No One Cares if Oil Passes the Strait
I guess there's zero interest in whether oil is actually going to move through strait unobstructed ...
South Africa’s ASP Offers US‑backed Gas Alternative to Russia, Qatar
ASP Isotopes to the rescue? $ASPI Strategically positioned in geopolitically neutral South Africa and bolstered by the backing of the U.S. International Development Finance Corporation (DFC), ASP’s Virginia Gas Project - integrated through the Renergen acquisition - stands as a...
US Withdrawal Fuels Iran's Stronger, Angrier Toll Regime
Very plausible scenario. The US bombs for a few more weeks, then leaves. Iran starts charging a toll for ships leaving the Strait of Hormuz. After some period of rebuilding, it leads to an Iran that's stronger and angrier than...
Iran's Oil Flow Restored, Excluding Genocide Coalition
Just as Iran was taken out of SWIFT money traffic in 2011, the coalition of genocide has been taken out of HORMUZ Oil traffic. The Strait remains wide open for those nations who PAY and those who are not participating in...
Industrials and Chemicals Strong, Intermodal Soft on Slow Imports
TD Cowen call with railroad and shipper execs: strength in industrials, with chemicals showing strength with confidence for rest of 2026 Intermodal soft Intermodal is likely soft due to slow imports https://t.co/04LgKSMRa9
Four Core Systems Power a Responsive Supply Chain
The Four Pillars of Your Supply Chain Information System To build a truly responsive supply chain, you must understand the specific software sources that feed your data. In our latest lesson, we dive deep into the four essential systems that power...
Iran Strikes Saudi Petrochemical Plant, U.S. Media Silent
Whoa I missed this: Saudi Arabian petrochemical plant struck by Iran at Jubail Industrial City Not reported in mainstream U.S. press but from sources generally accurate (AFP, by way of Times of Israel) https://t.co/5PXGglvqpg
Amazon’s AI Gripper ‘Feels’ 75% of Items
The main robotics invention Amazon made to help automate 75% of its fulfilment center is called the Vulcan system. An AI-powered gripper has the “sense of touch”, which can handle 75% of Amazon’s 1 million unique items. The previous picking robots...
Oil Benchmark Hits Record, Reflecting Iran War Shortages
A key benchmark for physical oil has surged to its highest level on record, showing that global crude markets are increasingly pricing in supply shortages caused by the Iran war. https://t.co/OCII5LIP6Z https://t.co/V7iFSd47Gu
Pakistan Urges Iran to Reopen Hormuz, Pause Fighting
🚨 Pakistan requesting Iran: ➡️ Open straight of Hormuz for 2 weeks ➡️ Ceasefire for two weeks ➡️ Trump to extend deadline for 2 weeks ➡️ Meanwhile, Iranian official tells Reuters: exchanges via mediators still ongoing (😇 this morning it was cutoff?)
Firms Use Legal and Illegal Tactics to Dodge US Tariffs
In today's thrilling episode of "least surprising tariff news ever", the NYT reports that firms have reacted to historically high and complex US tariffs by engaging in lawful and unlawful ways to avoid paying them. Shocked, shocked, etc etc. https://t.co/f7tZuI7dgo
Iran's Oil Revenues Soar Amid War-Driven Price Spikes
My view on Iran's surge in revenues since the start of the US-Israeli war on Iran with @CoffeeandaMike: "Since the war started, the Iranians have been shipping a lot more crude out of the Strait of Hormuz, they've been selling at...
NYT Exposes Widespread Tariff Fraud Since Last Year
Tariff fraud is rampant since last year. Great NY Times piece exposing the fraud today. https://t.co/FMWKsJMk9V
Paper Prices Lag Real Commodity Costs Amid Iran War
Supply chains, with the Iran war, they are seeing a difference between paper prices for affected commodities and what they are paying. Paper is lagging reality. https://t.co/oYEHrq6g23
Trump Admin Warned of $200 Oil, Brent Hits $144
Two weeks ago, we scooped that the Trump administration was modeling the impact of oil prices reaching as high as $200 a barrel due to the #IranWar. Dated Brent oil just hit a record about $144...
General Caine Warns Iran Could Block Vital Hormuz Strait
MUST READ: “General Caine […] also flagged the enormous difficulty of securing the Strait of Hormuz and the risks of Iran blocking it. Mr. Trump had dismissed that possibility on the assumption that the regime would capitulate before it came...
Recognized as Top 50 Manufacturing Thought Leader
Proud to share: I have been named one of the 50 Best Thought Leaders in Manufacturing (2026) by Clarity. 30+ years in supply chain/ops, sharing insights through columns, media quotes and podcasts. https://t.co/UQNqnIq1IH #Manufacturing #SupplyChain #Leadership https://t.co/1MwFLC4uUV
First Sale Metrics Reveal Tariff Impact on Retailers
The reality of dealing with the Trump tariffs. Import value. First Sale. Maybe Last Sale, if it happens. Does using First Sale reflect the size of the retailer? And manufacturers?
Trump Admin Stalls $5.9B Citgo Takeover over Risk
EXCLUSIVE: A $5.9 billion deal for control of #Venezuela’s Citgo by a group affiliated with hedge fund Elliott has gotten bogged down amid Trump administration concerns over the price and political risk. @jendlouhyhc @NicolleYapur @GaripPatricia https://t.co/hnSAqgLCpt
Trump Blames Greenland for NATO Breakup
the unnecessary origin story of trump's nato breakup, in his own words: "it all began with greenland."
Build Global Energy Corridors to Bypass Hormuz, Says Hochstein
".... The only long-term solution is new infrastructure—making a massive, internationally coordinated investment in energy corridors that bypass the Strait of Hormuz entirely... " -- @amoshochstein https://t.co/hvu4ACTwok
Manufacturers Skip Tariff Refunds Amid Legal Cost Concerns
"Uncertainty reigns for manufacturers seeking tariff refunds" https://t.co/hbU692VC7S "Of those that have decided not seek refunds, 37% said the anticipated legal costs or effort outweighed the potential refund." Theft. https://t.co/0M3rkxq0dm
Impending Bahrain Conflict Could Trigger Oil Market Catastrophe
I sat down with @JoshYoung, CIO of Bison Interests - the fund that returned 349% in a single year on oil. He told me this war is far from over. And the real crisis hasn't even started. "I don't think the market...
Customers Adjust Prices Amid Rising Fuel Costs
Truckers: how are customers dealing with fuel spikes? Are you getting price adjustments? (Pic from Gary Johnson out of Needles, CA) https://t.co/Hi9h5ywOyg
Robots Climb Ceilings and Walls in Warehouses
Gravity-Defying #Robotic #Warehouse System: Ceiling- and Wall-Climbing #Automation via @ZappyZappy7 #Robot #MachineLearning #ArtificialIntelligence #ML https://t.co/ks5DdvJcWX
Zappos Beat Amazon with Kiva Robots Before Acquisition
Zappos was beating Amazon on cost per order. Amazon couldn't figure out how. Turns out @Alfred_Lin's team was running Kiva robots before Amazon even believed they'd work. Amazon later bought Kiva for $775M. Alfred went from operating automation at Zappos to funding...
China, Russia Veto UN Resolution on Hormuz Security
🚨🚨 China and Russia have VETOED a UN Security Council resolution to encourage countries to coordinate defensive efforts on reopening the Strait of Hormuz.
Apple Undecided on Expanding MacBook Neo Production
Exclusive: Apple is pondering whether to ramp up production of MacBook Neo, or let it run its course. Quanta and Foxconn aren't yet sure whether they'll be asked to make a new batch of this year's model. Or just wait until next...
Rubio: Iran's Hormuz Attacks Threaten Global Commerce
Rubio this morning on the impact of the Iran war: "The whole world’s been impacted unfortunately because Iran is violating every law known by striking commercial vessels in the Straits of Hormuz, and it’s a big problem for the world."
Seeking Intel on Ships that Cleared Hormuz Last Night
Me checking DMs for intel from @MikeSchuler and @mercoglianos on which ships actually made it through Hormuz last night: All my other DMs: https://t.co/NOh3PufPGj
Houthis Threaten Bab El‑Mandeb Closure, Risk Oil Price Surge
The Houthis attempting to close the Bab el-Mandeb strait by again turning it into a shooting gallery would be a massive problem and would send oil prices into orbit. Saudis are moving their oil to Asia via the Red Sea...
Crude and Product Tankers Drive Suez Canal Traffic Surge
Crude tankers and product tankers are resulting in the uptick in passages through the Suez Canal.
Load‑to‑truck Ratios Inflated by Hidden Ghost Loads
Load to truck ratios are not real because they include ghost loads, which according to former DAT insiders are far more significant than they readily admit
ATA's Driver Shortage Myth Harms Trucking and Blocks Entry
The ATA damaged the trucking industry in countless ways by promoting the truck driver shortage lie, eliminating barriers to entry. The problem is that lie stuck and it’s almost impossible to unwind because it is accepted as fact by those that...
Brazil's Ag Boom Outpaces Truck Capacity, Drives Rates Up
Brazil’s ag boom = pressure on trucks + dry bulk. In Talking Transports, I spoke with Goflux & Alphamar on: • Rising freight rates • Dry bulk demand surge • Fertilizer imports & trade shifts • Aging fleets + fragmentation Big theme: demand > capacity. 🎧 Listen...
China Empowers State Council to Probe Foreign Supply‑chain Threats
Regulations of the State Council on the security of industrial and supply chains Article 15 If a foreign organization or individual violates normal market transaction principles, interrupts normal transactions with Chinese citizens or organizations, takes discriminatory measures against Chinese citizens or organizations,...
China Launches Sweeping Supply‑chain Security Mechanism
China will set up a sweeping new mechanism to ensure the security of its supply chains https://t.co/c69SVYs86R
Oppenheimer Reaffirms Buy, Fuel Surcharge Impact Minimal
$TMDX -- quality note/report this morning from Oppenheimer... they reiterated their buy rating... they reiterated their $175 price target... they made the following comments regarding fuel surcharge debate: "We have spent the last few weeks talking to various players in...
Terfab Ranks Among Top Three WFE Spenders for 1GW Compute
Putting Terfab into perspective. Based on stated goals: 1GW of compute requires about 50kwpm of logic, 140kwpm of DRAM, ~30kwpm of NAND, and ~35 kwpm of CoWoS (advanced packaging). That translates to about $30bn of WFE per 1GW produced...
El Niño Triggers Historic Panama Canal Drought Restrictions
The last El Niño led to historic drought restrictions in the Panama Canal. Plan on monitoring the situation
Congress Targets Rare‑Earth Magnets, Threatening US‑China Ties
#MATCHAct very real danger to bilateral relationship, + for US firms facing REE/magnet-related issues. Beijing would respond harshly if some version moves forward. From Coordination to Constraint: Congress Eyes a Memory Squeeze on China—and the World https://t.co/y1sG4ZDOZo https://t.co/oZ3fvm8npl
Logistics Tech Thrives While Procurement Stays Stuck
Walk into any modern warehouse: impressive tech, slick operations. Now try finding that warehouse as a shipper: cold calls, outdated directories, gut feel. The internal machinery of logistics is miles ahead of how it gets bought and sold. New episode 👇 https://t.co/VRCyCBQ7lz
Hungary Still Relies on Russian Oil, Unlike Europe
Hungary imports about 90% of its oil from Russia. I can think of at least ONE reason why other European nations no longer do the same...
Manufacturing Surge Signals Start of New Cycle
He missed the most important part of the story - the strongest part of the report was upstream, not downstream. Upstream is manufacturing, downstream is retail. Upstream was much stronger than downstream, which was the opposite during the Great Freight Recession. This...
Trump's 100% Pharma Tariffs Threaten U.S. Drug Prices
Spent last year deep in supply chain security for my book—pharma near the top of the list for policymakers globally. Excited to dig into Trump's latest tariff announcement with @TomBollyky, one of the leading voices on trade, security, and public...
Freight Data Signals Early Manufacturing Upswing Ahead of Indicators
I am not an economist, I simply read off the the high frequency data and our channel checks tell me at the time and relay that info. Freight is upstream to demand, so to a casual observer, it appears as...
AI Connects Supply‑Chain Data for Real‑Time Traceability
Supply chains generate continuous streams of operational data across production and compliance processes. AI links these signals along the product journey, enabling traceability and faster response when disruptions, regulatory checks, or trust issues appear. Microblog @antgrasso https://t.co/3hL4Zo8l2r
Anthropic Secures TPU Capacity, Signaling Compute Diversification
.@Anthropic inks deal with @Google, @Broadcom for TPU capacity https://t.co/FCwUyLMN3c >> Congrats. Compute restrictions are real and supplier diversity is critical. Inflection point for Google TPUs going beyond @GoogleCloud. #NextGenApps by @LDignan
IEA: Hormuz Blockade Crisis Exceeds All Past Oil Shocks
PARIS, April 7 (Reuters) - The current oil and gas crisis triggered by the blockade of the Strait of Hormuz is "more serious than the ones in 1973, 1979 and 2022 together", Fatih Birol, the head of the International Energy...
US-to-Asia Oil Shipping Costs Hit Record Highs
The cost of shipping oil from the United States to Asia by sea is hitting record highs. https://t.co/c8BCdLPsi8
