ZIM Dividend at Risk as Freight Rates Cool
ZIM’s dividend is looking shaky as freight rates cool. The post-pandemic shipping boom is over, and with new vessel supply flooding in, earnings are expected to drop. A dividend cut feels inevitable, and the risk/reward has soured. 🚢 ShippingStocks
Chinese Goods Rerouted Through Asia Dodge $40B US Tariffs
"Increased trade volumes from China to Mexico via intermediary Asian nations last year demonstrated a new path for US-bound goods that were able to avoid steep tariffs — an estimated $40 billion — on imports from China" More tariffs =...
Hormuz Blockade Drives Fertilizer Surge, Threatens Planting
Strait of Hormuz. Fertilizer prices. Hitting countries at what should be planting times. Pending food supply shortages and high prices. Hormuz—a global supply chain disaster.
Supply-Driven Freight Recovery Fueled by Capacity Tightening
Freight recovery is here — but it’s supply-driven. In Talking Transports, $JBHT CEO @Shelley_Simpson discusses: • 4-year freight downturn • Capacity tightening from enforcement • Intermodal growth opportunity • AI + productivity gains 🎧 Listen to Episode 136 of Talking Transports: Apple: https://t.co/UFqu2nvREk Spotify: https://t.co/jEzbzyaVh2 iHeart: https://t.co/PMZLX1Zan1 https://t.co/eCb5WV066Z: https://t.co/TlpRbThZLx @TheTerminal...
Reshoring Index Stays Negative Despite Trump Tariff Surge
Kearney's annual Reshoring Index, which measures imports from 14 Asian countries as a share of US manufacturing output, "remained in negative territory in 2025 despite a surge of Trump administration tariffs aimed at reviving American assembly lines" https://t.co/AJkVit3Iwx https://t.co/r9GzEb8Wji
Nuclear $81M Verdict Highlights Broker Liability Risks
$81m awarded in trucking nuclear verdict. “In the first trial, the jury determined the driver was not negligent, which in turn led to no finding against Allied/Beacon. For the company to be found liable, the driver first needed to be...
Competition Is Shifting Control: Rethink Global Supply Chains
𝐖𝐡𝐚𝐭 𝐦𝐨𝐬𝐭 𝐥𝐞𝐚𝐝𝐞𝐫𝐬 𝐚𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐚𝐬 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 𝐢𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐚 𝐬𝐡𝐢𝐟𝐭 𝐢𝐧 𝐜𝐨𝐧𝐭𝐫𝐨𝐥. In Boston, we will spend two hours examining what I call the 90% Model: how industries are being reshaped, how dependencies are being built, and what this means...
Markets Price Oil, Ignore Systemic Supply Chain Risks
Markets are pricing oil, not the system, writes @annerquaye Chips, chemicals, logistics… all exposed. Markets are calm because nothing’s broken yet. That’s not the same as safe. #Markets #SupplyChains #Semiconductors #Oil #Geopolitics https://t.co/ENxhdTgdv5
Goldman Sachs Hikes Oil Forecasts Amid Hormuz Shutdown
"Goldman Sachs Group Inc. lifted oil-price forecasts as the prolonged closure of the Strait of Hormuz spurs 'extreme' inventory draws." -BBG
Trump's Hormuz Blockade Threatens Global Supply Chains
Trump. Extend Hormuz blockade. With no care of what it means. What will global supply chains do? And the global economy?
Higher Tariffs Drive Importers to Smuggle Plywood
"The Plywood Smuggling Ring That Ensnared a Building-Products Giant" https://t.co/jK6i2JcEW7 "The yearslong plywood smuggling saga shows the lengths to which some importers will go to skirt duties and tariffs" More tariffs = more evasion. https://t.co/t50j64SDNJ
Chinese EVs Already Rolling in El Paso Amid Ban Push
I covet a Chinese EV. The U.S. wants to ban China’s high-tech, low-cost cars. They’re already here in El Paso. https://t.co/rMpBgCaqPG
Modern TMS: Real‑Time Tracking, Reaction, and Rerouting
Most people think a TMS is a planning tool. Something that gets goods from A to B. That description was accurate 20 years ago. Today's TMS tracks, reacts, reroutes, and manages execution in real time. Descartes' Elmer Spruijt explains what's changed 🎧 https://t.co/TraZI2qUVe
Iran Shuts Hormuz, Oil Markets Wobble, Rial Crashes
🇮🇷 Iran Intel Brief | Geopolitical Brief ─────── Iran closes the Strait of Hormuz, disrupting global oil supplies and impacting European energy security. The Iranian rial hits a record low of 1,672,500 per U.S. dollar on the open market. EU requires any peace deal...
GLP‑1
Yesterday, I spoke with the CEO of a mega fleet, who said most of his truckload business was doing well, except for one segment: food & beverage. He called the lack of volume from this segment "unusual." I told him...
Jensen Huang Fails to Justify Export Controls' Ineffectiveness
Jensen Huang never managed to give a coherent argument for why export controls are ineffective. https://t.co/eF3UUpfWHO
Japan Secures First Oil Tanker Passage Through Hormuz
Japan is engaging with Iran for safe passage of its ships through Hormuz, says PM Takaichi 🇯🇵🤝🇮🇷 A laden oil supertanker linked to Japan (Idemitsu Maru) traveled through the strait yesterday. It's the first Japan oil carrier to leave the region...
Tier 2‑4 Indian Cities Hold Untapped Logistics Gold
India’s biggest logistics opportunity is still wide open. The real gap is in Tier 2, Tier 3, and Tier 4 cities, where demand is rising fast but logistics infrastructure is still far behind. #LogisticsIndia #LastMileDelivery #StartupIndia #SupplyChain #LogisticsTech https://t.co/iPTythCKDR
US Inefficiency Drives Costs, Delays, Unsustainable China Ban
US pays 10x $$$ and has 10x delays for lots of products now they restrict imports from China. Self destruct button? GDP so high because of their massive inefficiencies and middlemen costs. Nothing to do with functional capitalism. This is...
Flexport’s 3% Refund Rejection Beats 49% CBP Rate
CBP today told the Court of International Trade that they’d rejected 49% of refunds filed on the first pass (37% of filed rejected and then 18% of entries rejected on the files that were accepted). Flexport’s rejection rate on refunds...
China's LNG Imports Plunge to Eight‑year Low Amid Middle East Conflict
DEMAND DESTRUCTION: China's LNG imports are on track to hit an 8-year low 🇨🇳🚢 The Middle East conflict is choking supply of LNG to China. It is also boosting spot prices, discouraging Chinese firms to buy replacements China can instead turn to...
Changing a Book’s Release Date Creates Logistical and Marketing Chaos
Moving a pub date means a logistics nightmare. It happens but not generally as in "let's pull this from October and move it to April." Not only are distributors and bookstores going to be irritated if you change your dates,...
Ming Yang Seeks New European Factory After UK Rejection
Ming Yang, a major Chinese maker of offshore wind turbines, aims to finalize a European site for a factory by June, after the UK rejected its plan to build a plant in Scotland https://t.co/QCuH0nVNf3
Autonomous Picking Scales to 6 Billion Orders
#Autonomous Picking Power: 6 Billion Orders and Counting by @LocusRobotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/A24K0whoNa
AI Agents to Drive $15T B2B Spend by 2028
By 2028, 90% of B2B buying will be AI agent intermediated, pushing over $15 trillion of B2B spend through AI agent exchanges. https://t.co/32BuwY1M2L
Jensen Huang Stumbles When Pressed on Export Controls
I'm kind of late to this party, but I had a lot to say about @dwarkesh_sp's interview with Jensen Huang. Dwarkesh does a great job of pressing Jensen on his opposition to export controls, and Jensen usually doesn't have good answers. https://t.co/eF3UUpfWHO
ATA Ignored Small Fleet Surge, Fueling Trucking Chaos
Last summer, I wrote this article about the ATA losing influence as the number of small fleets exploded. I now realize how ignorant of the growth (and underlying causes) the ATA truly was about the industry. They were either willfully...
China's Export‑driven Model Collapses Under Security Costs
China built its entire economic model based on the principle that exports were universal. That model is crumbling as countries realized they hollowed out their manufacturing base and eroded their own national security in the process. China was the biggest...
NATO Skips Fair Share, Still Buys Our Weapons
"NATO members don't pay their fair share" might be true, but they buy all their weapons from us for lots of good reasons. I hope we can patch that together again.
US Bans Chip Tool Shipments to Huahong's Facilities
The U.S. ordered numerous chip equipment companies to halt tool shipments to two facilities of Huahong, China’s second-largest chipmaker, according to sources. https://t.co/9lzUXgpLQr
Big Carriers Ignored Non‑Dom CDL Drivers, Policy Exposes Flaws
It's becoming more apparent to me that the mid-sized and large carriers (500+ trucks) were clueless about non-domiciled CDLs and weren't hiring from this group. Most had never heard of the term "non-dom" until Sean Duffy made it a policy...
Diversifying Routes Neutralizes Iran's Strait of Hormuz Leverage
Game changer and what I wrote about in @washingtonpost about making the Strait of Hormuz irrelevant (or at least much less relevant). Iran's massive strategic blunder was playing that card - what @SecRubio called the economic nuclear weapon. Motivating all...
Blockade Leaves Hundreds of Ships Stalled, Hurting Trade
US Central Command. With blockade, the number of ships stuck at Chah Bahar port. The impact on trade and the economy.
CBP's New Refund System Moves Fast, Yet Rejects Over Half
CBP just issued the first tariff refund update since its CAPE system went live on 4/20. Good news: They're moving pretty quickly (for the government) Bad news: There are already LOTS of rejections. The first screen rejected 37%, & the second screen...
China Maintains Oil Imports Amid US‑Israeli Conflict
Since the start of the US-Israeli war on Iran, China has not drawn been forced to draw down its inventories of oil. China has obviously been able to import oil at a normal pace. CHINA IS WINNING. https://t.co/Wg0kqvLybI
Medevac Helicopters Use Roadside LZs for Familiarization Flights
There are a lot of reasons a helo, esp a medevac, would land next to a road. One common reason is that medical helicopters will conduct familiarization flights and land at pre-approved LZs (some of which are private) in their...
Hormuz Insurance Remains Critical Amid Global Energy Turmoil
⭕️UAE Exits OPEC: Implications for Global Oil Markets ⭕️Oil & LNG Tankers Transit Hormuz: What About Insurance? ⭕️The Media Hype Around Iran’s Oil Storage Situation ⭕️Aramco OSPs: Will They Lower the Premium? ⭕️Malacca Strait: The Next Flashpoint? ⭕️EU Jet Fuel Crisis: One Among Many ⭕️Vietnam to...
Oil Cartel Shows Serious Cracks, Says Geoffrey
Geoffrey has written abundantly on this topic for clients: that the Oil cartel had cracks - serious cracks. #UAE #OPEC https://t.co/WNKTZOV734
Hormuz Strait Disruption Redefines Global Shipping Risks
Supply chain risk is global. Deutsche Welle (DW) covers how the Strait of Hormuz disruption is reshaping shipping and trade conditions. https://t.co/I1DnvYEyA5 #SupplyChain #Logistics #Geopolitics #Resilience
Beijing Pushes BYD to Speed Supplier Payments, Exposing Financing Tactic
“BYD has also come under pressure from Beijing to pay thousands of suppliers faster, raising questions over its longstanding practice of using money owed to suppliers as a form of low-cost finance to fund its growth” — FT
Iran’s Hormuz Move Tests Japan‑US Alliance
The Nissho Maru broke in 1953 an oil trading embargo that the UK had unilaterally imposed on Iran. Today, another Japanese ship, also owned by the same oil refiner, exited the Strait of Hormuz. Quite the message by the Iranians —...
AWS Tackles Complex Supply Chains with Amazon Connect
AWS leaning into their own incredibly complicated supply chain experience New: Amazon Connect Decisions #CIO #AI #Cloud #WhatsNextWithAWS https://t.co/DMFnNswvSo
Uber Joins $850B Returns Market, Urging Logistics Strategies
Reverse logistics is hotter than ever. Returns is an $850B market. And now @Uber is entering the market. As a consumer, you can go into the app, select “return an item,” provide a reason for your return, and choose “return with...
One‑Third of Texas Manufacturers Hurt by Iran War
New Dallas Fed survey of Texas manufacturers finds 34.8% of them have already been harmed by the Iran war, while only 11.1% have benefited. https://t.co/CsufgIXUuK https://t.co/BtxluTws5f
Supply Chains Struggle with Commodity Shocks, Hit Key Sectors
Can global supply chains handle such commodity surprises? What market sectors will take the biggest hits? And maritime and other logistics?
Getting Tariff Refunds: A Business Owner’s Frustrating Reality
"Diary of a business owner trying to get a tariff refund from the U.S. government" https://t.co/lmuiwxclqA "He kept thinking how easy it was to pay the tariffs. 'And now you're telling me if I want my money back, figure it...
Waymo Wait Times Surge, Indicating
Demand perhaps?? Might not just be a "tourist attraction" after all. Getting closer to that Hyundai production line output..
Senate Urges Trump to Ban Chinese Car Factories in U.S.
We first reported Senate letter calling on Trump to bar Chinese automakers from building vehicles in US (But no we did not tag the story exclusive) https://t.co/OTaYqFRbuf
Maximize AI Impact by Fixing Bottlenecks, Not Uptime
Eli Goldratt's book, The Goal, was famous for its (then unpopular argument) that keeping every machine running 24 hours a day, the metric most plant managers cared about, was actively making factories worse. I suspect we're seeing the same fallacy...
Daily Tonnage Jumps 6.5% with Modest Shipment Growth
* Tonnage per day increase of 6.5% * Shipments per day increase of 1.8% * Weight per shipment increase of 4.6%