Walmart’s Fuel Surge Highlights Logistics Cost Pressures
$WMT Walmart hit by higher fuel costs in its distribution and fulfillment. A sign for supply chains and logistics.
NATO Mulls Hormuz Mission Amid Prolonged Strait Crisis
NATO Weighing Hormuz Mission If Strait Crisis Drags Into Summer. They may have no choice but to try to fix Trump’s mess in the Strait. What will Iran do? https://t.co/LoxTZvQkxj
Iran Claims Hormuz Authority, Threatens Global Shipping
Iran Launches Official ‘Persian Gulf Strait Authority’ Account, Declares Unauthorized Hormuz Transit ‘Illegal’. Will Iran keep control of the Strait? Leaving Trump with a maritime mess and how it will affect the Middle East power and global supply chains. https://t.co/cuN8PtOyBF
China Calls for Unrestricted Strait of Hormuz Navigation
China Wants Strait of Hormuz Open Free of Curbs, USTR Greer Tells Bloomberg News https://t.co/MplQrrnwLD
Hormuz Crisis May Spark First Post-Pandemic Oil Demand Drop
IEA Warns Hormuz Crisis Could Trigger First Global Oil Demand Contraction Since Pandemic. Trump’s Iran War and the Strait of Hormuz. https://t.co/j9HhjsJNS2
Supply‑chain Stress Resurges After COVID Peak
Supply-Chain Stress That Peaked in Covid Heads Higher Again. If and when we hit supply constraints… https://t.co/CrUgwLc19S
USPS Ground Advantage vs Ounce Rates: What Businesses Need
USPS Ground Advantageand ounce based rate differences. Interesting for a business focusing on parcels. #ecommerce
Iran's Fast Attack Craft: Underestimated Maritime Threat
Iran's Fast Attack Craft: A Real Maritime Threat. Trump underestimates. Beware. The French underestimated the Viet Cong. https://t.co/B5bfm4JJ7e
Inflation and Hormuz Tensions Force Supply Chain Rethink
US inflation. Strait of Hormuz. What will retailers and manufacturers do? And their supply chains? And logistics?
CPI Inflation Signals Rate Hikes Despite Trump’s Calls
Despite Trump’s demands for lower interest rate, CPU inflation looks like a raise in rates is likely.
US Charges Singapore Operator Over Baltimore Bridge Collapse
US charges Singapore ship operator and another employee with bridge collapse in Baltimore where 6 people died. Maersk
Iran Negotiates as Trump Seeks Exit, Shipping Bottleneck Worsens
Iran playing the negotiation game while Trump wants to get out of mess he made. And the ships stuck in the Strait and the supply shortages?
Panama Canal Slot Auctions Reach Record $4 Million
Panama Canal slot auctions hit record $4m. The Strait adds to volume. Avoid delay. Pay $4 mil. Will that increase? https://t.co/pbogTlPIf7
Illinois Diesel Prices Hit Record, Threatening Trucking Costs
Illinois sets record price for diesel fuel. Will that be broken? Trucking and supply chains beware.
Defining Shipping Normalization Amid Strait of Hormuz Uncertainty
Shipping normalization and Strait of Hormuz stability. When will it happen? How will normalization be defined?
Trump Proposes Gas Tax Suspension to Ease War‑driven Prices
Trump wants suspension of fed gas tax. To give consumers from high gas prices with his Iran war.
STB Urged to Block Union Pacific‑Norfolk Southern Merger
Canadian National. STB ( Surface Transportation Board) should reject UP (Union Pacific) - NS (Norfolk Southern) merger.
Record Diesel Prices Threaten Truckers, SMEs, and Consumers
If diesel hits an all time record? What will it do to trucking? Especially owner operators? And to supply chains? Especially SMEs? And consumers?
Trump Deems Iran's Reply Unacceptable, Stalemate Looms
Trump Says Iran’s Response to U.S. Peace Proposal is Unacceptable. Are the US and Iran at a stalemate? Now what? https://t.co/71SwsUBp9r
$7 Diesel Cripples Trucking, Exposes US Oil Dependence
$7 diesel. NW Indiana. Bad for trucking. And supply chains. Imagine the price if the US did not have all that oil that Trump talks about.
Bulker Struck by Projectile, Fire Contained, Crew Unharmed
UKMTO: Bulker was hit by projectile. Small fire that was put out. Crew is fine.
Trump's Potential Navy Withdrawal Threatens Global Supply Chains
Is Trump going to have the Navy get out of the Strait? Or not? The longer this drags on, the harder on economies. Even the US. Will there be supply shortages meeting demand destructions?
Fuel Price Surge Threatens Millions of German Flights
German airports. Millions of flights could be cancelled. Price of jet fuels. Strait of Hormuz.
Finance Ignores Strait Closure, Prioritizes Abstract Reality
Financiers do not seem to care if the Strait is open. Their financial reality precludes physical reality.
Hormuz Tensions Threaten Supply Chains, Risk Demand Collapse
US, Iran Clash Near Hormuz as Response on Proposed Deal Awaited. The longer this goes on, the greater the global economic and supply chain disruption. What about the US? Is there a tipping point from supply shortage to demand destruction?...
DP World Expands Into War‑Risk Shipping Insurance
DP World moves into shipping war risk insurance. Includes Middle East. Covers thru to inland delivery. https://t.co/ADghHSU8zY
Iran Plans Rail Route to China to Bypass US Blockade
Iran wants to use rail to China to avoid US port blockade. Now about their oil for China that uses maritime. All the needed tank cars?
Trade Court Blocks Trump Tariffs After Supreme Court Reversal
Trade court says “no” to Trump tariffs set after Supreme Court strikes down tariffs from Liberation Day. No what for supply chains?
US and Iran Trade Fire; Ceasefire and Deal Uncertain
US and Iran exchange fire in the Strait. And the ceasefire? And how close to a deal?
Oil Shock Persists: Tight Global Fuel Supplies for Months
Oil Shock Far From Over: Energy Giants Warn Global Fuel Supplies May Stay Tight for Months After Iran Deal. And the longer it takes to get a deal? https://t.co/sOpjmIj1ok
Energy Crunch Will Continue Despite Iran Peace Deal, Says Maersk
Maersk Says Energy Crunch to Persist Even If Iran Peace Deal Struck. Not surprising. This extended mess will not fix itself overnite. https://t.co/qJBag33bE9
Non‑conference Broadcasters Threaten Conference Media Leverage
College games by provider that is not who the conference has its media deal. Will it weaken their conference leverage? Does the conference get anything from these “special” deals? More ahead like with the Michigan game?
New Breakthrough Promises Strait Reopening for Trapped Ships
Coming breakthrough for ships stuck in the Strait. What are the details for a reopening? Iran? US?Maritime security and safety?
Shippers Brace for Rising B
Maersk: Cost of bunker fuel. Supply and price. Are shippers ready as Strait of Hormuz remains blocked?
China Gauges US Moves, Eyes Potential Taiwan Blockade
Is China watching the Strait and seeing what the US does? In case China blockades Taiwan.
Shipowners Remain Wary of Hormuz Amid Iran Outreach
Shipowners Stay Cautious on Hormuz as Iran Says ‘Contact Us’. Maritime security and safety. https://t.co/BkabcM9sQY
BIMCO Warns Project Freedom Pause Spikes Hormuz Risk
BIMCO Warns Abrupt ‘Project Freedom’ Pause Complicates Hormuz Risk Calculus. Oil and other products that come thru the Strait. Can this go on until supply shortage meets demand destruction? https://t.co/R2ZJUtaZxX
Trump’s Policies Boost Russia’s War Funding via Sanctions Lift
Trump’s Iran war and the Strait blockade and lifting sanctions on Russia is making Russia rich to continue its Ukraine war.
China Expands Global Logistics to Control Supply Chains
Chinese firms and logistics in other countries. More if China trying to control global trade supply chains and logistics?
G7 Outlines Action Plan to Modernize Supply Chains
Wow. G-7 and improving supply chains. The details on what to do and how. From transportation to technology. To infinity and beyond.
Trump Pauses Strait of Hormuz Reopening, Worsening Impacts
Trump. Pausing reopening the Strait. Not good new as the physical impact is beginning. Making the economic impact worse.
UN Considers Hormuz Sanctions Amid US Push for Forceful Resolution
U.N. Weighs Hormuz Sanctions as U.S. Pushes Resolution That Could Open Door to Force https://t.co/CT043TrOfi
Iran Launches Strait Authority, Threatens $90B Fees
Iran does not care about any UN reg. They will do what they want with the Strait. They may be looking at $90bil in fees. What will Trump do?
Higher Gas Costs Divert $24B From Retail Spending
That $24 Bil spent on higher gas prices is money that consumers do not spend on retail e-commerce and in stores. How do you direct supply chains?
No Peace Talks; Strait Remains Closed Indefinitely
It is looking like neither can and will negotiate a peace and open up the Strait.
Diesel Demand Spikes as Trump Claims Exports
Another state with new diesel record. Trucking. While Trump brags of all the oil being sold to other countries. And draining US supply.
Singapore‑NZ Deal Prompts Six‑Year Supply Chain Overhaul
Singapore and New Zealand. Supply chain deal. After 6 years of SCM disruption, what have you done to change/upgrade your supply chain?
US‑Iran Clash Forces China Into Unexpected Mediation
US starts Iran war on its own. No help. Now incredible maritime mess in Strait. Wants help. Now from China. As China ignores US sanctions. Trump-Xi meeting should be interesting. Will there be more trade supply chain upheaval?
U.S.-China Trade Shifts: ASEAN Rise, Tariffs Reshape Supply Chains
NY Fed/Liberty Street Economics: In What Ways Has U.S. Trade with China Changed? Trade Asean shifts. Tariffs. Finished goods. Upstream supply chain. What is real? Temporary? Or not?
Amazon's New 3PL Service Threatens UPS, FedEx
Amazon. Beginning its 3PL/supply chain service to everyone. I talked about this years ago. They know supply chain management because they do it for themselves. A competitive advantage. This could upheave UPS, FedEx, and many 3PLs. Stay tuned.