US Jet Fuel Shipments Reveal Iran War's Massive Impact
Military-grade jet fuel cargoes from US show scale of Iran war impact - The Economic Times https://t.co/Mleh34CJFJ
Iran Refuses to Relinquish Strait of Hormuz Control
I am deeply shocked to learn that Iran has no intention of returning control of the Strait of Hormuz https://t.co/xQ2ZBHZVWi
Subsea Cables Are One of Many Hormuz Chokepoints
Subsea cables in the Hormuz region are strategically relevant But the idea that a “map” of them drove U.S. decision-making is speculative storytelling @JamesTate121 Data cables are one of many chokepoint FACTORS that include • oil flows • shipping lanes • insurance markets #Geopolitics...
Iran Seizes Two Container Ships, Undermining GCC Trade
Iran. Seizes two container ships. Where were they headed? Primary cargo? Hurting GCC. Not grabbing tankers.
Chemicals Bottleneck Triggers Massive Price Hikes Ahead
Lots of attention (rightfully so) focused on all that oil stuck in the SoH. But there's massive amounts of chems stuck as well. And even if the strait opens tomorrow, these ships will be the last to pass. Listen to what...
Integrated Data and Predictive Models Power Modern Supply Chains
Data is becoming the operational backbone of supply chains, where every delay or surplus can be traced and anticipated. Organizations need integrated data flows and predictive models so planning decisions align with real conditions. Microblog @antgrasso https://t.co/btn7lZgcVC
US Leverage Grows as Europe Faces Defense, Energy Reset
The longer the Strait of Hormuz is closed, the more negotiation leverage the US has over the future of NATO and European energy supply chains. The US could ironically be the winner (even in a war-losing scenario) in the future, simply...
Brent Surges 60%, Fuel Shortages Hit Global Markets
This week will bring a drumbeat of physical shortage stories. Here's the deal. Brent is up 60% from before the war. That's more than 3x the rise after Russia's invasion of Ukraine. The SoH is 3x Russia's oil exports to...
Officially Open Strait, Yet Tankers Remain Stuck?
🔷If both Iran and the US officially announce the Strait of Hormuz is open, will the stranded tankers actually cross? 🔷Exactly. 🔷I rest my case.
Amazon Delivery Misses Window, Lacks Customer Contact
@amazonIN I had a very bad exp with Amazon delivery. First, it says delivery time 7am to 10pm...who stay at home & wait for delivery? second the agent did not pickup the call several times with pin provided...no mobile no...
Royal Navy Fails to Deploy Destroyer for Cyprus
“We could not get a single Royal Navy destroyer out the door to protect Cyprus.”
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/QTbDSZM2HU
Iran Conflict Disrupts Global Food Supply Chains
How the Iran war is shaking up food supply chains https://t.co/KEOnyiHmdC via @AggieDeSousa @ElThorn22 @petrkozlov https://t.co/oFMf3yW1aI
Xiaomi Outspeeds VW
“At the Xiaomi plant, 2,000 workers produce up to 300,000 cars a year. At its similarly sized electric car factory in Hefei, VW produces only a third of that volume with half the workforce. This is because the VW plant is...
Robots Handle Routine, Freeing Humans for Creative Thinking
Robots are getting better at more than just repeating tasks. Seeing one sort packages, adjust on the fly, and keep going even after something breaks is pretty impressive. This isn’t really about replacing people. It’s about taking over the repetitive stuff so humans...
USCG Finds Capsized Cargo Ship, Crew Still Missing
USCG Confirms Finding Capsized US Cargo Ship but No Sign of Crew https://t.co/syf9NAD6GS #maritime #maritime-news
Container Rates Slip Again Despite Higher Fuel and Risk Surcharges
"The Drewry World Container Index (WCI) declined for the second consecutive week, down 1% to $2,232 per 40ft container, driven by lower rates on the Asia–Europe trade route. Despite higher fuel costs and earlier announced war-risk surcharges due to ongoing...
US Waits Outside Territorial Waters Before Blocking Ships
If you want to understand the US blockade, understand the takedowns of the Tifani and Majestic X (ex-Phonix). The US waited for these ships to get out of territorial waters - specifically away from Sri Lanka and before hitting the Malacca...
Current Oil Supply Loss 99× Iranian Revolution Shock
Now look at the RATE of supply loss @SheDrills The rate of global supply loss today is 99x greater than during the Iranian Revolution oil shock https://t.co/ncx5kgaf83
US Blockade Cripples Iran’s Oil Flow and Economy
How Effective is the US Blockade Against Iran? 1⃣Intercepting Foreign Tankers 2⃣The Storage Crisis: Iran’s Oil Well Pressure 3⃣The Blockade Biting Hard 4⃣Kettled & Drifting: Tankers Under Surveillance 5⃣The Impact on the Iranian Economy https://t.co/1bPngdBnH4
Trump‑Xi Alliance Could Form G2, Isolating Russia
What if the Trump-Xi meeting develops a G2? That leaves Russia clearly on the outside and resets world and trade supply chain order? https://t.co/k8OoW1r9Fm
Russia Taps Civilian Airlines to Fill Military Transport Gaps
Interesting look at how Russia is mobilizing civilian aviation to compensate for readiness shortfalls in military transport.
Trump Pushes China Into Sanctions Ahead of Summit
Target Isn’t Just Iran - Trump Wants China To Submit Too https://t.co/QS77FdK6Yx Hengli, a private oil refinery in China, in US crosshairs… sanctions of size right before the Xi-Trump Trade Summit meetings mid-May. Not subtle.
Fleet Receives First Message Within 60 Hours
First 60 hours and he already has a message out to the fleet. Not bad. https://t.co/EytjJFat7k
Closing Hormuz Costs Billions, Not Just Pennies
“Too expensive. I’m a very cost-conscious person” Every day Hormuz remains closed the world loses 13 million barrels of oil, current market price ~$1.35 billion.
AI Robots Redefine Retail, CPG, and Food Distribution
A guide to retail, CPG, and food distribution industries. https://t.co/o7eOAnX1Tq #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/69pWmOzUo5
Truckers Question NYT's New Freight Safety Coverage
Truckers are suspicious that the NYT would cover a story about the safety crisis in trucking. The NYT asked me to come on as an Opinion writer to cover freight and supply chain topics - something that typically gets little...
Iran Holds the Cards on Hormuz Strait
My take on @RT_com on who will ultimately control the Strait of Hormuz: "Either you run the show, or the show runs you. And in the case of the Strait of Hormuz, Iran will be running the show." IRAN = HOLDS THE...
Supply Chain Contingency Plans Sit Idle Until Needed
Most contingency plans in supply chain gather dust — written for ‘when things go wrong’, and forgotten when they do
Canada’s USMCA Renegotiations Challenging Regardless of Trump
USMCA renegotiations were going to be tricky for Canada, even if there had been no Trump 2.0. My take, with the great @IanRAusten https://t.co/gThypf118R
UK and Japan Face Renewed Supply Chain Strains, US Resilient
In the wake of COVID, supply chains got extremely stretched with long delivery delays (black lines). That's now happening again in the UK (bottom left) and Japan (bottom right), but less so in the US (top left), which is more...
Oil Prices Already Reflect War Shortfalls, Further Rises Unlikely
I covered 3 topics on this morning's live stream: (i) the 60% rise from before the war means oil already prices the physical shortfalls unfolding now, so prices shouldn't rise much further; (ii) global supply chain disruptions; (iii) rising global...
Supreme Court Case Threatens Half of Freight Brokers
The Montgomery vs. CH Robinson is an extinction level event for so many brokers and could wipe out 30-50% of all freight brokers over the next decade. We are on SCOTUS watch, as the decision is imminent.
Hormuz Delay Persists; Stocks Hit Record Highs as Forecasted
Strait of Hormuz likely will not fully reopen for months, Baker Hughes executive says @seekingalpha and stocks are at record highs, just as everyone predicted https://t.co/byIcXkNS7j
Petrodollar Debate Ignoring Pre‑Crisis Global Surplus Figures
There is something about the petrodollar debate that seems to make its participant believe it can be conducted in the absence of solid numbers -- A reminder, prior to the crisis in the Strait, the global surplus as in Asia (manufacturing...
Kentucky Incident Mirrors SuperEgo and CH Robinson Scandal
This also happened in Kentucky a few weeks ago and shortly after stories broke about SuperEgo and CH Robinson https://t.co/nmO6R1QzBf
Solar Hardware Demand Spikes, Driving Fragmented DIY Panel Market
Ember says solar demand is surging. No—solar HARDWARE demand is surging. Cells & wafers--not panels That’s fragmentation Everyone wants to build their own panels Still using Chinese inputs Go figure #Solar #EnergyTransition #SupplyChains #Geopolitics @ctindale https://t.co/oAeTOhe7lC
Iran War Enters Week Nine, Strait of Hormuz Closed
Today marks the start of the 9th week of the Iran War and the closure of the Strait of Hormuz. https://t.co/SlkCd7pW0e
Demand Isn’t Steady—Segment to Avoid Costly Assumptions
Stakeholders assume demand follows a steady, predictable pattern, with the same quantity ordered every period. This is the idealized, textbook scenario that simplifies forecasting and planning. Actual demand fluctuates unpredictably across periods, even when underlying customer consumption remains relatively stable. Some...
White House Eyes Defense Production Act for Spirit Takeover
Sheer lunacy: "White House mulls using Defense Production Act in Spirit Airlines takeover" https://t.co/xHfxXgFtIF https://t.co/LzPhwvAMIU
China Weaponized Rare Earths Against Japan in 2010
Will set aside the debate over the merits of Lighthizer's trade war with China in 2018 China clearly weaponized rare earths against Japan in 2010. This Chinese move wasn't simple a response to the 301 1/2
Supply Chains Are Modern Battlefields: Minerals Power Geopolitics
Modern conflict runs on minerals, and supply chains are the new front line. Copper, diesel, and critical inputs are now strategic chokepoints. Disrupt them, and you don’t just slow economies You constrain militaries and industrial capacity at the same time. https://t.co/DP07bbbv9z ...
Sanctions Block Russian LNG, Not Crude, Through Red Sea
Explain this: The green arrows in the Red Sea show tankers carrying Russian crude oil. The second image shows the same area with no arrows at all — indicating zero LNG carriers passing through. The third image shows...
Post‑pandemic Shift to Stockpiling Sparks CFO‑SCM Clash
The pandemic flipped supply chain strategy from just-in-time to stockpiling. Now, supply chain managers and CFOs clash over inventory levels, while global labor shortages and rising regulations add further complexity. #SupplyChain #Logistics https://t.co/PPSgZEloz3
Trump Leveraged HIV Aid for Rare Mineral Extraction
What he was protesting was Trump using PEPFAR to force countries to give up rare minerals in exchange for HIV drugs. There is no bottom.
Singapore’s Fuel Hub Doubles Russian Oil Imports Amid War
Singapore, the world’s biggest ship refueling port, TURNS TO RUSSIA FOR OIL. Oil imports from Russia have DOUBLED since the start of the US-Israeli war on Iran. RUSSIA = BIG WINNER. https://t.co/oBUnq9FGNS
China’s Commodity Stockpiles, Not Strategy, Cushioned Iran War Impact
1/5 It's true that China was able to withstand the effects of the Iran war better than many other countries because it had stockpiled commodities. But it is a little silly, perhaps even a little orientalist, to say that it did...
US Natgas Fuels Industrial Surge Amid Hormuz Closure
The data supports this - freight activity has firmed since early March. Industrials are ripping and America has a massive competitive advantage: abundant natgas. Natgas is the industrial fuel. American industrial competitiveness increases the longer Hormuz is closed.
Competitor Cites SONAR for Market‑wide Freight Rejection Rates
Roper's CEO (parent of DAT) quoted "freight rejection rates" to describe the state of the freight market to investors in their latest conference call. There is only one place you can get market-wide rejection rates: SONAR. Happy that SONAR...
China’s Q1 2026 Battery Exports Reach 27.3 GWh
China’s energy storage battery exports hit 27.3GWh in Q1 2026 #energysky -- via Energy Storage News: https://t.co/MljJ3I22MK