Strait Closure Likely Extends Beyond Two Weeks
My only thought is 2-3 weeks is unlikely to turn into 7-10 days so that’s at least two more weeks of Strait closure.
Trump Claims Victory, Seeks Weeks More War, Blocks Hormuz
President Trump declared victory against Iran but then asked for another 2-3 weeks to continue the war. And offered not path to re-open the Strait of Hormuz. "The countries of the world that […] receive oil through the Hormuz Strait...
Trump Urges Oil Nations to Buy US Crude, Seize Hormuz
President Trump's advice to countries reliant on oil carried through the Strait of Hormuz: Buy crude from the US and take the strait yourself. "The hard part is done, so it should be easy, and in any event, when this...
Trump Attributes Gas Price Surge to Iranian Attacks
TRUMP: "Many Americans have been concerned to see the recent rise in gasoline prices here at home. This short term increase has been entirely the result of the Iranian regime launching deranged terror attacks against commercial oil tankers and...
NY Vintner Grabs US Wine Stocks to Dodge Tariffs
JUST IN: A New York vintner is seizing US wine stocks to evade Trump's tariffs.
Tech-Driven Resilience Essential for Modern Supply Chains
Global supply chains are more vulnerable than ever. Pandemics, port closures, and geopolitical shifts can cause major disruptions. Building a resilient supply chain with technology and process improvements is key for future success. #SupplyChain #Business #Technology https://t.co/poYgE9cjmy
Iran's Hormuz Blockade Cuts 500M Barrels, Lifts Prices 40%
JUST IN: Iran's dominance in the Strait of Hormuz has withheld around 500 million barrels of oil from the market, boosting prices by about 40%.
Bolivia Facility Bolsters US Antimony Flake Supply
US Antimony’s Bolivia processing facility could strengthen antimony flake supply and support new western hydrometallurgical capacity. https://www.metalnomist.com/2026/04/us-antimony-bolivia-processing-facility.html
Moon Rocks Still Require Customs Declaration on Return
Yes, you do have to fill out a customs declaration if you bring back rocks from the moon https://t.co/TkQxyjysiS
Mexico Cargo Up 7.3% as Guadalajara Surges 19%
Mexico air cargo increased 7.3% yoyin the first two months of 2026 whereas domestic cargo volumes declined 3.6% during the same period. Guadalajara International Airport recorded the highest growth, a 19.2% increase. https://t.co/12KS74BJPr
Satirical Book Chronicles Year of US Tariff Chaos
In honor of tomorrow's Liberation Day anniversary, I worked with Claude to draft a pretend book about the insane-but-totally-real things that happened over the last year of US "emergency" tariff chaos. Here's the first cut: https://t.co/1srdrUh4Gz
Raimondo Discusses Chips, AI, and US‑Europe Strategy
Really enjoyed chatting with former Commerce Secretary Gina Raimando today @CFR_org. Talked chips, CHIPS, China, AI, US-Europe relations and more. Find it on the feed next week https://t.co/zslTYa4yH1
Hormuz Closure Amplifies Global Trade, Inflation, Financial Strain
Hormuz disruption deepens global economic strain across trade, prices and finance Latest @UNCTAD report on Hormuz 1⃣Energy corridor halted: The Strait of Hormuz remains “practically closed,” disrupting a critical share of global oil and gas flows. 2⃣Trade losing momentum: Global merchandise trade is...
Don’t Oversell Procurement; Promises Must Match Performance
“Selling a Procurement brand proposition that doesn’t match the actual results delivered is like selling a sports car to a punter only for them to discover it’s been built with a scooter engine.” ➤ https://t.co/voeARTOsF0 #procurement #purchasing #supplychain https://t.co/phgChnSgHF
Europe Readies Red Sea Force as Houthis Threaten Bab El-Mandeb
European Red Sea Task Force Ready For Attacks Amid Fears Houthis Could Close Bab el-Mandeb Strait Concerns grow that the Iranian-backed rebels could close the waterway, drastically exacerbating the global oil crisis and opening a new front. https://t.co/aVVe6CgGk5
Truckers Profit as Spot Rates Outpace Diesel Surge
Truckers just came off the strongest quarter in years. They are happy to pay the higher diesel, so long as they get to enjoy the much higher rates that are currently being painted in the market. 80% of...
Marshall Islands Ship Registry: US‑run, CIA‑linked, Bush‑expanded
Most Americans will say “so what” but the Marshall Islands is a US protectorate, their ship registry is an American company based near the Pentagon that often hires retired USCG & US Navy Admirals and was set up by the...
Compliance Crackdown Cuts Drivers, Fleet Growth Stalls
This checks out. It doesn't tell us about total truck counts which have been falling since peaking in April 2025. The compliance crackdown has been far more effective in getting drivers off the road, but not doing the same with...
Rubio Blocks Trump's NATO Exit Threat over Hormuz
Trump’s threat to exit #NATO as retaliation for the bloc’s failure to help reopen the Strait of Hormuz faces a MAJOR obstacle — one that comes from his very own Secretary of State, Marco Rubio. From @KateSullivanDC and me https://t.co/A3wZZ1pmDM
Testing New Sherpa Cargo Vehicle Named Tenzing
We’re testing a new vehicle in our cargo facility, called a Sherpa. I’m naming it Tenzing.
Trump’s Slip Could Derail Xi Meeting’s Trade Agenda
How will Trump’s “mistake” affect his meeting with Xi? What does it mean to the agenda, expectations, and outcomes? Starting with trade, supply chains, and logistics. Taiwan?
Green Supply Chains Remain Opaque, Poorly Regulated, Prone to Abuse
This @Source_Mat & @politico investigation of @eni’s Kenyan biofuel project is more evidence that the global #supplychain networks for many supposedly green/sustainable products are “opaque, poorly regulated, and open to abuse.” Via MarianneGros95 et al. https://t.co/CANE1WaaLw
Supply Chain Strategy Wins 2026 NextGen Visionary Award
Congrats to Colin Yankee and the Tractor Supply team on being named our 2026 NextGen Visionary Award winner. A great example of supply chain strategy driving real business growth. Read more: https://t.co/NzTw8ZSLlL Learn more about NextGen: https://t.co/lXFaD0DEj0 https://t.co/fUuqsI4M7m
Learn From Hormuz Crisis: Rethink Gas Export Strategies
The reshuffling of gas and LNG exports as the Hormuz crisis move to its second month is an experience that we need to learn form.
Yuan Replaces Dollars for Iran Strait Transit, Signaling Currency Clash
Ships paying Iran for transit thru the Strait. In yuan. Not dollars. An indicator of a coming currency battle? And roiling supply chains and maritime?
Manufacturing Grows Third Month Amid War, Tariff Concerns
"Manufacturing sector expands for third consecutive month, but war, tariffs cause worry" "In the last two months, the prices index has increased 19.3 percentage points to reach its highest level since... June 2022." https://t.co/eKASacTNPS https://t.co/rXk8eLwXeb
US Defense Relies Heavily on Chinese Supply Chains
The chart below is one of the most striking I came across researching my new report on "Defense Innovation" (https://t.co/rRtYxEUTE9). It illustrates the deep dependence of current US air-launched armament supply chains on China. In a world increasingly defined by...
Markets Await Reopening of the Strait of Hormuz
“Markets are forward looking, and they’re just looking forward to a future when the Strait of Hormuz is no longer closed.” Aren’t we all. https://t.co/U9K3hLC2zT
Toll on Hormuz Likely Raises Prices, Cuts Exporter Profits
Question for incidence-knowers: If post ante regime is one where ships can transit Hormuz as long as they pay a toll, will the end result be --higher prices for final consumers --lower profits for non-Iranian Gulf exporters --rough mix (any split within 1/3-2/3 of...
Diverse Supply Chains Boost Customer Confidence, MediaTek Shows
In a supply chain world of constraints having a diverse supply chain and key partners gives customers higher confidence in execution. @mediatek showing that depth as an advantage for their datacenter efforts. https://t.co/OMAXc4kkPE
Will Hormuz Reach 80% Shipping Flow by April?
Is the Strait of Hormuz open* before the end of April? *let's define it as 80+% of pre-war shipping flow
BRS Reveals Massive Hurdles to Trump's Maritime Plans
BRS exposes the scale of the challenge facing Trump’s maritime ambitions https://t.co/IvPZY54B8L via @splash_247 https://t.co/PBFZYMx229
War and Hormuz Stalemate: Each Blocks the Other
They won’t end the war until Hormuz opens. But Hormuz won’t open until the war ends.🤔 https://t.co/z3QG3m2ZIs
China’s Trade Surplus Centralizes Manufacturing,
Because on the economic front they say it, and they have a trillion trade surplus, which is designed to centralize global manufacturing in China. The left just doesn’t pay attention to commerce.
Japan Incentivizes Private Firms to Fund Overseas LNG
Japan is trying to encourage its private companies to invest more in overseas LNG supply 🇯🇵❤️🚢 The government launched a new scheme that will offer faster return on investment for LNG projects via state-backed JOGMEC. A key criteria is that the LNG...
US Data Center Growth Stalls Over Imported Equipment Shortage
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely...
Hormuz Closure Threatens Helium, Driving up Chip Prices
The closure of the Strait of Hormuz is choking off about a third of the world’s global supply of helium. Helium is a critical input in semiconductor manufacturing used to cool chipmaking tools. LESS HELIUM = FEWER CHIPS = MORE EXPENSIVE CHIPS....
Global Trade Thrives Despite US Tariffs, Economy Resilient
"The global economy turns out to be more resilient than we had feared" [ed. note: not all of us] "global trade in goods, the products targeted by the tariffs, has been strikingly robust" "While its direct exports to the US came under...
Brokerage Shifts Amid Weak Demand and Tightening Capacity
Brokerage shifting — but demand still weak. In Talking Transports, @freightcaviar CEO Paul-Bernard Jaroslawski breaks down: • Capacity tightening from regulation • Broker vs. carrier tensions • AI vs. relationships • Cargo theft & offshore labor 🎧 Listen: Spotify: https://t.co/x8SmAONHvY Apple: https://t.co/ISB1RXSa8z https://t.co/eCb5WV066Z: https://t.co/YxgISwaIaW Bloomberg Terminal: https://t.co/XEutV8r55p
US‑Israel Iran Conflict Boosts Chinese Exporters’ Global Market Share
Ah, well, nevertheless: "The US and Israel’s war on Iran is expected to help China’s exporters gain global market share from rivals in countries hit harder by high energy prices and supply chain shocks" https://t.co/FzaZnRiklq https://t.co/oA3t3jaaS4
Globalization 2026: Regional Strengths Converge, Heading to Orbit
globalization in 2026: American models, Korean memory, Taiwanese silicon, Chinese competition, Middle Eastern capital, European regulation 😂 and soon- orbital compute
Pick the Right System: WMS, SCM, or ERP
Automate warehouse processes with Warehouse Management Systems (WMS). Choose between best-of-breed WMS, broader supply chain management solutions, or comprehensive ERP systems that cover financials, inventory, CRM, and HR. #WMS #SupplyChain https://t.co/9wuuojXMdF
Supply‑chain Disruptions Are only Now Fueling Inflation
…and the inflation from global supply chain breakdowns that have already begun have likely only just begun being reflected. 😳
Four Key Signals Reveal True State of Oil Markets
This is a great read about how to think about what's happening with oil and Hormuz - and ultimately with the world economy. The headlines are all over the place, but these 4 signals can tell you what's really happening.
US May Waive Iran Sanctions to Enable Hormuz Toll Payments
Iran is still heavily sanctioned by the US, which complicates the payment of any tolls for passage through the Strait of Hormuz, both today or in a future where Tehran maintains some control of the Strait Wouldn't be surprised to see...
Supply Chain Faces Talent Shortage, Workforce Evolution
Listen to the Does Logistics Matter? Podcast wherever you get your podcast. In episode 55, Martijn talks to Industry expert Bart de Muynck and Supply Chain Professor Jan de Kimpe about the talent shortage and the evolution of the workforce. #supplychain #talent...
Supply Chain Memory Issues Set to Worsen Next Year
Came across some interesting things from supply chain friendlies on memory. And... Not going to get better anytime soon. Next year will be worse than this year.
Scale Changes 3PL Needs: Complexity Outpaces Tech
The 3PL that's right for a $1M brand is wrong for a $10M brand. Not because the technology can't keep up. Most modern WMS platforms handle volume increases fine. What many can't handle is the workflow complexity that comes with how...
EV Factory Closures Expose U.S. Industrial Policy Failure
Today's @WSJ piece on now-empty US EV supplier factories, billions in EV-related writeoffs & cancelations, & numerous US localities stuck w/ vacant lots & big subsidy bills is a textbook case of US industrial policy uncertainty & failure, unintentionally summed...
Panama-Flagged Vessels Lead China Detentions, Possible Retaliation
Panama-Flagged Ships Dominate China Detentions in Sudden March Spike. A coinkydink? Or China payback for the Panama supreme court stopping CK Hutchinson terminal acquisitions in Panama? https://t.co/M5mCoJi0jn
