Merchant Mariners Face Real Danger in Hormuz, Deserve Respect
Prey survive by understanding predators better than predators understand themselves. That’s how you stay alive. Plenty of naval officers insist the Strait of Hormuz is safe. Yet none of the five U.S. Merchant Marine captains in the Persian Gulf are willing to run it. Why is that, Matty? It’s not ignorance of naval warfare. Stop discriminating against our forgotten service. U.S. Merchant Mariners are risking their lives in a combat zone right now supplying carriers with explosive jet fuel and munitions. Your comment is derogatory, unamerican and vile. Trash me all you want Matty, but leave my service out of it. We have enough problems already, they don’t deserve your contempt.
Freight Conferences Still Won’t Truck Speakers Onto Stage
It’s insane to me that not a single freight conference has the balls to use these trucks to haul speakers on stage https://t.co/9LrcHE2tzT
Embracing Failure Accelerates Manufacturing Innovation
Crash Molds to Innovate: Why Mistakes are Key to Progress Embrace failure as a stepping stone to innovation in the manufacturing industry with 𝐂𝐡𝐫𝐢𝐬 𝐒𝐭𝐞𝐯𝐞𝐧𝐬! Stream now: 🔗 https://t.co/JFMJsNnRVc 📽️ https://t.co/La7geK7RYf 🔗 https://t.co/DmYp21N5Kv https://t.co/WQ3aOR0XNw
IPX Launches 24/7 Titanium Production in Virginia
$IPX transitioned to continuous 24/7 operations at its Virginia titanium facility during the March 2026 quarter. Latest presentation: https://t.co/SmS1qRf7mj https://t.co/TysIqe2stk
Kremlin's Tuapse Oil Port Plans Stalled Indefinitely
It looks like the Kremlin will have to forget about the oil port & terminal in Tuapse for a long time now. https://t.co/YGjodfDFte
China Offers Tariff-Free Trade to 20 African Nations, US Opposes
China. No tariffs on 20 African nations. Contrast with US and its tariff view. And trade?
Amazon Drives UPS Volume, yet Yields Minimal Revenue
At the start of 2025, Amazon packages represented 20-25% of UPS's package volume, but only 11% of their revenue. That math doesn't work. > UPS, the Teamsters, and a Fragile Truce https://t.co/jmWM2h4soL https://t.co/ZwgL0oAuLE
Weather Insight Turns Supply Chains Into Competitive Advantage
For supply chain leaders, staying on top of weather developments is paramount. Severe storms, heat waves, floods, you name it - - they all can disrupt transportation lanes, port operations, production schedules, and energy availability with little notice. By closely...
Iran Stockpiles Oil as US Blockade Stalls Hormuz Shipments
According to the WSJ, "Iran is scrambling to find new ways to store its oil, hoping to avoid a crippling production shutdown as a U.S. naval blockade bottles up its exports and negotiations to end the war remain deadlocked." This coincides...
Hormuz Expected to Reopen by June, US Deploys Robotic Minesweepers
Hormuz open by June, says expert @clarkdefense *passage within a week possible *completely clear up to four weeks *US deploying robotic minesweepers and drone boats *clearing debris will take months https://t.co/jdvrTx6ZKW
UPS Q1 Profit Surges Despite Lower Volumes
UPS' Q1 earnings is out this morning - https://t.co/JtDI52CRxS YoY, volumes lower, revenue per piece higher. Check out UPS SCS's operating profit which was $205 million compared to Q1 2025's 46 million. Middle East impact? We'll see what they say...
Supply Chain Work Evolves: From Shop Floor to MODEX
When Rip Van Supply Chain woke up, the world had changed. Systems had changed. Now, in Part 3 of my series, I detail how the work has changed. You can see it yourself – from the shop floor to MODEX and other...
Spot Bottlenecks, Target Monopolistic Producers for Advantage
All you have to do is find supply chain bottlenecks and identify the key monopolistic producers
Kpler's Half‑production Cut for Iran Remains Speculative
Kpler estimates Iranian crude production COULD fall from current levels by more than half It may be directionally reasonable but it’s a guess, not evidence. AIS gaps, spoofing, ghost fleets, STS transfers and wartime rerouting mean “loadings” are not confirmed exports. https://t.co/wqmEnea7g5
EQT Real Estate Secures Record $3.5bn European Logistics Fund
Fundraising alert: @eqt Real Estate closes record European logistics fund at $3.5bn hard-cap Read the full story here: https://t.co/r3mrXSHDAM https://t.co/Y3pqTMbiu2
China’s New Laws Target Meta and Foreign Jurisdiction
Big story today and you should read smart ppl like @ChrisRMcGuire and @DesmondShum on the significance and implications for China, Meta, jurisdiction etc. Interesting though that this move follows the 'sharply titled' Reg of the PRC on Countering Foreign...
Iran's Oil Crisis Looms: 6‑8 Weeks Before Collapse
🇮🇷 Iran Intel Brief | Pre-London ─────── Iran's oil storage capacity stands at 12-22 days amid the U.S. naval blockade. The blockade has slashed Iranian oil exports by 70 percent. Strait of Hormuz oil shipments have nearly ceased. Iranian oil production faces a potential drop...
Japanese‑linked Tanker Uses Iranian Lanes for Saudi Oil
Interesting movement in the Strait of Hormuz: A supertanker linked to Japan is entering the SoH on her way out of the Persian Gulf. The Idemitsu Maru VLCC is following the Iranian new shipping lanes with a ~2m barrel cargo of...
Real‑time Inventory Control Boosts Margins and Eliminates Waste
Inventory problems quietly eat into profits. Too much stock blocks cash, too little stock loses sales. Most retailers struggle because they cannot see what is happening in real time. That is where smart inventory control becomes critical. It is not...
New Machine Stitches Flawless Seams in Seconds
This Machine Sews Perfect Seams in Seconds by @Fabriziobustama #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/DfrjlCv1wQ
Hormuz’s ‘Trivial’ Loss Claim Exposed as Absurd
Only 3.8% of global trade passes thru Hormuz so losing it is no big deal, says @econovisuals The central nervous system is less than 3% of human body weight So losing it would also be no big deal, right? You win the...
SONAR Launches Real-Time Hormuz Monitoring Feature
SONAR has now added Hormuz Monitor for users. You can now see what is happening in real time across Hormuz directly in SONAR. https://t.co/FAuzeeAH3A
China’s Solar Exports Surge 50% to Record 68GW
China exported 68 gigawatts of solar technology in March, surpassing the previous record set in August by 50%, according to a report published Thursday by the energy think tank Ember. Fifty countries reported record-high imports of Chinese solar products, with...
LPG Booking Gaps Tighten, Prices Rise From May 1
LPG booking rules, prices set to change from May 1. Indian Oil, BPCL, and HPCL are reportedly discussing new LPG booking and delivery rules ahead of May 1. The minimum gap between refill bookings was raised to 25 days in urban...
United Solar Launches Oman Polysilicon Plant Boosting PV Supply
Inside PV Manufacturing: United Solar’s polysilicon factory in Oman #energysky -- via pv magazine global: https://t.co/S10anywXSb https://t.co/rOwdH8QGQj
No USMCA Cuts Threaten Cheap Foreign Cars in US
If USMCA no longer exists or a renewed version doesn’t significantly reduce tariffs on cars and auto parts made in North America, some foreign carmakers might not be able to build and sell the cheaper cars for the US market by...
Govt's Strategic Stakes Beat Retail Portfolios
The White House just outperformed your portfolio $USAR — Gov took 10% equity stake via $1.6B investment to onshore rare earth supply chain. $INTC — DoD stake made it a strategic national asset ; acquired at $20.47/share $AMD — Pays the...
FreightWaves Launches Premier Daily Logistics News Show
FreightWaves Today, our daily show (noon -2pm ET) is launching June 1st and will be the premiere business-news show for the logistics, supply chain, and industrial sector. We are hiring a former Fox Business producer to ensure we have the...
U.S. Firms Repeatedly Foot Customs Fee Bills
Customs fees are paid by American companies. Also, I'm pretty sure we've spent those at least 10 times by now.
Orangewood Labs Scales Robot Deployment on Factory Floors
just caught up with @Abhindas1 of @OrangewoodLabs. lots of teams are getting into robotics now but orangewood has cracked robot deployment at scale on the factory floor. very impressed. also based out of SF. you love to see it. https://t.co/NDJ4mqmLWd
Independent Study Confirms Corporate Clean Electricity Procurement Findings
This is a great paper from @EPRINews researchers that independently replicates all of the core findings of our earlier ZERO Lab modeling on the impact of various corporate clean electricity procurement strategies. You can find that work summarized here https://t.co/FzZuZFrbpi...
Bab Al-Mandeb Oil Traffic Halves After Houthi Attacks
The Bab al-Mandeb Strait is a strategic waterway just 30km wide and about 100km long, connnecting the Red Sea to the Gulf of Aden and the Indian Ocean. As such, it is one of the busiest shipping lanes in the...
Clean Steel Production Can Be Efficient and Cost‑competitive
Maximizing the Efficiency of Clean Steel Production and Achieving Cost Competitiveness #energysky -- via RMI https://t.co/aFrhY6YxYA
Brazil Faces Loss as Russian Diesel Rerouted to Asia
Russian diesel shipments are being diverted from Brazil to other destinations, possibly Asia. 🇧🇷What would Brazil do?
Iran Must Deploy Old Tankers or Shut Wells
"Iran needs to use these old oil tankers. Otherwise, they need to shutter the wells. It will cause significant damage if they are forced to shut down wells." 🛢️ -- @ramahluwalia https://t.co/V2FDkHgzi2
More Weight, Higher Cost: Cars Keep Getting Heavier
One reason, under-appreciated, for why vehicles cost more is they simply put more stuff in them. Here is the average weight of a Ford Explorer over time. Weight = materials = higher cost. https://t.co/YVpZbdRae5
ROI Depends on Tech’s Cost Savings Over Existing Workflows
ROI assessments hinge on determining whether a new tech can deliver materially greater cost savings than the workflow solutions currently in place. https://t.co/z2TcmaeawM #robotics #warehouse #distributioncenter #AI #AIrobots https://t.co/3dpEN84FJx
Europe Faces $32 B Extra Energy Costs From US‑Israel War
Since the start of the US-Israeli war on Iran, European countries have been forced to pay $32 BILLION MORE for oil and gas imports, according to the European Commission US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/KypyJy56DS
U.S. Seeks Eritrea Ties for Red Sea Strategic Foothold
According to the WSJ, the US is looking to re-engage with Eritrea, a FAILED STATE that borders the Red Sea. This is all about gaining a footprint on the Red Sea shipping routes and the Bab al-Mandeb chokepoint. IT HAS NOTHING TO...
Autonomous Wind‑Powered Vessels Build Resilient Shipping Mesh
Starlink telemetry. Wingsail power. Autonomous. Straight of Hormuz, Suez Canal, Port of LA -- ocean shipping is brittle. Clippership solves this with autonomous, wind powered cargo vessels. It's packet switching for ocean freight and enables a resilient mesh shipping network. https://t.co/5jh5nc9sSW
Hormuz Closure Would Upend Global Finance and Economics
If they pull this off with the Strait of Hormuz closed for say 3+ months you can throw out everything you know about finance/economics https://t.co/nPZzQHiw9o
Germany’s Output Fell; Economy Can’t Ignore 7‑10% Oil Loss
A chart that discredits two current common views at once: 1. "Germany output didn't suffer during the 2022 oil/energy shock." 2. "The global economy can do just fine without 7-10% of its oil supplies indefinitely." https://t.co/ghhZPrhApE
Each Critical Mineral Deal Bolsters Energy Supply Security
Securing Energy Supply Chains: One Critical Mineral Deal at a Time? #energysky -- via RMI https://t.co/To7GYkU0nB
Customers Demand Exact Delivery Times for Better Scheduling
@FedEx you really need a way to track exact time a package will be delivered so can be ready to jump of a zoom call/meeting to go sign for the package.
Seeing Port Operations' Massive Scale and Coordination
ASCM Inland Empire Port Tour 🚢 So valuable to see the scale and coordination behind port operations firsthand. #ASCM #SupplyChain #Logistics #Ports https://t.co/lTqFdqPwq8
Hormuz Closure Sparks Unpriced Supply Shock, Markets Stagnant
the Hormuz has been closed for 58 days with no end in sight, and even if there was one, it would take 6 months to clear the mines while insurance companies stay risk-off. Supply shocks are still not priced in....
Humanoid Robot Streamlines Repetitive Packaging in Logistics
Humanoid #Robot Powers Through Repetitive Packaging Tasks in #Logistics Centers via @ZappyZappy7 #Robotics #EmergingTech #Technology #Innovation https://t.co/rE5rBMuDim
Tariffs, AI, and Geopolitics Spark US Manufacturing Reshoring
Featured article (Winter 2026 | pp. 27–30): Rebuilding Industrial Manufacturing in the U.S. Tariffs + AI + geopolitical risk are fueling a resurgence - and changing where and how manufacturing scales. https://t.co/8ihmbEjXfb #Manufacturing #SupplyChain #AI #Reshoring https://t.co/CYVRErAudu
Focus on Key Procurement KPIs to Drive Value
“Good Procurement KPIs act as a health check for your function and highlight its effectiveness. Zero in on the vital few metrics that clearly show the value delivered, capability development, and continuous growth.” 💡 https://t.co/K3VAVdMUos #procurement #supplychain https://t.co/mHPqcO9t9n
Diplomacy Stalls, Investors Hold Off on Bullish Oil Bets
U.S./Iran diplomacy makes funds wary of adding bullish oil positions Investors made no significant changes to their positions across crude oil and refined fuels last week as indirect diplomatic negotiations between the United States and Iran continued but appeared to make...