The Chart:

Thursday, March 18, 2021

Coffee machine Chronicles.

 It is all goode news all round this year, or maybe your still at the bar face first into the dark wood stain from B&Q.

Regardless, a coffee or two should add some sobering thoughts into the discourse of 2021, which by all accounts has not even begun.

The trends are simply that, Cargo is doing extremely well and much like coffee will be in daily demand for the next few months. So much so that all space available is booked, almost as if coffee bean growers couldn't grow beans fast enough. It is literally the simplest thing in the world, Everyday somebody orders a coffee, just like how the space on the newly arrived freight plane is filled up faster than said coffee can be finished.

Rates are unbelievable. 

To make coffee, some poor hack, stripes on shoulders off course, has to sit and play a rather boring waiting game. If they are a barista, the time between customers is short. Loading and unloading, takes the form of filling and emptying the portafilter of coffee ground. Much like a cargo plane, all this loading and unloading is rather quite stressful, in which the plane / portafilter is subject to the stresses of service.

The high frequency of service of the 'MADE IN CHINA' coffee machine eventually catches up to the poor thing, and unlike the drunk at bar at the start, that wood stain is going to be replaced with tilled flooring and newspaper and everybody is happy with the NEW COFFEE from the NEW MACHINE.

BUT, BUT, BUT, BUT, BUT.......

What about our poor freight plane here? Well, the story doesn't quite end there does it. You can't just stuff newspaper into the jetpipes, page 3 and all, and suddenly just buy a new aeroplane. Unfortunately, a lot of aircraft will be headed for D checks this year, and that means freighters as well. You can rest assured that rates will skyrocket if there are no planes to fly freight because they are all in the hangar. 

And what about BCA?

Is their production rate at 6 per year really helping at all? Making freighters is one thing, but closing the line at a snails pace and no due diligence in the form of a market survey or 'anything' of that sort, is just another way of saying that the business doesn't exist because 'we say so'. Kudos to the brains that brought us these exceptional cargo rates, which when passed to the consumer, will make their latte taste just that little bit more bitter to boot.

Today however, everyone is smiling, the coffee is great and the rubber is certainly not on the runway. 


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