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英國(guó)供應(yīng)鏈告急,有兩個(gè)無(wú)法改變的根本原因

Sophie Mellor
2021-08-30

隨著各國(guó)經(jīng)濟(jì)在結(jié)束新冠疫情封鎖之后開始復(fù)蘇,每個(gè)領(lǐng)域都面臨供應(yīng)鏈瓶頸,英國(guó)的問(wèn)題最為嚴(yán)重。

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就連快餐業(yè)的霸主也難以避免供應(yīng)鏈短缺問(wèn)題。

麥當(dāng)勞(McDonald’s)在上周宣布,由于英國(guó)脫歐之后的移民規(guī)定增加了公司招聘卡車司機(jī)運(yùn)送貨物的難度,導(dǎo)致其位于英格蘭、蘇格蘭和威爾士的餐廳的奶昔和瓶裝飲料告急。

隨著英國(guó)出現(xiàn)物資短缺,除了這家美國(guó)連鎖餐廳以外,還有許多公司都減少了貨物配送頻率,并優(yōu)先考慮最有利可圖和最容易運(yùn)輸?shù)呢浳铩?/p>

Nando’s和肯德基(KFC)等餐廳已經(jīng)關(guān)門歇業(yè),并出現(xiàn)了餐品供應(yīng)不足的問(wèn)題,而乳業(yè)巨頭Arla和糖果生產(chǎn)商哈瑞寶(Haribo)等超市供應(yīng)商則出現(xiàn)了庫(kù)存問(wèn)題。就連英國(guó)石油業(yè)巨頭英國(guó)石油(BP)也不得不臨時(shí)關(guān)閉了部分英國(guó)加油站,因?yàn)闊o(wú)鉛汽油和柴油的供應(yīng)出現(xiàn)短缺。

隨著各國(guó)經(jīng)濟(jì)在結(jié)束新冠疫情封鎖之后開始復(fù)蘇,每個(gè)領(lǐng)域都面臨供應(yīng)鏈瓶頸。然而英國(guó)的問(wèn)題最為嚴(yán)重。英國(guó)脫歐之后的就業(yè)規(guī)定迫使許多移民只能回國(guó),造成英國(guó)勞工短缺,導(dǎo)致目前在全世界普遍存在的供應(yīng)鏈問(wèn)題在英國(guó)進(jìn)一步惡化。

現(xiàn)在,隨著英國(guó)即將啟動(dòng)急需的后疫情時(shí)代經(jīng)濟(jì)復(fù)蘇,英國(guó)企業(yè)一直在想方設(shè)法尋找應(yīng)對(duì)供應(yīng)短缺的解決方案,甚至考慮雇傭囚犯從事肉品包裝工作。但英國(guó)首相鮑里斯?約翰遜領(lǐng)導(dǎo)的政府決心取消外國(guó)勞工的自由流動(dòng),在這種情況,供應(yīng)鏈短缺問(wèn)題在短期內(nèi)不會(huì)消失。

勞工不足

據(jù)英國(guó)國(guó)家統(tǒng)計(jì)局(Office for National Statistics)統(tǒng)計(jì),2020年約有100萬(wàn)名非英國(guó)出生的常住人口離開英國(guó)。這個(gè)數(shù)字創(chuàng)下了自第二次世界大戰(zhàn)(World War II)以來(lái)英國(guó)常住人口最大的年度降幅,新冠疫情在其中產(chǎn)生了顯著影響。

勞工數(shù)量減少的趨勢(shì)從在英國(guó)就業(yè)的卡車司機(jī)的數(shù)量變化可見(jiàn)一斑,這也是判斷供應(yīng)鏈短缺的關(guān)鍵指標(biāo)。本月早些時(shí)候,英國(guó)司機(jī)行業(yè)組織英國(guó)道路運(yùn)輸協(xié)會(huì)(Road Haulage Association)根據(jù)會(huì)員調(diào)查結(jié)果估計(jì),英國(guó)卡車司機(jī)的缺口超過(guò)10萬(wàn)人,在新冠疫情之前,英國(guó)雇傭的卡車司機(jī)多達(dá)60萬(wàn)人。

在英國(guó)離開歐洲單一市場(chǎng)之前,任何歐盟公民都可以在英國(guó)就業(yè)。但在英國(guó)脫歐之后,許多卡車司機(jī)被歸入“低技術(shù)勞工”,他們大部分來(lái)自東歐。英國(guó)最新的積分制禁止“低技術(shù)勞工”在境內(nèi)就業(yè),但更有利于接受過(guò)教育的勞工和技術(shù)工人在英國(guó)就業(yè)。

英國(guó)脫歐問(wèn)題也壓縮了剩余卡車司機(jī)的利潤(rùn)空間。英國(guó)脫歐之后,邊境的官僚作風(fēng)加劇,延誤了卡車司機(jī)入境,而卡車司機(jī)是按照行駛里程收費(fèi),而不是根據(jù)時(shí)間來(lái)收費(fèi),由此造成的損失令他們難以承受。

除了與英國(guó)脫歐有關(guān)的挑戰(zhàn)以外,英國(guó)還存在勞動(dòng)力老齡化以及年輕人不愿意從事卡車運(yùn)輸業(yè)等問(wèn)題。此外,卡車司機(jī)協(xié)會(huì)指出,由于新冠疫情的影響,去年有約3萬(wàn)場(chǎng)駕照考試沒(méi)有如期舉行。

英國(guó)經(jīng)濟(jì)復(fù)蘇前景堪憂

英國(guó)自作自受造成的勞動(dòng)力短缺,也是其開啟急需的后疫情時(shí)代經(jīng)濟(jì)復(fù)蘇需要擔(dān)心的問(wèn)題。

8月的IHS Markit/CIPS綜合采購(gòu)經(jīng)理人指數(shù)(Composite Purchasing Managers’ Index)從7月的59.2降至55.3,為六個(gè)月最低。雖然該指數(shù)超過(guò)50往往意味著經(jīng)濟(jì)正在增長(zhǎng),但有分析師擔(dān)心,這個(gè)數(shù)字的下降可能表明經(jīng)濟(jì)反彈正在失去動(dòng)力,供應(yīng)限制使制造業(yè)和服務(wù)業(yè)的產(chǎn)出增長(zhǎng)受到影響。

CIPS集團(tuán)董事鄧肯?布洛克表示,這些數(shù)字發(fā)出了“嚴(yán)重警告”。

他指出,“總體經(jīng)濟(jì)活動(dòng)反常地大規(guī)模減速”意味著今年夏初英國(guó)解除疫情封鎖之后的快速增長(zhǎng)是“不可持續(xù)的”。

他補(bǔ)充道:“最主要的原因是人員和原材料的嚴(yán)重短缺。”

IHS Markit的經(jīng)濟(jì)學(xué)家克里斯?威廉姆森認(rèn)為,上一次出現(xiàn)這種程度的供應(yīng)延誤,是在新冠疫情發(fā)生后的前幾個(gè)月,因?yàn)槿藛T和原材料短缺而導(dǎo)致產(chǎn)量下降的公司數(shù)量“大幅增加,達(dá)到我們?cè)陂_展調(diào)查的20多年間前所未見(jiàn)的水平。”

解決供應(yīng)短缺

卡車司機(jī)短缺導(dǎo)致許多公司不得不想方設(shè)法吸引員工。超市業(yè)巨頭樂(lè)購(gòu)(Tesco)將向9月底前入職的司機(jī)發(fā)放1,000英鎊(約合1,370美元)獎(jiǎng)金。

有些公司對(duì)現(xiàn)有員工培訓(xùn),以安排他們從事人力不足的崗位。英國(guó)連鎖超市Morrisons目前開展的一個(gè)項(xiàng)目,計(jì)劃將現(xiàn)有員工培訓(xùn)成卡車司機(jī)。南非雞肉餐廳Nando’s的供應(yīng)商Avara Foods表示,其英國(guó)員工因?yàn)橛?guó)脫歐出現(xiàn)嚴(yán)重不足,而且人力不足的情況似乎是“結(jié)構(gòu)性變化”,沒(méi)有“快速解決的明顯跡象”,因此該餐廳決定安排70名員工幫助其英國(guó)門店包裝雞肉。

另外,肉類行業(yè)的領(lǐng)導(dǎo)者在上周與政府進(jìn)行交流,討論了公司雇傭囚犯和刑滿釋放人員以幫助解決人手不足問(wèn)題的可能性。

英國(guó)肉類供應(yīng)商獨(dú)立協(xié)會(huì)(Association of Independent Meat Suppliers)對(duì)英國(guó)廣播公司(BBC)表示,目前全國(guó)肉食供應(yīng)行業(yè)短缺1.4萬(wàn)名工人,而且由于新冠疫情、英國(guó)脫歐和民眾對(duì)從事肉類包裝和卡車司機(jī)等崗位缺乏興趣,一場(chǎng)“招聘危機(jī)”即將爆發(fā)。

政府應(yīng)對(duì)不力

隨著受新冠疫情影響的公司數(shù)量越來(lái)越多,行業(yè)組織正在向政府施壓,要求政府調(diào)整現(xiàn)有的制度。

英國(guó)零售商協(xié)會(huì)(British Retail Consortium)與貨運(yùn)行業(yè)組織英國(guó)物流協(xié)會(huì)(Logistics UK)近日致函英國(guó)商業(yè)大臣關(guān)浩霆(Kwasi Kwarteng),警告政府必須介入解決勞工短缺問(wèn)題,否則消費(fèi)者將最終受害。英國(guó)家禽協(xié)會(huì)(British Poultry Council )也致函內(nèi)政大臣普麗蒂?帕特爾,警告勞工短缺將導(dǎo)致雞肉生產(chǎn)商的每周供應(yīng)量減少高達(dá)10%。

面對(duì)壓力,英國(guó)政府卻始終力挺其積分移民制度。一名政府發(fā)言人告訴《財(cái)富》雜志,英國(guó)政府致力于“維護(hù)英國(guó)的利益,優(yōu)先考慮英國(guó)現(xiàn)有的技能,同時(shí)吸引經(jīng)濟(jì)增長(zhǎng)急需的人才。”

這位發(fā)言人稱:“英國(guó)民眾用選票支持我們?nèi)∠藛T自由流動(dòng),重新掌控我們的移民制度,這就是我們的方案。”這位發(fā)言人補(bǔ)充說(shuō),政府已經(jīng)有與食品行業(yè)合作保證必要?jiǎng)趧?dòng)力供應(yīng)的“既定方案”。

發(fā)言人認(rèn)為,受影響的行業(yè)“多年來(lái)過(guò)度依賴外來(lái)勞工”,公司應(yīng)該通過(guò)提供更好的培訓(xùn)、更誘人的職業(yè)發(fā)展路線和更高薪酬,提高其崗位對(duì)英國(guó)勞動(dòng)者的吸引力。

政府發(fā)言人補(bǔ)充說(shuō),約翰遜政府已經(jīng)制定了解決重型貨運(yùn)車輛(HGV)司機(jī)短缺問(wèn)題的一系列措施,計(jì)劃簡(jiǎn)化新司機(jī)取得重型貨運(yùn)車輛駕照的手續(xù),并安排更多駕照考試。政府臨時(shí)放寬了駕駛時(shí)間規(guī)定,并允許司機(jī)小幅延長(zhǎng)駕駛里程。

現(xiàn)在,英國(guó)消費(fèi)者似乎只能忍受供應(yīng)短缺,或者發(fā)揮自己的創(chuàng)意來(lái)解決這個(gè)問(wèn)題,比如自制奶昔。一位麥當(dāng)勞的發(fā)言人告訴《財(cái)富》雜志,該連鎖餐廳無(wú)法確定奶昔飲料什么時(shí)候可以恢復(fù)供應(yīng)。(財(cái)富中文網(wǎng))

翻譯:劉進(jìn)龍

審校:汪皓

就連快餐業(yè)的霸主也難以避免供應(yīng)鏈短缺問(wèn)題。

麥當(dāng)勞(McDonald’s)在上周宣布,由于英國(guó)脫歐之后的移民規(guī)定增加了公司招聘卡車司機(jī)運(yùn)送貨物的難度,導(dǎo)致其位于英格蘭、蘇格蘭和威爾士的餐廳的奶昔和瓶裝飲料告急。

隨著英國(guó)出現(xiàn)物資短缺,除了這家美國(guó)連鎖餐廳以外,還有許多公司都減少了貨物配送頻率,并優(yōu)先考慮最有利可圖和最容易運(yùn)輸?shù)呢浳铩?/p>

Nando’s和肯德基(KFC)等餐廳已經(jīng)關(guān)門歇業(yè),并出現(xiàn)了餐品供應(yīng)不足的問(wèn)題,而乳業(yè)巨頭Arla和糖果生產(chǎn)商哈瑞寶(Haribo)等超市供應(yīng)商則出現(xiàn)了庫(kù)存問(wèn)題。就連英國(guó)石油業(yè)巨頭英國(guó)石油(BP)也不得不臨時(shí)關(guān)閉了部分英國(guó)加油站,因?yàn)闊o(wú)鉛汽油和柴油的供應(yīng)出現(xiàn)短缺。

隨著各國(guó)經(jīng)濟(jì)在結(jié)束新冠疫情封鎖之后開始復(fù)蘇,每個(gè)領(lǐng)域都面臨供應(yīng)鏈瓶頸。然而英國(guó)的問(wèn)題最為嚴(yán)重。英國(guó)脫歐之后的就業(yè)規(guī)定迫使許多移民只能回國(guó),造成英國(guó)勞工短缺,導(dǎo)致目前在全世界普遍存在的供應(yīng)鏈問(wèn)題在英國(guó)進(jìn)一步惡化。

現(xiàn)在,隨著英國(guó)即將啟動(dòng)急需的后疫情時(shí)代經(jīng)濟(jì)復(fù)蘇,英國(guó)企業(yè)一直在想方設(shè)法尋找應(yīng)對(duì)供應(yīng)短缺的解決方案,甚至考慮雇傭囚犯從事肉品包裝工作。但英國(guó)首相鮑里斯?約翰遜領(lǐng)導(dǎo)的政府決心取消外國(guó)勞工的自由流動(dòng),在這種情況,供應(yīng)鏈短缺問(wèn)題在短期內(nèi)不會(huì)消失。

勞工不足

據(jù)英國(guó)國(guó)家統(tǒng)計(jì)局(Office for National Statistics)統(tǒng)計(jì),2020年約有100萬(wàn)名非英國(guó)出生的常住人口離開英國(guó)。這個(gè)數(shù)字創(chuàng)下了自第二次世界大戰(zhàn)(World War II)以來(lái)英國(guó)常住人口最大的年度降幅,新冠疫情在其中產(chǎn)生了顯著影響。

勞工數(shù)量減少的趨勢(shì)從在英國(guó)就業(yè)的卡車司機(jī)的數(shù)量變化可見(jiàn)一斑,這也是判斷供應(yīng)鏈短缺的關(guān)鍵指標(biāo)。本月早些時(shí)候,英國(guó)司機(jī)行業(yè)組織英國(guó)道路運(yùn)輸協(xié)會(huì)(Road Haulage Association)根據(jù)會(huì)員調(diào)查結(jié)果估計(jì),英國(guó)卡車司機(jī)的缺口超過(guò)10萬(wàn)人,在新冠疫情之前,英國(guó)雇傭的卡車司機(jī)多達(dá)60萬(wàn)人。

在英國(guó)離開歐洲單一市場(chǎng)之前,任何歐盟公民都可以在英國(guó)就業(yè)。但在英國(guó)脫歐之后,許多卡車司機(jī)被歸入“低技術(shù)勞工”,他們大部分來(lái)自東歐。英國(guó)最新的積分制禁止“低技術(shù)勞工”在境內(nèi)就業(yè),但更有利于接受過(guò)教育的勞工和技術(shù)工人在英國(guó)就業(yè)。

英國(guó)脫歐問(wèn)題也壓縮了剩余卡車司機(jī)的利潤(rùn)空間。英國(guó)脫歐之后,邊境的官僚作風(fēng)加劇,延誤了卡車司機(jī)入境,而卡車司機(jī)是按照行駛里程收費(fèi),而不是根據(jù)時(shí)間來(lái)收費(fèi),由此造成的損失令他們難以承受。

除了與英國(guó)脫歐有關(guān)的挑戰(zhàn)以外,英國(guó)還存在勞動(dòng)力老齡化以及年輕人不愿意從事卡車運(yùn)輸業(yè)等問(wèn)題。此外,卡車司機(jī)協(xié)會(huì)指出,由于新冠疫情的影響,去年有約3萬(wàn)場(chǎng)駕照考試沒(méi)有如期舉行。

英國(guó)經(jīng)濟(jì)復(fù)蘇前景堪憂

英國(guó)自作自受造成的勞動(dòng)力短缺,也是其開啟急需的后疫情時(shí)代經(jīng)濟(jì)復(fù)蘇需要擔(dān)心的問(wèn)題。

8月的IHS Markit/CIPS綜合采購(gòu)經(jīng)理人指數(shù)(Composite Purchasing Managers’ Index)從7月的59.2降至55.3,為六個(gè)月最低。雖然該指數(shù)超過(guò)50往往意味著經(jīng)濟(jì)正在增長(zhǎng),但有分析師擔(dān)心,這個(gè)數(shù)字的下降可能表明經(jīng)濟(jì)反彈正在失去動(dòng)力,供應(yīng)限制使制造業(yè)和服務(wù)業(yè)的產(chǎn)出增長(zhǎng)受到影響。

CIPS集團(tuán)董事鄧肯?布洛克表示,這些數(shù)字發(fā)出了“嚴(yán)重警告”。

他指出,“總體經(jīng)濟(jì)活動(dòng)反常地大規(guī)模減速”意味著今年夏初英國(guó)解除疫情封鎖之后的快速增長(zhǎng)是“不可持續(xù)的”。

他補(bǔ)充道:“最主要的原因是人員和原材料的嚴(yán)重短缺。”

IHS Markit的經(jīng)濟(jì)學(xué)家克里斯?威廉姆森認(rèn)為,上一次出現(xiàn)這種程度的供應(yīng)延誤,是在新冠疫情發(fā)生后的前幾個(gè)月,因?yàn)槿藛T和原材料短缺而導(dǎo)致產(chǎn)量下降的公司數(shù)量“大幅增加,達(dá)到我們?cè)陂_展調(diào)查的20多年間前所未見(jiàn)的水平。”

解決供應(yīng)短缺

卡車司機(jī)短缺導(dǎo)致許多公司不得不想方設(shè)法吸引員工。超市業(yè)巨頭樂(lè)購(gòu)(Tesco)將向9月底前入職的司機(jī)發(fā)放1,000英鎊(約合1,370美元)獎(jiǎng)金。

有些公司對(duì)現(xiàn)有員工培訓(xùn),以安排他們從事人力不足的崗位。英國(guó)連鎖超市Morrisons目前開展的一個(gè)項(xiàng)目,計(jì)劃將現(xiàn)有員工培訓(xùn)成卡車司機(jī)。南非雞肉餐廳Nando’s的供應(yīng)商Avara Foods表示,其英國(guó)員工因?yàn)橛?guó)脫歐出現(xiàn)嚴(yán)重不足,而且人力不足的情況似乎是“結(jié)構(gòu)性變化”,沒(méi)有“快速解決的明顯跡象”,因此該餐廳決定安排70名員工幫助其英國(guó)門店包裝雞肉。

另外,肉類行業(yè)的領(lǐng)導(dǎo)者在上周與政府進(jìn)行交流,討論了公司雇傭囚犯和刑滿釋放人員以幫助解決人手不足問(wèn)題的可能性。

英國(guó)肉類供應(yīng)商獨(dú)立協(xié)會(huì)(Association of Independent Meat Suppliers)對(duì)英國(guó)廣播公司(BBC)表示,目前全國(guó)肉食供應(yīng)行業(yè)短缺1.4萬(wàn)名工人,而且由于新冠疫情、英國(guó)脫歐和民眾對(duì)從事肉類包裝和卡車司機(jī)等崗位缺乏興趣,一場(chǎng)“招聘危機(jī)”即將爆發(fā)。

政府應(yīng)對(duì)不力

隨著受新冠疫情影響的公司數(shù)量越來(lái)越多,行業(yè)組織正在向政府施壓,要求政府調(diào)整現(xiàn)有的制度。

英國(guó)零售商協(xié)會(huì)(British Retail Consortium)與貨運(yùn)行業(yè)組織英國(guó)物流協(xié)會(huì)(Logistics UK)近日致函英國(guó)商業(yè)大臣關(guān)浩霆(Kwasi Kwarteng),警告政府必須介入解決勞工短缺問(wèn)題,否則消費(fèi)者將最終受害。英國(guó)家禽協(xié)會(huì)(British Poultry Council )也致函內(nèi)政大臣普麗蒂?帕特爾,警告勞工短缺將導(dǎo)致雞肉生產(chǎn)商的每周供應(yīng)量減少高達(dá)10%。

面對(duì)壓力,英國(guó)政府卻始終力挺其積分移民制度。一名政府發(fā)言人告訴《財(cái)富》雜志,英國(guó)政府致力于“維護(hù)英國(guó)的利益,優(yōu)先考慮英國(guó)現(xiàn)有的技能,同時(shí)吸引經(jīng)濟(jì)增長(zhǎng)急需的人才。”

這位發(fā)言人稱:“英國(guó)民眾用選票支持我們?nèi)∠藛T自由流動(dòng),重新掌控我們的移民制度,這就是我們的方案。”這位發(fā)言人補(bǔ)充說(shuō),政府已經(jīng)有與食品行業(yè)合作保證必要?jiǎng)趧?dòng)力供應(yīng)的“既定方案”。

發(fā)言人認(rèn)為,受影響的行業(yè)“多年來(lái)過(guò)度依賴外來(lái)勞工”,公司應(yīng)該通過(guò)提供更好的培訓(xùn)、更誘人的職業(yè)發(fā)展路線和更高薪酬,提高其崗位對(duì)英國(guó)勞動(dòng)者的吸引力。

政府發(fā)言人補(bǔ)充說(shuō),約翰遜政府已經(jīng)制定了解決重型貨運(yùn)車輛(HGV)司機(jī)短缺問(wèn)題的一系列措施,計(jì)劃簡(jiǎn)化新司機(jī)取得重型貨運(yùn)車輛駕照的手續(xù),并安排更多駕照考試。政府臨時(shí)放寬了駕駛時(shí)間規(guī)定,并允許司機(jī)小幅延長(zhǎng)駕駛里程。

現(xiàn)在,英國(guó)消費(fèi)者似乎只能忍受供應(yīng)短缺,或者發(fā)揮自己的創(chuàng)意來(lái)解決這個(gè)問(wèn)題,比如自制奶昔。一位麥當(dāng)勞的發(fā)言人告訴《財(cái)富》雜志,該連鎖餐廳無(wú)法確定奶昔飲料什么時(shí)候可以恢復(fù)供應(yīng)。(財(cái)富中文網(wǎng))

翻譯:劉進(jìn)龍

審校:汪皓

Even the fast-food king isn’t immune to supply-chain shortages.

McDonald’s last week announced it had run out of milkshakes and bottled drinks at its restaurants in England, Scotland, and Wales as tightened post-Brexit immigration rules have made it more difficult to hire truck drivers to transport goods.

The U.S. chain restaurant joins a long list of other businesses that are delivering to stores less frequently and prioritizing the most profitable and most easily transportable goods as shortages take hold in the U.K.

Restaurants like Nando’s and KFC have shuttered doors and reported missing menu items, and supermarket suppliers such as dairy giant Arla and sweets manufacturer Haribo have reported stocking issues. Even British oil giant BP has had to temporarily close some of its U.K. sites because not enough unleaded gasoline and diesel had been delivered.

As economies emerge from pandemic lockdowns, every corner of the globe is dealing with supply-chain bottlenecks. But almost nowhere are the problems as severe as those in the U.K. There, the general supply-chain hiccups seen around the world have been exacerbated by a lack of workers, as post-Brexit employment regulations have forced many immigrants to return home.

Now, with a much-needed post-pandemic economic recovery on the horizon, U.K. businesses have been trying to find creative solutions to the shortage—even floating plans to put prisoners to work packing meat. But with the government of Prime Minister Boris Johnson determined to end the free movement of foreign workers, the problem is not likely to go away anytime soon.

Missing workers

Almost a million non-U.K.-born residents left Britain in 2020, according to the Office for National Statistics. The figure, heavily skewed by the COVID-19 pandemic, was the largest annual fall in resident population since World War II.

This population decline can be seen in the number of truck drivers plying their trade in the U.K., a key metric behind the supply-chain shortages. Based on a member survey, the Road Haulage Association, a drivers’ trade group, estimated earlier this month that there was a shortage of more than 100,000 drivers in the U.K.—a marked dent in the 600,000 drivers employed before the pandemic.

When the U.K. was part of the single European market, any EU citizen would be able to come to the country to work. But after Brexit, many truck drivers—often from Eastern Europe—were classified as “l(fā)ow skilled” and barred from entry under a new points-based system that favors educated and skilled workers.

Brexit problems have also made the job less profitable for those who have remained. Border bureaucracy has increased after the U.K.’s exit from the EU, causing delays that truck drivers who are paid by the mile rather than by the hour have found costly to endure.

In addition to Brexit-related difficulties—not to mention an aging workforce and a youth employment pool uninterested in joining the industry—the drivers’ association noted that some 30,000 driving tests did not take place last year as a result of the coronavirus pandemic.

U.K. recovery in limbo

The specter of a self-inflicted labor shortage is worrying as a much-needed post-pandemic economic recovery takes shape.

The IHS Markit/CIPS Composite Purchasing Managers’ Index (PMI) for August hit a six-month low of 55.3, falling from 59.2 in July. While any reading above 50 indicates growth, the declining numbers have led some analysts to worry that the bounce-back from the pandemic is losing momentum, with supply constraints hitting output growth in the manufacturing and service sectors.

The figures are “a stark warning,” said CIPS group director Duncan Brock.

He noted that the “abnormally large slowdown in overall activity” meant the accelerated levels of growth seen earlier in the summer, as the U.K. emerged from pandemic lockdown, were “not sustainable.”

“The worst shortages of staff and materials on record are mostly to blame,” he added.

IHS Markit economist Chris Williamson pointed out that the only time supplier delays had previously risen to this degree was in the initial months of the pandemic, and the number of companies reporting falling output owing to staff and material shortages “has risen far above anything ever seen previously in more than 20 years of survey history.”

Maneuvering through the shortage

The lorry driver shortage is making some companies go to extraordinary lengths to attract employees. Supermarket giant Tesco is offering a £1,000 bonus (about $1,370) to drivers who join before the end of September.

Others are working to train staff to do different jobs that face worker shortages. British supermarket chain Morrisons is currently putting together a program to train staff to become truck drivers. South African chicken restaurant Nando’s is deploying 70 members of its staff to help pack chicken for its U.K. stores after supplier Avara Foods said that its U.K. workforce had been severely depleted as a result of Brexit and that the labor shortage looked like a “structural change” that showed “no obvious signs of being resolved quickly.”

Meat industry leaders, meanwhile, held talks with the government last week to discuss the option of businesses’ employing prisoners and ex-inmates to help plug labor shortages.

The Association of Independent Meat Suppliers told the BBC that the industry currently had about 14,000 job vacancies and that with COVID-19, Brexit, and a lack of interest in meatpacking and truck driving jobs, a “recruitment crisis” loomed on the horizon.

Government pushback

As the number of businesses suffering from the pandemic mounts, industry groups are putting pressure on the government to make changes to the system.

In a letter to U.K. Business Secretary Kwasi Kwarteng, the British Retail Consortium (BRC) and freight trade group Logistics UK warned that consumers will suffer unless the government intervenes, and the British Poultry Council warned the government in a letter to Home Secretary Priti Patel that staff shortages would result in chicken producers cutting weekly supply by up to 10%.

In the face of pressure, the government has stood by its points-based immigration system. A government spokesperson told Fortune it “works in the interests of the U.K. by prioritizing the skills we already have in the U.K. while attracting the talent our economy needs to grow.”

“The British people voted for us to end free movement and take back control of our immigration system, and that is exactly what we have delivered,” the spokesperson said, adding that the government had “well-established ways” of working with the food sector to ensure businesses have the labor they need.

The spokesperson suggested that the sectors impacted had been “over-reliant on migrant workers for many years,” and that businesses should be making jobs more attractive to U.K. workers with better training, better career pathways, and higher salaries.

The government spokesperson added that Prime Minister Johnson’s administration had brought in a package of measures to tackle the heavy goods vehicle (HGV) driver shortage, with plans to streamline the process for new drivers to gain their HGV license and to increase the number of tests that can be conducted. The government has temporarily relaxed driver-hours rules as well to allow for slightly longer journeys.

For now, it seems U.K. consumers will simply have to endure shortages or find creative ways around them—such as by making their own milkshakes. A McDonald’s spokeswoman told Fortune that the chain did not have news on when the rich, creamy drinks would return.

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