Turning LNG Into Fertilizer Secures Domestic Agriculture Sustainability
"We can take that LNG, turn it into the nitrogen that the farmers need for the long-term sustainability and the protection of our own country" Why is she talking about LNG in the context of domestic fertilizer production and domestic agricultural needs? Am I missing something?
China’s CXMT IPO Casts Doubt on Memory Upcycle
China’s CXMT IPO clouds memory upcycle outlook Rising supply risks threaten pricing power of Samsung, SK hynix, Micron Clouds? Shortages everywhere you look.... https://t.co/VfzNQDNgtZ
Simplified Process Comes at Cost: 15% Grid Tariffs
"So yes, the process has been simplified, but only through making many goods subject to heavier tariffs." 15% tariffs on electrical grid equipment at time of rising electrical bills (and rising AI needs) is quite the choice. https://t.co/fR9FByhdMA
Are Procurement Professionals Truly Eradicating Modern Slavery?
Various forms of modern slavery are common in the supply chains of cos. we buy stuff from. Are we in the procurement & supply chain profession really doing our best to stamp out slavery in our supply networks? ➤ https://t.co/NskQmorM5N #modernslavery #procurement #supplychain...
Compact Six-Axis PiPER Arms Deliver Industrial Precision
PiPER #Robotic Arms: Compact Powerhouses with Six-Axis Precision and Industrial Versatility by @IntEngineering #Robots #EmergingTech #Technology #Innovation https://t.co/DnnQrtejJz
Amazon Taps USPS for 80% of E‑commerce Deliveries
Post Office reaches deal with Amazon. Maybe 80% of $AMZN’s e-commerce last mile deliveries. Parcels have been the USPS target for growth. Can they handle the volume and meet Amazon’s order delivery standards?
Battery Ships Prove Fossil Fuel Independence Is Real
900 battery-powered ships and counting: It isn't a test case anymore, it’s a declaration of independence from being fossil fuel hostages: With battery costs down 99% since 1991, the "too expensive" excuse is officially dead for shipping Sovereignty is renewables https://t.co/hLuo1lUUXz
China's Oil Supply Half Threatened by Hormuz Slowdown
Just FYI, with reduced traffic through the Strait of Hormuz (it cannot be objectively assessed as fully closed), China risks losing roughly 40 to 50 percent of its oil imports, which come from Gulf producers whose exports transit the Strait,...
Outsourcing Production Erodes America’s Core Economic Power
US firms outsourcing their manufacturing and upstream supply chain. Those c-suites took away the core of America’s economic value. And what was a key to winning WW2–the ability to mass produce.
Smart Drones Transform All-Weather Medical Delivery
Jedsy X #Drone Revolutionizes Medical Deliveries with Smart, All-Weather #Logistics via @WevolverApp #MedTech #HealthTech #TechForGood #Tech https://t.co/lzfmUqxUcT
U.S. Petroleum Exports Hit Record, Reaching New Markets
U.S. weekly petroleum product exports surged to a record 7.9 mb/d for the week ending March 27, according to EIA. While weekly figures are volatile, multiple sources have reported U.S. product exports increasing to Asia, Africa and other areas. Trade...
Shipping Alerts Could Have Saved Cuban Cigars, Zyn
I am just saying that @citrini could have saved the Cuban cigars and Zyn, and just subscribe to What's Going on With Shipping to get this information. https://t.co/PvJjMTpAaz
Middle East Oil Loss Spikes Global Oil Prices
Yes...we do get something from the Persian Gulf. 8% of US imports come from the Middle East. More importantly, when you lose Middle East oil, all other oil goes up in price and demand.
Effective Logistics Drives Timely Global Product Delivery
Logistics is key to supply chain management: getting finished products to customers via ships, planes, or trucks. It's about managing cargo across countries and different transport modes to ensure timely delivery. #SupplyChain #Logistics https://t.co/U7E0sqpiOq
China, Russia Supplying Iran Chemicals Fuels Missile Threat
Suspected Chemical Shipments From China to Iran Raise Concerns Over Potential Missile Expansion. Both Russia and China are helping Iran. Continue to ask why Trump removed sanctions and let the war criminal, Putin, get needed revenue for Russia? https://t.co/JZZHQgLJxY
Tariffs Mostly Shifted to Foreign Exporters, Not Consumers
Fun paper from Fed/Georgetown economists: A chunk of what was thought to be price increases driven by 2018-19 tariffs is attributable to smaller purchase orders due to tariffs. Their conclusion: tariffs were primarily borne by foreign exporters. https://t.co/wxoheNJ8PO
Houthis Grip Bab Al-Mandeb, Threaten Global Shipping
The Bab el-Mandeb Strait is the gateway into the Red Sea, en route to the Suez Canal. Houthis CONTROL THE STRAIT. Ships avoid the strait because of danger & punishing insurance rates. If Trump escalates in Iran, the Houthis will squeeze the chokepoint...
How the Strait of Hormuz Shapes Global Goods Flow
We did an awesome interview on the physical layout and flow of goods resulting from the Strait of Hormuz, with @mercoglianos. Listen here. https://t.co/jmVFr6LS8L
Tackling Microplastics, Safer Nuclear, Massive Battery Recycling Deal
In the latest Current Climate: 🫗Cracking down on microplastics in drinking water ⚛️A cheaper, safer form of nuclear power 🔋A $1.1 billion deal to get nickel and lithium from a “black mass” of recycled battery waste https://www.forbes.com/sites/current-climate/2026/04/06/a-move-to-crack-down-on-microplastics/
Hormuz Oil Flows Remain Severely Reduced, Markets Underestimate Recovery
Hormuz flows aren't coming back to normal despite what you hear, says @CroftHelima Transit will be a fraction of pre-war levels because Iran’s leverage depends on keeping energy markets tight. And even after a deal, the road back is long. Markets are...
Packaging Shift Lets Amazon, Google Embrace Intel Foundry
Pat’s Law of Something: All major vendors and suppliers are always in talks and testing. I do think this will move forward, though. Packaging is an easier commitment than wafers as it doesn’t force a redesign. Not easy but just...
Europe's Half‑hearted NATO Response Left Allies Vulnerable
The point of Article 5 is to coordinate a collective response to a threat facing ALL member states… not just the state that invokes it. The threat was Islamic extremism. We didn’t invoke Article 5 to protect the U.S. alone. We invoked...
Exports Lag Production; Inventory Loads Faster than Restart
Keep in mind that exports ≠ production. Production was shut in because after they stopped loading new tankers inventory capacity was rapidly exhausted—they'll be able to load tankers from that same inventory much sooner than they'll be ablet to get field...
Quarterly Ops Networking: Connect Fulfillment & Supply Chain Professionals
I run a networking thread on LinkedIn every quarter. Bringing it here. Drop what you do and where you're based. Connect with the people who reply. If you work in fulfillment, ecommerce, or supply chain, this is your thread. No pitch. Just operators...
USMCA Negotiations Quietly Shape Future Trade Landscape
While Everyone Watches Oil and Tariffs, USMCA Looms - https://t.co/D7EQGyKCLJ #USCMA #Mexico #Canada #globaltrade #supplychain #logistics
AI Cuts Product Sourcing Time, Boosts Accessibility
Business owners and e-commerce experts told MIT Technology Review that AI tools are making sourcing more accessible and significantly shortening the time it takes to go from product idea to launch.
AI's Memory Crunch Drives Up Raspberry Pi Prices
AI is hogging memory chips and it’s rippling all the way down to Raspberry Pi prices. Our April issue has two pieces on this you'll want to read: one on the HBM shortage reshaping the chip market, one on what...
MercadoLibre’s Integrated Logistics‑Fintech Flywheel Fuels Growth
4 Stocks Dominating E-commerce + Fintech Outside the U.S. 👇 $MELI MercadoLibre is compounding via a tightly integrated ecosystem. Reinvested 5–6 pts of margin into logistics + credit while handling 500M additional deliveries YoY. Brazil unit shipping costs dropped 11% in local...
War in Iran Boosts Specific Ship Types' Profits
If you're a shipowner, here are the most profitable ships to own right now (because of War in Iran 🇮🇷), in terms of size, cargo, & location (+ the stocks that own them): Full interview w/ @ed_fin: Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 1/3 https://t.co/wUuMf9nqGR
Ceasefire Stalled: US Wants Open Strait, Iran Opposes
Okay, so here’s how how the ceasefire cookie crumbles: - A ceasefire without the reopening of the Strait of Hormuz will likely be unacceptable to the US. - A ceasefire with a reopening will likely be unacceptable to Iran. Iran appears serious...
Japan's Future Bright, Europe's Past Fades with US Alliance
Japan’s greatest days are ahead of it, as it recommits to its partnership with America Europe’s best days are behind it, as it moves away from its alliance with the US
German Haulage Firm Electrifies over Half Its Fleet
"The haulage firm Nanno Janssen in 🇩🇪, has already converted well over half of its fleet to electric: 58 out of 90 lorries The first one purchased back in 2024 w/ federal funding, Furthest distance his company travelled with an electric lorry so...
China Shifts Upstream in Global Production Networks
China moves upstream in production networks. More on this in the Chartbook Top Links today. https://t.co/z8YSI2hXDR
Ukraine Strikes Novorossiysk Port, Damages Caspian Pipeline Mooring
MOSCOW, April 6 (Reuters) - Russia's defence ministry said on Monday that Ukraine attacked facilities at the maritime transhipment complex in the port of Novorossiysk overnight, damaging a mooring point for the Caspian Pipeline Consortium.
Israel Disables Iran's Key Petrochemical Hub, Crippling Exports
💥 MAJOR STRIKE ON IRAN Israel just hit Iran’s South Pars petrochemical facility in Asaluyeh. Israeli Defense Minister says 2 key facilities, responsible for 85% of Iran’s petrochemical exports are now disabled. This is Iran’s most important industrial and energy hub. It sits...
Trump Treads Carefully on Fragile China Trade Truce
'Walking on eggshells’: How Trump is managing his delicate China truce “We don’t unwind a generation of outsourcing and product dependency quickly. I mean, you just can’t without such massive disruptions that it’s really not worth it. You’re killing the...
China's Electric Trucks Boom Amid Rising Oil Prices
China’s electric truck revolution: powerful painkiller for the Iran war? Sales of electric heavy-duty cargo trucks surged by 182 per cent in 2025, with more growth forecast as oil and gas prices soar https://t.co/vbLCYckpH0 via @scmpnews
Iran Conflict Set to Reshape Global Supply Chains, Dimon Warns
Jamie Dimon. JP Morgan. Iran war. Change GLOBAL SUPPLY CHAINS. Across industries and market sectors. Oil and its distillates and derivatives. Petrochemicals. Sulfur. Alumina. Fertilizer. More.
Vessel Flow, Not Scarcity, Drives Gulf Oil Dynamics
Oil or vessel scarcity is a relatively minor factor compared with vessel flow @miltradechain Floating storage is irrelevant if there’s no exit from the Persian Gulf
Microsoft, Google Chase Long‑term DRAM Deals with SK Hynix
SK Hynix in talks with Microsoft, Google for long-term DRAM supply Microsoft, Google are also seeking long-term memory supply deals with Samsung; South Korean chipmakers are ramping up capacity https://t.co/qsHPPPLXm1
Tariff on Auto Parts Doubles Consumer Losses, Cuts U.S. Profits
New @nberpubs: "Tariffs, Global Value Chains, and the Incidence of Protection: Evidence from US Automobiles" https://t.co/qydVvo0gkV Extending tariffs to intermediate inputs doubles consumer losses, "and producer surplus for U.S.-headquartered firms declines by about $2.6 billion" 😲
Singapore Fuel Prices Surge, Threatening Shipping Operations
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
Three Tariffs Put U.S. Heavy‑Truck Makers at Disadvantage
"U.S. Manufacturers Of Heavy-Duty Trucks Face A Tariff Disadvantage" https://t.co/ihpfPPczuL "There are three sets of tariffs affecting the cost basis of trucks manufactured in the U.S." https://t.co/l6SoB2YgXQ
Europe's U.S.-Excluding Trade Plans Are Fundamentally Flawed
European efforts to build trade systems that exclude the U.S. are inherently flawed. Full Newsletter: https://t.co/wTTMKJCfX2 #eu #trade #geopolitics https://t.co/gxyaAjNqwT
Decentralized Pallet Movers Could Replace Forklifts Entirely
Interesting direction. Instead of improving forklifts, this approach removes them from the equation. Small, distributed units that move pallets directly could fundamentally change warehouse operations. Less congestion in aisles, more flexible layouts, and potentially smoother material flow without relying on a single...
Baltic Attacks Slash Russia’s $970 M Windfall From Oil Exports
“Moscow’s windfall profits from the Iran war remain high as Brent crude trades above $100 a barrel, but attacks on Russia’s two main export locations in the Baltic Sea may cut into the Kremlin’s windfall. Five attacks on Primorsk and Ust-Luga...
Chinese Airlines Fill Void as Russian Airspace Closes
The Geopolitics of the Skies – Why Chinese Carriers are Redrawing the Global Aviation Map "The closure of Russian airspace to North American and European airlines has forced a rerouting that is as expensive as it is exhausting." https://t.co/HFTgbU023Q
Specify Vessel Routes in Hormuz Reports for Accurate Context
It would add critical context to Hormuz transit reporting if you indicate whether vessels are using the Iran-adjacent route, internationally recognized shipping lanes, etc. That distinction matters greatly. Thank you for your attention to this matter.
IEA Calls for Oil‑Style Security Framework for Critical Minerals
The IEA says critical mineral stockpiles need an oil-style security framework to reduce supply disruption risk. https://www.metalnomist.com/2026/04/critical-mineral-stockpiles-need-oil.html
Diversify Suppliers to Safeguard Your Supply Chain
Don't depend on a single supplier, provider, or port for all your products. Diversify your risk and hedge your exposure to ensure one disruption doesn't derail your entire supply chain. #SupplyChain #RiskManagement https://t.co/N70irLZbu7
