Vietnam Takes Assembly, China Still Supplies Parts
Shift from China to Vietnam. Talking about assembly of finished units. What about parts, assemblies, components, etc—the upstream supply chain? Do those still come from China?
China's Upstream Supply Chain: Vast, Complex, Multi‑Tiered
US customs. China shifts vs content. The reality of the upstream supply chain. Its size, complexity, and tiers of suppliers’ suppliers.
EU Warns Prolonged Energy Market Disruption From Iran War
EU Tells Members to Prepare for 'Prolonged Disruption' to Energy Markets From Iran War https://t.co/oPLV3B8xsa
Industry Calls Gulf States to Free 20,000 Stranded Seafarers
Industry Groups Urge Gulf States to Act as 20,000 Seafarers Remain Stranded by Hormuz Crisis. While there is so many stories on oil, an overlooked story. Seafarers, aka, people. https://t.co/xhpMLHLipe
Hormuz Turns Toll Road as VLCC Burns
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS
Golden Pass Texas LNG Begins Production Amid Hormuz Crisis
Golden Pass LNG in Texas Produces First LNG as Hormuz Crisis Disrupts Global Gas Flows https://t.co/OSUeOpMO0T
Supply Chain Shift: How Far Upstream Does De‑Chinaing Reach?
Call it supply chain shifts or derisking. Moving retail and manufacturing supply away from China to other countries. Given the tiers of suppliers and size, how deep into the upstream supply chain does the change go?
US Pullout May Open Door for Chinese Taiwan Attack
China. Taiwan Strait and threat on Taiwan. US has pulled military from Asia. Does that leave an opportunity for China to attack Taiwan? What would that do to supply chains?
US Secures Rare Earth Processing Amid China Export Dominance
China. Rare earth exports. What about the deal the US made? And the processing of them?
Iran's Hormuz Toll Threatens US‑Israel War Strategy
A Hormuz toll run by Iran. Think of the logistics costs and impact. It could be considered a war failure by the US and Israel.
Geopolitical Chokepoints Threaten AI Data Center Power
What will Iran/Strait of Hormuz and the Houthis/Bab-El-Mandeb and the magic resolution do to the energy needed for all the AI data centers? https://t.co/knB0mXEbND
McKinsey Lagging as Trade Wars Trigger Supply Chain Fragmentation
Is McKinsey slow to react to what has and is happening? Global trade war. Iran war and the Strait of Hormuz. A continuation of trade supply chain disruption that may be moving to fragmentation and even devolution.
US Attack on Iran Threatens Strait, Empowers Houthis
What if American troops attack Iran? What will it mean for the Strait? And the Houthis?
UK's Security Pivot Raises Trade Questions, Trump Watch
UK move away from US for security. Would this also affect trade? What would Trump do?
China Blames Philippines, Yet Urges Ties Stabilization
China Urges Philippines To Stabilize Ties Amid Maritime Row. China causes the problem. Then asks the Philippines to improve the situation. https://t.co/hyHl0iwvov
Israel-Iran Strike Threatens Global Supply Chain Stability
Israel’s attack on Iran while there were attempts at “peace” negotiations may have compounded the supply chain and maritime problems that are bordering on supply and economic catastrophe. IMHO
Embrace Chaos: Rethink Tiered End‑to‑End Supply Chains
Six years of supply chain and logistics disruption. The need is to understand the E2E supply chain, especially the tiered, nonlinear upstream supply chain. Forget buzzwords like ‘resilience’. Fresh thinking. Adapt to what will continue—SCM chaos.
Houthis Warn Red Sea Escalation Amid Iran War
Houthis Threaten Red Sea Escalation as Iran War Risks Spreading to Second Shipping Chokepoint https://t.co/9Nypu2iQHO
Cosco Avoids Hormuz Route Despite China‑Iran Ties
Cosco. Chinese container line. Does not sail in the Strait of Hormuz. Why not with China being an oil customer and ally to Iran? What is the back story?
EU Faces Trade Turbulence From US and China
From Liberation to other trade threats is the US with the EU. Now here comes China to the EU. Trade upheaval? Maritime? What lies ahead?
Bab‑El‑Mandeb Threatens Global Oil Supply Chain
The Strait. Bab-El-Mandeb. An almost shutdown. Threats. Oil. And the distillates and derivatives. The other products. Hell in a key upstream supply chain. And the E2E effects.
Questioning FMC Authority Over Chinese Detention of Panama Ships
FMC. Chinese detention of Panama vessels. Question. Where does the Federal Maritime Commission get authority here?
Hormuz Tensions Push Asia‑Europe Container Rates Higher
Container Rates Extend Rally as Hormuz Crisis Drives Fuel Costs Higher. Especially Asia-Europe. Bunker prices and Iran war. https://t.co/u6yRuC0Xft
Global Trade Faces Fragmentation Amid Geopolitical Upheaval
From Liberation Day to the Strait of Hormuz, is global trade and world order going thru an upheaval? Will the world move go from bifurcation or trifurcation to fragmentation? Who will dominant? What would supply chains look like and operate...
Trump Threatens NATO, Tariffs Raise Putin Concerns
“NEVER FORGET”. Trump’s threat to NATO. And its countries. Tariffs. Then? What is Putin thinking? https://t.co/9rM5Qpfg8L
ICC Warns Worst Industrial Crisis Amid Iran Strait Conflict
International Chamber of Commerce head. May be facing ‘worst industrial crisis’. Iran war. Strait. Supply of supply chains.
Strait Closure Threatens Global Chemical Supply Chains
Strait closure. Global chemical supply chains and production? And what those chemicals are needed for?
Netanyahu Ramps up Iran Strikes Before Peace Talks
Netanyahu to increase strikes on Iran. Before peace talks. Any thought on what Iran may do to retaliate? The Strait?
Iran Tightens Hormuz Passage, Demands Full Ship Details
Iran Demands Crew, Cargo, and Other Details to Send Ships Through Hormuz. Asserting control. https://t.co/xKxQYK4JFV
US‑Iran Standoff: Unclear Resolution Timeline, Strait at Risk
US demands. Iran demands. Will there be resolution? If so, how long to achieve? And if not? In the meantime, what about maritime and the Strait? https://t.co/H96YCgv7lV
Iran Conflict Could Shut Strait, Disrupt Global Supply Chains
Planning for two-three weeks more of Iran war. What does Iran do? Are we teaching a tipping point of how long the Strait will be closed or have few ships transiting? Then what? Maritime? Supply chains. Global economy?
Iran's Transit Fee Hikes Oil, LNG, and Shipping Prices
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
Iran War Triggers Global Inflation and Supply Chain Strain
Goldman Sachs: Brace for worldwide inflation surge. The supply shortages created with the Iran war. What will that do to demand, China & other exports, inventory, supply chains, and logistics? Especially the transportation modes.
Middle East LNG Shipments to Cease in 10 Days
Finacial Times. LNG from the Middle East expected to stop within 10 days. More supply and maritime problems ahead.
Oil Announcements: Hype Unveiled, Real Market Moves
The Oil Shell Game: Peeling Away the Bluster of the Latest Oil Announcements. Trade. https://t.co/FyQ7lGbyR5
Zelenskiy Calls for Continued Pressure on Russia Pre‑US Talks
Zelenskiy Urges Allies To Keep Up Pressure On Russia Ahead Of Talks With US https://t.co/27YNF6I723
Trump's Iran Ultimatum Threatens Supply Chain Stability
Trump gives Iran a 48 hour ultimatum and warning. Iran replies. Will things get worse? Supply of supply chains.
Iran War's End Triggers Global Supply Chain Chaos
When the Iran war ends. How the Iran war ends. Will firms around the world be dealing with their own circles of supply chain hell? All the products. Their applications. How and how long to fix? And the cost? https://t.co/ViUVhryJZY
Senator Urges Trump to Free U.S. Ships in Gulf
U.S.-Flagged Ships Stuck in Persian Gulf as Senator Demands Action for American Crews. What will Trump do? https://t.co/Wx9tOgP9OW
2,000 Companies Sue for Refunds on Trump Tariffs
2,000 companies have sued for refunds on Trump’s illegal tariffs/import duties paid. Will and when will they be paid?
China Boosts Rare‑earth Exports as US Ties Stall
Oh, oh. China. Rare earth exports increase. Fall to US. And the supply chains? The US-China trade deal? And the delayed Trump-Xi meeting?
Oil Could Hit $180 If April Chaos Persists
Saudi Arabia. Sees oil going to $180 if the chaos continues past April. Clearing up the maritime mess may take that.
Iran War Sparks Prolonged Energy Shock, Disrupting Supply Chains
Protracted energy shock from the Iran war. And this is just part of what is happening and the impact. Supply and supply chains.
Trump Denies Export Ban, Aims to Lower Oil Prices
Trump Administration Shuts Down Export Ban Rumors as Trump Moves to Cool Oil Prices https://t.co/yzIMSfps18
Seven Critical Supply G
Seven key demands for products/supply impacted by the Iran war. What if inventories are insufficient or are depleted? Alternatives in small windows?
Critical Minerals: Who Supplies the US Amid Trade War
Critical minerals have gotten attention with the US-China trade war. Here are key minerals and the country that is the key supplier.
Iran Seeks Strait Tolls, Turning Conflict Into Revenue
Iran. Proposes tolls on maritime for transiting the Strait of Hormuz. If they can pull it off, Iran would gain a revenue benefit from the war.
Malaysia Ends US Trade Deal After Illegal Tariffs
Malaysia says it no longer has a trade agreement with the US with the tariffs being declared illegal. Will other countries do it? Will the US have an ongoing global trade war as it moves to Section 301 tariffs?
Arctic Metagaz Returns to Libyan Waters, Explosion Fears Persist
Two Weeks After Explosion ‘Arctic Metagaz’ Drifts Back Into Libyan Waters Amid Continued Fears of Explosion and Environmental Disaster https://t.co/n4aj6QgBB1
India Escorts Fuel Tankers Near Oman Without Alliance
India Sends Warships Near Gulf of Oman to Escort Its Fuel Ships. Is naval assistance a matter of each country doing its own thing? No alliance? https://t.co/kbTchm8cgX