Supply Chains Remain Uncertain—Are You Ready?
The only supply chain certainty has been and will be is uncertainty. Are you prepared? https://t.co/8IU0Hklve5
Iran War Triggers Gulf Insurance Pull, 1,000+ Containers Stuck
The impact of the Iran war is spreading. 1,000+ containers at Chittagong. War risk insurance pulled for the Gulf.
Kuwait's Force Majeure Signals Growing Supply Chain Risk
Kuwait Declares Force Majeure Due To Middle East Conflict. A BIG force majeure. More continuing of my take that the occurrence of force majeure could become significant as the war continues. A level in the circles of supply chain hell....
US Manufacturing Slows; Iraq Conflict Could Deepen Supply Chain Strain
PMI shows US manufacturing softness. That means supply chains too. What will the Iraq war do?
China Funds 168 Ports, Reshaping Global Trade
China providing money to 168 ports in 90 countries. Add the very large Chinese Cosco shipping firm. China and control of global trade and international logistics. The silent trade war.
Taxpayers Face
US admin denies refunds on Trump’s illegal tariffs. While interest on refunds grows at $23mil/day. Add legal cost to fight against refunds. Cost to taxpayers could become significant. Importers fighting for their legally entitled refunds.
Global Supply Chains Face Operational and Financial Risks
What would this mean to global supply chains and logistics? The risk—both operational and financial.
US Oil Price Ripple Effects on Transport Dist
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
Maersk Halts Middle East Routes, Heightening Supply Chain Risk
Maersk suspending two-Middle East services with Europe and Asia because of the war. Global supply chains and risk.
270k TEU Stranded as Gulf Bookings Halted
Over 270,000 TEU Stranded as Container Carriers Halt Gulf Cargo Bookings. As Penny said on Big Bang—holy crap on a cracker. https://t.co/YA2vB0MmHv
Shipping Rates Surge, Yet Hormuz Crisis Looms
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
South Korea's LNG Reserves Hover at Critical Nine‑day Minimum
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
War Sparks Force Majeure Across Energy, Shipping, Sourcing Contracts
Middle East. Force Majeure. Will that be the result of the war? Energy contracts? Shipping contracts? Sourcing contracts? More.
Cosco Halts Gulf Bookings, Defying Iran Alliance
Cosco suspends bookings on Gulf. China is an Iran ally. Why would a Chinese carrier do this?
Hundred Container Ships Stuck at Hormuz Spike Freight Rates
The ships around the Strait of Hormuz include container ships. What does this do to global supply and freight rates?
Strait of Hormuz Crisis Halts Traffic, Tankers Brace
Strait of Hormuz Enters Active Crisis: Five Ships Hit, Traffic Collapses, Tanker Markets Brace for Historic Shock https://t.co/QozOvFyHte
Trump's Iran Attack Sparks Trade Uncertainty and Logistical Disruption
Trump. Uncertainty. Disruption. No equilibrium. What would that mean to trade, supply chains, and logistics?
Russian Rail Freight Plummets, Flagging Economy Amid War
Russian rail freight. Drops. Sign of economy. Exports. Russian Railway. Large employer. What comes next? For economy. For Ukraine war.
Asia's Tanker Demand Spikes Amid Middle East Conflict
Tanker demand. To rise for alternative suppliers for Asia. Tanker rates were high before the war. And now…
Suez Canal Transits Slip 7% Amid Middle East Tensions
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?
Hormuz Closure Turns Oil Crisis Into Prolonged Risk Game
Strait of Hormuz. Closed. The ‘crisis’ will be defined by the length of the war and by risk. Oil supply. Maritime and cargo insurance. Houthis. Freight rates.
Navy Admits Limited Gulf Protection; 21M Barrels at Risk
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
UPS Cuts 78,000 Jobs: Strategic Restructuring or Survival?
UPS . Layoff of 78,000 employees. There had better be more to this. Is it strategic? Stave off a dark cloud? A significant restructuring? Redefining itself? To? Why—the back story?
Maersk Reroutes Around Cape, Pushing Rates Higher
Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape. Throw in the chance of a US war with Iran. Their Houthi friends. And staying with the longer transit and what that means to container line rates and excess...
US Tariff Cut Could Shift China Supply Chains
Lower tariff by US on Chinese goods. What will it mean to import supply chains? And to logistics? Especially container lines? A lot? Or not? Given soft CNY. @Lingling_Wei
Importers Sold Claims for 20‑30¢,
Those importers who sold their tariff claims to Lutnick’s sons were only paid 20-30 cents on the dollar. Getting into the trade early? Are real importers concerned about getting refunds? Why? Dragging it out?
China's Duties Keep US Soybeans Off Its Market
US farmers and soybeans exporters not to get more China business? China duty still exists. Supply chains. Maritime.
Maersk's Profit Hinges on Overcapacity and Suez Reopening
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
Carrier‑engineered Congestion Fuels Blank Sailings, Dropping Rates
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
Supreme Court Tariff Win Boosts Ports—But Likely Short‑Lived
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS
China Warns US Trade Probe Could Spark New War
China warns about US trade probe. And tariffs. Will there be another trade war? And what then for supply chains?
Courts to Decide Why Collected Tariffs Remain Unrefunded
USTR: Courts will tell about tariff refunds. US collected the tariffs. Why are they not stepping up on refunds?
Mar
The chokepoint that shows whether we have learnt anything. There are many players in maritime that can affect here. Then there are external factors. Including terrorists and war. Risk mitigation. And not. https://t.co/rVUH537CAZ
ONE Container Line Swaps CEOs Amid Global Trade Turmoil
ONE container line. Changing its CEO and leadership structure. Why? What does it mean in a time of supply chain chaos with geopolitics and Trump’s trade war actions where lines have little control?
Importers May Front‑Load Amid Flat Trump Tariffs
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
AI Could Outperform Executives in Designing Resilient Supply Chains
Would AI, instead of the C-suite, improve supply chain design and performance? Especially after five years of disruption and now unpredictability. https://t.co/Z60firMpE4
Supply Chains Brace for Post‑Tariff Uncertainty
What will Trump do with tariff that expire in 150 days? What next? What are China’s countermeasures? What will supply chains do now? After these tariffs expire? Prepare or react?
Trump's Tariff War Sparks Court Battles, Supply‑Chain Uncertainty
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
Trump’s 15% Tariff Set to Expire, Supply Chains Uncertain
US House not likely to codify Trump’s 15% tariff. So the tariff will expire after 150 days. What will Trump do then? More Trump unpredictability for supply chains?
Panama Transfers CK Hutchinson Terminals to Maersk, Sparks China Speculation
Panama gives two former CK Hutchinson terminals to Maersk. Will China do something to retaliate?
Trump Tariffs Spur Urgent 12‑Month Market Diversification
Another threat from Trump on tariffs. How much market diversification can countries do? Now? In the next 12 months? And supply chains and logistics?
EU Halts US Trade Deal, Shifts Focus to Asia
EU stops trade deal with the US. What is next for the EU, India, and China and trade deals with the US? And for supply chains and logistics?
AI Funding Could Sideline Manufacturing and Job Growth
Fed’s Waller: Spending on AI. That capital could go to manufacturing and upstream supply chain fe-risking and diversification. Reshore? Onshore? And the economy and jobs?
Rising Opposition Threatens Hapag-Lloyd's ZIM Acquisition Deal
Opposition to ZIM’s sale to Hapag-Lloyd grows. Will Hapag-Lloyd seek a lower price or walk away from the deal? Any other potential buyer would face the same issues. https://t.co/sE5hMJ28vO
Trump's Unpredictable Tariffs Threaten Transpacific Supply Chains
Trump tariff turmoil clouds transpacific contracting season. The bigger question is Trump’s unpredictability for imports and revenue. Goes beyond the 15% and what he may do next? That supply chain risk is also logistics risk. https://t.co/mQLO4g8ITo
Importers Brace for Potential 15%+ Tariff Surge
Trump. Is he amping up for more than 15% global tariffs? With his unpredictability, what do importer supply chains do now?
Trump's New Tariff Aids China, Brazil; Future Uncertain
Trump. New tariff. Boost for China and Brazil. Current tariff is for 150 days. Then what will Trump do next as to imports and revenue? Supply chain unpredictability.
Tariff Refunds: Near Impossible, Importers Left Stuck
Interesting. Will getting tariff refunds be like getting blood from a stone? What will importers do?