September 30, 2024 • 38 mins
How long could a union strike last? Ross Kennedy joins Jesse to explain why the longshoreman strike matters to you. Is a food shortage on the way even with something as short as a day long strike? A brief note on hurricane charities. Why is FEMA not helping more after Hurricane Helene.
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Episode Transcript
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Speaker 1 (00:11):
This is a Jesse Kelly show. It is the Jesse
Kelly Show. Let's have some fun on a Monday, and
it's going to be a huge show, a huge week
for you on the Jesse Kelly Show. Let's just dive
(00:33):
right in. First of all, I will talk briefly, try
to talk briefly about the hurricane flooding going on right now.
We'll address that a medal of honor Monday. About an
hour from now, we have a little Jesse was right segment.
Actually I take that back, I just misspoke. We have
a couple of those tonight. That's always a good time.
(00:56):
This doc strike that is coming tomorrow is the biggest
deal nobody's talking about. And I have an expert on
all that stuff, supply chains, shipping doc Ross Kennedy is
going to join us about a half hour from now.
I don't usually say you'd need to hear something, but
(01:17):
that's something you should probably stay around for. You should
probably hear that about a half hour from now. All that,
so much more coming up tonight on the world famous
Jesse Kelly Show. And it is a big night. From
John Carey to Bill Gates. We got to go after
some commies tonight. I even have some voicemails. Some were great,
some were hey, some were just the disaster. All that
(01:41):
and more coming up on the world famous Jesse Kelly Show.
All Right, first, let's talk about Helene and more specifically,
I want to talk about why I'm not going to
talk that much about Helen tonight. For those who maybe
are way outside of the know, maybe you were in
the mountains for the weekend, had your phone off. All
(02:01):
that stuff's fine, But this hurricane came through. Hurricane itself
was bad. It was a Cat three. That's a salty
hurricane for sure, But as it made its way up
through Tennessee, North Carolina, obviously hit Florida, it unleashed flooding.
(02:23):
That is just honestly, the pictures, the videos, the things
that I've spent the last twenty four hours consuming, they're
very hard to see when you see people going through hell.
As you are listening to the sound of my voice
right now, there are so many people missing, there are
many people who are dead. The damage, it's awful. It's
(02:46):
everything about it is completely awful. And it's another reminder.
We hate these reminders because it makes us feel small. Well,
I should say it reminds us how small we are
that for all the incredible power of mankind to create
for himself cities and towns and spaces and areas, the
(03:10):
power of nature is still such that it can wipe
it all away, if that's the way it goes. And
it's scary to think about. I live in a hurricane area.
We witnessed it with Hurricane Harvey. The flooding, the devastation.
It's just you think you're fine and then your house
is underwater. So first, let's just do this. We need
to pray when people are going through what they're going
(03:33):
through right now. You don't have to wait till the
show's over, please, don't. We need to pray. This is
a time to pray. Every time it's time to pray,
but this is a time to pray for these people.
That is one two as far as helping goes. I
have some things that I'm looking at. Organizations not mine.
(03:56):
This won't be me, organizations looking at and I'm going
to try to find one. It may be a big one,
it may be a small one. I'm going to try
to find one. And if you have a heart to
help and dig in, I will give that out. I
am not giving any out right now because I need
(04:16):
to explain something to you. I have worked in the
quote nonprofit world. I worked there for a year. I
was a director of development in the nonprofit nonprofit world
for a year. I know, Chris, it sounds very fancy.
I was a very important person. Shut up. I've worked
in that world. There are a bunch of great people
(04:39):
in that world with good hearts for a good costs.
You know, the preborns, the tunnel to towers. You know
how you can tell though you don't have to take
my word for those things. There are charity rating sites.
These are independent sites. They go through the books of
a charity. They go through what they have coming in,
(05:00):
what they have going out, where it's going out, and
they will rate the charity. Go look up Preborns, Go
look up tunnel to towers. Why are those two ones
that I scream about on my show? Because when you
give there, it goes exactly where you want it to go.
That is not the rule for charities and nonprofits. I remember,
(05:26):
like it was yesterday when Harvey had my entire area.
Hurricane Harvey had my entire area underwater. I was fined.
Don't worry about me, By the grace of God, we
were fine, but people were devastated. And I remember crep
that was pulled by the American Red Cross and other
major organizations send us money to help the Harvey people.
(05:49):
And if you followed the money, pennies on the dollar
got to the Harvey people. This is a warning to
you to be as shrewd as a snake. And here's
why we're often not on a day like today, when
we're devastating for these people and we want to help,
and they need our help and they need our prayers,
(06:12):
our emotions get in the way my emotions. It's happened
to me before. I've ever to one of the more
embarrassing stories of my life. You know, I'm not huge
on technology. I'm better now, believe it or not, than
I was. But I think it was five or ten
years ago. I got a message. It was on social media.
I was with my family. I was with my mom,
my dad, my sister, my wife. We were at something
(06:34):
and I got a message on social media from someone
I knew. This was a person I knew, and they
told me that they were stranded in Africa and they
need ten thousand. It wasn't one of those print scams,
but it was something along those lines. But it was
a message from someone I knew, and I immediately sprung
out of my chair and I said, oh my gosh,
he's in trouble. I got to go send this. And
(06:57):
my own mother said, Jessie, that's a scam. Someone hacked
their account and you're getting ready to send them money.
And of course after she said that, I thought, gosh,
I'm such an idiot. Of course that's a freaking scam.
But I got emotional. It was a friend, it was
someone I knew. Gosh, I gotta help o Ever, that's
(07:19):
what happens to us, that's what's happening to you to
me today. Help. I want you to help. Once you
have verified the organization or if it's an individual, verify, Verify, Verify.
Don't go on Facebook and see a picture about how
(07:40):
Muffy was swept away in the flood, and for the low,
low price of twenty nine to ninety five, you will
help them get Muffy back. He's somewhere in the flood.
You don't know that person. I know Muffy's cute. Be
careful give. I'm asking you to give. I have given,
I will give more but give where you trust, verify first.
(08:06):
They will use your emotions against you to send your
money places it shouldn't go.
Speaker 2 (08:11):
All.
Speaker 1 (08:12):
Right now, maybe you're sitting here expecting me. I'm sure
you've heard a ton of this today. Maybe you're sitting
here expecting me to go off about the federal response
or lack thereof. Right now, where is FEMA? Where's the
federal government? FEMA's here, They're not doing enough. Let me
explain to you why I'm not going to do that.
(08:33):
Two different reasons why I'm not going to do that. One,
I long ago accepted that the federal government hates me,
the federal government hates you. I'm not under any delusions
that it's different than that they despise us. That's one
I never expected FEMA, even if it could help, that
(08:54):
they would help. And FEMA, because it's government is a
misorganized ester anyway. And FEMA has goal number one on
their website about equity. Did you think this was just
Dome who spoke like this. It's on FEMA's website.
Speaker 3 (09:11):
It is our lowest income communities and our communities of
color that are most impacted by these extreme conditions and
impacted by issues that are not of their own making,
and so absolutely, and so we have to address this
in a way that is about giving resources based on equity.
Speaker 1 (09:36):
I need to clarify that's an old clip. That was
not her response to this hurricane. That was her response
to another hurricane. So whatever, but it doesn't matter. That's
FEMA's stance too. I wasn't ever banking on FEMA. You
know what I do bank on and what I've been
so inspired by for the last twenty four to forty
eight hours, the American people. I mentioned Hurricane Harvey. It
(09:57):
touches my heart to this day. And I look back
at Hurricane Harvey and I saw neighbors, people who didn't
know each other, coming together to help, helping clear roads,
helping get people out, giving money, giving water, giving food.
The American people can and will step up for each
(10:20):
other and help each other, and we must do that.
We must do that. So not going to stand on
the dead bodies of Hurricane Heleen and trash the government
or whatever, we know what they are. I'm going to
bank on the American people to get it right, and
they will get it right. So bow your head, say
a prayer, be very shrewd with your giving but if
(10:42):
you can, even if it's a case of water whatever,
if you can find the right place and give I
will try to find one. It may even be a
small one, but I will try to find one that
I have verified, that I trust, and I will give
it to you. Okay, Okay. Also, I know I already
said that ten times, but pray. There's a lot of
(11:03):
people who need it right now. And there's a lot
of people looking for a missing loved one who need
a miracle. Say a prayer for them. Okay, all right, enough,
enough of that mushy stuff. Let's talk about me. No,
we're not gonna talk about me, not really, We're gonna
talk Remember that talk we did last week about leaders
of Western civilization and why they despise it. Oh, I
(11:26):
owe a debt a gratitude to a mister John Kerry
for going ahead and reinforcing my point. We'll play that
in a moment. If you don't remember that talk from
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(11:47):
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(12:32):
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We'll be back the Jesse Kelly Show. It is the
Jesse Kelly Show on a Monday, of course, Medal of
Honor Monday coming up about forty five minutes from now.
And remember Ross Kennedy, Shipping expert, Supply chains, logistic expert.
(12:57):
He's coming on in about ten minutes. You probably need
to sit around for this one. There's a huge strike coming,
a port strike. I hear a lot of terrifying things
about it. I'm gonna know what's real, what's not. What
should we prepare for. Here's a headline from CNBC East
Coast Port strike truckers rails scrambled to move billions in
(13:19):
cargo before the ILA. That's the name of the union.
It's along Shoreman Union Midnight shut down. So midnight tonight.
What do we need to be ready for? What's coming?
Is this a big deal? Small deal? Ross is gonna
tell us about ten minutes now. I talk a lot
about the leaders of Western civilization, how they think and
(13:40):
why they think that way. I'm going to play something
for you, says a little long This is me from
last week on the show was on the twenty sixth,
and this talk I did was very, very long. But
John Kerrey said something came out over the weekend. Man Alive.
I owe him a thanks because boy that he proved
the old oracle right in case you were missing it.
(14:02):
This is what I said last week. The nature of
people who are in charge or in government, it generally
is not a nature of service. I'm a servant of
the people, even though they love using that language. The
nature of people who walk into positions of power generally
is man, I'm a king, or at least I should be,
(14:25):
and I should have more power than I do. And
if I just had more power than I do now,
then I can do this and that and this and that.
And we have to understand that before we go further
into this is going to come back to immigration and
illegal immigration in the system. We have to understand the
people who took over Western civilization over time, they all
(14:49):
shared that mentality. They don't have some love of the
constitution or rights or you or anything. These concepts are
completely foreign to them. They do know that they are
high society and they know something else. They know that
these these limits on their power, they're not good. Something
(15:13):
has to be done about it. That was me from
the twenty sixth Allow me to introduce you what Chris,
it's fine. Allow me to introduce you to one John Kerry. Hey, John,
if you're listening, appreciate you for making my point.
Speaker 2 (15:28):
Look, if people go to only one source, and the
source they go to is sick and you know, as
an agenda, and they're putting out disinformation, our First Amendment
stands as a major block to the ability to be
able to just you hammer it out of existence. So
what you need, what we need is to is to
(15:49):
win the ground, win the right to govern by hopefully
having you know, winning enough votes that you're free to
be able to implement change.
Speaker 1 (16:02):
That's about thirty seconds of terror if you really really
listen to what he's saying there. I know you already
heard the part that proves my point that pesky First Amendment.
But let's break this down a little bit more, shall we,
John describe the First Amendment? Now, keep in mind before
I play this, you being able to criticize your government,
(16:24):
to say the president sucks, screw Joe Biden. That is
not a small thing or just something that makes Twitter
more fun. Being able to freely speak, have your own
opinion and criticize those in charge. People throughout history would
have killed for that right. It's a sacred right, something
(16:46):
you should wrap your arms around and protect at any cost.
What's John Kerry and the rest of the elite think
about it?
Speaker 2 (16:54):
But look, if people go to only one source, and
the source they go to is sick and you know,
as an agenda, and they're putting out disinformation, our First
Amendment stands as a major block to the.
Speaker 1 (17:10):
These people are putting out this sick agenda, and it's
disgusting that first Amendment stands as what is it? A
precious right given to you by God? No, it's a
major block. It's holding John back. But that's not the
most revealing part of it. In fact, it's not even second.
There are two other parts of this. The most revealing
(17:31):
part actually comes next. So John Kerry matter about this
first Amendment? But if he could get around it, if
he could find a way around it, Hey, John, how
would you handle this problem? Are you do? You want
to convince the people who disagree with you, bring them
over to your side? How would you How would you
(17:52):
describe the best way to handle all this information? You
don't like.
Speaker 2 (17:57):
Ability to be able to just you know, hammer it
out of existence?
Speaker 1 (18:00):
So yep, you want to what now, John? You want
to hammer it? Interesting way they think about it, isn't it.
If it wasn't for that annoying First Amendment holding them back,
then they could show up at your door and hammer
(18:22):
that out of existence? How they think? Did you think
I was being dramatic last week when I was describing
how they think, Oh, not near done. We're actually going
to talk to Ross Kennedy, and then we're going to
break this thing down in even more detail. Yahly, these
people are horrifying. Before we do that, let's talk about IFCJ.
(18:44):
So today, on top of all the other assassinations and things,
Iran's supreme leader has been taken to a secure location
and Israel has begun making little raids into Lebanon. I
don't know where all this is going. I don't know
whether it's almost over or if it's beginning. But I
(19:06):
know that there are a bunch of people in Israel
right now who need some help. Life saving aid, food boxes,
emergency supplies. They need help. They need it now. If
you are able to help, if you're able to, they're
asking for one hundred bucks, if you're able to help.
The IFCJ is on the ground, they're not here, they're
(19:27):
on the ground helping everywhere they can find it. If
you want to help them, call eight eight eight four
eight eight if CJ eight eight eight four eight eight IFCJ,
or you can go give online to support IFCJ dot org.
(19:48):
All right, Ross Kennedy is joining us. There's a big
strike at the ports. Why should I care? Why should
you care? I don't know we'll find out next true attitude.
Jesse Kelly. It is the Jesse Kelly's Show. Please tell
me Ross didn't did Ross did? He didn't choose this song?
Speaker 2 (20:12):
Oh?
Speaker 1 (20:12):
Ross didn't choose a song? Yeah? Well, look, I'm really
excited to talk to Ross's Fords analysis. Obviously, Ross joins
us again. Everyone on my show knows Ross Kennedy. But
Ross should have understood by now that you have to
choose your song or you get the worst song we
can find on short notice. So congratulations, Ross, you got
introduced here. I don't even know who that was, but man,
(20:33):
it was terrible.
Speaker 4 (20:34):
You say that as if I wasn't absolutely jamming out
to it as we came in.
Speaker 1 (20:40):
Ah, okay, that's fair, all right, Ross. You know more
than anyone else I've ever talked to in my life
about supply chains, about all kinds of this stuff, and
I don't understand how these things work. I'm told that
there's a big long Shorman union and they're about to
go on strike at midnight, and that the entire world
is going to implode when that happens. So I'm just
(21:01):
going to hand over the world famous Jesse Kelly Show
to you to explain to all of us exactly what
is happening. If I interrupt, it's because I'm stupid and confused.
What's happening.
Speaker 4 (21:12):
Well, so, there has not been a wart stoppage related
to the International Longshormans Association. So there's actually two unions
in the US that represent the longshorm in which are
the individuals that are working at the ports to load
and unload containers, cargo, move things around the port. It's
(21:35):
kind of a complex web of activity, and you know
all the beehives. But the upshot is is that there's
a West Coast union which had a significant risk of
a major labor stoppage in Los Angeles, Long Beach, Oakland, Seattle, Vancouver,
et cetera last year. This year, it is now anything
(21:56):
that's the US East Coast or Gulf Coast ports, so
everything from Houston all the way up to Maine, and
there's about forty five thousand longshoremen that are involved in
this labor dispute comes down to two things. Primarily, Number
one is pay. They're paid about thirty to thirty five
thousand dollars a year less than their counterparts on the
(22:18):
West Coast. Obviously have cost of living and all sorts
of things, but these are different unions that are representing
the interests of their members on the two coasts versus
the left coast. The other issue is one of automation.
There has been a huge push globally within major ports
to have automated or semi automated equipment that are largely
(22:41):
able to handle the loading and unloading of containers with cranes,
movement around on dock, stacking of containers. That obviously does
away with a lot of jobs. That's an existential threat
in their mind. The upshot to that is is that
there's you know, significantly high risk of extra fees, delays,
(23:03):
things that go with a manned port versus an automated port.
If you look at going back into say twenty twenty two,
towards the tail end of a lot of the COVID
supply chain issues that we were seeing in port, the
top four or five highest ports in the world for
these extra fees were US ports that are more or
(23:24):
less manned. When you look at some of the very
large automated ports where there really isn't a lot of
labor on the dock to say any it's all being
run by the robots and it's being run from a
control room. That's Shanghai, that's Rotterdam, that support of Antwerp
in Belgium. Some of these massive ports that move more
volume than a lot of the ones we have in
(23:45):
the US were significantly reduced in terms of extra costs,
extra fees, delays to the people that are moving, you know,
the shippers that are moving cargo on and off the port.
So they really do see this as in this automation
is going to kill their profession. They see themselves, at
least the ISLA, the East Coast and Gulf Coast Long
(24:07):
Shoman see themselves as underpaid compared to the others. And
there is some validity to that relative to the fact
that a lot of these ports are more manual labor
intensive related to handling cargo and the docks and on
the ships than the West coast ports. So it's kind
of a muddy mess. And now we're here at kind
(24:27):
of d day where if the talks between the Maritime
Association that represents reports and ship owners on the East
Coast and in the Gulf don't come to an agreement
with the forty five thousand members of the ISLA that
are involved in this, then all the ports that are
involved will shut down. So yeah, it's an ugly situation.
(24:49):
It's coming right ahead of the election. The longest Shorman
unions have historically been very Democrat, and this now comes
on the back of Hurricane Helen doing hurricane things. So
it's a lot of competing political priorities and timing here
right ahead of the election.
Speaker 1 (25:07):
Okay, Well, speaking with Ross Kennedy Fortis analysis, I have
so many questions I don't even know where to begin.
But that was all actually pretty terrifying. Ross. I'd gotten
myself horrified this morning thinking about the implications of shutting
down the East coast ports, and then I convinced myself
when I texted you to come on. I convinced myself
that Ross will come on and calm me down and
(25:27):
tell me everything's going to work out fine. But somehow
I'm twice as scared now as I was before I
even asked the question. And I'm worried because it sounds
not insurmountable. What all these things get worked out eventually
in the end, But just doing some rough community college
math in my head. Underpaid by thirty five thousand a
man forty five thousand union guys. That sounds like you're
(25:48):
asking the ship owners to fork out a large check.
They're simply not going to fork out at all. It
sounds like they're a million miles away. Am I missing something.
Speaker 4 (25:58):
Roughly two point eight billion dollars apart right now on
the negotiating stance. So they want a seventy seventy seven
percent pay increase that phases in over the nest five years.
You're talking about an eighty one thousand dollars average salary
or compensation, not including overtime benefits for the long shorm.
(26:21):
And so you take that time forty five thousand, and
we would be looking at about across these ports that
move forty percent of the cargo in and out of
the US, including especially a lot of fruits, a lot
of vegetables, a lot of energy products, automobiles, minerals are
very heavy in the Gulf and East Coast ports versus
the West Coast. You're talking about a two point eight
(26:43):
billion dollar increase that would be eaten by the terminals
the ports. So you have a port, you have multiple
terminals usually within the port, that operate independently but under
the port authority, and then you have the ship owners,
so that two point eight billion over the next five
years would have to be spread fairly equally across taxpayers
and fairly equally across the people at the bottom of
(27:05):
the totem pole who pay every additional charge, which is
the importer or the exporter.
Speaker 1 (27:12):
Okay, let me ask this question. Sorry, Ross, I may
end up by the way I should note. Do I
have you for an extra ten It's fine if I didn't.
We didn't talk about this before. I just have a
lot of questions here. Do I have you for another segment? Okay? Good?
Because that leads me to this question, is that don't
want don't want it to be my last one? What
kind of margins? I'm not one of these guys who
(27:32):
goes after people's profits, but you mentioned two point eight
billion or two what it's called three billion dollars. That
doesn't sound like a ton of money when you're dealing
with that many different ports and that much industry. I
know it's a lot of money. I'm not thumb in
my nose at two point eight billion dollars, but surely
the profits are there to pay that, right? Are there
(27:56):
not big margins?
Speaker 4 (27:58):
Well? You shipowners had lost you know, in the aggregate
you know what we call containership. You know, owners had
lost you know, in the last twenty five years prior
to COVID, I think every year but twenty three, or
every year but two of the twenty five they had
lost money. COVID really, COVID really reversed their fortunes because
(28:22):
they were able to begin charging excessive surcharges that were
within the law but certainly not within the spirit. So
you've had the Federal Maritime Commission doing a number of
studies and surveys and assessing fines and penalties to the
ocean carriers for these extra surcharges that are very much
out of the scope and were kind of created on
(28:44):
an ad hoc basis to avoid the law and charge
more money back to the importer and exporter who ultimately
paid a bill for everything involved with an ocean freight transaction.
In this particular case, what you would see are container
lines implementing very quickly additional search charges for labor risk
(29:04):
for you know, port operational slowdowns. So every dollar in
known quantified risk in this case two point eight billion
over the next five years is they're going to find
a way to recoup that using that as a justification
three to four to five ways, but it won't be
dollars equal. When you look at twenty twenty twenty to
(29:26):
twenty two, thirteen point eight billion dollars in excess searcharges
and fees were collected by the ports terminals and notion
carriers as a result of all of the supply chain
challenges and logistics challenges that we had related to COVID.
So if we say the longshoremen are responsible for ten
(29:47):
percent at most, this two point eight billion dollar increase
rolls down to about four hundred and forty million a year,
that you could credibly say the longshoremen are responsible for
those extra fees happening. The other ninety percent is a
whole bunch of other factors. So what they're really arguing
against is pay US two point eight billion over the
(30:08):
next five years and avoid automation or anytime there's a
risk or disruption or whatever. We're talking a billion dollar
to five billion dollars depending on the math you look
at hit to the US economy every day the ports
are shut down. So it's a hostage situation on the
you know, between two parties who neither of them in
(30:29):
a lot of ways, are really all that people are
not going to be inclined to see their side of it.
It's a it's a lot of extra money. Where we
go and strike having that multi billion dollar impact to
the US economy, or we continue with the status quo.
You give in to our demands and you're still going
to end up paying US two point eight billion dollars
(30:49):
over the next five years.
Speaker 1 (30:52):
All right, look we are I'm up against the break.
We're going to come back with Ross Kennedy Fordists analysis.
I have some questions about the impact to you. To me,
what if this thing's gonna go on for a bit,
and it sounds like there's a chance it might. I
want to know what we're what we're in store for
before we do that. So I get a lot of
emails about self defense. And look, I am not some
(31:17):
defense expert. I'm not some freaking navy seal or something
like that. I know a bit about a bit. I
will tell you personally what I do. I carry lethal
because I am allowed to do so. I live in
a state where I'm allowed to do so. I carry lethal.
I carry my Springfield hell Cat Pro, and I carry
non lethal. I love having a non lethal option. If
(31:39):
there's some crazy homeless guy leaning on my car and
don't don't move, won't move, I need to leave. Not
gonna blow his head off, right, I want a non
lethal option. BURNA is the non lethal option. B Why RNA.
Maybe you're in a blue area. They won't allow you
to have a gun. Everyone's allowed to have Berna. Everybody
(32:00):
legal in all fifty states, No permit needed, no nothing.
It's tear gas balls or pepper balls or kinetic rounds.
Those are just the hard plastic rounds. Get one. Whether
you carry lethal or not. You need a burn A
pistol launcher. B y RNA, Berna dot com slash Jesse,
We'll be back.
Speaker 2 (32:20):
The Jesse Kelly Show.
Speaker 1 (32:22):
It is The Jesse Kelly Show. Final segment of the
first hour of The Jesse Kelly Show. We're ten minutes
away from Medal of Honor Monday. I just wanted to
finish up my conversation with Ross Kennedy Fortis Analysis, our
shipping logistics supply chain guy. What are we in store
for with this long shorm and union strike on the
East Coast? All right, Ross, you just broke down all
(32:45):
the gripes if you will of each side. I get
all that, but me the American consumer. You mentioned things
like cars will shoot. I got a sixteen year old
who's gonna need one soon if this thing goes on.
If they don't work this out, and they sound far apart,
what are we the consumer in store for?
Speaker 4 (33:07):
Well, if it's just a one day shut down, you know,
train falls off the tracks. Tomorrow we get into a
twenty four hour shutdown, you're still talking about a week
to get supply chains back on track. You know, it's
a Train's a really useful analogy here for a couple
of reasons. Number One, once it comes to a dead stop,
it takes an awful long time and power for it
(33:29):
to break friction and get moving down the tracks again,
both literally and metaphorically. The reason for that is is
that as containers stop, as trucks stop, the backlog continues.
The ship still continue coming in ocean, carriers are still
re routing and moving cargo to West coast ports away
from the East coast. None of that just you know,
(33:49):
stops on a dime and everything goes back to normal.
One of the other things that's not really been discussed here.
Everybody's focused on the fact that you know, something like
thirty ports, the thirty five ports in the US on
the Gulf Coast and the East Coast would be impacted
by this. The other challenge, though, is that the East
coast ports, particularly Norfolk, Savannah and New York, are what
(34:11):
we call intermodal gateways, meaning that they are the primary
on dock for rail service with the Norfolk, Southern, and
CSX railroads into Chicago, Saint Louis, the Ohio's if Ohio
were real, which is a favorite joke for everybody. So
you have all of these inland points that are connected
(34:33):
directly to and the lifeblood of them is the rail
movements that comes to and from these ports at the
coasts and so things that normally come inland. It doesn't
just impact companies at the coast consumers at the coast.
It impacts any company that imports their exports that's based
in Cleveland, Ohio, Columbus, Cincinnati, Chicago, Indianapolis, Louisville, Memphis, Saint Louis,
(34:58):
even Kansas City, all the w way you know, down
the line. So it really impacts all supply chains in
the eastern half of the US, not just what's happening
at the coasts, and when you're looking at the fact
that it's a lot of fruit, a lot of vegetables, juice, meat,
a lot most of those things. You know, by sixty
(35:19):
to seventy five, almost eighty percent of a lot of
fresh food stuffs come in through these ports because we
source so much of that, not from Asia, but from
South America and Central America, which primarily used the Gulf
Coast and East Coast ports is their gateways into the US.
So it is one day, not a big deal, but
you'll still feel the impact in terms of port operations
(35:40):
and slow downs for a week. If a strike were
to say drag on a week, you're talking months of
recovery because of the backlogs that come into play and
coming up, you know, right ahead of Christmas shopping season,
given that the US consumer has a habit of running,
you know, runs on store inventory on the shelf. Whenever
(36:00):
there's a perceived shortage. When you're talking about we're coming
into the season, when the autumn makers are planning, you know,
I've already begun and will aggressively continue ramping up roll
out of the twenty twenty five vehicles, a lot of
these sectors that touch our daily lives would be looking
at short term to intermediate term increase costs, and then
the tail of that, of course, being everybody knowing people
(36:22):
understand strikes, they don't understand mechanisms of supply chain being
able to take advantage of that to increase prices further
as a way to generate more profits, which historically has
been the behavior of all of the parties involved on
the back end of a striker a major supply chain disruption.
Speaker 1 (36:39):
Ross, you are the man. We are all smarter now,
thank you so much, my brother, as always that that
was extremely helpful. Thank you, very welcome. Guessing all right,
oh man, well, my palms are sweaty. I don't know
about you. My palms are sweaty. Now we'll be fine. Look,
we'll be fine in the end. But that was we
(37:00):
might be in for a rocky road, I guess now
we don't. If the strike's a day, things are gonna
be screwed up for a week. If the strike's a week,
things will be screwed up for months. I didn't want
to ask him if the strike's a month long, because
who knows. It's Medal of honor Monday We're gonna do
medal of honor Monday. Next hour. I'll probably do a
voicemailer to next hour, someone is returning to politics, and
(37:24):
I always told you they would. We are going to
discuss that next hour. All that and so much more
is still to come on the world famous Jesse Kelly's Show.
Before we get to any of those things. Remember we
talked at the beginning of the show about charities you
can trust and charities you can't. I don't ever have
to be nervous about sitting here telling you to go
(37:47):
give what you can to preborn. Preborn is the one
setting up pro life clinics in the highest abortion areas,
giving free ultra sounds to women so they can hear
that heart beat, eat and choose life. The women preborn
finds they're the ones about to abort their babies. That
baby's head is on the chopping block. That was a
(38:08):
terrible way to put that, but you understand what I mean.
Without preborn stepping in, that baby's going to die. Preborn
steps in and saves lives every single day. You know,
they save like two hundred lives a day because of you.
And go look them up. When you give the preborn.
It gets to the babies and the moms. Twenty eight
bucks saves that life. Twenty eight bucks buys that ultrasound.
(38:33):
Tonight's the night. It's tax deductible. Give them twenty eight million.
If you got it, I don't care. Preborn dot com
slash jesse is where you give preborn dot com slash
jesse sponsored by Preborn Medal of Honor. Monday next
This is a Jesse Kelly show. It is the Jesse
Kelly Show. Let's have some fun on a Monday, and
it's going to be a huge show, a huge week
for you on the Jesse Kelly Show. Let's just dive
(00:33):
right in. First of all, I will talk briefly, try
to talk briefly about the hurricane flooding going on right now.
We'll address that a medal of honor Monday. About an
hour from now, we have a little Jesse was right segment.
Actually I take that back, I just misspoke. We have
a couple of those tonight. That's always a good time.
(00:56):
This doc strike that is coming tomorrow is the biggest
deal nobody's talking about. And I have an expert on
all that stuff, supply chains, shipping doc Ross Kennedy is
going to join us about a half hour from now.
I don't usually say you'd need to hear something, but
(01:17):
that's something you should probably stay around for. You should
probably hear that about a half hour from now. All that,
so much more coming up tonight on the world famous
Jesse Kelly Show. And it is a big night. From
John Carey to Bill Gates. We got to go after
some commies tonight. I even have some voicemails. Some were great,
some were hey, some were just the disaster. All that
(01:41):
and more coming up on the world famous Jesse Kelly Show.
All Right, first, let's talk about Helene and more specifically,
I want to talk about why I'm not going to
talk that much about Helen tonight. For those who maybe
are way outside of the know, maybe you were in
the mountains for the weekend, had your phone off. All
(02:01):
that stuff's fine, But this hurricane came through. Hurricane itself
was bad. It was a Cat three. That's a salty
hurricane for sure, But as it made its way up
through Tennessee, North Carolina, obviously hit Florida, it unleashed flooding.
(02:23):
That is just honestly, the pictures, the videos, the things
that I've spent the last twenty four hours consuming, they're
very hard to see when you see people going through hell.
As you are listening to the sound of my voice
right now, there are so many people missing, there are
many people who are dead. The damage, it's awful. It's
(02:46):
everything about it is completely awful. And it's another reminder.
We hate these reminders because it makes us feel small. Well,
I should say it reminds us how small we are
that for all the incredible power of mankind to create
for himself cities and towns and spaces and areas, the
(03:10):
power of nature is still such that it can wipe
it all away, if that's the way it goes. And
it's scary to think about. I live in a hurricane area.
We witnessed it with Hurricane Harvey. The flooding, the devastation.
It's just you think you're fine and then your house
is underwater. So first, let's just do this. We need
to pray when people are going through what they're going
(03:33):
through right now. You don't have to wait till the
show's over, please, don't. We need to pray. This is
a time to pray. Every time it's time to pray,
but this is a time to pray for these people.
That is one two as far as helping goes. I
have some things that I'm looking at. Organizations not mine.
(03:56):
This won't be me, organizations looking at and I'm going
to try to find one. It may be a big one,
it may be a small one. I'm going to try
to find one. And if you have a heart to
help and dig in, I will give that out. I
am not giving any out right now because I need
(04:16):
to explain something to you. I have worked in the
quote nonprofit world. I worked there for a year. I
was a director of development in the nonprofit nonprofit world
for a year. I know, Chris, it sounds very fancy.
I was a very important person. Shut up. I've worked
in that world. There are a bunch of great people
(04:39):
in that world with good hearts for a good costs.
You know, the preborns, the tunnel to towers. You know
how you can tell though you don't have to take
my word for those things. There are charity rating sites.
These are independent sites. They go through the books of
a charity. They go through what they have coming in,
(05:00):
what they have going out, where it's going out, and
they will rate the charity. Go look up Preborns, Go
look up tunnel to towers. Why are those two ones
that I scream about on my show? Because when you
give there, it goes exactly where you want it to go.
That is not the rule for charities and nonprofits. I remember,
(05:26):
like it was yesterday when Harvey had my entire area.
Hurricane Harvey had my entire area underwater. I was fined.
Don't worry about me, By the grace of God, we
were fine, but people were devastated. And I remember crep
that was pulled by the American Red Cross and other
major organizations send us money to help the Harvey people.
(05:49):
And if you followed the money, pennies on the dollar
got to the Harvey people. This is a warning to
you to be as shrewd as a snake. And here's
why we're often not on a day like today, when
we're devastating for these people and we want to help,
and they need our help and they need our prayers,
(06:12):
our emotions get in the way my emotions. It's happened
to me before. I've ever to one of the more
embarrassing stories of my life. You know, I'm not huge
on technology. I'm better now, believe it or not, than
I was. But I think it was five or ten
years ago. I got a message. It was on social media.
I was with my family. I was with my mom,
my dad, my sister, my wife. We were at something
(06:34):
and I got a message on social media from someone
I knew. This was a person I knew, and they
told me that they were stranded in Africa and they
need ten thousand. It wasn't one of those print scams,
but it was something along those lines. But it was
a message from someone I knew, and I immediately sprung
out of my chair and I said, oh my gosh,
he's in trouble. I got to go send this. And
(06:57):
my own mother said, Jessie, that's a scam. Someone hacked
their account and you're getting ready to send them money.
And of course after she said that, I thought, gosh,
I'm such an idiot. Of course that's a freaking scam.
But I got emotional. It was a friend, it was
someone I knew. Gosh, I gotta help o Ever, that's
(07:19):
what happens to us, that's what's happening to you to
me today. Help. I want you to help. Once you
have verified the organization or if it's an individual, verify, Verify, Verify.
Don't go on Facebook and see a picture about how
(07:40):
Muffy was swept away in the flood, and for the low,
low price of twenty nine to ninety five, you will
help them get Muffy back. He's somewhere in the flood.
You don't know that person. I know Muffy's cute. Be
careful give. I'm asking you to give. I have given,
I will give more but give where you trust, verify first.
(08:06):
They will use your emotions against you to send your
money places it shouldn't go.
Speaker 2 (08:11):
All.
Speaker 1 (08:12):
Right now, maybe you're sitting here expecting me. I'm sure
you've heard a ton of this today. Maybe you're sitting
here expecting me to go off about the federal response
or lack thereof. Right now, where is FEMA? Where's the
federal government? FEMA's here, They're not doing enough. Let me
explain to you why I'm not going to do that.
(08:33):
Two different reasons why I'm not going to do that. One,
I long ago accepted that the federal government hates me,
the federal government hates you. I'm not under any delusions
that it's different than that they despise us. That's one
I never expected FEMA, even if it could help, that
(08:54):
they would help. And FEMA, because it's government is a
misorganized ester anyway. And FEMA has goal number one on
their website about equity. Did you think this was just
Dome who spoke like this. It's on FEMA's website.
Speaker 3 (09:11):
It is our lowest income communities and our communities of
color that are most impacted by these extreme conditions and
impacted by issues that are not of their own making,
and so absolutely, and so we have to address this
in a way that is about giving resources based on equity.
Speaker 1 (09:36):
I need to clarify that's an old clip. That was
not her response to this hurricane. That was her response
to another hurricane. So whatever, but it doesn't matter. That's
FEMA's stance too. I wasn't ever banking on FEMA. You
know what I do bank on and what I've been
so inspired by for the last twenty four to forty
eight hours, the American people. I mentioned Hurricane Harvey. It
(09:57):
touches my heart to this day. And I look back
at Hurricane Harvey and I saw neighbors, people who didn't
know each other, coming together to help, helping clear roads,
helping get people out, giving money, giving water, giving food.
The American people can and will step up for each
(10:20):
other and help each other, and we must do that.
We must do that. So not going to stand on
the dead bodies of Hurricane Heleen and trash the government
or whatever, we know what they are. I'm going to
bank on the American people to get it right, and
they will get it right. So bow your head, say
a prayer, be very shrewd with your giving but if
(10:42):
you can, even if it's a case of water whatever,
if you can find the right place and give I
will try to find one. It may even be a
small one, but I will try to find one that
I have verified, that I trust, and I will give
it to you. Okay, Okay. Also, I know I already
said that ten times, but pray. There's a lot of
(11:03):
people who need it right now. And there's a lot
of people looking for a missing loved one who need
a miracle. Say a prayer for them. Okay, all right, enough,
enough of that mushy stuff. Let's talk about me. No,
we're not gonna talk about me, not really, We're gonna
talk Remember that talk we did last week about leaders
of Western civilization and why they despise it. Oh, I
(11:26):
owe a debt a gratitude to a mister John Kerry
for going ahead and reinforcing my point. We'll play that
in a moment. If you don't remember that talk from
last week, it's probably because your tea levels are too low.
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(11:47):
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You ever said stuff to yourself like that supposed to
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drinking estrogen. It's in our water. Now we have to
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(12:12):
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(12:32):
them five zero Choq three thousand. Tell him Jesse sent you.
We'll be back the Jesse Kelly Show. It is the
Jesse Kelly Show on a Monday, of course, Medal of
Honor Monday coming up about forty five minutes from now.
And remember Ross Kennedy, Shipping expert, Supply chains, logistic expert.
(12:57):
He's coming on in about ten minutes. You probably need
to sit around for this one. There's a huge strike coming,
a port strike. I hear a lot of terrifying things
about it. I'm gonna know what's real, what's not. What
should we prepare for. Here's a headline from CNBC East
Coast Port strike truckers rails scrambled to move billions in
(13:19):
cargo before the ILA. That's the name of the union.
It's along Shoreman Union Midnight shut down. So midnight tonight.
What do we need to be ready for? What's coming?
Is this a big deal? Small deal? Ross is gonna
tell us about ten minutes now. I talk a lot
about the leaders of Western civilization, how they think and
(13:40):
why they think that way. I'm going to play something
for you, says a little long This is me from
last week on the show was on the twenty sixth,
and this talk I did was very, very long. But
John Kerrey said something came out over the weekend. Man Alive.
I owe him a thanks because boy that he proved
the old oracle right in case you were missing it.
(14:02):
This is what I said last week. The nature of
people who are in charge or in government, it generally
is not a nature of service. I'm a servant of
the people, even though they love using that language. The
nature of people who walk into positions of power generally
is man, I'm a king, or at least I should be,
(14:25):
and I should have more power than I do. And
if I just had more power than I do now,
then I can do this and that and this and that.
And we have to understand that before we go further
into this is going to come back to immigration and
illegal immigration in the system. We have to understand the
people who took over Western civilization over time, they all
(14:49):
shared that mentality. They don't have some love of the
constitution or rights or you or anything. These concepts are
completely foreign to them. They do know that they are
high society and they know something else. They know that
these these limits on their power, they're not good. Something
(15:13):
has to be done about it. That was me from
the twenty sixth Allow me to introduce you what Chris,
it's fine. Allow me to introduce you to one John Kerry. Hey, John,
if you're listening, appreciate you for making my point.
Speaker 2 (15:28):
Look, if people go to only one source, and the
source they go to is sick and you know, as
an agenda, and they're putting out disinformation, our First Amendment
stands as a major block to the ability to be
able to just you hammer it out of existence. So
what you need, what we need is to is to
(15:49):
win the ground, win the right to govern by hopefully
having you know, winning enough votes that you're free to
be able to implement change.
Speaker 1 (16:02):
That's about thirty seconds of terror if you really really
listen to what he's saying there. I know you already
heard the part that proves my point that pesky First Amendment.
But let's break this down a little bit more, shall we,
John describe the First Amendment? Now, keep in mind before
I play this, you being able to criticize your government,
(16:24):
to say the president sucks, screw Joe Biden. That is
not a small thing or just something that makes Twitter
more fun. Being able to freely speak, have your own
opinion and criticize those in charge. People throughout history would
have killed for that right. It's a sacred right, something
(16:46):
you should wrap your arms around and protect at any cost.
What's John Kerry and the rest of the elite think
about it?
Speaker 2 (16:54):
But look, if people go to only one source, and
the source they go to is sick and you know,
as an agenda, and they're putting out disinformation, our First
Amendment stands as a major block to the.
Speaker 1 (17:10):
These people are putting out this sick agenda, and it's
disgusting that first Amendment stands as what is it? A
precious right given to you by God? No, it's a
major block. It's holding John back. But that's not the
most revealing part of it. In fact, it's not even second.
There are two other parts of this. The most revealing
(17:31):
part actually comes next. So John Kerry matter about this
first Amendment? But if he could get around it, if
he could find a way around it, Hey, John, how
would you handle this problem? Are you do? You want
to convince the people who disagree with you, bring them
over to your side? How would you How would you
(17:52):
describe the best way to handle all this information? You
don't like.
Speaker 2 (17:57):
Ability to be able to just you know, hammer it
out of existence?
Speaker 1 (18:00):
So yep, you want to what now, John? You want
to hammer it? Interesting way they think about it, isn't it.
If it wasn't for that annoying First Amendment holding them back,
then they could show up at your door and hammer
(18:22):
that out of existence? How they think? Did you think
I was being dramatic last week when I was describing
how they think, Oh, not near done. We're actually going
to talk to Ross Kennedy, and then we're going to
break this thing down in even more detail. Yahly, these
people are horrifying. Before we do that, let's talk about IFCJ.
(18:44):
So today, on top of all the other assassinations and things,
Iran's supreme leader has been taken to a secure location
and Israel has begun making little raids into Lebanon. I
don't know where all this is going. I don't know
whether it's almost over or if it's beginning. But I
(19:06):
know that there are a bunch of people in Israel
right now who need some help. Life saving aid, food boxes,
emergency supplies. They need help. They need it now. If
you are able to help, if you're able to, they're
asking for one hundred bucks, if you're able to help.
The IFCJ is on the ground, they're not here, they're
(19:27):
on the ground helping everywhere they can find it. If
you want to help them, call eight eight eight four
eight eight if CJ eight eight eight four eight eight IFCJ,
or you can go give online to support IFCJ dot org.
(19:48):
All right, Ross Kennedy is joining us. There's a big
strike at the ports. Why should I care? Why should
you care? I don't know we'll find out next true attitude.
Jesse Kelly. It is the Jesse Kelly's Show. Please tell
me Ross didn't did Ross did? He didn't choose this song?
Speaker 2 (20:12):
Oh?
Speaker 1 (20:12):
Ross didn't choose a song? Yeah? Well, look, I'm really
excited to talk to Ross's Fords analysis. Obviously, Ross joins
us again. Everyone on my show knows Ross Kennedy. But
Ross should have understood by now that you have to
choose your song or you get the worst song we
can find on short notice. So congratulations, Ross, you got
introduced here. I don't even know who that was, but man,
(20:33):
it was terrible.
Speaker 4 (20:34):
You say that as if I wasn't absolutely jamming out
to it as we came in.
Speaker 1 (20:40):
Ah, okay, that's fair, all right, Ross. You know more
than anyone else I've ever talked to in my life
about supply chains, about all kinds of this stuff, and
I don't understand how these things work. I'm told that
there's a big long Shorman union and they're about to
go on strike at midnight, and that the entire world
is going to implode when that happens. So I'm just
(21:01):
going to hand over the world famous Jesse Kelly Show
to you to explain to all of us exactly what
is happening. If I interrupt, it's because I'm stupid and confused.
What's happening.
Speaker 4 (21:12):
Well, so, there has not been a wart stoppage related
to the International Longshormans Association. So there's actually two unions
in the US that represent the longshorm in which are
the individuals that are working at the ports to load
and unload containers, cargo, move things around the port. It's
(21:35):
kind of a complex web of activity, and you know
all the beehives. But the upshot is is that there's
a West Coast union which had a significant risk of
a major labor stoppage in Los Angeles, Long Beach, Oakland, Seattle, Vancouver,
et cetera last year. This year, it is now anything
(21:56):
that's the US East Coast or Gulf Coast ports, so
everything from Houston all the way up to Maine, and
there's about forty five thousand longshoremen that are involved in
this labor dispute comes down to two things. Primarily, Number
one is pay. They're paid about thirty to thirty five
thousand dollars a year less than their counterparts on the
(22:18):
West Coast. Obviously have cost of living and all sorts
of things, but these are different unions that are representing
the interests of their members on the two coasts versus
the left coast. The other issue is one of automation.
There has been a huge push globally within major ports
to have automated or semi automated equipment that are largely
(22:41):
able to handle the loading and unloading of containers with cranes,
movement around on dock, stacking of containers. That obviously does
away with a lot of jobs. That's an existential threat
in their mind. The upshot to that is is that
there's you know, significantly high risk of extra fees, delays,
(23:03):
things that go with a manned port versus an automated port.
If you look at going back into say twenty twenty two,
towards the tail end of a lot of the COVID
supply chain issues that we were seeing in port, the
top four or five highest ports in the world for
these extra fees were US ports that are more or
(23:24):
less manned. When you look at some of the very
large automated ports where there really isn't a lot of
labor on the dock to say any it's all being
run by the robots and it's being run from a
control room. That's Shanghai, that's Rotterdam, that support of Antwerp
in Belgium. Some of these massive ports that move more
volume than a lot of the ones we have in
(23:45):
the US were significantly reduced in terms of extra costs,
extra fees, delays to the people that are moving, you know,
the shippers that are moving cargo on and off the port.
So they really do see this as in this automation
is going to kill their profession. They see themselves, at
least the ISLA, the East Coast and Gulf Coast Long
(24:07):
Shoman see themselves as underpaid compared to the others. And
there is some validity to that relative to the fact
that a lot of these ports are more manual labor
intensive related to handling cargo and the docks and on
the ships than the West coast ports. So it's kind
of a muddy mess. And now we're here at kind
(24:27):
of d day where if the talks between the Maritime
Association that represents reports and ship owners on the East
Coast and in the Gulf don't come to an agreement
with the forty five thousand members of the ISLA that
are involved in this, then all the ports that are
involved will shut down. So yeah, it's an ugly situation.
(24:49):
It's coming right ahead of the election. The longest Shorman
unions have historically been very Democrat, and this now comes
on the back of Hurricane Helen doing hurricane things. So
it's a lot of competing political priorities and timing here
right ahead of the election.
Speaker 1 (25:07):
Okay, Well, speaking with Ross Kennedy Fortis analysis, I have
so many questions I don't even know where to begin.
But that was all actually pretty terrifying. Ross. I'd gotten
myself horrified this morning thinking about the implications of shutting
down the East coast ports, and then I convinced myself
when I texted you to come on. I convinced myself
that Ross will come on and calm me down and
(25:27):
tell me everything's going to work out fine. But somehow
I'm twice as scared now as I was before I
even asked the question. And I'm worried because it sounds
not insurmountable. What all these things get worked out eventually
in the end, But just doing some rough community college
math in my head. Underpaid by thirty five thousand a
man forty five thousand union guys. That sounds like you're
(25:48):
asking the ship owners to fork out a large check.
They're simply not going to fork out at all. It
sounds like they're a million miles away. Am I missing something.
Speaker 4 (25:58):
Roughly two point eight billion dollars apart right now on
the negotiating stance. So they want a seventy seventy seven
percent pay increase that phases in over the nest five years.
You're talking about an eighty one thousand dollars average salary
or compensation, not including overtime benefits for the long shorm.
(26:21):
And so you take that time forty five thousand, and
we would be looking at about across these ports that
move forty percent of the cargo in and out of
the US, including especially a lot of fruits, a lot
of vegetables, a lot of energy products, automobiles, minerals are
very heavy in the Gulf and East Coast ports versus
the West Coast. You're talking about a two point eight
(26:43):
billion dollar increase that would be eaten by the terminals
the ports. So you have a port, you have multiple
terminals usually within the port, that operate independently but under
the port authority, and then you have the ship owners,
so that two point eight billion over the next five
years would have to be spread fairly equally across taxpayers
and fairly equally across the people at the bottom of
(27:05):
the totem pole who pay every additional charge, which is
the importer or the exporter.
Speaker 1 (27:12):
Okay, let me ask this question. Sorry, Ross, I may
end up by the way I should note. Do I
have you for an extra ten It's fine if I didn't.
We didn't talk about this before. I just have a
lot of questions here. Do I have you for another segment? Okay? Good?
Because that leads me to this question, is that don't
want don't want it to be my last one? What
kind of margins? I'm not one of these guys who
(27:32):
goes after people's profits, but you mentioned two point eight
billion or two what it's called three billion dollars. That
doesn't sound like a ton of money when you're dealing
with that many different ports and that much industry. I
know it's a lot of money. I'm not thumb in
my nose at two point eight billion dollars, but surely
the profits are there to pay that, right? Are there
(27:56):
not big margins?
Speaker 4 (27:58):
Well? You shipowners had lost you know, in the aggregate
you know what we call containership. You know, owners had
lost you know, in the last twenty five years prior
to COVID, I think every year but twenty three, or
every year but two of the twenty five they had
lost money. COVID really, COVID really reversed their fortunes because
(28:22):
they were able to begin charging excessive surcharges that were
within the law but certainly not within the spirit. So
you've had the Federal Maritime Commission doing a number of
studies and surveys and assessing fines and penalties to the
ocean carriers for these extra surcharges that are very much
out of the scope and were kind of created on
(28:44):
an ad hoc basis to avoid the law and charge
more money back to the importer and exporter who ultimately
paid a bill for everything involved with an ocean freight transaction.
In this particular case, what you would see are container
lines implementing very quickly additional search charges for labor risk
(29:04):
for you know, port operational slowdowns. So every dollar in
known quantified risk in this case two point eight billion
over the next five years is they're going to find
a way to recoup that using that as a justification
three to four to five ways, but it won't be
dollars equal. When you look at twenty twenty twenty to
(29:26):
twenty two, thirteen point eight billion dollars in excess searcharges
and fees were collected by the ports terminals and notion
carriers as a result of all of the supply chain
challenges and logistics challenges that we had related to COVID.
So if we say the longshoremen are responsible for ten
(29:47):
percent at most, this two point eight billion dollar increase
rolls down to about four hundred and forty million a year,
that you could credibly say the longshoremen are responsible for
those extra fees happening. The other ninety percent is a
whole bunch of other factors. So what they're really arguing
against is pay US two point eight billion over the
(30:08):
next five years and avoid automation or anytime there's a
risk or disruption or whatever. We're talking a billion dollar
to five billion dollars depending on the math you look
at hit to the US economy every day the ports
are shut down. So it's a hostage situation on the
you know, between two parties who neither of them in
(30:29):
a lot of ways, are really all that people are
not going to be inclined to see their side of it.
It's a it's a lot of extra money. Where we
go and strike having that multi billion dollar impact to
the US economy, or we continue with the status quo.
You give in to our demands and you're still going
to end up paying US two point eight billion dollars
(30:49):
over the next five years.
Speaker 1 (30:52):
All right, look we are I'm up against the break.
We're going to come back with Ross Kennedy Fordists analysis.
I have some questions about the impact to you. To me,
what if this thing's gonna go on for a bit,
and it sounds like there's a chance it might. I
want to know what we're what we're in store for
before we do that. So I get a lot of
emails about self defense. And look, I am not some
(31:17):
defense expert. I'm not some freaking navy seal or something
like that. I know a bit about a bit. I
will tell you personally what I do. I carry lethal
because I am allowed to do so. I live in
a state where I'm allowed to do so. I carry lethal.
I carry my Springfield hell Cat Pro, and I carry
non lethal. I love having a non lethal option. If
(31:39):
there's some crazy homeless guy leaning on my car and
don't don't move, won't move, I need to leave. Not
gonna blow his head off, right, I want a non
lethal option. BURNA is the non lethal option. B Why RNA.
Maybe you're in a blue area. They won't allow you
to have a gun. Everyone's allowed to have Berna. Everybody
(32:00):
legal in all fifty states, No permit needed, no nothing.
It's tear gas balls or pepper balls or kinetic rounds.
Those are just the hard plastic rounds. Get one. Whether
you carry lethal or not. You need a burn A
pistol launcher. B y RNA, Berna dot com slash Jesse,
We'll be back.
Speaker 2 (32:20):
The Jesse Kelly Show.
Speaker 1 (32:22):
It is The Jesse Kelly Show. Final segment of the
first hour of The Jesse Kelly Show. We're ten minutes
away from Medal of Honor Monday. I just wanted to
finish up my conversation with Ross Kennedy Fortis Analysis, our
shipping logistics supply chain guy. What are we in store
for with this long shorm and union strike on the
East Coast? All right, Ross, you just broke down all
(32:45):
the gripes if you will of each side. I get
all that, but me the American consumer. You mentioned things
like cars will shoot. I got a sixteen year old
who's gonna need one soon if this thing goes on.
If they don't work this out, and they sound far apart,
what are we the consumer in store for?
Speaker 4 (33:07):
Well, if it's just a one day shut down, you know,
train falls off the tracks. Tomorrow we get into a
twenty four hour shutdown, you're still talking about a week
to get supply chains back on track. You know, it's
a Train's a really useful analogy here for a couple
of reasons. Number One, once it comes to a dead stop,
it takes an awful long time and power for it
(33:29):
to break friction and get moving down the tracks again,
both literally and metaphorically. The reason for that is is
that as containers stop, as trucks stop, the backlog continues.
The ship still continue coming in ocean, carriers are still
re routing and moving cargo to West coast ports away
from the East coast. None of that just you know,
(33:49):
stops on a dime and everything goes back to normal.
One of the other things that's not really been discussed here.
Everybody's focused on the fact that you know, something like
thirty ports, the thirty five ports in the US on
the Gulf Coast and the East Coast would be impacted
by this. The other challenge, though, is that the East
coast ports, particularly Norfolk, Savannah and New York, are what
(34:11):
we call intermodal gateways, meaning that they are the primary
on dock for rail service with the Norfolk, Southern, and
CSX railroads into Chicago, Saint Louis, the Ohio's if Ohio
were real, which is a favorite joke for everybody. So
you have all of these inland points that are connected
(34:33):
directly to and the lifeblood of them is the rail
movements that comes to and from these ports at the
coasts and so things that normally come inland. It doesn't
just impact companies at the coast consumers at the coast.
It impacts any company that imports their exports that's based
in Cleveland, Ohio, Columbus, Cincinnati, Chicago, Indianapolis, Louisville, Memphis, Saint Louis,
(34:58):
even Kansas City, all the w way you know, down
the line. So it really impacts all supply chains in
the eastern half of the US, not just what's happening
at the coasts, and when you're looking at the fact
that it's a lot of fruit, a lot of vegetables, juice, meat,
a lot most of those things. You know, by sixty
(35:19):
to seventy five, almost eighty percent of a lot of
fresh food stuffs come in through these ports because we
source so much of that, not from Asia, but from
South America and Central America, which primarily used the Gulf
Coast and East Coast ports is their gateways into the US.
So it is one day, not a big deal, but
you'll still feel the impact in terms of port operations
(35:40):
and slow downs for a week. If a strike were
to say drag on a week, you're talking months of
recovery because of the backlogs that come into play and
coming up, you know, right ahead of Christmas shopping season,
given that the US consumer has a habit of running,
you know, runs on store inventory on the shelf. Whenever
(36:00):
there's a perceived shortage. When you're talking about we're coming
into the season, when the autumn makers are planning, you know,
I've already begun and will aggressively continue ramping up roll
out of the twenty twenty five vehicles, a lot of
these sectors that touch our daily lives would be looking
at short term to intermediate term increase costs, and then
the tail of that, of course, being everybody knowing people
(36:22):
understand strikes, they don't understand mechanisms of supply chain being
able to take advantage of that to increase prices further
as a way to generate more profits, which historically has
been the behavior of all of the parties involved on
the back end of a striker a major supply chain disruption.
Speaker 1 (36:39):
Ross, you are the man. We are all smarter now,
thank you so much, my brother, as always that that
was extremely helpful. Thank you, very welcome. Guessing all right,
oh man, well, my palms are sweaty. I don't know
about you. My palms are sweaty. Now we'll be fine. Look,
we'll be fine in the end. But that was we
(37:00):
might be in for a rocky road, I guess now
we don't. If the strike's a day, things are gonna
be screwed up for a week. If the strike's a week,
things will be screwed up for months. I didn't want
to ask him if the strike's a month long, because
who knows. It's Medal of honor Monday We're gonna do
medal of honor Monday. Next hour. I'll probably do a
voicemailer to next hour, someone is returning to politics, and
(37:24):
I always told you they would. We are going to
discuss that next hour. All that and so much more
is still to come on the world famous Jesse Kelly's Show.
Before we get to any of those things. Remember we
talked at the beginning of the show about charities you
can trust and charities you can't. I don't ever have
to be nervous about sitting here telling you to go
(37:47):
give what you can to preborn. Preborn is the one
setting up pro life clinics in the highest abortion areas,
giving free ultra sounds to women so they can hear
that heart beat, eat and choose life. The women preborn
finds they're the ones about to abort their babies. That
baby's head is on the chopping block. That was a
(38:08):
terrible way to put that, but you understand what I mean.
Without preborn stepping in, that baby's going to die. Preborn
steps in and saves lives every single day. You know,
they save like two hundred lives a day because of you.
And go look them up. When you give the preborn.
It gets to the babies and the moms. Twenty eight
bucks saves that life. Twenty eight bucks buys that ultrasound.
(38:33):
Tonight's the night. It's tax deductible. Give them twenty eight million.
If you got it, I don't care. Preborn dot com
slash jesse is where you give preborn dot com slash
jesse sponsored by Preborn Medal of Honor. Monday next
Host
Jesse Kelly
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