My girl Yaya

Her/She | 🇲🇾 | Yaya only + little iman| MCU
follow me on ig : violetblithe

[SO? @noor_supernova7]

For those concerned, at this moment, land housing tents of displaced people in northern Gaza has been burned and bombed.

[ALUTHEDON @Mbakaza4L]

remember they shot a 5 year old girl 355 times

[ALUTHEDON @Mbakaza4L]

What is with these demons and bombing schools and killing kids…?

[ALUTHEDON @Mbakaza4L]

Americans be like: "9/11, the most shocking day in world history, when we knew we werent safe at home"

The rest of the world on a daily basis for the past century under Isreal and american t*rrorism:

[Wilson is Running 🇲🇾 @wilsonyimby]

This evening I went to 3 different 99speedmarts, 1 giant store, 1 local mart and there were no 2L bottle of Farm Fresh milk.

I read that in the news 2 weeks ago and there was a shortage then. But supply came back so I thought that things have improved until today.

Farm Fresh had previously publicly confirmed that there is no shortage of milk.

The shortage is in the plastic bottles.

Farm Fresh sources its PET bottles from three different Malaysian suppliers. All three are currently unable to secure enough raw material.

Here is how it actually works.

The bottles are made from PET resin. PET resin is made from two petrochemical feedstocks, both derived from crude oil and natural gas.

The Middle East is one of the world's largest exporters of these feedstocks. About 84% of Middle East polyethylene capacity and 6.5 million tonnes of ethylene glycol exports depend on the Strait of Hormuz to reach Asia.

The Strait has been effectively closed for weeks due to the ongoing conflict.

The downstream effect has been fast.

Farm Fresh's COO Azmi said that PET resin prices in Asia have nearly doubled, from around RM4,000 per tonne to about RM8,000 per tonne.

Lead times for raw materials have stretched by two to eight weeks.

Bottle manufacturers in Malaysia typically hold two to three months of resin stockpile. That buffer is running out.

Why Farm Fresh specifically went empty first?

Farm Fresh uses 1-litre and 2-litre PET bottles as its signature format.

Farm Fresh has publicly said they are shifting production to paper cartons and UHT packaging as a backup. They expect bottle supply to stabilise within two to three weeks. This was confirmed as I was able to secure 1L paper carton Farm Fresh milk today.

Now, the hoarding part.

Azmi himself said there is "some element of hoarding in the market." He did not name who.

Who is hoarding. Howmuch is being hoarded. I don't know. Is it a deliberate price manipulation or just defensive stockpiling. I don't know.

What follows is all speculation on possible reasons.

Possible reason 1. Resin traders holding inventory.

If you bought resin at RM4,000 last month and the market price is now RM8,000, selling today means losing out if prices climb further. Holding inventory and releasing it gradually is standard commodity market behaviour when prices are rising fast.

Possible reason 2. Bottle manufacturers over-ordering.

When a manufacturer sees scarcity coming, the rational move is to secure more than you need. If you normally keep 2 months of stock, you try to secure 4 or 6 months. This looks like hoarding from the outside but it's defensive buffering.

Possible reason 3. FMCG companies over-ordering bottles.

Same logic as above, just one layer down. A beverage company that normally orders 1 million bottles might place orders for 3 million to secure supply, even if they can only use 1 million. So think of it as Farm Fresh competitors buying up supply quicker than them. That's also possible.

The combined effect is called the bullwhip.

Each layer of the supply chain adds a defensive buffer.

Real supply from the Middle East might be down by a certain percentage, but by the time that signal travels through traders, resin importers, bottle manufacturers, and FMCG buyers, the apparent shortage at the consumer shelf looks much worse than the actual upstream drop.

Again, I don't know which layer is driving the current shortage the most. This is just how the mechanism works in theory.

What I find interesting.

The milk on your shelf depends on a geopolitical event 7,000 km away, and a just-in-time inventory model that assumes peacetime.

Every product in a PET bottle has the same dependency. Cooking oil, shampoo, mineral water, soft drinks, detergent, sauce bottles.

Let's just hope that this shortage can be resolved quickly.

Sources:

https://t.co/wlPCeyap84

https://t.co/EjeP1M8plL

https://t.co/E8gbkedSeW

[SejaFi 🇲🇾 #SharedHeritage 🇵🇸 #FreeOrPartition @sjfi_twider]

Last time we try to standardize (by not allowing any bad names), people accuse JPN of Islamization, kill old unique names & too strict.

[Gabbar @Gabbar0099]

"I'm not scared of Israel. I’m scared of a world that has seemingly lost all sense of humanity"

- Greta Thunberg

[Jvnior @Jvnior]

Are you silent because it's not your child?

Don't stay silent! Repost this.

[Fiorella Isabel @FiorellaIsabelM]

Because they already saw the destruction of Gaza and the most powerful nations did nothing or aided in its destruction.

[Jvnior @Jvnior]

A Gaza orphan child barefoot among the ruins.

If an IDF soldier saw him, he would shoot him.

Repost this and amplify our voice. Save us.

[Dr. Yousef 🇵🇸 @yousef_ki1]

If you see this video, put a dot to break the alghorithm.

[vampira @vampl0vrrr]

on this day, we shall never forget that israel murdered majority of animals in gaza.

[Dr. Yousef 🇵🇸 @yousef_ki1]

No words.

If you see this video, put a dot to break the alghorithm.

[amsha @ohhyesweirdo]

My brain can’t comprehend how a monkey and a penguin get more attention than an actual human baby, starving in the middle of a genocide. People in Gaza deserve to live too. No child deserves to be starved to death or shot in the head.

[My girl Yaya @violetblithe_]

So truee

[fluttershy @hwrtyed]

fast learner with short term memory loss

[Ryan Rozbiani @RyanRozbiani]

Egyptian programmer Badr El-Khamisy launched a digital initiative to honor every Palestinian who has been killed in Gaza

So far, over 60,000 names have been documented, each represented as a point of light on the screen. Clicking a point reveals their name, age, and birthday.

[Save Gaza @Alee93ale]

🚨🇬🇧 BREAKING: British surgeon gives HORRIFYING testimony to the UK Parliament.

He describes how IDF drones arrive right after airstrikes in Gaza, targeting and shooting the injured, including children, right on the spot.

Repost this. Please I beg you

[Mohannad @mohannad1789941]

MY CHILD IS DYING😭

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I desperately need milk for my baby🍼
https://t.co/ZZwY4qq5H3

[Ankit Mayank @mr_mayank]

Only two states in History declared death penalty for one particular race —

1) Nazi Germany against Jews
2) Israel against Palestinians

“YOU BECOME WHAT YOU HATE”

[Jenni @hashjenni]

Just so we're clear, Israel is now the first state to have an ethnicity-based death penalty since Nazi Germany.