Procurement Success Depends on Strategic Talent Management
“Effective talent management is one of the key conduits to nurture people capability. Your Procurement function must have the appropriate talent to achieve its goals and sustain its organizational contribution.” 🔗 https://t.co/flN6hAM2qi #procurement #purchasing #supplychain https://t.co/plvSQzifMf
Since Emissions Happen, Choose Cleaner Natural Gas over Diesel
Yes, we are getting the emissions one way or another. Might as well put the fuel to use. Plus, natgas is far cleaner than diesel
Japan's Oil Outlook Improves, but SPR Usage Persists
Japan updates on its oil situation (And it looks better that I had expected; but note that the country is signalling continues use of its SPR)
Iran's Hormuz Grip Threatens Gulf Oil Flow
Gulf states denounce Iranian control of Hormuz What are they going to do about it? Helima Croft nails it: "Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access routes" Any...
Savannah Port Cuts Shipper Costs Over $1K per Container
New findings from Georgia Tech researchers show the Port of Savannah saves shippers more than $1,000 per container to Atlanta, Memphis and Nashville, compared to West Coast gateways. https://t.co/Sn8LWvsekl
Intel Missed Chance by Denying Gelsinger's Foundry Investment
Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
Readiness Irrelevant When Ships Stall and Assets Sold
Doesn’t matter if you can’t get a single ship underway in five weeks and you sold most of your tanks and planes.
Oil Market Frenzy Drains 80% of Emergency Reserves
"Oil Chaos Is Clearest in the Hunt for ASAP Barrels" https://t.co/txxSCuq97g "314 million barrels have been removed from the market already — almost 80% of the record release of emergency reserves announced by the International Energy Agency in March." https://t.co/KUX2MZYcbM
Renewable Energy Boom Tied to Chinese Supply Chains
As countries turn to renewable sources to bolster their energy security, a lot of that equipment will come from China. https://t.co/dUqNCMJTGA
USDA Confirms 136,000 Tons U.S. Corn Sale to South Korea
USDA confirms the sale of 136,000 metric tons of U.S. corn for delivery to South Korea in 2025/26.
Autonomous Commerce Needs Clear Decision Rights and Audits
Automation in commerce is moving towards greater autonomy, leaving design choices exposed at each handoff. Decision rights and audit paths become crucial because agents place orders, negotiate terms, and handle exceptions. @McKinsey Source https://t.co/mUXoT9cj6K via @antgrasso https://t.co/kpyXzzZFwg
Politics Derails US EV Industry, Leaving Factories Idle
With big losses mounting, big investments getting canceled, and big factory sites sitting empty, EVs have quickly become a case study in how politics thwarts US industrial policy. My latest @opinion piece surveys the very predictable wreckage: /1 https://t.co/SkFZCTtenA
Iran Caps Hormuz Traffic at 15 Ships Daily
Iran 🇮🇷 will reportedly allow no more than 15 ships per day to pass through the Strait of Hormuz under the Ceasefire agreement - Tass
U.S. Cargo Protection Extends From Ports to Global Geopolitics
Now playing on @artofsupply > From Ports to Geopolitics: Protecting U.S. Cargo Worldwide at the @FMC_gov featuring Chairman Laura DiBella https://t.co/SXgRj54A2A https://t.co/8QjqKzeW2R
Ships Urged to Arrange Safety with Iranian Authorities
Vessels should make "necessary arrangements" with the Iranian authorities to, y'know, to ensure their safety... https://t.co/FWioFWbR7u
Middle East Conflict Triggers 70% Butadiene Surge, Threatening Glove Supply
Middle East instability isn’t an energy crisis. It’s a healthcare supply collapse in slow motion. The market is tracking Brent Crude, but the critical failure is butadiene. This core feedstock for disposable gloves spiked 70% since the conflict began. War → Supply...
Visibility Alone Doesn't Equal Supply Chain Control
Most companies think visibility = control. It doesn’t. If disparate silos still react separately, you don’t have a digital supply chain network. You just see the problem faster. More here: https://t.co/vhFhiPXRze #DigitalSupplyChain #SupplyChainStrategy https://t.co/ih2LgLHrZx
Reopening Hormuz Likely Messy, Iran Controls Every Barrel
RBC Capital Markets' @CroftHelima and co: "[W]e think the mechanics of reopening the Strait will be exceedingly messy, with Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access...
ADNOC CEO Says Strait of Hormuz Remains Secure
Sultan Al Jaber, the CEO of Adnoc, on the state of the Strait of Hormuz https://t.co/HM7Jf6Ut4i
Middle East Gulf Supplies only 8% of U.S. Crude Imports
"Imports from the Middle East Gulf region made up 8% of the 6.2 million b/d of U.S. crude oil imports in 2025" -EIA
UAE Oil Chief Calls Hormuz Closure “Control, Not Passage”
UAE senior oil official Sultan Al Jaber denounces the Strait of Hormuz remains closed. “Access is being restricted, conditioned and controlled,” “Conditional passage is not passage. It is control by another name,” he says. https://t.co/TFczKBO4kk
India Seeks Faster Qatar LNG Restart Amid Supply Halt
India's oil minister is heading to Qatar to ask the nation to accelerate the restart of LNG exports and for priority delivery 🇮🇳🤝🇶🇦 Qatar is India’s top LNG supplier (providing 45%). But those deliveries have halted since the Iran war started https://t.co/B7JwVxFnF3
Ceasefire Holds, Yet Hormuz Shipping Remains Stalled
The good news: attacks have come down markedly (ex Lebanon), and the fragile ceasefire seems to be holding. The bad news: so far, almost no movement of ships in-and-out of the Strait of Hormuz. Several Chinese oil tankers have pre-positioned to...
Rising US Gas Prices May Curb Mexico Pipeline Exports
As @OSullivanMeghan and I wrote @ForeignAffairs, with energy being weaponized, countries will seek to curb imports & boost domestic supply. If US gas prices soar, there's a risk pipeline gas to Mexico would be a prime target to restrict exports...
61% of Enterprises Deploy Industrial AI, Boosting Spend
Efficiency driving industrial AI spend, says @Cisco https://t.co/uTcyEL8yRo Industrial AI is gaining traction as 61% of enterprises are now in production with AI in industrial operations, according to Cisco's State of Industrial AI Report. https://t.co/kyIGnMjzgo
US Forces Allies to Adopt Stricter China Chip Bans
So, after a war in Iran, threats to leave NATO, and zero focus on Asia, what position is Washington in to demand this of Japan or the Netherlands? Washington pushes allies to match tougher China chip curbs under new bill New US...
German Industrial Output Drops 0.3% in February
Good Morning from Germany, where industrial production unexpectedly declined in Feb, even before the Iran war started, casting doubt on hopes for a rapid recovery. Output fell 0.3% MoM, dragged down mainly by construction and consumer goods. https://t.co/NXOwFKBgQ8 https://t.co/GcbQrapdzf
Russia Offers Sanctioned LNG to South Asia at 40% Discount
Russia is offering to sell US-sanctioned LNG to South Asian buyers at a *40% discount* 🇷🇺🚢 Moscow is seeking to leverage the global natural gas crunch to lure energy-hungry countries like Bangladesh and India https://t.co/SsirotyuhI
Microsoft Launches Sovereign Edge AI for Industrial Networks
Microsoft brings sovereign edge AI to Industry 4.0 private networks “While corporate headquarters enjoy high-bandwidth, low-latency access to hyperscale public clouds, the factory floor, the offshore oil rig, and the remote mining site operate in an entirely different physical domain....
China’s Solar Drone Redefines Strategic Infrastructure Power Shift
China just made one thing very clear: the future of strategic infrastructure will not be built only in space. It may also fly for months in the stratosphere, powered only by sunlight. That is why this matters. China has fielded a fully independent solar-powered...
Escaped Tankers Return to Persian Gulf for Business
Good point @kfj_jagr Why would tankers that escape from the Persian Gulf go back Because it's the only business they have?
U.S. Dependence on Foreign Factories Threatens Security
What should scare you the most is that we don’t make things in this country anymore. And the country that makes all our stuff, and operates all the world’s big factories, is the one we are most likely to have...
Chattanooga’s Tiny Streets Overflow with Logistics Branding
Chattanooga is much smaller than other cities, but due to the high concentration of logistics firms in the city, you can't go anywhere without running into a reminder that you are in Freight Alley.
SONAR Adds Bulk Trucking Rates to Global Freight Intel
SONAR launches Bulk Trucking Rates. SONAR is the only global multi-modal freight market intelligence platform with Van, Reefer, Flatbed, and now Bulk trucking rates. Our new bulk rate offering is derived from our massively expanded shipper-rate platform which now includes...
Iran's Dark Fleet Alone Keeps Hormuz Shipping Open
Not ONE ship will pass thru Hormuz except the Iran dark fleet, writes @BurggrabenH Analysts do the math but it's irrelevant if ships won't sail. Hormuz is frozen That's the empirical reality. All the rest is wishful thinking. #OilMarkets #Energy #Geopolitics https://t.co/XIfp4dbmSc
Energy‑Data Center Alliance Fuels Upcoming Trucking Supercycle
Was at an energy conference today and my mind was blown about how early we are in this cycle. The partnership between energy + data centers is going to power the trucking super cycle
Idle LNG Tankers Stall Qatar's Production Restart
CEASEFIRE DAY 2: None of the LNG tankers stuck in the Persian Gulf appear to be heading towards Hormuz 🚢⚠️ They're all idling. Without this traffic resuming, it will be challenging for Qatar to significantly restart production at the world's biggest...
Ceasefire Uncertain, Hormuz Still Blocked, Oil Market Stressed
Spoke with @PnPCBC earlier today about the Iran War "ceasefire", how the rough first day still had plenty of fire on both sides, how flow through Hormuz has yet to actually resume, and what it all means for the supply-starved...
From Failed Futures to Freight’s Leading Data Platform
10 years ago, I quit my job and decided to create the world’s first futures for trucking. Futures didn’t work out, but we created something much more powerful - the most comprehensive information services platform in the freight market. And we are...
China’s Energy Security Hinges on Surplus Coal, Not Oil
China's energy security doesn't run through Hormuz but through tons of slack coal capacity at home. Yet Beijing's real goal for energy security is to peak coal and electrify everything. Put another way, China's energy security will be manufactured, literally. My...
Petroleum Prices Stay High as Gulf Tensions Persist
Harga produk petroleum belum pasti turun masa terdekat. Ceasefire pun masih rapuh. Lapuran Bloomberg situasi Hormuz: • “Time will tell whether it is a pause or a peace but, in the meantime, it is highly unlikely that trade into the...
Secure Hormuz Passage, Markets Pay Billions for Stability
Pay the toll — move the oil. If you guarantee safe passage through the Strait of Hormuz, markets will pay. Certainty lowers risk. Risk moves prices. And when 21% of the world’s oil is on the line, stability is worth billions https://t.co/m4JhLddeJq
Ceasefire Halts Oil Tankers; Only Four Dry Cargo Ships Pass
JUST IN: Since the ceasefire, zero oil or gas tankers have crossed the Strait of Hormuz, with just 4 vessels handling dry cargo.
Ceasefire Fails as Hormuz Shipping Hits Weekly Low
A ceasefire, in which attacks continue on both sides To reopen the Strait of Hormuz, which is now more closed than yesterday with the fewest daily ship crossings in more than a week https://t.co/9NH0BmZ5Qv
Chinese Memory Makers Gain Share with Cheaper, Higher‑capacity Chips
Chinese memory giants seen grabbing market share on lower prices, more capacity Leading Chinese memory producers Yangtze Memory Technologies Co (YMTC) and ChangXin Memory Technologies (CXMT) are working on boosting capacity this year. https://t.co/erh2vmYWgO
U.S. Navy Delays Reopening Strait, Showing No Hurry
Ok, double or nothing…. What If the U.S. Navy STILL isn’t in a Hurry To Reopen The Strait?
US Chip Curbs Threaten Supply Chain, Timeline Unrealistic
Proposed US chip curbs on China risk deeper supply chain disruption ...whether the proposed 150-day timeline was sufficient to achieve meaningful policy coordination remained uncertain.... Clearly not feasible. It has been nearly 4 years already... https://t.co/RLwyFRVVUe
Ceasefire Declared, Yet No Ships in Hormuz
Iran-United States Ceasefire...WHERE ARE THE SHIPS? | Strait of Hormuz Update April 8, 2026 https://t.co/K9AoSsU89v
Tariffs Keep Surpassing Even the Most Ridiculous Expectations
Every time I think I've seen the most ridiculous tariff thing, they totally top themselves. It's impressive, really. https://t.co/wU9nRMenyP
Aluminum Producers Raise US Surcharge Amid War‑
World's dumbest tariff strikes again: "Top Aluminum Makers Hike US Surcharge as War Disrupts Supply" https://t.co/RhlIuA1Ll5 https://t.co/Xc1FLheuKV
