Project Freedom Shifted From Shipping Lanes to Mine Mapping
trump's ‘project freedom’ meant reopening shipping lanes. what it became: mapping mines, avoiding escalation, and asking others to help. @gzeromedia
New EUDR Report Evaluates and Proposes Simplifications
Long-awaited report on EUDR (Deforestation). Fulfilling a mandate under Article 34(1a) of the Regulation. It assesses simplifications to date and introduces new ones. /1 https://t.co/YemuXVuVdR
March Factory Orders Surge 1.5%, Confirming Recovery
March factory orders came in really strong. Forecasts were expected to be +.4% but came in at +1.5%, the highest levels since 2022, another confirmation of the industrial recovery underway. https://t.co/qci0SP0fCx
Iran’s Strike Ignites Fujairah Hub, Exposing US Policy Flaws
The strike caused a fire at Fujairah’s oil hub--a critical node for UAE exports that bypass Hormuz. It's a brilliant chess gambit by Iran It shows how meaningless Trump's stupid escort service is Iran stole Trump's narrative before it took hold. #OilMarkets #Fujairah #EnergySecurity...
Logistics Experience Offers Rare, Real-World Process Insight
Logistics experience gives you something most tech people do not have. You have seen where processes actually break down in the real world, not just on a whiteboard. That perspective is rare and increasingly valuable.
Iranian Drone Strike Ignites Fire at Fujairah Oil Complex
JUST IN: A fire breaks out at a petroleum complex in Fujairah, UAE, after an Iranian drone attack.
US Reopens Hormuz, Concedes Blockade Failed to Pressure Iran
The push to re-open the Strait of Hormuz today, with two US warship crossing it and two US-flagged merchant vessels, signals the White House realises it can not keep waiting for the blockade to force Iran into the negotiation table. Effectively,...
Iran Risks Retaliation by Targeting UAE Oil Infrastructure
Quite the gamble from the Iranian side to attack an American ally. Imagine it is a strategic evaluation to attack the UAE's oil infrastructure aimed at circumventing Iran's efforts to curb oil flows. High risk in retaliation suggests they can't...
Logistics Exec Underestimated Amazon’s Disruptive Power
I remember sitting at a conference in Boston in the Spring of 2019 where some 3PL/forwarding executive blathered on and on about how Amazon isn’t a threat
US Hormuz Blockade Heightens Risk of Global Slowdown
My take on the effects of the US blockade on the Strait of Hormuz on @MarioNawfal: “With each passing day of the imposition of the US blockade of the Strait of Hormuz, the probability of the world economy entering a more...
Most Ships Bypass US Escorts, Favor Iran’s Traffic Scheme
US escorts can’t find a John Most vessels moving through the strait are using Iran’s traffic scheme—not the U.S. corridor near Oman. Need prettier hookers #OOTT #Oil #Hormuz #Iran #Shipping
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?
CBP Refund Portal Bars Small Businesses From Tariff Claims
Although US Customs and Border Protection was ordered by a court to set up a new system to refund levies after the president’s tariff regime was thrown out by the Supreme Court earlier this year, only the “importer of record”...
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?
Longer Ship Routes Raise Oil Prices
Oil supply is not just barrels. It’s TON MILES If crude has to move from farther away because VLCCs avoid the Persian Gulf, the same barrel uses more ship-time. That means higher oil & product prices #Oil #Shipping #Energy #OOTT #Tankers #Hormuz
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.
Detroit Automakers Blame US‑Israeli War for $5 B Loss
Detroit automakers claim that the US-Israeli war in Iran is set to cost them $5 BILLION due to commodity price increases. THE AUTOMAKERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/FtDCfe7g8G
Sang Yi Appointed President and CEO of AAPA Seaports
The former Deputy Administrator of @DOTMARAD, Sang Yi, was just named as President and CEO of @AAPASeaports. https://t.co/0aoWXgQCls
Trump May Falsely Claim Hormuz Open, Misleading Many
There will come a day soon, when Trump will declare that the Strait of Hormuz is actually fully open and ships are transiting like before the war, when in fact, nothing will have changed. Some in the world may continue to...
Deal’s Math Doesn’t Add up, Puzzling the Numbers
I was wondering how the math worked as well, the deal makes no sense. https://t.co/lC21Qbz9Je
Trump’s Gulf Blockade Turns Allies Into Adversaries
My take on Pres. Trump turning FRIENDS in the Gulf into ENEMIES with @MarioNawfal: "With the US blockade of the Strait of Hormuz, members of the Gulf Cooperation Council can no longer export their oil. As a result, the US blockade is...
Tariffs, War, and Anger Spark Massive Aluminum Self‑Sabotage
Sky-high aluminum tariffs + a war that knocks out Middle Eastern aluminum supplies + pissing off one of the world's largest aluminum suppliers (and your nextdoor neighbor) = inarguably one of the biggest industrial own-goals in recent memory https://t.co/dgPngPBWuE
US Ships Depart Hormuz, IRGC Response Remains Unclear
US Central Command. Two US flagged ships have left Hormuz. Three more to go. And the IRGC?
India Accelerates Trade Liberalization with New FTAs and Tariff Cuts
"India this week signed the latest in what’s been a run of rapid-fire free trade agreements.... India also has unilaterally cut tariffs on some key inputs and rolled back QCOs in sectors including steel, textiles and chemicals." https://t.co/AVxgDPYywi https://t.co/oZpPAr08RK
US Blockade Proves More Theater Than Effective Operation
The US blockade is a sieve. Another Iranian tanker has gotten through If it were one, it would be noise But it seems to be more the signal The blockade is serious theater but not a serious operation https://t.co/Tt24Zz0DYp
Seaborne Trade Routes Lengthen 10% Amid Geopolitical Turmoil
Average distance of global seaborne trade has increased by 10% during the disruptive 2020s. War and geopolitics. And as the supply of maritime bunker fuel is challenged by what is happening in the Strait of Hormuz. https://t.co/DzfGZ69ZAF
Two US Flag Ships Exit Gulf via Hormuz
🚨2 US FLAG SHIPS OUT🚨 Last night @CENTCOM accomplished several goals. 1️⃣They transited and are operating Burke-class destroyers in the Perisan/Arabian Gulf 2️⃣Two of the Five US flag ships were able to depart the Gulf via the Strait of Hormuz. 3️⃣This was part of...
US Tariffs Cripple German, Italian Auto Exports, Sweden Holds
The threat of higher US tariffs on imports of vehicles from the EU hits Germany (blue) and Italy (purple) hard. Both have already seen the US fall sharply as an export market since the start of 2025. Others, including Sweden...
Slogan “Project Freedom” Lacks Concrete Plan, Keeps Oil Risk High
“Project Freedom” is a slogan, not a plan Typical Trump bullshit to "control the narrative" Without clear rules on mines, insurance, routing, and eligibility, shipowners won’t move. That leaves risk—and escalation—unchanged, with flows still constrained. https://t.co/jD9re7u68d #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
Hormuz Still a Minefield, Not Safely Open
“Extremely hazardous…mines not fully cleared” writes US Navy Translation: Hormuz isn’t open—it’s a minefield Duh #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
US-China Trade
Presidents Trump and Xi meet next week in Beijing. In preparation for that meeting, I visited the largest container port in North America, to get a status update on US exports to China. I also learned about the impact of...
US Escort Plan Aims to Cap Oil Price Spikes
The real intent of the U.S. escort plan is to limit the upside tail risk on oil prices, says @anasalhajji Signaling that some ships will move reduces the worst-cases scenario probability Not reopening Hormuz. Not restoring flows. Just trying to keep prices from...
Iran Conflict Nears Tipping Point, Global Energy Strains
The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide. Full Newsletter: https://t.co/8MMrH7Ogev #iranwar #geopolitics https://t.co/aBb9i3to8z
Amazon Opens Logistics Network to All Businesses
Amazon introduces Amazon Supply Chain Services - Opens its logistics network to every business https://t.co/cK9VLBLLxM https://t.co/y5JZf9ynO3
Xiaomi's Factory Robots Foreshadow Rare‑earth Magnet Surge
Xiaomi tests humanoid robots in its EV factory, pointing to future rare earth magnet demand. https://www.metalnomist.com/2026/05/xiaomi-humanoid-robots-signal-new-rare.html
Auto Mercado Cuts Delivery Costs 5‑10% with Electric Vans
It's The Economy, Stupid 🇨🇷🇨🇷 "Auto Mercado, a grocery chain, has cut 5 to 10 percent from the cost of making online deliveries by switching to electric vans." ⚡️⚡️⚡️ #alwaysbecharging https://t.co/5N3jLl9mpO
US Chip Ban Fuels China’s Homegrown AI GPU Surge
The US export ban on Nvidia chips to China didn't slow China's AI one bit; it is building it. Jensen Huang just confirmed what anyone watching Asia already knew: Nvidia's China market share is now 0%. Gone. How exactly the US...
China Directs Firms to Defy U.S. Sanctions
"China has ordered its companies to ignore US sanctions, an unprecedented act of defiance...." https://t.co/OAdUIaZIyP
Hormuz Closure Triggers Global Trade Shifts and Fertilizer Push
The Strait of Hormuz has been closed for 65 days. At around 90 days, the shock turns global. Structural adjustments are on the way: trade routes are shifting, stockpiling is rising, and nations are boosting efforts to produce fertilizer domestically....
Trump Triggers Iran’s Hormuz Closure Strategy, Prolonged Energy Disruption
Trump has put his foot in an iranian bear trap.🐻🇮🇷 They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation - it’s disruption: energy flows, shipping routes,...
China Leads Plastic Production as Costs Surge
China is the world's largest plastic maker and costs are rising. I'm biased but this story also has some great graphics showing how you get from a barrel of oil to supermarket shelves. https://t.co/gXHPjqwIp9 https://t.co/rY8LtlebXX
Strait’s On‑and‑off Cycle Sparks Oil Spill Chaos
Oil drops. Strait has opened and closed four times in two weeks. Does maritime hear the Looney Tunes song?
Iran Weaponizes Hormuz to Disrupt Oil, Raise Prices
Tanker in Strait of Hormuz hit by "unknown projectiles" Doesn't matter if it happened or not This is IRGC's MO & strategy You don’t shut Hormuz. You make it uninsurable. Flows slow. Prices rise. Control achieved. #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
Iran's Hormuz Fleet Signals Power to Price Disruption
40 IRGC fast attack boats positioned in Hormuz This isn’t about winning at sea—it’s about signaling control over risk. It raises insurance, slows traffic, and reinforces Iran’s ability to price disruption at a chokepoint the world can’t bypass. #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
Redirect Shippers to the Next Carrier, Not Caps
If shippers tell you to cap your surcharge, tell them where they can go to find the next carrier in line https://t.co/mj3eQuitvp
US Escorts Turn Hormuz Into Managed War Zone
US Hormuz Escort Plan Most likely: Escorts begin Iran tests but avoids decisive escalation The US responds selectively No immediate resolution Flows remain impaired, not restored The Strait doesn’t reopen cleanly—it becomes a managed war zone #Oil #Hormuz #Energy #Geopolitics
Rising Diesel Costs Cripple Owner‑Operators and SME Supply Chains
This diesel price hits trucking across market sectors. Owner operators and SME supply chains will take the biggest hit. And it is not over.
Stolen Dyness Battery Container Can Be Remotely Disabled
Dyness battery container stolen from BM Energy logistics partner, units to be remotely blocked #energysky -- via pv magazine global: https://t.co/K9P2vEBZUu