict, and 70 days after indictment to trial). We are WELL past this deadline. Some attorneys with clients who are not detained have agreed to short delays in their clients’ best interest, hoping for a better plea offer. Attorneys with detained clients objected, but the court still gave the government extensions of 30-60 days for them to produce discovery and make plea offers, before even thinking of setting a trial date. And now, trials are set for the end of this year and beginning of 2022.
The government has consistently justified their delay by relying on 1) the massive amount of discovery they have to comb through and produce, which includes people’s Facebook accounts and surveillance video of everybody in the Capitol, 2) trying to figure out internally how they’re going to handle the cases, and 3) the sheer number of the cases. Over 500 people have been arrested so far just for these protest cases. In an average year, the DC Federal Court handles less than 300 cases, so they’ll have nearly triple that amount this year (500 protestors + 300 regular cases).
Here’s an idea, why don’t they choose to NOT prosecute some of these cases?? The government continues to act like their hands are tied by the number of cases, as if they have no power to do anything about it. Which, of course, is false. They could decline to prosecute the lower-level trespassers (I’ve heard them called MAGA tourists), or offer them deferred prosecution agreements (dismissing the case after a period of probation). Yet, we’ve been told that NOBODY is getting offered a DPA, even though DPA’s were offered to rioters in Portland who actually tried to burn down a federal courthouse.
This, of course, stinks to high heaven of political retaliation by the new administration against supporters of the old. Unfortunately, that is not a sufficient basis in the law for getting a case dismissed.
Sorry for the long note, but I’m really passionate about my job, fighting against government overreach and fighting for individual liberty, so this situation really touches a nerve for me!
Also, the clip from 1363 about the lego Capitol, where the reporter says “prosecutors rarely include unimportant info in charging documents” — thats bullshit. They do it all the time.
Thank you for your courage,
