Trump Says U.S. Strike Threatens Iran’s Oil Lifeline
Trump Warns Iran’s Oil Lifeline at Risk After Major U.S. Strike on Kharg Island https://t.co/Z3xrAY5dPF
IEA Warns Hormuz Crisis Could Trigger Historic Oil Disruption
‘The largest supply disruption in the history of the global oil market’: IEA’s take on the Hormuz crisis https://t.co/H9zKo9tCi4
US Hits Kharg Island, Iran’s Shipping Interference Pivotal
US took out military targets on Iran’s important Kharg Island. Left oil infrastructure. IF Iran stops interfering with the flow of ships. Game changer?
New Maritime Routes May Persist Post‑War as Backup Services
Ocean carriers and new ways to serve the Middle East with the Strait closed. How much of the new approaches will be maintained at war’s end? At the minimum as viable secondary services to keep them functioning.
Middle East Conflict Eases Container Overcapacity Concerns
Middle East Conflict Dampens Fears of Container Sector Overcapacity. Reshaping of maritime and supply chains. https://t.co/RTI4NDrVRx
Shipping Adopts Airline Hub-and-Spoke to Cut Cargo Handling
Container line shipping and transshipment hubs. Like the airlines’ hub and spoke. For the carriers vs multiple handlings of cargo.
Zim's Q4 Loss Raises Questions on Hapag‑Lloyd Acquisition
Zim. Q4 loss. What does that mean to buying them? If the union calms down, what is Hapag-Lloyd getting? A smart move? Or a mistake?
Saudi Bypass of Hormuz Spurs Red Sea Supertanker Surge
Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz. The plan and how much the infrastructure can handle. https://t.co/0tUBLK1icp
Shipping Firms Claim Jones Act Waiver Won’t Cut Gas Prices
U.S. Shipping Interests Say Jones Act Waiver Would Do Little to Lower Gasoline Prices https://t.co/t3xQicEjjv
Gulf Ship Attacks Lack Western Target Pattern, Disrupt All Vessels
Gulf Ship Attacks Show No Pattern of Western Targeting as Strikes Spread Beyond Hormuz. Any ships attacked bring things to a standstill. https://t.co/h4vsx1OV11
US Eases Russian Oil Bans, Boosting Putin’s War Funds
US Treasury Allows More Russian Oil Sales to Help Tame Prices. And Putin is laughing as he heads to the bank and thumbs his nose at sanctions. And has needed revenue for his Ukraine war. https://t.co/zWRhldvD7W
Carriers Redefine Red Sea Disruption as Permanent Shift
Maersk. Treating the Strait as a long-term situation. The length of the war. How it ends? Iran’s position? Undoing the ship mess in the Strait and Persian Gulf?
Strait of Hormuz Blockade Halts Global Shipping
Good point. There s no viable workaround for the Strait of Hormuz. Ships and supply chains are at a standstill.
Iran Claims Tanker Attack, Shipping Risks Surge Globally
Iran says it hit an American tanker. If true…. Iraq has spent the last few days upping the danger for ships. The global risk keeps increasing for ships, crew, and cargo. The Strait of Hormuz and no safe movement...
U.S. Appoints Chubb to Head $20B Hormuz Shipping Insurance
U.S. Taps Chubb to Lead Trump's $20B Insurance Plan for Hormuz Shipping. What will $20bil do? https://t.co/hZKhxZDvON
Maritime Commission Issues Hormuz Surcharge Warning From Safe Offices
U.S. Maritime Commission Warns Shipping Lines Over Hormuz Crisis Surcharges. Said by those sitting safely in offices. https://t.co/Q16i9dbNDp
Maritime Attacks Surge: 13 Incidents in First 12 Days
Maritime Attacks Reach 13 in First 12 Days of Middle East Conflict. Escalating maritime and supply chain risk. When snd how will it end? https://t.co/58hInlgDQc
Iran Halts Goods, Yet Oil Still Flows Freely
While Iran has stopped the flow of many products thru the Strait, their maritime flow of oil is going well.
Maersk's Longer Routes Spike Costs, Reduce Container Loads
Maersk. Ships trapped. Bunker fuel needs. Ships going around Cape of Good Hope and longer transit means more fuel. Mines. Needed products not movings. Fewer loaded containers. Less revenue and higher costs. Shippers paying surcharges.
Cosco Halts Balboa Port Use After Hutchinson Takeover
China’s Cosco shipping. Suspends its use at Panama’s Balboa port. Because of takeover of CL Hutchinson’s terminals.
Embedding Unpredictability Into Boxship Supply Chains
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
Aluminum at Hormuz: Supply Chains Won’t Restart Instantly
Add aluminum to the Hormuz choke point. Restarting supply chain trade flows and maritime will not be like turning on a light switch.
Navy Halts Escorts, Raising Hormuz Supply‑Chain Risks
US Navy refusing to escort commercial ships thru the Strait. Saying the risk is too high. Is the end of the war not as close as some infer? Is supply chain risk escalating? Can a prolonged war fracture some of...
Mining Hormuz Could Reroute Global Trade Permanently
Iran. Laying mines in the Strait. Is there a point of too many mines that merchant shipping will avoid Hormuz post war? Time required to remove? Who will do it? Will the maritime risks force new ways to serve the...
US Lifts Sanctions, Fueling Putin's War and Iran Intel
India and Russian oil with US sanctions lifted. Revenue for Putin’s illegal Ukraine war? And for providing intelligence to Iran on US military? Oh right. War criminal Putin said that did not happen.
Container Diversions Jump 360% After Hormuz Closure
Container Shipping Diversions Surge 360% Amid Hormuz Closure. And the inland logistics to move all the loaded and empty containers? Including customs https://t.co/xjirN7c7am
West Coast Jet Fuel Shortage Hits Air Cargo, Passengers
Jet Fuel Shock Looms on U.S. West Coast as Asian Exports Dry Up. Air cargo and passengers to be affected. https://t.co/QUO2O9u8dm
ONE Nears Controlling Stake in Seaspan Ship Lessor
ONE Moves Closer to Controlling Stake in World’s Largest Ship Lessor Seaspan. Poseidon corp. https://t.co/5AykPtXZq6
Energy Secretary Retracts False Navy Escort Claim
Energy Secretary Deletes Post Claiming U.S. Navy Escorted Oil Tanker Through Strait of Hormuz https://t.co/AgwPq9migq
Taiwan Tensions Threaten Global Supply Chains
How will Xi play Taiwan? How will Trump respond? What will it mean to the odds of China blockading or attacking Taiwan? And your supply chain?
G7's 400‑Million‑Barrel Release May Mask Iran Conflict Risks
G7 countries looking at releasing oil reserves. Maybe 400 million barrels. How much impact will this have? What if the Iran war continues, and reserves are drawn down?
EU Secures Russian Arctic LNG Ahead of Gas Ban
EU Buys 100% of Russian Arctic LNG Just 9 Months Before Planned Gas Ban. And the Iran war impact? https://t.co/235AGjQMDs
Greek Tanker Leaves Hormuz Silent, Crew Safety Uncertain
Greek Oil Tanker Exits Strait of Hormuz With Its Signal Off. And the risk to the crew? https://t.co/Rg11lDidLH
Oil Prices Surge Above $119 Amid Iran Conflict
Oil Prices Hit Highest Since 2022 at More Than $119 a Barrel on Iran War. Price keeps rising. Logistics and supply chain risk keeps rising. https://t.co/OKkcOWm7OV
Energy Crunch at Hormuz Threatens Global Supply Chains
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
Iranian Vessels Navigate Strait, Avoid Targeting Own Ships
In the Iran war, Iranian ships are moving thru the Strait. Not attacking their own ships. Hmmm
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.