Social•Feb 28, 2026
Defense Manufacturing Tiny; Truckers Thriving Today
5% of US maufacturing is related to defense production. Today is a good day for truckers.
By Craig Fuller
Social•Feb 28, 2026
West's Import Dependence Stems From Financial‑First Economy
Visionary investor @ctindale takes on THE big question: How did America and the West become so dependent on imports for almost everything we use? Tindale says the Western focus on the financial economy over the material economy has led to a...
By Robert Friedland
Social•Feb 28, 2026
Driver Anonymity Fuels Organized Crime in Freight Networks
The issue is we literally have no idea who hundreds of thousands of truck drivers are due to the elimination of barriers to entry over the past decade. Organized crime is coordinating illicit activities against our freight networks every single day.
By Craig Fuller
Social•Feb 28, 2026
AI ERP Revives Lost Brands Through Demand Forecasting
Brands disappear due to supply chain or data blind spots. We use Priority aiERP to revive missed brands with AI demand prediction and manufacturing optimization. Follow our Page for updates. Book a meeting: https://t.co/ZsEwnG4p2n https://t.co/ZJquSTPaww
By David Strausser
Social•Feb 28, 2026
Intelligence Warns: Fill Tanks; Energy Sites Likely Terrorist Targets
Spoke with a senior intelligence official that recommended everyone top their tanks off, not due to a known threat, but the high probability that energy assets are prime targets for terrorists.
By Craig Fuller
Social•Feb 28, 2026
Strait of Hormuz Status Threatens Shipping and Consumers
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
By Sal Mercogliano
Social•Feb 28, 2026
Ask More “Why” To Drive Real Process Improvements
The most meaningful improvements I’ve seen didn’t come from massive investments or shiny new tools. They came from someone brave enough to keep asking why. 👇 Curious—what’s a process in your world that could use a few more “why’s”? #MachineShopTechTalk #Manufacturing https://t.co/usCUdPqyJ8
By Arthur Field
Social•Feb 28, 2026
IRGC Threatens Hormuz Closure, Risking Oil Price Surge
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
By S. Joseph Burns
Social•Feb 28, 2026
General’s Anger Reveals Army’s Logistical Limits, No Invasion Fleet
Major General is just pissed off because he knows the Army is taking a back seat. You may “know more about war than Donald Trump” but you also know the Army can’t invade a nation of that size without a large...
By John Konrad
Social•Feb 28, 2026
Turkish LPG Tanker Masks Identity on AIS
The LPG Tanker Bogazici, outbound the Strait of Hormuz, is trying to fly under the radar by announcing on AIS, "Muslims Vessel is Turkish". https://t.co/Yw3dSA7lxB
By Sal Mercogliano
Social•Feb 28, 2026
SONAR Surpasses DAT After Starting Under $1M ARR
SONAR did less than $1m in ARR five years ago, so we win this one by a mile despite DAT’s attempt to exploit their market share in load boards to prevent customers from working with competitive data offerings.
By Craig Fuller
Social•Feb 28, 2026
DAT's Load-to-Truck Ratio Skewed by Ghost Loads
Anyone that has used DAT knows that a signification portion of the postings are ghost loads, hence the reason that DAT’s load to truck ratio data is garbage.
By Craig Fuller
Social•Feb 28, 2026
Agentic AI Poised to Disrupt Load Board Industry
If you believe that DoorDash or MasterCard/Visa could be disrupted by agentic AI, then it’s inevitable that agentic AI could disrupt load boards. Who is building this? We will partner with you on data
By Craig Fuller
Social•Feb 28, 2026
DAT Prioritizes Load Board Over Data Services
You can tell that DAT was never meant to be a data company. Freight market data is secondary to the load board. That is their focus.
By Craig Fuller
Social•Feb 28, 2026
Higher Diesel Prices Boost Profits for Large Truck Fleets
A weird irony is that most mid and large trucking fleets make more money with higher diesel prices due to fuel surcharges.
By Craig Fuller
Social•Feb 28, 2026
English‑language Violations Ground 104 Trucks Daily, Record High
Trucks taken out of service for English Language violations just hit an all time high. 104 trucks per day. https://t.co/fTIcZIXxJi
By Craig Fuller
Social•Feb 28, 2026
Iran's Future Hinges on Strike Severity and Regime Damage
Lots of scenarios on polymarket on how today’s developments in Iran will play out.. How this unfolds will depend on the extent, intensity, and longevity of US and Israeli strikes on Iran, and, crucially, the damage inflicted not just on physical...
By Geopolitical Guy
Social•Feb 28, 2026
Navy Admits Limited Gulf Protection; 21M Barrels at Risk
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
By Tom Craig
Social•Feb 28, 2026
Shipping Risk Soars as 750 Vessels Trapped in Hormuz
Shipping security risk increases dramatically in Persian Gulf Over 750 commercial vessels reported to be inside the Strait of Hormuz as the US and Israel attack Iran https://t.co/Z0VKTvJgQ8
By Sal Mercogliano
Social•Feb 28, 2026
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
By Sal Mercogliano
Social•Feb 28, 2026
EU Extends GSP Benefits to Special Economic Zones
News feed cleanse and the nerdiest post you'll see all weekend. The EU's new Generalised Scheme of Preferences (GSP) rules will also apply to goods manufactured in special economic zones and export processing zones. Which is pretty cool.
By Dr. Anna Jerzewska
Social•Feb 28, 2026
Container Scans Dropped From 100% to Under 4%
In 2006, Congress mandated that 100% of shipping containers be scanned before entering the US. Today? Less than 4%. If you don’t think attack drones have already been smuggled into this country pre-positioned near our Naval bases, you need your head examined.
By John Konrad
Social•Feb 28, 2026
Fireboats Essential when Naval Base Water Infrastructure Fails
The problem with fighting fires on naval bases after an attack is the same power-plants, fuel and pumping facilities targeted also supply firefighting water. And even if the water mains survive fighting fires on multiple fronts consumes more water than any...
By John Konrad
Social•Feb 28, 2026
Qatar Airways Halts Cargo Amid Iran Strikes, Freight Costs Surge
Qatar Airlines is pausing cargo operations as the Iran strikes play out. Prices and transit times on Asia to Europe air freight spiking.
By Ryan Petersen
Social•Feb 28, 2026
Track Any Container Ship’s Journey Instantly Online
Next time you see a container ship go to https://t.co/19y8bWxNq0 on your phone to see where it’s been and where it’s going next.
By Ryan Petersen
Social•Feb 28, 2026
Simplify Complex Supply Chains: Real-World Success Stories
“We’ve tied ourselves in knots with the self-created complexity in modern #supplychain networks. And we can’t roll back the hands of time. But we can disentangle ourselves, as many exemplar orgs.—big & small—are proving.” > https://t.co/9vm6ZldSMK #procurement #sustainability https://t.co/k9s6bp1mCL
By Sigi Osagie
Social•Feb 28, 2026
Truck Deaths Outpace 9/11; We Must Identify Drivers
During September 11, 2700 Americans died. America implemented massive security procedures for aircraft, fought two wars, and spent trillions to ensure it would never happen again. We created massive surveillance and implemented identity tracking at airports to ensure we know...
By Craig Fuller
Social•Feb 28, 2026
Illinois Risk Pool Bleeds From Fraudulent Chameleon Carriers
The Illinois State risk pool is an insurer of last resort. Unfortunately, due to the massive amount of fraud coming from chameleon carriers and fleets with fabricated safety records, it is bleeding out. https://t.co/PttPnIgNtk
By Craig Fuller
Social•Feb 28, 2026
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
By Haplo
Social•Feb 28, 2026
Key Industry Court Case Hearing Scheduled for Next Week
The hearing for one of the most important court cases in the industry is coming up next week
By Craig Fuller
Social•Feb 28, 2026
Free 30-Day Access to SONAR Freight Data for Comparison
I agree, I am unhinged. That is why I am giving SONAR's freight data for free for the next 30 days. Now users can compare SONAR's market data vs. DAT's to see which dataset reflects market conditions better. In the...
By Craig Fuller
Social•Feb 28, 2026
Trump Admin Loses Courts, Stalls Billion‑dollar Refunds
The Trump administration collected billions in IEEPA tariff money from US companies. They LOST in 3 different courts, including SCOTUS. And now they're trying to stall refunds. I wish I could say I was surprised. 🙄
By Scott Lincicome
Social•Feb 28, 2026
War Dept Flags Company Risk on X Before Notification
the Secretary of War announced a supply chain risk designation against an American company… on X… before telling the company https://t.co/u4gAaIwX2L
By Deirdre Bosa
Social•Feb 27, 2026
Trump Misidentifies Greek Tanker as Venezuelan Vessel
He's standing in front of the MT Cap Corpus Christi, a Greek-flagged crude oil tanker that is neither sanctioned nor seized. It also didn't visit Venezuela recently. Grok says it arrived in Corpus Christi on Feb 26 from Freeport, Bahamas (Feb...
By Mike Schuler
Social•Feb 27, 2026
Maritime Legal Actions and Market Shifts Highlighted
This week’s Dispatch: 'Hospital Ship Head Fake' • DOJ moves to forfeit the M/T Skipper + $150M cargo • Another Venezuela-linked tanker boarded in the Indian Ocean • Mercy AIS points Panama Canal, not Greenland • A decade to US LNG dominance • Tariff...
By Mike Schuler
Social•Feb 27, 2026
Maersk's Cape Detour Signals Red Sea Recovery Stalls
But, at the sametime, the Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape https://t.co/r0JWtmKLC4
By Sal Mercogliano
Social•Feb 27, 2026
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
By Hedgehog Trader (Nicholas Winton)
Social•Feb 27, 2026
LNG‑Powered Isla Bella Boosts Puerto Rico’s Dedicated Service
The @TOTE_Maritime Isla Bella inbound to the Blount Island terminal @JAXPORT in Jacksonville, Florida. Fast, small, LNG-fueled containerships on a regular service provides Puerto Rico with a dedicated service; backed by @CrowleyMaritime and @TrailerBridge. https://t.co/LSImzznkcf
By Sal Mercogliano
Social•Feb 27, 2026
CEOs Must Prioritize Talent over AI Rollout Hype
“AI rollout is the focus for most leaders at the moment—but it may not be the right priority.” CEOs should be scrutinizing “the capability of the people who are going to be dealing with the AI.” Many good points here via @FT. #technology...
By Sigi Osagie
Social•Feb 27, 2026
Maersk Reroutes Around Cape, Pushing Rates Higher
Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape. Throw in the chance of a US war with Iran. Their Houthi friends. And staying with the longer transit and what that means to container line rates and excess...
By Tom Craig
Social•Feb 27, 2026
This Exchange Will Define IEEPA Tariff History
When we write the definitive history of IEEPA tariffs, this exchange - and what it represents - should get its own chapter.
By Scott Lincicome
Social•Feb 27, 2026
Tariff Refunds Spark Unexpected Market Reaction
I run a family account that is very light on profanity, but I'm making an exception here because this is highly relevant re: policy - i.e., the market response to tariff refunds - and is also kinda funny https://t.co/W4w9escVzV https://t.co/5sIpIX72ON
By Scott Lincicome
Social•Feb 27, 2026
Maritime Alumni Showcase Jacksonville Port Operations
Great couple of days in Jacksonville, Florida. Yesterday I spoke at the @JAXPORT State of the port. That afternoon, classmate of mine from @MaritimeCollege, Captain John Redman took me out for a berth shift on board @McAllisterTugs Janet McAllister under another...
By Sal Mercogliano
Social•Feb 27, 2026
Core Wholesale Prices Jump 0.8% in January, Outpacing Forecasts
"Core wholesale prices rose 0.8% in January, much more than expected" https://t.co/LVa2AuC787 "For the full year, core wholesale prices accelerated 3.6%" Big Jan26 drivers: -professional & commercial equipment wholesaling services -Trade services -metals https://t.co/SIuJIRE7bD
By Scott Lincicome
Social•Feb 27, 2026
War Historically Fuels U.S. Trucking Demand
I was asked if a war with Iran would be bad for the trucking market. We looked at the data and have yet to find a single American military engagement in the past 50 years that didn’t stimulate goods movement across...
By Craig Fuller
Social•Feb 27, 2026
Thin Retail Margins Force Sellers to Pass Tariffs
"Many sellers simply don’t have much of a choice but to pass on the cost of tariffs. 'At a certain point—because retail is, as you know, a mid-single digit operating margin business—if people’s costs go up by 10%, there aren’t...
By Scott Lincicome
Social•Feb 27, 2026
Illinois Trucking Fraud: State Insurers Allow Under‑insured Carriers
Trucking has become a cesspool of fraud - this time involving the State of Illinois and its insurance pool. Carriers are criminally under insured and the state agency is aware of it. Often, they will own many trucks and only...
By Craig Fuller
Social•Feb 27, 2026
Trump Trade Anger Boosts Canadian Domestic Spending and Tourism
Trade is among people, and retaliation can be too: "Anger over President Trump’s trade policy has fueled a notable increase in Canadian spending on domestic products and local tourism, according to research from the Bank of Canada." https://t.co/Nmzo5Yn2ay
By Scott Lincicome
Social•Feb 27, 2026
Post‑July Tariff Uncertainty May Stall Business Investments
"Meanwhile, new questions about what the tariff regime will look like after July, when Trump’s new global duties expire, could again put many business investments on hold, limiting the productive effect of any more immediate influx of cash." https://t.co/PeFBYyWQqH https://t.co/0oVZHlSMF9
By Scott Lincicome
Social•Feb 27, 2026
Supreme Court Nullifies IEEPA Tariffs—Use Free AI Auditor
The Supreme Court ruled on Feb 20th that IEEPA tariffs were invalid. CBP stopped charging them on Feb 24th. Expect lawsuits are already filed challenging the tariffs for entries dated Feb 20-23rd. But I expect those won’t actually matter as...
By Ryan Petersen