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
Trump Announces US Aid for Ships Exiting Hormuz Monday
*TRUMP SAYS US TO HELP SOME SHIPS LEAVE HORMUZ STARTING MONDAY Here comes your weekly dose of Monday hope-ium
UK Airlines Permitted to Pre‑cancel Flights Amid Fuel Shortage
BBC News - UK airlines to be allowed to cancel flights in advance over fuel shortages - BBC News https://t.co/5d1MMyIPJf
British 3D‑Printed Titanium Housing Powers Next‑Gen RISE Engine
British engineers at GKN Aerospace are revolutionizing aircraft engines with 3D printing. They’ve already produced 600+ metal rings for Pratt & Whitney and just printed a massive 2-meter titanium housing for the next-gen RISE engine.
Chevron CEO Predicts Persistent High Oil Prices Post‑Hormuz Reopening
Ouch. Chevron boss says high oil prices are not going away when the Strait of Hormuz opens up.
US Energy Access Hindered by Canadian Montney Logistics
Wonderful reductionist nonsense @tonykovacic It's a system, not parts like a car engine. You can have all the Montney you like but it's in Canada Getting it to US consuming regions is an expensive, regulatory and decades-long process.
US Finds Massive Lithium Reserves, Still Needs Processing
China dominates the world's lithium supply. The U.S. just found 328 years' worth in its own backyard Yeah, lithium is not rare, like rare earths. But scaling processing is, and you need an actual battery industry also.... https://t.co/8lbDAr7lMZ
Debunking the China Shock 2.0 Hysteria
Easily the best and most comprehensive takedown of the current "China Shock 2.0" hysteria that I've seen so far. (tl;dr in the screenshots) Strongly recommended. "Should we be scared of China's surpluses?" https://t.co/RSBXkN5WX3 https://t.co/z6TS8YwaNV
Shot at Iranian‑flagged MV Touska: Clearly Hostile Act
We shot at MV Touska on April 19, an Iranian-flagged containership. That seems like a hostile act.
Tariff Refund Quest Reveals Billions Likely Unrecoverable
"He recorded his quest for tariff refunds. It shows why billions may never get repaid" https://t.co/pbKa6Zq9Ev https://t.co/GekjOsX5QF
China's Supply Chain Pivots From Phones to Robots
From phones to humanoid robots: China’s supply chain eyes next growth curve https://t.co/p1Xpt0tECZ via @scmpnews
China Relies on Food Imports Far More than US or EU
China is far more dependent on imported food/feed than either the US or the EU. In a world of "food regimes", this is a highly unusual and unique development. https://t.co/5797bIqtl7
Logistics Experience Powers Modern Ops and Process Roles
If you have spent years in logistics or the trades, you already understand systems, inefficiencies, and how real work actually moves. That is the foundation of implementation, operations, and process improvement roles. The language just needs updating.
US Auto Industry Faces $5 B Supply‑Chain Shock
Supply chain hell for US auto firms. Detroit carmakers warn of $5bn commodities shock due to Iran war. Sector faces rising prices for supplies from aluminium to plastics and paint
Eastern European Dispatchers Dodge Revealing Their Country
Eastern European dispatchers learning to dance around the subject of what country they’re calling from https://t.co/G7ILt0An74
China May Begin Food Decoupling, FT Data Shows
Is China about to decouple on food? Riffing on a piece in the FT in the latest chartbook this morning. https://t.co/a0lMMdOOgC https://t.co/fqNWpHCXJi
Overbuilding Ports Won’t Break China’s Supply Chain Grip
Trying to avoid China’s grip on global supply chains. Ships/shipping. Ports. Port equipment. Made in China. Decades of abandoning to China. Geopolitics. Choke points. Over build in ports. Dreams of logistic hubs. Logistics fragmentation. Capital misspend. No real answers.
Union Pacific Threatens to Abandon NS Deal over Regulator Demands
UP will walk away from its proposed acquisition of Norfolk Southern if federal regulators order widespread trackage rights or line sales as part of their approval of the deal. https://t.co/TaAktc4oJN
Procurement’s Narrow Focus Limits Value Beyond Cost
“Too many #procurement pros and functions are locked in a ‘cost savings’ mindset. Even when able to expand their thinking to consider value rather than cost, their perspective of ‘value’ is still narrowly confined to financial value.” 🔎 https://t.co/qAx3AFHwol #supplychain https://t.co/AYyYIL8Cpl
Supply Chain Skills Gap: Upskill with AI and Sustainability
⚠️ WARNING ⚠️ : The supply chain skills gap is about to hit your industry hard. Here is what I am seeing right now: SKILLS IN DEMAND (2025–2027): → Supply chain analytics and AI → Digital procurement transformation → Demand sensing and forecasting → Supply chain...
Japan's Crude Shortage Forces Rare Mexican Purchases
Japan needs Canadian crude oil, but can’t get it. Why? There’s no additional export capacity. That’s why Japan is making rare purchases of crude from Mexico.
Congress Must Fund DOT‑FBI Task Force Against Transport Crime
Congress should fund a DOT + FBI task force to investigate and prosecute the organized criminals that have infected our transportation networks.
Flatbed Volumes Hit Record, Driving AI Trucking Boom
Flatbed truckload volumes are at an all time high. Flatbeds are the best way to play the AI boom in trucking. https://t.co/raep5XWfjW
Data Center Boom Pushes Flatbed Rates to Record High
Flatbed trucking spot rates hit a new all-time high at $4.07/mile. Data center construction is 7% of flatbed volumes and is driving a massive amount of material movement. Data center buildout is the largest infrastructure project in history and the...
Industrial Freight Surge Fuels Economic Reshaping and Upside
Its abnormal because our economy is being reshaped right in front of our eyes. We are seeing massive surges of freight demand out of the industrials for AI datacenter construction, energy/power production, and defense. Plus, our industrials are cheaper relative to other...
SCOTUS Montgomery Decision Could Upend Broker Liability
The SCOTUS Montgomery case is the most important topic of the summer in freight. If broker liability gets overturned, it will be massive for the mega truckload carriers and deadly for freight brokers and small truckers.
Trump's Hormuz Blockade Halts Kuwait's Oil Sales
Thanks to the Trump Administration’s blockade of the Strait of Hormuz, KUWAIT CANNOT SELL OIL. https://t.co/p41AG1m4AD
New Yellow Fleet Highlights Piracy, Blockades, Mariner Plight
Hoped on @BBCAMERICA to discuss Somali pirates, dueling blockades in the Strait of Hormuz and Arabian Sea, and the plight of trapped merchant mariners in the Persian Gulf - a new Yellow Fleet. @campbelledu https://t.co/ukq7OkQuz8
Diesel Soars to $7.50 as Tesla Semi Rolls Out
Two things happened almost simultaneously: - Diesel hit $7.50 per gallon - @Tesla Semi produced its first unit off its new high-volume production line in Sparks, Nevada on April 29, 2026. https://t.co/ZDUV34vxAz https://t.co/QpK0wp2y29
Chinese Solar Exports Jump 125% Driven by Policy Rush
Chinese solar exports surge 125% on policy change rush, not underlying demand acceleration #energysky -- via pv magazine global: https://t.co/PP9hio1bem
Driverless Truck Completes First 230‑Mile Commercial Delivery
For the first time, a driverless commercial truck delivered freight, completing a 230-mile route from Houston to Dallas. https://t.co/DW9N98wW3D
Hormuz Closure Drives Further Oil Price Spikes
My take on oil price spikes with @MarioNawfal : "On March 29th, I predicted that we would have a spike in the price of oil at the end of April, and we did. If Hormuz stays shut for much longer, more...
Exported Cells and Wafers Are Real Hardware, Not Narrative
Exported cells & wafers are exported hardware @m_schouten Look at the data instead of the narrative #Solar #EnergyTransition #China #TradeFlows #Commodities #EnergyReality #Macro #DataVsNarrative https://t.co/bWOZGw7HIG
Dual‑Arm Bipedal Robot Tackles Heavy‑Load Logistics
Dual-Arm Bipedal #Robot Designed for High-Payload Logistics Operations by @tweetciiiim #EmergingTech #Technology #Innovation #Tech https://t.co/tW6TXYMUQd
Trump's Strike on Iran Oil Could Cripple Global Supply
Targeting Iran’s oil infrastructure could be Trump's decisive move, writes @HolmanJenkins Losing that supply is a structural hit to a tight global system with lasting fallout. https://t.co/nRhyrPO9q8 #OilMarkets #IranWar #EnergyIsTheEconomy #Macro #Commodities
US Munitions Reliant on China’s Critical Materials
I spoke w/ @davidlin_TV about China’s control over replacing US munitions: "The US weapons cupboard is bare. Restocking these weapons requires many critical materials, & 95% of those materials come from China. To replenish US munitions, the US needs permission from...
U.S. Steel Supply Chain: Cleveland Cliffs Dominates Specialty Steel
The Frontier Map substack has a lot of great stuff on infrastructure, such as this post on 'the steel that runs the grid'. Cleveland Cliffs is the sole domestic supplier of the specialty steel; Hitachi, Vernova, and Siemens make...
China Blocks US Sanctions on Five Iranian‑oil Firms
The Ministry of Commerce issued Announcement No. 21 of 2026, announcing a blocking order against the United States' sanctions on five Chinese companies related to Iranian oil. https://t.co/xIHxp0dzEa
US Announces Preliminary Anti-Dumping Duties on Solar Imports
U.S. government sets preliminary anti-dumping duties on solar imports from India, Indonesia, and Laos #energysky -- via pv magazine global: https://t.co/s1Ki33oLMF
Tariff Relief Boosts Newell Brands' Outlook Significantly
Protectionist darling Newell Brands, maker of Sharpie, says its outlook has improved significantly bc of... tariff relief and refunds https://t.co/R0c5C0lpQB https://t.co/T0NHveNICU
Forecasting Success Lies in Repeatable Systems, Not One‑off Models
A few years ago I showed a forecasting model to a VP of supply chain. The accuracy was good. I was proud of it. She looked at it for about 10 seconds and asked one question. "Can you run this again next month?" I...
Ship Insurance for Hormuz Strait Hinges on Price
Becky Quick: "The question is, how and when can you offer insurance to ships crossing the Strait of Hormuz?" Ajit Jain: "The short answer is it depends on the price." https://t.co/0m8CO1FXH8
SMBs Face Up‑Front Costs While Big Brands Fund Sustainability
“Big brands & multinational cos. have the deep pockets to finance their #sustainability drives. It’s not as easy for many SMBs—a sustainable #supplychain makes business sense in the medium to long term but costs money in the short term.” 🍀 https://t.co/9vm6ZldSMK #procurement https://t.co/mTjzi4TZPG
Robots Cut Warehouse Labor Costs Dramatically
Human vs. robots: the cost savings will surprise you. https://t.co/j74EUoSHhY #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/tgjc04qMt0
US Autonomous Trucks Surge as China Halts Autonomy
A new episode of #AutonomyMarkets is out. Watch or listen on your favorite podcast player. Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy @BotAutoAV $AUR https://t.co/m8nl7i1a4Q
Reregulation Would Raise Travel Costs and Cut Flight Choices
Reregulation of transportation would result in much higher costs for consumers, with far fewer flight options.
China Pushes Policy to Curb Food Import Dependence
Why China worries about its agricultural dependence on the rest of the world, as well as Beijing’s new industrial policy efforts to ensure greater food self-sufficiency. by @Adam_Tooze https://t.co/xkVOHAeLog
US Still Reliant on Persian Gulf Oil and Resources
Tell me again how the Persian Gulf does not impact the US? 8% of our oil imports (approx 250M bbls) comes through the Strait of Hormuz. The world is pulling WTI crude out of the US at record levels, along with refined...
Container Ship Commute: Climb Six Stories Before Elevator
Here’s what it’s like to commute to work if you work on a container ship Apparently you have you climb about 6 stories of ladders before you even get to the elevator https://t.co/8seZ8SmfTQ
China’s Mineral Grip Tests Integrated vs Shotgun Strategies
Strategic mineral. China controls. Iran war. Weapons fired. Is there an integrated approach to dealing with China. Or is it a shotgun?