Automated 3D Print Farm Mass‑Produces Precise Drone Frames
Inside an #Automated #3D Print Farm Mass-Producing High-Precision #Drone Frames by @amazingthings_ #EmergingTech #Technology #Innovation https://t.co/k3QAtZy7DQ
From Stockpiling to Optimization: Flexibility Becomes Priority
Supply chain priorities are shifting in the late 2020s. Organizations are moving from stockpiling inventory to optimizing it, focusing on flexibility and resilience. End-to-end visibility is no longer just aspirational. #SupplyChain #Optimization https://t.co/lW8GKvdQYX
Graviton Win Fuels $5B AWS CPU Revenue Growth
Solid win for Graviton, the most mature custom Arm CPU program of any hyperscaler. This business is around ~5B annualized revenue for AWS, and this will help escalate that number. AWS needs more CPUs. I know a foundry...
US Navy’s Indian Ocean Logistics: Diego Garcia’s Critical Role
US Naval Logistics in the Indian Ocean During Operation Epic Fury 1⃣"Ph.D. Course in Logistics" 2⃣ @MSCSealift Combat Logistics Force 3⃣Vital Role of Diego Garcia 4⃣The Tanker Treadmill 5⃣Providing Food and Ammunition https://t.co/AZ6GVEsTPZ
New EU‑UK Steel Rules Spark Allocation and Origin Debates
The new EU and UK steel measures bring up a lot of important questions around country-specific allocations, melt and pour origin requirements and NI. It was good to chair a meeting with MEP @KarinKarlsbro in the Brussels Chamber of...
Proposed 123% Rate Could Double US Cost of Indian Modules
The preliminary rate of 123.04% is exceptionally high, effectively doubling the cost of Indian-made modules for U.S. buyers if finalized.
Europe’s Hormuz Concern Outpaces US Amid Global Oil Market
Hegseth says Europe needs the Strait of Hormuz more than the US does. Problem is, oil is a global market...
Second US Carrier Joins Strait of Hormuz Blockade
Blockade aid: A second American aircraft carrier is joining the US obstruction of the Strait of Hormuz, Defense Secretary Pete Hegseth says at a news conference
Iranian FM to Arrive in Islamabad for US Peace Talks
#Pakistan: Iranian Foreign Minister Abbas Araghchi is expected to arrive in Islamabad on Friday night for a possible second round of peace talks with the US, according to officials in Islamabad familiar with the matter. 👀
Trump’s Policy Flip Stalls US Chip Manufacturing Revival
Efforts to revive local chip manufacturing have been left in limbo by Donald Trump’s sudden upending of US semiconductor policy over the past year. Incredible reporting, by @MActon93 https://t.co/QkbBYaE5fT
Oil Markets Heed Flows, Not Rhetoric, for Relief
The market isn’t listening to rhetoric anymore. It’s watching flows. Until there’s real change on the water—more barrels moving, not fewer—tightness persists. Talk doesn’t ease supply. Only flows do. #OilMarkets #CrudeOil #Hormuz #EnergyCrisis #Shipping https://t.co/JfaJv5JqX3
Skip Congress, Master Trade Wars Now
Don’t be like Congress. Pre-order HOW TO WIN A TRADE WAR today 👉🏻 https://t.co/PACPloRlEK https://t.co/BOvyY6cN9i
US and Iran Stuck in Tense Limbo, Hormuz Risk
Told @business News Now: both the US and Iran are in purgatory. There’s no war, but there’s nothing close to peace. Tensions are high and the risk of escalation in the Strait of Hormuz is real, with major implications for...
Export Collapse Boosts US/Canada Prices, yet Halts Risk Oversupply
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Full Newsletter: https://t.co/9vsV5HAcmy https://t.co/34b7yklfSr
Iran Conflict Depletes US Weapons, Cuts China Rare‑earth Supply
Iran War Has Drained U.S. Supplies of Critical, Costly Weapons Amazingly, no mention of rare earths magnets. All the missile system use, produced all now cut off from China sources. https://t.co/6vpOGXJPZt via @NYTimes
Prioritize True Supply Chain Effectiveness Over Urgent Fads
“Rather than focusing on the things that are truly important for our #supplychain *effectiveness*, too many of us in SCM expend time and energy on things that are urgent, may improve efficiency, or are simply the latest fad.” 📌 https://t.co/7AG1EKl4LF #procurement #purchasing...
BNDES Funds CBA Aluminum Upgrade for Efficiency and Sustainability
Bndes will fund CBA’s aluminum unit upgrade in Brazil to improve efficiency, logistics, and environmental performance. https://www.metalnomist.com/2026/04/brazil-aluminum-unit-upgrade-gains.html
Indonesia to Import 150 Million Barrels of Russian Crude
JAKARTA, April 24 (Reuters) - Indonesia will import 150 million barrels of crude oil from Russia this year, the country's deputy energy minister Yuliot Tanjung said on Friday.
US LNG Exports Surge: 10th Terminal Ships First Cargo
Dynamics and Surging Magnitude of US LNG Exports: Started 10 Years Ago in a Glut of Natural Gas that Collapsed the Price. Now 10th liquefaction & export terminal shipped first cargo. List of LNG export terminals, operating & under construction https://t.co/HdkB6QZpYk https://t.co/chnWGcbNcj
US Sends Back 2025 Gold, Silver Surplus to Origin
In 2026 the US has been sending large tonnages of gold & silver back to from where they came in early 2025. So rather the US is returning surplus stocks back to their home. Export line in the charts from...
US Rig Count Down 34% Signals Looming Oil Shortage
Here is a reminder that well before the war broke out: The number of operating rigs had already fallen by roughly 34% over the prior three years in the most critical US energy basin. That has serious implications for future oil supply,...
Ceasefire Holds, Yet Energy Flows Remain Stalled
Good morning Asia, It's Day 56 and the ceasefire is on, but oil and gas (as well as aluminum, helium, sulfur etc) are still not flowing. Crude oil is up now to 105/barrel and markets end the week with trepidation. Asia...
U.S. Reluctant to Reopen Strategic Hormuz Strait
As I’ve been saying. For better or worse, practically nobody in America is in a rush to reopen the Strait of Hormuz. Definitely not the Commander in Chief.
One Day Consumed Two Years of U.S. Patriot Missiles
“The U.S produces about 60–65 Patriot missiles per month, that's peanuts. On the first day of the attack on West Asia, they used up as much as they produce in two years.” https://t.co/qRrHSvuZr8
Wheel‑Leg Robot Uses Vision and LiDAR for Delivery
Meet the Wheel-Leg #Robot Delivering Food and Packages with Smart Vision and LiDAR by @IntEngineering #AI #Robotics #EmergingTech #Innovation #Technology https://t.co/ZplPu0GcUv
AI Is Reshaping Supply Chains in Real Time
Supply chain management is rapidly evolving with technology. AI isn't just a future concept; it's actively transforming operations in real-time, impacting supply chains right now. #SupplyChain #AI https://t.co/RDVzTUSQnq
Trump’s Trade Policies Spark Heightened Commodity Demand
My take on @PalisadesRadio on why commodities are HOT: "Trump's tariffs and sanctions have disrupted the global movement of goods. There is risk and uncertainty as to what Trump will do next, and that increases a precautionary demand for commodities of...
Flatbed Demand Peaks Then Falters Amid Agricultural Slowdown
DAT: Take every possible position, and you can't be wrong. Tuesday: "Flatbed is inches from an all-time record." Today: "Flatbed is feeling the ag slowdown... equipment demand is pulling back, and it's showing up in the data." https://t.co/a3jgX1oX8W
China's Clean Energy Lead Becomes US Security Threat
Was just reading this amazing @RiponSociety piece from @jharrell on US clean energy strategy. The core diagnosis — China has a decade head start on clean energy manufacturing and now we have a national security issue. 1/🧵
Shipping Won’t Resume in Hormuz Until Mines Cleared
Commercial shipping won’t return to the Strait of Hormuz until it's cleared of mines and there are security guarantees from all sides. https://t.co/WkuHknkDJQ
Hung Cao Pushes for a Stronger U.S. Merchant Marine
Every other post on my today feed is about @HungCao_VA. I’m here for the excitement but note… he’s not just talking about rebuilding the Navy. He also wants a “powerful U.S. Merchant Marine” That matters a lot more than most people realize....
Copper Demand Soars, Supply Lags—Prices Must Spike
@MBazilian Director of the @payneinstitute for Public Policy at the @coschoolofmines is a leading authority on supply and critical metals and coauthor of this article. Morgan is 100% right: copper demand from AI, EVs, data centers and global electrification is...
Greed Fuels Fees at Hormuz, Malacca, Panama
The story around maritime at the Strait of Hormuz, Strait of Malacca, and now the Panama Canal is greed. Fees. Fees. Fees.
Lufthansa Cuts 20,000 Flights Amid US‑Israeli Conflict
Lufthansa announced it would be forced to CUT 20,000 FLIGHTS as a result of the US-Israeli war in Iran. LUFTHANSA AND ITS PASSENGERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/8Rfx6sEPxM
Rising Costs Squeeze Distribution Profit Margins
The negative pressure of increasing operating costs on profit margins in distribution. https://t.co/o7eOAnX1Tq #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/IPzs7213Fy
Tariffs, Geopolitics, AI Drive New Regional Supply Routes
Tariffs, geopolitics and AI are reshaping supply chains - and transportation networks will follow. Expect shifts in corridors (incl. Mexico–U.S.), more regional lanes and bigger upside for teams using visibility + advanced planning + GPS https://t.co/Vmy9ypLF38 #SupplyChain https://t.co/8AWPQjDWoi
White House May Extend Jones Act Waiver 90 Days
90 days? As in 3 more months? Surely they can't expect the Hormuz crisis to last until July... right?
China Advances Tech, Economy Hesitates, Military Stalls
our first ask ian live. a caller asked if china is shifting from second gear to third. technologically, yes. economically, maybe. militarily, not so much. xi still playing the long game. @gzeromedia
China Moves From Sanctions Victim to Export Regulator
"After years...on the receiving end of sanctions, China is now developing its own export control regime. Last year's controls on rare earths only signalled the beginning of what might be a much greater degree of intervention" - from @China_Digital https://t.co/EzBswTk66J
Chinese Export Share Soars as US Tariffs Shift Demand
China’s share of global car sales jumped from 4.5% to 11.4%, and global sales of electronics JUMPED from 20.7% to 26.1%. The scope and scale of Chinese exports is SURGING. Thanks to Trump's tariffs, the world is pivoting away from made in...
Jones Act Blocks Daily US Oil Trades, War Needed
This could happen every day if the Jones Act didn't exist. Instead, it takes a WAR to let US companies trade with each other.
Truckload M&A Fails: Heartland as Cautionary Example
Truckload M&A rarely works out. Heartland is the poster child of what happens when deals go wrong. https://t.co/xhIBLVqmbB
Iran Conflict Delays US Taiwan Defense Weapon Replacements
Iran War Complicates Contingency Plans to Defend Taiwan, Some U.S. Officials Say—Fully replacing stockpiles of weapons fired in the Middle East could take up to six years @alexbward @shelbyholliday @Kubota_Yoko https://t.co/M137i7YcP3 https://t.co/M137i7YcP3
Ammonia Shortage Threatens Global Food Security, Requires Gas Infrastructure
The same folks that are screaming about a food crisis were part of the same groups that screamed about banning fossil fuels - without realizing that ammonia comes from natural gas and America is literally downing in it (often burning...
China Seeks Oil Edge via Hormuz Amid Global Supply Strains
Strait of Hormuz. Oil. China vs others. Are they in a position to gain an edge with needy countries? Then what with trade supply chains?
All Improvement Frameworks Thrive on Continuous Feedback
Whether you call it PDCA, DMAIC or design thinking — all rely on feedback. You expect something, do something, study the outcome, and adjust.
Rail‑shipped Petroleum up 9%, Foreshadowing Export Surge
Just getting started. Petroleum products via rail jumped 9% MoM. Rail is upstream to exports, meaning that we should see the export number increase in coming weeks. https://t.co/XMD4ZYt0CO
Get Real-Time Freight Data for $199/Month
Everyone that cares about the freight or goods economy should have access to SONAR's high frequency national freight data. This is specifically built for monitoring the situation, offering SONAR's high frequency market data. It is just $199/month. GetFreightData https://t.co/pEFTjITBlH
Industry Doubts Chinese Cars, Opposes Local Factories
This is a whole lot of cope on Chinese vehicles. I don't understand the point either. The industry does not believe this. They do tear-downs, they know better. Its why they oppose Chinese auto companies allowed to open factories here....
Middle East Conflict Sparks Looming Global Food Crisis
My latest on how the conflict in the Middle East is threatening a global food crisis https://t.co/J5zkfEobhr