Competing Blockades Fuel Piracy Surge and Data Gaps
The Strait of Hormuz Crisis: Week 8 Recap: Competing Blockades and Piracy Surge 1⃣Pirate Action Group off Somalia 2⃣Vessel Transit Data: The Growing Gap 3⃣Targeting the Dark Fleet: Stateless Tanker Boardings 4⃣The Mine Clearance Challenge in Hormuz 5⃣Should the U.S. Surge LCS & Fast Transport Ships?
China Leverages Influence to Free 70 Ships, Thailand Follows
China trying to gain release of 70 of their ships from the Strait. Thailand seeking China’s help to get release of Thai ships.
Iran Holds Control of Strait of Hormuz, Despite Trump
Contrary to Pres. Trump's statements, CONTROL of the STRAIT OF HORMUZ is in IRAN'S HANDS and will probably remain so. IRAN REMAINS LOCKED AND LOADED. https://t.co/1t3JKif6Ny
Trump's Hormuz Blockade Intensifies Historic Shipping Crisis
Trump’s Hormuz Blockade Has Deepened A Historic Shipping Crisis. Does Trump have a strategy? https://t.co/RuMdezwXBM
Hormuz Shipping Traffic Stays Low, No US‑Iran Deal
Shipping Traffic Through Hormuz Remains Muted With No US-Iran Deal in Sight, Data Shows. And the global economic and supply chain effects as this drags on? https://t.co/dRthOukXrK
Container Shipping's 'Long Covid' Drives Capacity, Service Shifts
Container shipping’s ‘long covid’ reshapes capacity. Overcapacity balanced with poor service. And what shippers are buying and the impact on inventory. https://t.co/d99jTdenQY
Market Underestimates Oil Disruption, Companies Scramble, Blockade Benefits All
Yergin on oil price and his energy conference: - Market is underpricing oil disruption - Oil companies scrambling to figure out how to unlock supply (ie they think it’s not a quick fix) - Believes that both sides think the blockade of...
AI Agent Debbie Scales Driver Tracking with 700k Calls
An AI agent called Debbie has now made 700,000 calls to truck drivers, helping over 420,000 of them get connected to tracking systems. Previously done by human teams. Expensive, slow, impossible to scale. This is what AI actually looks like in logistics...
China’s Engineered Global Dependency Redefines Leadership Rules
Every few years, the world shifts in ways that most leaders don't see until it's too late. I wrote China's 90% Model because this is one of those moments. What's happening isn't a trade dispute. It's a systematic engineering of global...
Standardize, Modularize, and Procure Transformers at Portfolio Level
We are short transformers, but to solve it we need to change how we buy them. The fix isn't just more factories — though we need those too. It's standardization. Modular design. Portfolio-level procurement instead of project-by-project scrambling. https://t.co/nHPIg2z3HH https://t.co/B3n5qUQLMQ
EU Should Fix Russia Transshipments, Not Confront US
It's understandable the EU doesn't like getting talked down to by the US. But the solution to that isn't picking fights with the US. It's being honest about what isn't working and fixing that. The flood of transshipments to Russia...
Business Reimburses Customers, Battles Customs for Tariff Refund
"I paid my customers back for tariffs. My business has been on the phone with Customs trying to get our refund." https://t.co/Gs8WF3EUhk https://t.co/tau83RVVdI
Iran Conflict Threatens Global Markets via Hormuz
🇮🇷 Iran Intel Brief | Geopolitical Brief ─────── Wait, missing limit. Correct: Wait, still missing. The system cut it, but to fix, I need to include limit.Again, the response had only 3, perhaps the default is 3, so I must specify limit. Looking at the...
Hormuz Closure Sparks California Energy Crunch
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Full Newsletter: #iranwar #crudeoil #geopolitics https://t.co/wXUuhw5ng7
Zero Tankers in Hormuz Threaten Global Crude Supply
Talk is cheap. The reality is that there are ZERO tankers moving into the Hormuz Strait. We have to separate what might happen from what is happening What is happening is biting the world in its ass HUGELY That's what's happening.
Robotics and Software Unite for End‑to‑End Supply Chains
Industry 4.0 is merging manufacturing, supply chain, and tech. Robotics and software are converging to create complete end-to-end supply chain management. #Industry40 #SupplyChain https://t.co/A0lGwq9mRS
Foreign Buyers Split: Cheap Chinese Lidars Vs. Non‑China Production
Some foreign clients are willing to purchase lidars from Robosense's Chinese production lines, which usually have a smaller price tag, while others insist on a "in global, for global" approach of production outside of China for markets outside of China....
BYD's Patent Surge Powers China to Lead Car Exports
BYD, the company Elon Musk laughed at in 2011, is filing 52 patents per day, on average. Thanks to BYD, China now exports more cars than U.S. and Japan combined. https://t.co/v5sRfTeDFH
China Threatens EU Countermeasures over New Import‑protection Law
China has warned the EU that it will take “countermeasures” if its companies are hurt by a proposed new European law aimed at bolstering the bloc’s industry against cheaper imports. by @LeahyJoseph & Wenjie Ding https://t.co/nRqcmoJu9F
Global Chokepoints Under Siege: Next Target?
🎯Panama Canal kicked it off, Red Sea followed (Suez Canal and Bab Al Mandab), now Hormuz Strait. 🎯Next target?
Atul Auto to Produce 15k Rapid‑Charge EV Three‑Wheelers
Atul Auto Limited has formally entered into a Memorandum of Understanding with Exponent Energy Private Limited for manufacturing and supplying 15,000 electric three-wheelers worth Rs 490.50 crore. The three-year partnership, disclosed under SEBI Regulation 30, involves vehicles with 15-minute rapid...
US Mint Illegally Uses Foreign Gold Despite Bipartisan Bans
“Every year, the United States Mint sells more than $1B of investment-grade gold coins. Each is stamped with an icon like the bald eagle, signifying the government’s guarantee, required by law, that the gold is 100% American. “Congress in 1985 prohibited...
China Loses Monopoly on Military‑critical Rare Earth Samarian
A bit of good supply chain news; China no longer has a monopoly on the refining of Samarian, a rare earth with important military uses 1/ https://t.co/Co909XqIbs
Trump’s 3‑day Oil Crisis Claim Vastly Overstated
Trump says 3 days till Iran's storage is full That's exaggerated & assumes the blockade works perfectly. It barely works at all. In reality, Iran has weeks of storage, floating barrels, & workarounds. That doesn't mean Iran feels no pressure. Just not as much as...
Energy and Material Limits End Growth, Demand Honesty
My take on @ctindale 's excellent essay: Forget ingenuity and action-hero fantasies. The future is about energy & material limits. You dismissed the End of Growth because debt pushed the day of reckoning forward. It’s here. Time to cut the bullshit & get honest. #Energy...
President's Routine Duties Persist Amid Iran War Energy Shock
This just literally sounds like a pretty core, by this stage routine task of the President of the United States in the 9th week of a war with Iran that has prompted the largest energy supply shock in history. Feels weird...
Brazil, India Boost Critical Minerals Partnership for Supply Resilience
Brazil and India deepen critical minerals and rare earths cooperation to build resilient supply chains. https://www.metalnomist.com/2026/04/brazil-india-critical-minerals-deal.html
Markets Rebound Monday While Hormuz Closes Weekends
Sunday night gap open lower, green on Monday…how many weeks now? Not my joke but what’s the deal with the Strait of Hormuz being open Monday-Friday and definitely still closed on weekends
Supply‑Chain Decoupling Spurs Semiconductor Risk Management
Macro: supply-chain decoupling accelerates as Tokyo Electron cuts ties with exec linked to Chinese rivals. Key: governance and IP risk. Risk: competition escalation from China. Trade: trim semiconductor-equipment exposure. ⚠️ — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
War on Iran Squeezes Oil, Singapore Refineries Under Half Capacity
As the US-Israeli war on Iran drags on, crude oil supplies are squeezed, and refineries in Singapore are operating BELOW HALF of their capacity. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/g0FagiJrSv
UN Aid Trucks to Gaza Drop 35 Daily Amid War
Since the start of the US-Israeli war on Iran, the daily average of UN-coordinated trucks carrying aid into Gaza has PLUMMETED from 95 to 60 per day. ISRAEL’S REIGN OF TERROR = INVITES WAR CRIME COMPLAINTS. https://t.co/Gu26lS6juu
Alleged AI Chip Smuggling May Account for 5% SMCI Revenue
Is it possible that for $SMCI “one in every 20 dollars Super Micro earned from 2024 to 2025 came from a front company that allegedly worked with a rogue executive to smuggle AI chips to China.”? I can’t imagine answering...
Oil Prices Climb as Hormuz Blockade Persists
#Oil rises as Hormuz stays shut for 3rd month after talks stall. A ceasefire has mostly held in place since early April, but a blockade of the Strait of Hormuz has made the key energy chokepoint virtually impassable. https://t.co/RM5epjYMNh https://t.co/rB4WeDZmel
White House Calls for Boosted Grid Infrastructure Production
Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity – The White House https://t.co/I8umyQLgYR
Hormuz Blockade Fuels Global Refining Crisis Amid Policy Missteps
No quick or easy answers to the global refining crisis as Hormuz blockade continues - Physical damage to facilities in Gulf & Russia - Insufficient price rises for full demand response - Export bans, tax cuts & other counterproductive govt policies @TheNationalNews @QamarEnergy...
NVIDIA's Feynman GPU to Split Production Between TSM
Current rumors suggest that the Feynman GPU core will remain with TSMC, while the communication I/O die may shift to Intel’s 18A or 14A process. In addition, 25% of the GPUs are expected to use Intel’s EMIB advanced packaging technology.
Iran Could Weaponize Oil Spill to Break US Blockade
Note that the US response to Ghalibaf's threats below is that Iran is three days away from "tank top," as Trump said this morning on Fox News. This means they are running out of oil storage (because they cannot ship due...
ERP Systems Drive Modern, Integrated Supply Chain Automation
Traditional ERP systems like SAP, Oracle, and Microsoft D365 are key to automating supply chains and integrating them with finance, inventory, and order management. Technology is revolutionizing supply chain management. #SupplyChain #ERP https://t.co/vB2EITlAim
Apple's Success Tied to China Manufacturing Consolidation
.@PatrickMcGee_ in NYT op-ed: “When one considers his role in the sweep of American history, his legacy grows more complicated, for much of Apple’s success is due to his move to consolidate virtually all of his company’s manufacturing in China.” https://t.co/2GsN2QBBL7
Aluminum Market Hits Point of No Return, 2M‑Ton Deficit
With around 9% of global supply tied to the Gulf, JPMorgan warns the aluminum market is entering a “point of no return". A 2-million-ton world deficit is forming. COMMODITY MARKETS = ENTERING A SUPER CYCLE. https://t.co/WOePJGzW7p
Ford Ramps up US Production yet Still Hemorrhages Billions
"Ford Is Building More Cars in the U.S. Than Ever—But Still Losing Billions" https://t.co/6FpXn1NHjv https://t.co/dX4BPjDl07
Inelastic Delivery Demand Calls for Higher Infrastructure Taxes
Despite the complaints about cost, there is a surprisingly inelastic demand for delivery of takeout and groceries. The delivery drivers / e-bikers use public infrastructure w/o paying more for it. And make it more disorderly. Isnt this an efficient site for...
China's Solar Exports Could Brighten Africa's Underused Sunlight
“Africa is the sunniest continent on the planet. But despite its abundance of natural light it generates less than five percent of its electricity from solar energy. China’s surging exports of solar panels could change that.” @economicsnoah https://t.co/iEIden3G7Z
Xi Prioritizes Blockade Issue at Trump Summit
if blockade is still in place, don’t see how it’s not issue number one for xi in his summit with trump.
Germany's Drone Production Capacity: How Many Per Year?
Good for Germany, but what really matters is drone production. How many drones can Germany produce in a year?
Iran, Houthis Fail to Connect Shipping to Israel
The Iranians are as bad as the Houthis in their abilities to connect shipping to Israel. In the case of MSC, they argue that since the wife of the owner has dual citizenship, one of which is Israel, that makes the...
U.S.-Israeli Conflict Fuels Growing Asian Oil Desperation
Thanks to the U.S.-Israeli war on Iran, Asia is desperate for oil. AND THEY ARE GOING TO BECOME MORE DESPERATE. https://t.co/28Pmq8UCyZ
Hormuz: Single Chokepoint Threatening Global Supply Chains
Hormuz isn’t just an oil story. It’s a system story. Energy → food → industry → finance → daily life One chokepoint. Everything downstream. H/T to @ctindale for his helpful charts & posts #Hormuz #EnergyCrisis #SupplyChains #FoodSecurity #Geopolitics #Commodities https://t.co/vl2cMS8fQq
Congress Should Permanently Repeal Jones Act, Not Just Waive
The Jones Act requires cargo shipping between US ports to be US-built, US-owned, and US-crewed. It hurts our economy and makes US shipping uncompetitive. It's great that the admin is waiving the Jones Act through August. But Congress should kill the...
Blockade Won’t Push Oil Past $150, Here’s Why
I did a live stream yesterday covering the ins and outs of the blockade and closure of the Strait. Single biggest question - as long as the blockade lasts - is how high oil prices go from here. I go...