Tesla Semis Set to Transform Trucking Spotlight
It’s hard to understate the level of attention Tesla Semis will bring to the trucking industry
Management Loves Cutting Reps; Floor Brokers Should Worry
I suspect that management teams will love cutting out the carrier sales reps - but I’d be concerned if I were a floor broker.
Labor Shortages and Nationalism Drive Onshoring Shift
Global labor shortages and nationalist movements are reshaping supply chains. Companies are shifting focus from offshoring to onshoring and prioritizing talent management amid increasing regulatory scrutiny on essential functions like food defense. #SupplyChain #GlobalBusiness https://t.co/mgneTblDHV
Combined Hormuz and El Niño Pressures Trigger Food System Shock
The Hormuz supply crisis combines with El Nino to produce a massive food system shock, writes @ctindale Naphtha. El Niño. Logistics. Politics--all tightening at once Yields fall, prices rise, and stress cascades across food and state stability. Each manageable alone. Together—system stress. #FoodSecurity #Commodities...
Foreign Trucking Firms Mask Identities as “Chameleon Carriers”
When Hulk Hogan was suspended by Vince McMahon he came back under a mask as Mr. America to hide his identity Today, many foreign trucking companies do the same thing in the USA. They’re called chameleon carriers. https://t.co/eVAn0RJ8dy
Data Shows Truck Driver Shortage Is Myth, Not Reality
Gord and I used to go at it on a number of issues (but in those days there were only like 10 people on FreightX, at least until Gord got banned and we dropped down to 9). I came from...
Falklands War: Censored Conflict, Media Spin, Political Distraction
The funny thing is, when I was reading the Citrini report where they sent their analyst to Oman to count the ships getting through the Hormuz, all I could think of was Brian Hanrahan counting them out and counting them...
AI Data Centers Driving Photonics Stock Surge Amid Copper Limits
Photonics stocks are rising because AI data centers are hitting copper’s physical bandwidth limits. Optical interconnects carry more data, faster, over longer distances. Hyperscalers are now mandating the transition at scale, creating a structural supply shortage across transceivers, lasers, and...
SAP Flop Costs Lamb Weston $135M, Erodes Trust
A failed SAP implementation cost Lamb Weston $135M in lost sales, reduced net income by $72M, and dropped their stock price 20%. Customers lost trust due to unreliable supply. A costly lesson in project management. #SAPFailure #BusinessLessons https://t.co/QNMRcdyOOB
War Sparks Global Hoarding of Gulf Supply Chains
As with all wars, the US-Israeli war on Iran has brought HOARDING back into fashion. Terrified of supplies being cut off from the Persian Gulf, nations are racing to build precautionary inventories. https://t.co/M7B9qN4okG
Procurement Needs New Tactics Beyond Traditional Training
“#Procurement ppl don’t need to reincarnate themselves as Casanova or Mata Hari to sharpen their stakeholder seduction skills. Neither might it be sensible for CPOs to expect full competency growth in their ppl from conventional training.” >https://t.co/BFbWag03sW #supplychain https://t.co/KAKlwlq90W
President Demands Immediate Action on Shipbuilding Crisis
The shipbuilding crisis is absolutely 💯 urgent. What’s astonishing is how many people keep dropping the ball, slow-walking decisions, then acting shocked when the president gets angry. He is not OK with “maybe in two weeks.” I’ve never met POTUS, but multiple...
Sulphuric Acid: Hidden Bottleneck Threatening Global Supply Chains
Sulphuric acid is a hidden chokepoint in the Hormuz crisis, writes @ctindale Disruptions in the Gulf threaten food, mining, and energy. When the upstream breaks, everything downstream follows. #Commodities #SupplyChains #EnergyCrisis #FoodSecurity #Geopolitics
Iran Conflict Cuts Oil, Boosts US Petrochemical Edge
The global petrochemical system is built on oil, and the Iran war just pulled a massive chunk of that supply off the table. With roughly 13 million barrels per day knocked offline, countries that rely on refining crude into naphtha...
Fuel Costs Set to Slow Shipping in Coming Months
Ships are moving. But slower, tighter, and more expensive, writes @freightos The real risk isn’t lanes—it’s fuel. No spike yet. But give it 2–3 months. #Shipping #EnergyCrisis #OilMarkets #SupplyChains https://t.co/BSJxx69pZ3
Air Force Expands KC-46 Fleet to 319, Costs Rise
New: The Air Force wants to greatly increase its KC-46 fleet Long-term plan now includes 319 of the tankers to replace KC-135s. That’s 140 more than the original program of record. Plus, budget docs show fly-away unit costs increasing...
Planning Now Critical Before Scaling Production or Imports
“Having a plan before we go fast, either in local production or imports from China, is the most important moment,” Farley said during a media call. “We’re in that moment right now.” ⚡️⚡️⚡️ #alwaysbecharging 🚨🚨 #FORD #GEELY 🚨🚨 https://t.co/QxRsrAgDcs
Dual IMO and USCG Rules Stifle U.S. Shipbuilding
When asked how we fix shipbuilding and the Merchant Marine, U.S. Maritime Administrator Steve Carmel points to the United Nations @IMOHQ as a primary problem. Most of the world follows one set of rules: UN IMO. U.S.-flagged ships suffer under a...
US Navy Logistics Struggle: Limited Sealift, Vulnerable Bases
I posted this video today on how the @USNavy is conducting logistics in the Indian Ocean to support Operation Epic Fury. A few major issues stand out: 1⃣The initial logistics infrastructure ashore was too vulnerable to attack and the US...
Chokepoints Trigger Sudden Supply Chain Risks; Visibility Needed
Chokepoints are where disruption hits first - lead times, freight costs and service risk spike fast. Article on supply chain chokepoints + the path forward (visibility, scenarios, SIOP). https://t.co/LhkbH4664e #SupplyChain #Logistics #RiskManagement #SIOP https://t.co/4KwQsQ1Ihc
China Polysilicon Prices Hit Floor as Output Drops
China polysilicon hits cost floor as producers curb output amid weak demand #energysky -- via pv magazine global: https://t.co/jGWoOcYhf9
Iran Keeps Exporting One Million Barrels Daily Despite Blockade
despite the us blockade, iran remains on track to export about one million barrels of oil per day in april. half of what they exported in march. but still a lot of money.
Autonomous Truckers Pitch Self‑Driving as Highway Safety Solution
Nobody loves this talk about ELP enforcement, scam foreign truckers, and highway carnage more than the autonomous trucking companies Don’t be surprised to see them lean harder with their media partners into the messaging the autonomy is the only road...
Two Months In, Hormuz Closure Signals Escalating Fallout
This week marks the war’s two-month anniversary. The Strait of Hormuz has been closed most of that time. But we’re only now transitioning from the f*ck around phase to the find out phase. Read my thoughts about the fallout headed...
Deregulation Endangers Highways, Undermines Truckers' Livelihoods
I wrote a NY Times Op Ed today about the erosion of safety on our highways, caused by a lack of enforcement, under funding, and efforts by a power lobby arm to deregulate whom can become a truck driver. ...
Bessent's Swap Lines Risk Accelerating US Deindustrialization
Unless Bessent also extends “permanent swap lines” to the US defense industrial base, this would only accelerate the de-industrialization of the US. Why invest in manufacturing in the US while Bessent is giving cheap USDs to support lower cost competitors around...
Indonesia's Three Straits Outpace Pre‑War Hormuz Traffic
Very interesting table from @ByMeganONeil on some other maritime chokepoints that could theoretically become toll ways. Interesting how Indonesia is adjacent to three distinct Straits that each have more ship traffic than Hormuz did pre-war. https://t.co/FpJ3aWYqyd
Intel's CPU Foundry Must Match TSMC to Meet Demand
I still maintain my CPU foundry of choice thesis here for $INTC. They don't have to be better than TSMC, just parity, and increasingly aid to fill CPU demand. https://t.co/dKqm16myKH
Rubio, EU Sign MoU to Diversify Critical Mineral Supply Chains
Rubio and EU Trade Commissioner Sefcovic sign MoU says It will 'be important for economic vibrancy of global economy', 'We need diversity in supply chains of critical minerals'.
US Needed War‑Risk Escort From Day One, Not Week Eight
Allow me to say this again. US War Risk Insurance was needed on DAY 1 and not WEEK 8! Ships have war risk insurance. They had it after the first week. What ships are looking for is...
Japan's Shipyards Full, US Must Prioritize Domestic Build
"Japan shipbuilding slots vanish amid order surge" We just witnessed the Secretary of the Navy get fired, over the issue of shipbuilding. One of the issues that Secretary Phelan stated was the option to build ships overseas. Meanwhile, in Japan, they...
Freeport Confident on Acid Supply, Eyes 2027 Risks
Copper giant Freeport-McMoRan isn't worried—yet—about access to sulfuric acid, a key chemical for processing. $FCX Freeport operates four smelters. Each one produces sulfuric acid as a byproduct and the company sells acid in Europe and Asia. The company does buy...
Iran's Hidden Tanker Fleet Keeps Oil Flowing Despite Pentagon Denial
While the Pentagon scrambles to deny it, Iran’s ‘dark fleet’ of tankers remains intact and is still moving oil. HANKE’S 95% RULE: 95% OF THE STATEMENTS FROM THE PENTAGON ARE EITHER WRONG OR IRRELEVANT. https://t.co/le11vToaZG
AMD Likely to Use Intel Foundry Amid Capacity Crunch
I’m not going to die on this hill, for a ton of reasons lol but hard to see AMD not making CPUs at Intel Foundry before too long. Capacity is scarce, Intel is the floor space to ramp capacity.
Collaboration Beats Solo: Rethink Procurement Partnerships
"If you want to go fast, go alone. If you want to go far, go together." 2 million years of human history say collaboration wins. So why does procurement still treat suppliers as names on a screen? New read 👇https://t.co/tYERkizpoN
Intel Boosts Margins by Selling Salvaged Edge-Die Chips
Got some clarity from Intel IR on additional lift to margins. Intel got an unexpected margin lift from better yield salvage. Chips that would normally have been lower-value edge-die on the wafer were binned down and still sold into usable...
Strait of Hormuz Declared Open, yet Traffic Declines
He might still be in X jail, but interesting note from @sonusvarghese here. Last Friday (April 17th), President Trump and Iran’s foreign minister declared that the Strait of Hormuz was open. Over the past week, tanker crossings across the Strait have...
Only Eight Hormuz Crossings, Far Below Normal Levels
“As of 23 April, eight total crossings were recorded through the Strait of Hormuz, flat d/d but still far below normal traffic levels, with most crossings seen west-to-east” https://t.co/C8Cl7uvlPD
NATO Shifts to Saab GlobalEye, Ditches US AWACS
NATO just dropped Boeing’s E-7 Wedgetail and is now seriously eyeing Saab’s GlobalEye instead. After the US pulled out over costs and survivability, the alliance canceled the big E-7 order. Germany is leaning hard toward the Bombardier Global 6000/6500 +...
MAGA Prioritizes North America, Labels Canada NATO Freeloader
He’s not wrong. Problem is MAGA cares a lot more about protecting North America than protecting nations overseas. And the biggest NATO freeloader of all isn’t in Asia or Europe…. it’s Canada.
Lowering Driver Barriers Backfired, Fueling Illegal Trucking
There was a naive effort to lower the barriers of entry of truck drivers, thinking that it would help the bottom lines of the fleets that are members of the ATA. What happened was unexpected: we did flood the trucking...
US Imports Reroute $300B, Avoiding Tariffs Without New Supply Chains
"Rerouted U.S. Imports Avoiding Trump’s Tariffs Top $300B" https://t.co/UCqTwWQt8B "rerouting in response to tariffs is not being accomplished by building new capital-intensive supply chain relationships" 😲 https://t.co/4HbFA3ynRv
Hormuz Mines Confirmed: 20+ Devices Threaten Tankers
Hormuz is mined Not a rumor. A fact, writes @captsingh Up to ~20+ devices. No commercial tanker is going to risk that.
Tiny Vessels Surge Through Strait of Hormuz During Brief Opening
Wild animation of the little shippies trying to race through the Strait of Hormuz during the few days it was "open" https://www.csis.org/analysis/strait-hormuz-8-charts
1985 Kentucky: Coal Truckers Faced a Warzone
A lot of people here talk about the good old days of trucking, but back in the spring of 1985 Kentucky was a warzone for coal truckers https://t.co/sCIaSYUHbm
Higher Entry Standards Could Boost Trucker Wages and Safety
5000 people die in accidents involving a tractor trailer every year - a large percentage of which are caused by driver error. The trucking industry has promoted a driver shortage, which has lowered the barriers to entry, all in a...
AI and Geopolitics Reshape Global Supply Chains
Above the Fold: Supply Chain Logistics News (April 24, 2026) - https://t.co/PMMfv20ejb @DescartesSG @UPS @happyreturnsco @honeywell @Google #AI #StraitofHormuz #traiffrefunds #USMCA #globaltrade #supplychain #logistics #Seville #FeriaDeAbril
Analyzing Hormuz Oil Gap and Twitter Fury
I had an absolute blast joining @JacobShap & @Geo_papic on the Geopolitical Cousins pod to talk about the Hormuz oil supply hole. Come for the barrel math, stay for the "which Twitter replies drive me to douse myself with gasoline and...
China Bans
China’s Commerce Ministry said on Friday it was banning exports of dual-use items to seven European entities over arms sales to Taiwan, placing them immediately on its export control list, in a rare case of Europe-targeted, Taiwan-related sanctions. https://t.co/wNeIEZ8Y00
Intel Emerges as the Go‑to CPU Foundry
$INTC because they are the only foundry who has line of sight to manufacturing expansion short-term. That, plus what I have been sharing for some time on my thesis Intel becomes the CPU foundry of choice for many. https://t.co/dKqm16myKH