Can you imagine being at the meeting with the other Splicers as the Woodpecker was being pitched

I mean, 14 cameras is one thing, 15 is just excessive.

SHORTAGES REPORT
PREPARE ACCORDINGLY

FEBRUARY 16TH TO 23RD

#shortagesreport

Meet Qibao. Qibao made friends with his local farmers and ranchers. Qibao keeps stacking and learning hard skills. Be like Qibao! 😀 🐈 😻 🐈‍⬛️ 😺

War on beef! Beef prices are going to keep increasing. Stock up

Tornadoes destroy 202 ha (500 acres) of greenhouses in Antalya, Turkey

https://watchers.news/2026/01/28/tornadoes-destroy-202-ha-500-acres-of-greenhouses-in-antalya-turkey/

From JPL🟦🧙🏻‍♂️🚀

Hmm what goods made in mexico will skyrocket tomorrow

Besides Drugs

Got it — here are the most compelling US and global tradable markets tied to a Manzanillo disruption, without tables, ranked by expected sensitivity and speed.

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🇺🇸 US equities — likely winners (logistics & substitution)

Railroads:
Canadian Pacific Kansas City (CPKC) and Union Pacific (UNP) tend to benefit when Mexican port cargo gets diverted inland or shifted modes. If Manzanillo throughput slows, containers reroute via other ports and rail corridors → higher pricing and volumes.

Intermodal & trucking:
J.B. Hunt (JBHT) and Old Dominion (ODFL) gain pricing power during node congestion. Mexico–US lanes tighten quickly when a major port backs up.

Airfreight:
FedEx (FDX) and UPS (UPS) usually catch urgent substitution (electronics parts, auto components) when ocean delays appear. Even short disruptions can spike air cargo demand.

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🇺🇸 US equities — likely losers (Mexico supply chain dependent)

Autos:
GM, Ford (F), Tesla (TSLA). Mexico supplies wiring harnesses, electronics modules, interiors, castings. These are JIT inputs; port friction → assembly risk and parts shortages.

Appliances & durable goods:
Whirlpool (WHR) has major Mexico production tied to Pacific import components.

Consumer electronics retail:
Best Buy (BBY). Many Asia goods destined for North America move via Mexican Pacific ports before distribution. Delays → inventory gaps.

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🚢 Global shipping & freight rate plays

ZIM (ZIM) and Maersk (AMKBY ADR) typically rise with port congestion because it tightens effective container capacity and lifts spot rates. Even localized disruption at a major node like Manzanillo can ripple across Pacific pricing.

Matson (MATX) can also catch Pacific rate spillover, though it’s more US-Hawaii focused.

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🇲🇽 Mexico exposure (tradable in US)

EWW (Mexico ETF) is the cleanest macro short if disruption persists: port shock → industrial slowdown + import inflation + sentiment hit.

ASUR (ASR ADR) (airports) can benefit from cargo shifting to air logistics.

Walmex ADR (WMMVY) or Mexico retailers generally face import delays → negative.

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💱 FX and macro

USD/MXN long is historically one of the fastest reactions to Mexican security/logistics shocks. Peso weakens on growth risk + trade friction.

Mexican rates (TIIE swaps or Mbonos) tend to price inflation if import costs rise, but that’s slower unless disruption lasts.

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📦 Real-economy commodities & goods

If disruption is real (multi-day+), watch:
    •    North American auto parts prices (tightness)
    •    Electronics components spot pricing
    •    Air cargo indices (jump fast)
    •    Container freight rates (FBX/SCFI uptick)

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🎯 Most compelling tactical setups (duration >3–5 days)
    •    Long CPKC or UNP (rail substitution)
    •    Long FDX or UPS (air cargo surge)
    •    Short EWW or long USD/MXN (Mexico macro hit)
    •    Long ZIM (container rate beta)
    •    Pair: long rails vs short autos (e.g., UNP vs GM)

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⏱️ Reaction order

Hours: FX + shipping + rails
1–3 days: airfreight + trucking
3–10 days: autos/appliances/retail
Weeks: Mexico macro (EWW, rates)

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If you want, I can track confirmed Manzanillo status and give entry triggers (e.g., USD/MXN levels, ZIM rate beta, rail relative strength) as news clarifies whether this is customs-only vs full throughput loss.