India Tops Global Cheese Scene with Four Medals
While the world was distracted by AI, India just became the world leader in cheese.
Chinese Exporters Overstate US Exports by $112 B, Boosting Fraud
11% of US trade has turned fraudulent since Liberation day created massive incentive to cheat on your tariffs. Chinese exporters declare the value of their US exports to the Chinese government $112B higher than the value of the same goods as...
Flexport's 128% Thailand Growth Fueled by Hard Work
Flexport grew 128% y/o/y in Thailand. I'm here at Flexport Bangkok today to see what we're doing to make this happen. It turns out the answer is "working really hard." https://t.co/ekESaZCNY2
Iran's Potential Oil Rail Exports Lack Analysis
Is Iran exporting oil via rail? Haven’t seen any analysis of this trade lane. https://t.co/QufT0kilKW
CBP's Phase One I
CBP just announced its IEEPA duty refund process. Phase One targets ~63% of eligible entries via ACE with a ~45-day processing goal. But no formal timeline on when money actually hits accounts. Key exclusions from this first phase: liquidated entries,...
Waymo's Scattered Rollout May Avoid Rapid
Why does Waymo spread their cars across dozens of cities? They should completely saturate one city til they match Uber’s pick up times. I assume they’re trying to lose because winning in self-driving means putting too many people out of work,...
NYT Exposes Widespread Tariff Fraud Since Last Year
Tariff fraud is rampant since last year. Great NY Times piece exposing the fraud today. https://t.co/FMWKsJMk9V
Trump’s New Steel/Aluminum Tariffs: Expert Session Essential
Yesterday President Trump made major changes to tariffs for steel and aluminum imports. If you import products subject to Section 232 duties on steel or aluminum, you will not want to miss our expert session on those changes.
Sheveluch Eruption Forces Temporary Asia‑North America Freight Diversions
The Sheveluch Volcano in Kamchatka Peninsula causing flight diversions on Asia to North America air freight routes. Expected to be temporary, mostly just sharing bc I like volcanos. https://t.co/06aAWpuJCr
Tesla’s Three‑door, Three‑row Design Could Spark Unprecedented Baby Boom
If Tesla makes a car with 3 rows of seats, each with its own pair of doors so nobody has to climb over anybody else to get to their seat, they will create a baby boom the likes of which...
OOCL SUNFLOWER Collapse Triggers Cargo Delays, Inspections
The vessel OOCL SUNFLOWER encountered heavy weather en-route to Long Beach and suffered a container stack collapse. Flexport has begun notifying all customers with cargo on the ship to expect delays and inspect any containers that arrive for damaged goods....
Only 6% Register, $166B Refunds Unclaimed
The gov't says only 6% of eligible companies have registered their payment details to receive tariff refunds. $166B in refunds at stake. People hate money.
Real Oil Tanker Explosions Make Hollywood Stunts Look Fake
I always thought Hollywood explosions were super fake over the top exaggerations until this week when I saw actual oil tankers getting blown up. https://t.co/db4pOheLSX
USTR Launches 76 Section 301 Probes, Reviving Tariffs
Quick update on tariffs in light of this week’s new USTR announcement of over 76 new Section 301 investigations that will likely result in new tariffs being put back in place on substantially all of US imports that were taken...
Iran’s Missiles, Not Blockage, Are Hormuz’s Real Risk
Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War. https://t.co/kwQ5Ij84KT