Chinese Car Makers Accelerate Into South Africa’s Market
The "China Strength" isn’t just hitting South East Asia, 𝗶𝘁’𝘀 𝗮𝗹𝘀𝗼 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗿𝗼𝗮𝗱𝘀 𝘁𝗼𝗼. Just as Chinese companies are scaling across Asia, brands like Chery, GWM, and BAIC are entering, growing, and investing in the South African Market. ✅ Chery is set to acquire the Rosslyn plant for local assembly, and BAIC already operates a massive plant in Gqeberha. ✅ Brands like BYD and Geely are leading the charge in EV transition.
Europe’s Industries Still Rely on U.S. Support
When someone says 'Europe don't need USA' - do ask 'to what' - point is that Germanys automotive industry needed USA. My guess is that in reality we will see an abundance of similar examples in the future.
Eliminating Brokers Threatens Small Carriers, Empowers Megas
Without brokers, small carriers will cease to exist and the mega carriers will get bigger and bigger. I think that’s the opposite of what small carriers want. Be careful what you ask for.
US Bans Foreign‑made Routers over Security Concerns
What You Need to Know About the Foreign-Made Router Ban in the US https://t.co/6hCZLPWOgi https://t.co/a16QQa1vNK
Generative AI Redefines Manufacturing for Innovation and Sustainability
Unlocking Innovation and Sustainability: How Generative AI is Redrawing the Industrial Blueprint "manufacturing is undergoing a profound identity shift" https://t.co/2DzEylL3Zv
AI Surge Tightens Chip Supply, Hits Consumer Electronics
The AI boom is creating ripple effects across the tech supply chain. Rising demand from data centers is absorbing key components, making it harder for consumer electronics makers to secure enough chips. The impact is indirect but real. AI growth is starting...
Yttrium Shortage Threatens Aircraft; US Seeks New Sources
Yttrium is obscure and only traded in the thousands of tons each year. But aircraft will fall out of the sky without it. China controls production and has exported very little to the US over the past year. That might...
Germany's War Supply Lines Still Far From Ready
Germany is preparing supply lines for a war — it’s far from ready https://t.co/j3MU9sxkpO https://t.co/lXwut0R5V7
China's 'Teapot' Refineries Aid Iran Amid U.S. Pressure
China’s ‘Teapot’ Refiners, Targeted by U.S., Offer Financial Lifeline to Iran—Sector that once rebelled against Beijing grows into a critical tool for working around sanctions @BrianSpegele https://t.co/kjTCM9IgX4 https://t.co/kjTCM9IgX4
Contract Rates up 10%, Double‑digit Hikes Expected
Contract rates have already moved up 10% in the past year and large asset carriers have stated they expect double digit increases by the end of the year.
China Lifts Tariffs on All African Imports Except One
"China has now dropped tariffs on imports from every African country except 1" 😔 https://t.co/YKeyJNxXts
FMCSA Crackdown Prompts More Drivers to Skip Road Check Week
Road check week is coming up and I think more drivers will take off this year than normal due to the strong FMCSA crackdown
Project Vault Aims to Safeguard U.S. Manufacturing From Mineral Shocks
Remarks by Secretary of the Treasury Scott Bessent Before the EXIM Annual Conference The Project Vault strategic reserve will allow U.S. manufacturers to continue production even in the face of shocks to our supply of critical minerals. That will benefit...
LG ES on Track for 50 GWh US Storage Capacity
LG ES says manufacturing spend puts company on track for 50GWh+ US ESS production target #energysky -- via Energy Storage News: https://t.co/dKSZHLMEMb
Evaluating the Jones Act Waiver’s Effectiveness and Necessity
Is the Jones Act Waiver Working and is it Necessary? 1⃣Jones Act Extension Overview 2⃣Impact on Fuel Prices 3⃣Operations of Jones Act Tankers Around the US 4⃣Waiver Case Study: MT Cabo Deseado 5⃣Tanker Replacement Program https://t.co/0PrYL6USK1
India‑sourced Transformers Deliver $500M Sales in 18 Months
We have access to large power transformers that can be delivered within 18 months using supply chains from India. $500m in sales already. https://t.co/sOxvbR0c2F
Strait of Hormuz Closure Cuts 10M Barrels Daily
According to the World Bank’s NEW Commodity Markets Outlook report, the closure of the Strait of Hormuz wiped out around ~10 MILLION BARRELS/DAY of global oil supply. This is the LARGEST DISRUPTION ON RECORD https://t.co/ERT2BN8SaZ
China’s Naval Push Raises Hormuz‑style Tension Concerns
China ships near other countries. Their military. Will the Strait of Hormuz fiasco play here?
High‑frequency Truckload Spot Rates Now $25/Month
If you are looking for high frequency truckload spot rates for desktop - it’s now available for just $25/mo
DKEM Seeks Funding to Scale Gigawatt Copper Paste
Chinese PV Industry Brief: DKEM seeks cash injection to scale up gigawatt-level production of copper metallization paste #energysky -- via pv magazine global: https://t.co/nFRo9vUc0J
High LNG Prices Curb China's Imports, Freeing Supply Globally
Zero signal about China here China is a discretionary LNG importer. It can generate with dirtier domestic coal if needed. High prices generally mean lower imports. Helps globally -- China is freeing up LNG for folks...
Hormuz Closure Threatens Solar Aluminium Supply Chain
How the closure of the Strait of Hormuz affects solar aluminium sourcing #energysky -- via pv-tech: https://t.co/NvUU88jGsi
U.S. Navy Blockade Pushes Iran’s Oil to Sea Storage
US Naval Blockade Squeezes Iran's Oil Exports, Forces Crude Onto Floating Storage. What us the Navy doing if there us no war? https://t.co/IVew9eYx3o
Support for Ukraine Halting Russian Oil Production
If Ukraine manages to completely disrupt Russian oil production and export, I am here for it!
Tariff Flip-Flops Reveal Trump’s Policy Inconsistency
Yesterday, Trump lifted UK whiskey tariffs that were supposedly (by law) about a "balance of payments" crisis. Today, he's imposing EU automotive tariffs that were supposedly (by law) about "national security". It's all so manifestly ridiculous.
Tesla Earns $573M Selling Parts to SpaceX, xAI
Yes, did you expect them to buy inferior products from competitors? If SpaceX needs vehicles or battery packs... who did you think they were going to buy them from?
Hormuz Shock Hits Energy First, Then Supply Chain
Hormuz disruption hit energy first - then freight, packaging & fertilizer. Energy-intensive categories feel it early. Do you know your first pressure points? LMA can help. #SupplyChain #FoodAndBeverage #Logistics #RiskManagement #SIOP https://t.co/fwHLf1xAdQ
Semiconductor Contracts Overhaul Memory and Storage Naming
Only if you have covered semis, and been through the scars of memory and storage, can you fully grasp how big of a change this is for mem and storage names. Really, the entirety of semis supply chain contracts are...
Rising Asian Conflict Threatens Overseas Tech Infrastructure Supply
I can’t help to wonder how much of this infra is created overseas and the potential risk of conflict rises in Asia. Chips. Servers. PCB. PCA. Power. Etc.
Iran War Stalemate Fuels Oil Price Gamble
The bottom line is the Iran War is "stuck." No War (shooting) No Peace No Shipping No Crude Oil, LNG, Fertilizer, and/or Helium And it will stay "stuck" until circumstances change. The most likely change ... * The US/Israel restart kinetic attacks with the goal...
Acting President Dodges Election Timeline, Gives Vague Answer
Acting President Delcy Rodriguez declines to suggest a timeline for #Venezuela elections in response to a question from @tylerpager. "I don't know; sometime..." she says, before leaving. https://t.co/MLHkClNbg9
China's Auto Subsidies Outpace US Tariffs on EU Cars
Neither the wolf nor the shepherd are friends to the sheep. PRC subsidies and vertical integrated auto companies are conquering the world (outside the US and Canada). US just hiked tariffs on EU light vehicles to 25%, up from...
Deadlock Persists as Mines Block Shipping and Navigation
Bessent says U.S. blockade will continue until "pre-February 27 Freedom of Navigation" is restored. Hegseth says mines are the biggest issue. Iran says it doesn't know where it's mines are. Shipping says it won't return until it's confirmed free of...
Logistics Strain Evident as UGVs Crushed Near Kostyantynivka
Video of destroyed UGVs on the road to Kostyantynivka, demonstrating how difficult it is to maintain logistics for Ukrainian units holding the city. https://t.co/F0WuHqrFV3 https://t.co/x2BMMzZEAm https://t.co/jVXVPphPJg
Bunker Fuel Term Stems From Ship Storage, Not Politics
This is fantastic @SteveHiltonx. It is absolutely insane that Gavin shut down refineries and made California dependent on Iraqi oil. BUT please do not fall into the liberal “Bunker fuel is nasty” talking point. Historically, sailors slept in bunks and kept their belongings...
Deciding Between In‑House Warehouse and 3PL? Here’s the Answer
If you want to know if you should run your own warehouse or outsource to a 3PL, this is the answer. 100% correct, no notes
AI‑Powered
Above the Fold: Supply Chain Logistics News (May 1, 2026) - https://t.co/TFQAN6nHLt @amazon @cvspharmacy @Target #Infios #robots #AgenticAI #robots #supplychain #logistics #transportation #trucking #tariffs @MagayaSoftware
AI Compute Supplier Contracts Undergoing
More people need to pick up on this fundamental contract change highlighted on $SNDK earnings. Time to rethink everything you thought you knew about supplier contracts related to AI compute/infra. No paywall :) @DiligenceStack https://t.co/iagsiKBdOI
Europe's Endless Meetings Stall Decisive Hormuz Action
Don’t worry Don. Europe is only 8,403 Zoom calls, 103 HR meltdowns, 3 multilateral summits, 33 think tank presentations, and 62 joint planning exercises away from bravely considering the possibility of thinking about sending a minesweeper to Hormuz. https://t.co/qMZgW6eAmU
ISM Manufacturing Prices Surge to 2022 High
The ISM manufacturing prices sub-index is truly wild rn. From ISM's Chair: "In the last three months, the Prices Index has increased 25.6 percentage points to reach its highest level since April 2022 (84.6 percent)." The sector's shrugging it off...
Manufacturing's Health Was a Myth; Mass Departures Followed
first slide of my deck when i joined clocktower in Feb was: MANUFACTURING IS IN GOOD SHAPE i lost a lot of people right then & there https://t.co/xwbECgemyw
Oil Market Will Need 2.7 MMbpd Surplus Post‑Hormuz
We're actually really going to *need* a supply glut after this end to fill in the hole left by Hormuz. Minimum 1 billion barrels lost, requires an *annual* surplus of 2.7 MMbpd to recover. And that assumes Hormuz reopens today, which it...
Manufacturing Surge Reflects Stockpiling, Not Lasting Growth
"The surge in manufacturing activity in April is not the cause for cheer that at first glance it suggests. A key driving force behind the upturn is the need for companies to get ahead of further feared price rises and...
Red Sea Tanker Transits Jump 66%, Eclipsing Pre‑crisis Levels
Red Sea tanker transits surpass pre-Houthi crisis levels in rush to secure Saudi barrels ▶️379 crude oil tanker transits recorded in March, up 66% month on month ▶️Dark transits surge as many tanker operators opt to disable AIS while sailing past Houthi-controlled...
USTR's Section 301 Roadmap Lacks Targeting and Metrics
"The road map the USTR has presented in the most important Section 301 investigation, looking into 'excess capacity' in other nations, is neither targeted nor aimed solely at abusive trade partners. It is also not based on any defensible metric"...
ONE's 92% Profit Drop Signals Industry Trouble
ONE Profit Plunges 92% as Geopolitics and Overcapacity Squeeze Earnings. A sign of what is ahead for more container lines? https://t.co/Mzf1k78Vpo
Merchant Marine Marginalized Amid Political Appointments and Gender Policies
The motto of the US Merchant Marine is Acta Non Verba. Actions Not Words. We run the largest moving structures on Earth. Big, dirty ships that move oil, machinery, and coal. Biden personally pushed through the first female service academy cadets. Did he...
Taiwan: World's Most Perilous Chokepoint Threatening Global Stability
NEW ODD LOTS: Taiwan is the world's most perilous chokepoint @tracyalloway and I talk to @eyckfreymann, author of the new book 'Defending Taiwan: A Strategy to Prevent War with China, about the high stakes and high risk if China moves on Taiwan...
CBP's Refund Portal Exceeds Expectations, Funds Return May 11
CBP’s tariff refund portal is performing better than expected https://t.co/WlVJ7uqnK6 via @SupplyChainDive CBP anticipates returning funds to importers as early as May 11 according to the article.
Blockade of Iran Mirrors Russia’s Shadow Fleet Failure
The alternative to the blockade is what we did on Russia and look where that got us. Russia built a shadow fleet, is exporting lots of oil and keeps waging terrible war in Ukraine. The blockade of Iran is recognition...