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Credit to u/changleber for posting that NHE is now on the Steam Store
Link to NHE on Steam
The game is not up for preorder, however it will "Unlock" on September 13th
System requirements:
MINIMUM: OS: 64bit Versions of Windows 7, Windows 8, Windows 10 Processor: Intel Core i3 530 or AMD FX 4100 Memory: 4 GB RAM Graphics: Nvidia GTX 460 or AMD HD 5870 DirectX: Version 11 Network: Broadband Internet connection Storage: 10 GB available space Sound Card: DirectX Compatible Soundcard Additional Notes: Supported Graphics Cards: AMD HD5870 or better, HD6870 or better, HD7790 or better, R7 260 or better, R9 260 or better Nvidia GTX460 or better Series, GTX560 or better, GTX650Ti or better, GTX750 or better, GTX950 or better
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Dale Earnhardt Jr. – ’80 Baker
Toyota Paint Scheme Pack 1
Kyle Busch – Skittles
Chase for the NASCAR Sprint Cup Paint Scheme Pack 1
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Covid-19 update 4th May

Good morning from the UK. May the fourth be with you. It's Star Wars day everyone.

Most people will by now be aware of the on-demand streaming service from Disney called Disney +. My wife loves all things Disney (and has been watching it heavily as she wrestles with her mental health during the lockdown). The service provides their extensive back catalogue of productions they’ve made (Snow White, Mickey Mouse, Mary Poppins, 101 Dalmations, Lion King etc etc), but also those they’ve acquired by buying other companies (Pixar, Marvel, Star Wars for instance).
As most people will know, the first Star Wars film - now known as episode 4 - came out in 1977 (I watched it last week, it’s still fresh). Directed by George Lucas (who four years previously had secured nominations at the oscars and golden globes for his film American Graffiti), none of the major movie studios were keen on taking the film on because there’d been a recent rash of sci-fi flops. 20th Century Fox decided to take a punt on it but to shield themselves from potential losses they struck a deal with Lucas; he’d give up $500,000 in directing fees but could keep licensing and merchandising rights for himself. Oops. Business Insider says that in 1978 $100m worth of star wars figures were sold and by 2011 (which didn’t even have a Star Wars film released), the annual star wars toy sales were up to $3bn. In 2012 Lucas sold LucasFilm (which owned Star Wars) to Disney for a reported $4.05bn. Add in the previous toy sales and Lucas is said to be worth around $5bn. Which is nice.
Whilst licensing and merchandising rights weren’t really much a thing back then (which is presumably why Fox struck the deal with Lucas), these days they’re a big revenue stream. This article from BBC last year (published a few days before the release of toy story 4) highlighted that 23% of all toy sales in the UK were from movie franchises and the toy story franchise was driving 20% of sales in Disney retail stores whilst Buzz Lightyear is the best selling toy of all time. Curious then that Avatar didn’t tap into this lucrative additional revenue stream when it came out in 2009.
Frozen came out in time for Christmas 2013 and rapidly became a sensation in the movie theatres before becoming available on digital download on February 25th 2014 and three weeks on DVD, rapidly becoming Amazon’s best selling children’s movie ever; in its first week on DVD format it sold three times more copies then the next 19 movies combined. Frozen toys sold particularly well during the 2014 holiday shopping quarter, helping Disney's consumer products unit earn a $626 million profit, up 46 percent from a year earlier (Source: Yahoo Finance).
With broadband speeds becoming ever faster and available to more and more people DVD sales have inevitably declined in recent years. Toy sales though haven’t and it’s important for your revenue streams to have supporting merchandise if you release a major title. The Mandalorian (a new TV show in the Star Wars franchise which has been heavily promoted by Disney to attract more subscribers to Disney +) came out in the US in November 2019. Disney was keen to keep Baby Yoda a surprise - so much so it didn’t manufacture any Baby Yoda toys for Christmas 2019. This I would argue was an unusual miss from Disney which usually doesn’t miss a trick; Baby Yoda has become an internet sensation.
Disney was aiming to go all out with The Mandalorian in general and Baby Yoda in particular in 2020, presumably hoping to make tens of millions in profit from it. Covid-19 is threatening to put paid to that; CNN flagged two months ago that if things weren’t back to normal by June or July manufacturing of Baby Yodas would be down 5-10% (link); presumably that could have a significant dent to Disney’s toy revenue stream this year. The Baby Yoda supply chain may be experiencing disruption for now but in the meantime you can buy Star Wars themed facemasks if you like from Disney’s official shop - they’ve already donated $1m in profits from sale of those masks to a humanitarian aid organisation that distributes medical support to communities in need.

Virus news in brief


  • The grim reaper is not keen on people going to Florida beaches; he worries it’ll accelerate the spread of the virus (link)

  • Yet another warning has come out for the Atlantic hurricane season which runs from June to November (link); the water temperature in the Gulf of Mexico is above average (which basically means more fuel is available for hurricanes to strengthen). I’ve already flagged several articles warning of an above average hurricane season; if you, your family or friends live in a hurricane prone area I recommend reviewing hurricane preparations, supplies and bug-out plans in advance to avoid any stampede for scarce supplies that may result if one ends up inbound. For help on what to do, see https://www.ready.gov/hurricanes.

Virus Statistics


I’m no longer going to publish virus statistics from Johns Hopkins because the amazing efforts of rkuzsma and TeMPOraL_PL mean it’s fully automated (woohoo!). Get your own daily virus statistics (you can set cut offs as you see fit) here.

Supply chain news in brief


  • US online grocery sales for home delivery and store pickup in April 2020 reached a new record of $5.3 billion for a 30-day period which represents a 37% increase over March sales, according to the latest Brick Meets Click/Symphony RetailAI Online Grocery Survey conducted April 22-25. The research is part of Brick Meets Click’s monthly monitoring of COVID-19’s impact on online grocery. This significant month-over-month sales growth for April was driven by a combination of factors. (Source: Foodlogistics.com)

  • SupplyChainDigital thinks the US meat shortage could last for up to a year (link). The closures of meat processing plants across the country have led to a drop in beef production of almost 25% year-over-year, with pork production also falling by 15%.

  • Engadget is reporting that a new high-pressure ventilator developed by NASA engineers and designed to treat COVID-19 has received FDA approval via a fast-tracked emergency use authorization. Now, NASA is looking for a medical industry partner to manufacture the device. It will license the tech on a royalty-free basis during the pandemic. Engineers from NASA’s Jet Propulsion Laboratory (JPL) developed VITAL (Ventilator Intervention Technology Accessible Locally) in just 37 days. It has been tested successfully on a “high fidelity human patient simulator” at the Icahn School of Medicine at Mount Sinai in New York. "Now that we have a design, we're working to pass the baton to the medical community, and ultimately patients, as quickly as possible," said Fred Farina, chief innovation and corporate partnerships officer at Caltech. The design offers a few key benefits. NASA says it can be built faster and maintained more easily than traditional ventilators. It is composed of fewer parts, which are currently available through existing supply chains, and it can be modified for use in field hospitals like the ones being set up in convention centers. The device is built to last three to four months, so it won’t replace the current hospital ventilators, but it could fill critical shortages.

  • Barron’s is not keen on the reshoring of supply chains post-Covid-19, arguing that it defies rationality. It raises several points; a better strategy (instead of onshoring) would be to reduce the risk of potential supply-chain disruption would be for firms to reduce dependence on any individual supplier. Firms will only reshore if it is more profitable and less risky to produce close to the market it adds, giving the example that a desire to socially distance workers could support a reshoring of some production activities that might be cheaper to carry out with in-house robots rather than workers abroad. Firms will reshore if transport costs and tariffs are higher and more unpredictable as a result of the pandemic. Higher trade costs will make crossing multiple borders—currently the norm in complex supply chains—too costly (this is also why so many people involved with Britain-EU supply chains are no fans of Brexit). It concludes by saying that in the face of a deadly pandemic, nationalist policies may appear rational. But they are not built on economic fundamentals. It’s far more effective to leverage global supply chains to ramp up production quickly and efficiently. It’s much smarter to increase international cooperation to stockpile essential goods and build resilience to future shocks—especially in developing countries.

  • Ocean freight rates Asia to Europe have hit new highs due to a lack of capacity from blanked sailings says Loadstar. According to the latest assessment by freight rate benchmarking platform Xeneta, short-term 40ft rates from North Europe have hit a high of $2,000, from a low of $500 in January, as shippers “fight for space” on the few export vessels with port calls that change daily. One freight buyer commented that the space allocation to cover volumes under Europe-Asia annual contracts was actually greater than the capacity of the vessels sailing. Yesterday, Xeneta’s average rate on its short-term database for North Europe to Asia stood at $1,450 per 40ft, double the level recorded in January. Also yesterday, CMA CGM announced that from 15 May it would impose an emergency space surcharge (ESS) of $100 per container on its short-term contracts from North Europe to Asia. According to one forwarder, next week could be particularly painful for European exporters and their forwarders, as there has been an unexpected surge in demand – “almost overnight” – on the backhaul route, coinciding with the week in which there is least capacity, estimated to be down by as much as 49%. This is expected to lead to large numbers of Asia-bound containers being rolled-over at European loading ports, a situation likely last for another fortnight or so, with the hope that some capacity will return to the market by week 22.

  • Unsold cars are rapidly piling up in the US reports Bloomberg (link). The article tells the story of the cargo ship Jupiter Spirit which in LA on April 24 after an almost three-week journey from Japan, ready to unload its cargo of about 2,000 Nissan Armada SUVs, Rogue crossovers and Infiniti sedans in a quick, half-day operation. There was a problem; there was no room to unload the cars due to a collapse in sales (A lot of Americans are suddenly not keen on buying new cars). The ship was forced to drop anchor for nearly a week. For the auto industry, the crisis has left cars gathering dust on dealer lots, dealerships shuttered, auction prices slipping and tens of thousands of workers laid off or furloughed. April U.S. sales plummeted 54% for Toyota Motor Corp., 47% for Subaru Corp. and 39% for Hyundai Motor Co. “It is very abnormal for a container ship, a car carrier or a cruise ship not to go right to the berth, discharge and be on their way,” said Kipling Louttit, executive director of the Marine Exchange of Southern California, a non-profit that monitors commercial ship traffic but last month’s sales collapse produced a chain-reaction backlog, causing some ships to divert to other ports, others to wait days to discharge cargo and, ultimately, others to cancel voyages before they even got underway. The Port of Hueneme, a major import facility in Ventura County, California, had to find space in the surrounding area for about 6,000 surplus cars, in addition to the 4,000 on its site. Auto-logistics firms secured lots at a nearby cold-storage facility and an adjacent U.S. Navy base after scouring sites at local colleges emptied by the coronavirus. “You can’t stack cars,” said Kristin Decas, the port’s director and chief executive officer. “We even looked at using the Ventura County Fairgrounds.” Toyota Motor Corp. has taken the precaution of leasing additional storage space at a sports venue in California, even though it hasn’t yet experienced major issues accepting deliveries from inbound vessels, a spokesman said. A representative for Hyundai Motor Co. said the South Korean automaker also has experienced elevated West Coast inventories and found additional storage lots to ease pressure on port facilities.

  • Fox news: Life after COVID-19 won't be normal for Michigan workers as manufacturing needs system overhaul. When autoworkers go back to work, they’ll likely find their day a little different. There’s the two and three-man jobs needed for putting the vehicle together. Some of the equipment requires multiple pairs of hands to operate. One worker in the body shop estimates their two-man jobs put them about seven feet apart during some of the heavier lifting. Then there are the breakfast and lunch lulls in the break rooms that won’t be attended by entire teams of plant workers. The communal microwaves, refrigerators, provision cabinets, and coffee makers might not be open for use. Access to the terminal to see payroll updates will have to be limited. “There are occasions when someone has spat on the floor inside of the building. There's times we are working so close that we can actually smell the coffee on someone’s breath,” said one UAW worker. “Some workers have poor hygiene. Others leave soiled gloves and remnants like candy wrappers lying around.” The UAW employee, who asked they not be identified, is among the thousands that staff the Michigan Assembly Plant in Wayne where they're been building the Ford Ranger. Shift rotations might have to go longer to reduce the number of workers occupying one area or one machine. (All this means that manufacturing rates will be down and cost per vehicle will be up, but given there’s a glut of vehicles in the US at the moment, this might not be too bad for the short to medium term).

  • On Wednesday, oil and gas company BP said it will supply 3 million gallons of jet fuel to FedEx Express charter flights and Alaska Airlines at no cost to support timely delivery of PPE and other essential goods to areas of the United States at greatest risk for the novel coronavirus. BP said it will offset the carbon emissions of all donated fuel deliveries through its Target Neutral carbon emissions reduction program. The donation builds on BP's commitment to supporting frontline workers by offering a 50-cents-per-gallon discount on fuel for first responders, doctors, nurses, and hospital workers. The donation to FedEx Express, supplied by Air BP, will be used solely for international air transportation to and from the United States to deliver critical medical supplies, including gloves, gowns, ventilators, and masks, that support the effort to fight Covid-19, BP said. Supplies will be coordinated by the Department of Health and Human Services (HHS) and the Federal Emergency Management Agency (FEMA). The Alaska Airlines program will help with delivery of food, medical supplies, mail, and emergency passenger services in remote Alaska communities. Source: Supply Chain Quarterly

  • Loadstar reports that business is brisk for specialist companies who specialise in converting passenger planes into cargo only planes. With the collapse in passenger numbers, lots of planes are idle resulting in plenty of stock ripe for conversion. Older 757 airframes with relatively weak avionics are available in the $400,000-$600,000 range, while models with 16,000-20,000 cycles and more advanced avionics will fetch $1m-$1.5m, according to a spokesman for one of the companies. A surge of 757s becoming available would push down prices significantly, and is very likely, he added.

  • DSV Panalpina last Thursday said more than 3,000 employees could lose their jobs as a result of business lost to the coronavirus outbreak. “This is not something we do lightly,” said chief executive Jens Bjørn Andersen, “but over 3,000 good, loyal employees will have to leave the company – if our activity levels go up we will add people, but when they go down it is necessary to adjust the cost base.” He added that the company was “aiming to reduce its cost base by 10%” in response to the decline in volumes and revenues. Mr Andersen explained that 50% of the cuts were expected in its air and sea freight forwarding division, 30% from its road transport business and the remaining 20% from its contract logistics arm, DSV Solutions. Source: Loadstar

  • UK - Little Tikes Cozy Coupe has overtaken Ford Fiesta to become Britain's best selling car says The Sun. Parents desperate to keep their children entertained bought 85,000 in March. At the same time sales of the Fiesta fell to 15,987 the Society of Motor Manufacturers and Traders said. The Fiesta has been Britain’s best-selling car every year since 2009. Andrew Turner, from Little Tikes, said: “We’re thrilled to see the Cozy Coupe is still the car of choice for families throughout the UK. (Yes, I know this is tenuous, but what the heck)
submitted by Fwoggie2 to supplychain