Supply Chain Social Media and Updates

Trump’s New Steel/Aluminum Tariffs: Expert Session Essential
SocialApr 3, 2026

Trump’s New Steel/Aluminum Tariffs: Expert Session Essential

Yesterday President Trump made major changes to tariffs for steel and aluminum imports. If you import products subject to Section 232 duties on steel or aluminum, you will not want to miss our expert session on those changes.

By Ryan Petersen
Control of Hormuz Determines Iran’s Energy Leverage
SocialApr 3, 2026

Control of Hormuz Determines Iran’s Energy Leverage

The war isn’t about nukes anymore. It’s about Hormuz. If Iran controls the strait, it controls the leverage—energy flows, revenue, and deterrence. Lose that, and it loses everything. https://t.co/E8y4o6BWN6 #Iran #Hormuz #Oil #Geopolitics

By Art Berman Blog
Europe's War Reluctance Grows Amid China Economic Ties
SocialApr 3, 2026

Europe's War Reluctance Grows Amid China Economic Ties

If Europe wouldn't assist in a war with a regime that every leader has condemned that has been left nearly powerless, there is little chance they would support a war against China where strong economic and supply chain dependancies exist

By Craig Fuller
Freight Leads, Payrolls Follow: Industrial Recovery Confirmed
SocialApr 3, 2026

Freight Leads, Payrolls Follow: Industrial Recovery Confirmed

Freight signals move first with payrolls to follow, confirming that the industrial recovery is real The freight charts are showing COVID like strength, all thanks to manufacturing

By Craig Fuller
Zipline Launches Autonomous Charging Stations for Drone Fleet
SocialApr 3, 2026

Zipline Launches Autonomous Charging Stations for Drone Fleet

Zipline Unveils #Autonomous Charging Stations for Its #Drone Delivery Fleet by @tweetciiiim #EmergingTech #Technology #Innovation https://t.co/qGhjC53ysu

By Ron van Loon
Memory Supply Chain Faces Growing Constraints, Market Unaware
SocialApr 3, 2026

Memory Supply Chain Faces Growing Constraints, Market Unaware

The memory point is not the only interesting comment here, but we have had a range of supply chain chats on memory, and I don't think the market fully grasps what's coming. We are stacking constraints at this point. This...

By Ben Bajarin
Truckers Leverage Pricing Power, Spot Rates Outpace Fuel Costs
SocialApr 3, 2026

Truckers Leverage Pricing Power, Spot Rates Outpace Fuel Costs

Lots of questions about whether the surge in diesel is the reason trucking spot rates are also surging. First off, truckers are able to pass off the increased cost of fuel because they have pricing power. This is caused by...

By Craig Fuller
Iran’s Hormuz Grip Threatens Global Oil Supply
SocialApr 3, 2026

Iran’s Hormuz Grip Threatens Global Oil Supply

What Iran’s Control of the Strait of Hormuz Means for the Global Economy #oott #oil #iran ⁦@ACGlobalEnergy⁩ https://t.co/zl1MAO5TPp

By Ellen Wald
Global Trade at Crossroads: Autonomy Replaces Win‑Win
SocialApr 3, 2026

Global Trade at Crossroads: Autonomy Replaces Win‑Win

#tradeXpresso: Global trade is at a crossroads. Tariffs 📈. Weaponised dependencies. Collapsing WTO norms. The win-win logic is replaced by strategic autonomy & zero-sum thinking. Three futures for global trade. Which path are we on? https://t.co/lGxTVEATfb #TradePolicy30 https://t.co/2eDwAvKjMM

By Lucian Cernat
Sheveluch Eruption Forces Temporary Asia‑North America Freight Diversions
SocialApr 3, 2026

Sheveluch Eruption Forces Temporary Asia‑North America Freight Diversions

The Sheveluch Volcano in Kamchatka Peninsula causing flight diversions on Asia to North America air freight routes. Expected to be temporary, mostly just sharing bc I like volcanos. https://t.co/06aAWpuJCr

By Ryan Petersen
China Solar Cell Prices Drop Third Week Amid Cost Easing
SocialApr 3, 2026

China Solar Cell Prices Drop Third Week Amid Cost Easing

China solar cell prices fall for third consecutive week as upstream costs ease #energysky -- via pv magazine global: https://t.co/Oawb2A3W9W

By Tor “SolarFred” Valenza
Manual Counts Cause Shutdowns; Automate Inventory Management
SocialApr 3, 2026

Manual Counts Cause Shutdowns; Automate Inventory Management

Warehouses battle inaccuracies with manual cycle counts and annual physical inventories. These time-consuming shutdowns require all hands on deck, highlighting the need for efficient inventory management. #WarehouseManagement #Inventory https://t.co/0mOkHp34Rc

By Eric Kimberling
Wars Boost US Freight Demand and Economy
SocialApr 3, 2026

Wars Boost US Freight Demand and Economy

Unpopular opinion. Wars are good for the American economy. Freight demand across all modes is ripping and firming up in recent weeks. https://t.co/RUvpTXWcFl

By Craig Fuller
Rail Carloads Jump 4.2% Amid Broad Freight Surge
SocialApr 3, 2026

Rail Carloads Jump 4.2% Amid Broad Freight Surge

Freight volume surge is not just a trucking story. Industrials are ripping across traffic modes Rail carload traffic +4.2% YoY The recent traffic strength has caught rail execs off guard which expected a down to flat year. https://t.co/a6UpG8CwWp

By Craig Fuller
NATO Invokes Article 5, Launches Operation Noble Eagle
SocialApr 3, 2026

NATO Invokes Article 5, Launches Operation Noble Eagle

On September 12th the North Atlantic Council declared that the attacks satisfied Article 5 and established Operation Noble Eagle to coordinate support including NATO AWACS and Canadian CF-18s for air policing. ISAF was established as an Article 4 mission.

By Nathan Strang
US Data Center Buildout Fueled by Imported Components, Ignoring Tariffs
SocialApr 3, 2026

US Data Center Buildout Fueled by Imported Components, Ignoring Tariffs

Pretty good Bloomberg look at the imports powering (pun intended) the US data center buildout, but it omits mention of US tariffs (AD/CVD, 232s, etc) - some dating back more than a decade - on large power transformers, electrical steel,...

By Scott Lincicome
Supply Chain
SocialApr 3, 2026

Supply Chain

Above the Fold: Supply Chain Logistics News (April 3, 2026) - https://t.co/5y0jrTSpVW @MagayaSoftware #TrumpTariffs #IranWar‌ #autonomoustrucks @Amazon #fuelsurcharges #supplychain #logistics

By Adrian Gonzalez
Manufacturing Demand Drives Flatbed Rates to Record High
SocialApr 3, 2026

Manufacturing Demand Drives Flatbed Rates to Record High

Flatbeds surge to all time high of $3.95/mile as industrials rip. I would have never guessed this possible with a weak housing construction market, but here we are. Manufacturing pulling the freight market up. https://t.co/1ErbIQE0QL

By Craig Fuller
Catch This Week’s Freight Forward Recap; New Issue
SocialApr 3, 2026

Catch This Week’s Freight Forward Recap; New Issue

In case you missed this week's Freight Forward, here you go - https://t.co/qmzqgznuCG A new one goes out Monday morning. 🐰🐰🐰

By Cathy Morrow Roberson
Automation Boosts Last‑Mile Efficiency, Says KEBA Experts
SocialApr 3, 2026

Automation Boosts Last‑Mile Efficiency, Says KEBA Experts

Listen to the Does Logistics Matter? Podcast wherever you get your podcast. In episode 52, Martijn talks to Robert Zehetner, VP Logistics Automation, and Cesar Lapuerta, Sales Director at KEBA, about unlocking last-mile efficiency with automation solutions #lastmile #logistics https://t.co/iLCm9VWC5R

By Martijn Graat
US Plans to Reopen Strait of Hormuz, Timeline Unclear
SocialApr 3, 2026

US Plans to Reopen Strait of Hormuz, Timeline Unclear

Great. Trump. US will reopen Strait of Hormuz. How long is “a little more time”?

By Tom Craig
Cloned Fuel Card Leads to $1,400 Diesel Theft
SocialApr 3, 2026

Cloned Fuel Card Leads to $1,400 Diesel Theft

$1400 worth of diesel stolen with cloned fuel card, authorities also found a credit card cloning device in the truck https://t.co/Utd6XdaBor

By Timothy Dooner
Xiaomi Hikes Phone Prices as Memory Costs Soar
SocialApr 3, 2026

Xiaomi Hikes Phone Prices as Memory Costs Soar

Memory crunch bites: Xiaomi lifts handset prices amid supply chain squeeze Price rises of nearly US$30 reflect surging memory costs, with analysts pointing to AI-driven demand and tight supply across the chip sector. https://t.co/ruGtpcExSX via @scmpnews

By Paul Triolo
Middle East Turmoil Threatens Global Industrial Supply Chains
SocialApr 3, 2026

Middle East Turmoil Threatens Global Industrial Supply Chains

The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry https://t.co/q4PGQdnQp0

By Dez Blanchfield
Small Colorado Shop Boosts Output with Linear Pallet System
SocialApr 3, 2026

Small Colorado Shop Boosts Output with Linear Pallet System

Discover how one small Colorado machine shop achieved BIG success with a linear pallet system with 𝐌𝐚𝐫𝐤 𝐂𝐡𝐫𝐢𝐬𝐭𝐨𝐩𝐡𝐞𝐫! Stream now: 🔗 https://t.co/SH156ufQC0 📽️ https://t.co/Vty5kHu7py 🔗 https://t.co/DmYp21NDA3 https://t.co/b1Cr0XV0xe

By Arthur Field
Niantic Turns Pokémon GO Data Into AI Gold
SocialApr 3, 2026

Niantic Turns Pokémon GO Data Into AI Gold

The guys behind Pokémon GO just pulled off the greatest pivot in tech. Shaan and I chatted about this on the pod recently. For years, millions of players walked around cities capturing street-level video data. Now the game's hype is gone. But Niantic is...

By Sam Parr
CMA‑CGM Ship Exits Strait Amid Lapsed Insurance, China Questioned
SocialApr 3, 2026

CMA‑CGM Ship Exits Strait Amid Lapsed Insurance, China Questioned

CMA-CGM container ship comes out of the Strait. How are ships that are moving out of the Strait when insurance coverage has stopped? Is Iran’s ally, China, helping here?

By Tom Craig
China Challenges Iran at UN over Hormuz Closure
SocialApr 3, 2026

China Challenges Iran at UN over Hormuz Closure

China, Europe and why Beijing took a swing at Iran over the Strait of Hormuz Beijing takes a stand at the United Nations at the closure of shipping lanes Despite all the blather about how China benefits from the conflict... https://t.co/dhDbWjo4ip via...

By Paul Triolo
Weekly Reverse News Launches with Hourly Supply Chain Updates
SocialApr 3, 2026

Weekly Reverse News Launches with Hourly Supply Chain Updates

The weekly Reverse News is out - https://t.co/p3blA1VyyJ While you're on the LTI website, check out more supply chain news updated hourly by Google. If you dig what you're reading, a cup of coffee is always welcomed. 😉 https://t.co/LjdVovaCMg

By Cathy Morrow Roberson
Europe's Gas Price Surge Makes Hormuz Intervention Urgent
SocialApr 3, 2026

Europe's Gas Price Surge Makes Hormuz Intervention Urgent

Whatever objections Europe has to helping open up the Strait of Hormuz, it's a matter of urgent self-interest to help sort this situation out. On a similar time scale to 2022 after Russia invaded Ukraine, European natural gas prices are...

By Robin Brooks
Hidden Costs Turn $100 iPhone Into $130
SocialApr 3, 2026

Hidden Costs Turn $100 iPhone Into $130

Understanding total landed costs is crucial for your supply chain and product pricing. For example, an iPhone costing $100 from China might actually be $130 after adding freight, customs, and international trade costs. #SupplyChain #Logistics https://t.co/2QyEIxMBmx

By Eric Kimberling
Full Hormuz Oil Replacement Unrealistic, 10‑
SocialApr 3, 2026

Full Hormuz Oil Replacement Unrealistic, 10‑

Ideas Dinner Manhattan: Strait of Hormuz, how to replace 21M bpd oil?? Existing bypass pipelines (Saudi 7M + UAE 1.8M) cover 40-45%. Full replacement? 10–20+ yrs, $40B+, geopolitically brutal, not realistic. Next 5 yrs: expansions might hit 55–65% max. https://t.co/eTeUaAMFgS

By Lawrence McDonald
Iran Controls Hormuz Shipping, Still Allows Limited Passage
SocialApr 3, 2026

Iran Controls Hormuz Shipping, Still Allows Limited Passage

Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to get clearance for safe passage. Full Newsletter: https://t.co/lLVFB8CxL5 https://t.co/WldUQaXc3Y

By Peter Zeihan
Okeanis Eco Tankers: Geopolitical
SocialApr 3, 2026

Okeanis Eco Tankers: Geopolitical

Okeanis Eco Tankers ($OET) is now a geopolitical play. Strong fleet & finances, but its boom hinges on Red Sea disruptions extending voyages. A top-tier bet on volatile trade routes. shipping

By periodtrader
Retail Diesel up Slightly While Wholesale Prices Decline
SocialApr 3, 2026

Retail Diesel up Slightly While Wholesale Prices Decline

Despite the surge in oil prices on Thursday, retail diesel only went up $.06/gallon overnight to $5.48/gallon. This will cost truckers $.01/mile more for fuel. Interestingly, the rack price (wholesale price for diesel) has actually dropped over the past ten...

By Craig Fuller
Middle East War Will Raise Your Milk Price
SocialApr 3, 2026

Middle East War Will Raise Your Milk Price

The milk in your fridge this week may cost more next month. Not because of the dairy farm. Because of a war in the Middle East that nobody told you would reach this far.

By David Chuah
US Asia Imports Drop in February Amid AI Surge
SocialApr 3, 2026

US Asia Imports Drop in February Amid AI Surge

US imports from Asia fell in February despite rising AI buildout demand https://t.co/Hg52XqzW8J via @NikkeiAsia

By Cathy Morrow Roberson
Simplicity Wins: Minimalist Robots Redefine Warehouse Automation
SocialApr 3, 2026

Simplicity Wins: Minimalist Robots Redefine Warehouse Automation

Less = more? A new “no-maneuvering” class of autonomous robots is redefining pallet transportation. That idea is starting to show up in real operations. What stands out to me is the design philosophy. No complex turning. No wasted space. Just precise, omnidirectional movement. A compact system...

By Pascal Bornet
Trump's 25% Metal Tariff Reshapes Supply
SocialApr 3, 2026

Trump's 25% Metal Tariff Reshapes Supply

Trump’s new metal tariff policy applies a 25pc flat rate on many derivative imports and reshapes downstream costs. https://www.metalnomist.com/2026/04/trump-metal-tariff-policy-reshapes.html

By The Metalnomist
Kardex's Cube Automation Doubles Storage Throughput
SocialApr 3, 2026

Kardex's Cube Automation Doubles Storage Throughput

Smarter Storage: Kardex Boosts Throughput with Cube-Based #Automation via @WevolverApp #Robotics #Engineering #Innovation #Technology https://t.co/wUrnJR4PKS

By Ron van Loon
Drone Strikes Destroy 40% of Russia's Primorsk Oil Storage
SocialApr 3, 2026

Drone Strikes Destroy 40% of Russia's Primorsk Oil Storage

Exclusive: Russia's Primorsk oil terminal lost 40% of storage to drone attacks, satellite images show https://t.co/zqKHubcFrw

By Guy Faulconbridge
Kremlin Says Strait of Hormuz Open for Russia
SocialApr 3, 2026

Kremlin Says Strait of Hormuz Open for Russia

MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.

By Guy Faulconbridge
Oil Hits 2008 Highs; Supply Shock Warns Food Price Surge
SocialApr 3, 2026

Oil Hits 2008 Highs; Supply Shock Warns Food Price Surge

Kita perlu be more transparent on the risk ahead and plan. Harga & supply. Worst in history, highest in nearly 20yrs. NOT FAKE NEWS. IT’S REALITY. Other prices will spike next: FOOD. Harga minyak futures Vs harga actual jauh beza....

By Azharuddin | Azha Investing
Omani‑linked Groups Own Tankers
SocialApr 3, 2026

Omani‑linked Groups Own Tankers

The tankers are not going to Oman @ryan_czm They are owned by groups from or linked to Oman. I wanted to understand who was willing to take this risk.

By Art Berman Blog
Auto Dispatch Networks: Logistics’ Next Big Breakthrough
SocialApr 3, 2026

Auto Dispatch Networks: Logistics’ Next Big Breakthrough

The Next Big Thing in Logistics: Auto Dispatch Networks #B2BLogistics #AIinLogistics #SupplyChainInnovation #Automation #FutureOfLogistics https://t.co/1C89sdWgpv

By Dhruvil Sanghvi
Rail Beats Shallow Rivers for Nationwide Freight Efficiency
SocialApr 3, 2026

Rail Beats Shallow Rivers for Nationwide Freight Efficiency

1. We do use them (left photo is of cargo vessels on inland waterways) 2. Rail covers more of the country more efficiently (right photo is U.S. Class 1 freight rail) 3. Most rivers are 10-50 feet deep and that is too...

By Nathan Strang
U.S. Humanoid Robots Depend on Chinese Component Suppliers
SocialApr 3, 2026

U.S. Humanoid Robots Depend on Chinese Component Suppliers

Under the Skin of America’s Humanoid Robots: Chinese Technology—Tesla and others turn to suppliers in China for components in industry seen as strategic in Washington and Beijing @raffaelehuang https://t.co/bV8wAN3UMO https://t.co/bV8wAN3UMO

By Jonathan Cheng
Export Controls Sparked YMTC's Rapid Innovation Surge
SocialApr 3, 2026

Export Controls Sparked YMTC's Rapid Innovation Surge

US export controls slowed YMTC for about 6 weeks, then fuelled massive innovation and expanasion....

By Paul Triolo
Optimized Warehouse Layout Boosts Inventory Flow Efficiency
SocialApr 3, 2026

Optimized Warehouse Layout Boosts Inventory Flow Efficiency

Warehouse design is a key part of inventory management. How you stage raw materials near unloading or manufacturing, and group finished goods for easy shipping, impacts the entire flow of goods. Optimize your warehouse layout for efficiency. #WarehouseManagement #Inventory https://t.co/IpPHv1KuGb

By Eric Kimberling