Supply Chain Social Media and Updates

Bab El‑Mandeb Traffic Remains Depressed Two Years Later
SocialJun 1, 2026

Bab El‑Mandeb Traffic Remains Depressed Two Years Later

traffic through Bab el Mandeb is still down more than 2 years after the Houthis seized a cargo ship.

By Ellen Wald
China Still Needs 16M US Soybean Bushels to Meet Deal
SocialJun 1, 2026

China Still Needs 16M US Soybean Bushels to Meet Deal

Just another 16 million bushels of US #soybeans need to be shipped to China to complete the 12 mmt that it bought in the current marketing year per its October 30 agreement. #oatt

By Arlan Suderman
Crimea Faces Gasoline Rationing After Ukrainian Drone Strikes
SocialJun 1, 2026

Crimea Faces Gasoline Rationing After Ukrainian Drone Strikes

“Drivers in Russian-controlled Crimea were grappling with gasoline rationing on Monday after Ukrainian drone attacks constricted road supplies ‌across south-eastern Ukraine, Reuters witnesses and officials said… Moscow-backed Crimea governor, Sergei Aksyonov, said limits had been imposed on sales of the most...

By Rob Lee
Hormuz Shutdown Cuts 20% LNG, Hits Growth Markets
SocialJun 1, 2026

Hormuz Shutdown Cuts 20% LNG, Hits Growth Markets

"Strait of Hormuz closure removed 20% of the world’s LNG supply leaving some importers desperately short. They won’t forget. Most-affected nations — think India, Bangladesh or Pakistan — are the price-sensitive markets the industry counts on as future consumers." https://www.bloomberg.com/opinion/articles/2026-06-01/lng-prices-strait-of-hormuz-squeeze-could-give-way-to-a-glut

By Akshat Rathi
Toyota Tsusho Secures 20% Stake to Boost US Battery Supply
SocialJun 1, 2026

Toyota Tsusho Secures 20% Stake to Boost US Battery Supply

Toyota Tsusho acquired a 20% PPESNA stake to build a North American battery supply chain. https://www.metalnomist.com/2026/06/toyota-tsusho-ppesna-stake-strengthens.html

By The Metalnomist
U.S. Factories Depend on Foreign Gear, Hit by Steep Tariffs
SocialMay 31, 2026

U.S. Factories Depend on Foreign Gear, Hit by Steep Tariffs

"The equipment I need to put in that factory, it’s not made in America. We’ve got drum lines coming from New Zealand. We need some stuff from China. But the equipment I’m bringing over, we’re paying tariffs on it that...

By Scott Lincicome
Firozabad Glass Industry Employs 1 Million, Generates $1 Billion Revenue
SocialMay 31, 2026

Firozabad Glass Industry Employs 1 Million, Generates $1 Billion Revenue

Up to 1 million people are employed directly or indirectly by Firozabad’s glassmaking industry, with about 200 companies generating more than $1bn in annual revenue and $200mn in exports, according to The All India Glass Manufacturers’ Federation. by @AndresSchipani...

By Chad P. Bown
UAE Crude Tanker Leaves Gulf, Heads to India
SocialMay 29, 2026

UAE Crude Tanker Leaves Gulf, Heads to India

🇮🇳🇮🇳🇮🇳 🔥Tanker en route to India with 1.8 million barrels of UAE crude. Crossed the Strait of Hormuz after being stranded in the Gulf for nearly 3 months. Map form Kpler

By Anas Alhajji
Australia Launches 2.5 GW Solar‑wind Tender with 12.5 GWh Storage
SocialMay 28, 2026

Australia Launches 2.5 GW Solar‑wind Tender with 12.5 GWh Storage

Australia opens tenders for 2.5 GW of solar and wind alongside 12.5 GWh of storage #energysky -- via pv magazine global: https://t.co/v6cOyovO0b

By Tor “SolarFred” Valenza
USPS Halts Non-Essential Purchases Amid Cash Crisis
SocialMay 28, 2026

USPS Halts Non-Essential Purchases Amid Cash Crisis

New on @reuters: @USPS suspending non-essential purchases as it takes self-help measures during cash crisis https://t.co/Os6tasMzkX https://t.co/qxxRPUGjvR

By David Shepardson
Hormuz Reopening Won’t Instantly End Oil Shortages
SocialMay 28, 2026

Hormuz Reopening Won’t Instantly End Oil Shortages

Reopening of the Hormuz is not an instant remedy to the energy supply disruption, there will be a long lag because of transit times and depleted inventories will take time to rebuild... 3 important things to remember 1. Transit times: Tankers are...

By T. Mason Hamilton
Truck Rates Hit All-Time High, Capacity Tightens
SocialMay 28, 2026

Truck Rates Hit All-Time High, Capacity Tightens

Yesterday’s trucking spot rates showed strength. +$.06/mile from $3.53 to 3.59/mile. This is higher than most of Roadcheck week. Capacity continues to stay restricted. On the 7-day chart, rates are at all time highs. If rates hold through strength through next week, it...

By Craig Fuller
EU to Systematically Use Tariffs, Quotas Against China
SocialMay 28, 2026

EU to Systematically Use Tariffs, Quotas Against China

NEWS: EU commissioner for industrial strategy, Stéphane Séjourné, says the European Union will deploy import quotas and tariffs more systematically because European industries like chemicals, metals and clean technology were at risk of being destroyed by unfair Chinese competition. by @ian_c_johnston...

By Chad P. Bown
MIT Sloan Startups Revolutionize Logistics in Industry and Healthcare
SocialMay 28, 2026

MIT Sloan Startups Revolutionize Logistics in Industry and Healthcare

4 MIT Sloan startups solving #Logistics problems in industry and #HealthCare by Kristina DeMichele @MITSloan Learn more: https://t.co/ueCGxaZyZT #AI #SupplyChain #MedTech #Automation #DigitalTransformation https://t.co/wXiQWr0VV8

By Ron van Loon