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
Iran Attacks Force Navy to Innovate At‑sea Refueling
Iranian Attacks Change Way Navy Refuels Its Ships In Middle East The Navy created a commercial "tanker treadmill" to top off its oilers out at sea, offering lessons that could have larger impacts on operations in the future. https://t.co/7LzvCqUG2f
US Manufacturing Surge Fuels Trucking Market Tightness
The PMI for US manufacturing blew out the forecast at 54, the highest levels since May 2022, further confirmation that US manufacturing is ramping. It all supports our view that volumes are helping to drive tightness in the trucking market,...
Fast Delivery Crucial: 70% Abandon Cart Over 2 Days
Over 70% of shoppers abandon their cart when delivery takes more than 2 days. That's not a marketing problem. That's a fulfilment problem. Here's how to know when it's time to hand it off to a 3PL 👇 https://t.co/r4ctl4lH4h
Trucking Rates Set for Double‑Digit Surge, Supercycle Looms
Knight Swift is projecting double digit contract rate increases by the end of the year, a more bullish forecast than their Q1 report. Any thinking that the tightness was situational is gone, as UBS suggests that a trucking rate "Supercycle"...
40% Expect Strait of Hormuz Traffic Normalization After November
40% of oil and gas firms in the @DallasFed survey expect it'll be November or later before Strait of Hormuz traffic returns to normal. https://t.co/aNqqqDpuML
Linde's Gas Supply Could Power Future Space Launches
This was a good conversation between @JRogrow and Krzysztof Smalec on Linde. The opportunity in providing gases for space launches is an interesting one. https://t.co/a7vSbYo3cf
China’s New Supply‑Chain Rules Pose Risk to US Companies
AFP: China’s new supply chain regulations could be a “concern” for US firms, @AmCham_China warned. The regulations, released April 7, allow authorities to take measures against foreign companies that “harm China’s industrial and supply chain security.” https://t.co/bmnFKekxT7
Gulf States' Disunity Over Iran War Explained
the gulf states have been far from unified in their response to the iran war. here’s one big reason:
Elon Outlines Responsibility Split for Terafab Components
Elon was asked which party will be responsible for each aspect of the Terafab: https://t.co/HDvNBPeAqL
Hormuz Turns Trade Weaponization Frontline, Threatening Maritime Security
Hormuz becomes frontline in ‘weaponisation of trade’. Is there currently maritime security and safety? https://t.co/NoAhibd8ud
U.S. Shifts Away From Canadian Fertilizer Dependency
Canada is legally part of the US Defense Industrial Base and a massive fertilizer producer. And buying Canadian fertilizer was never a problem for American farmers... Until recently.
Seized Ships Could Fill US Tanker Shortage, Standards Debunked
Fantastic. I’ll ask again: why not give these seized ships to the U.S. Merchant Marine? We desperately need tankers. And the USCG line that they “don’t meet our standards” is nonsense when our yards can repair them and our fleet already...
UPS Chooses Profit Over Volume, Teamsters Resist
Now playing on @artofsupply > UPS Picks Profitability Over Volume, and The Teamsters Push Back https://t.co/H7ATqj2san
Pentagon Cancels Battleship, Fuels Fake News Industry
This is the polar opposite of reality. Here’s how the fake news gets manufactured…. For years the Pentagon has been canceling big ship and aircraft orders and diverting the cash to think tank studies and consultants. “Experts” with PhDs hate the battleship because...
California Bypasses Jones Act with U.S.-made Gasoline
"California has new way of getting gasoline due to Jones Act waiver" (And the fuel is American-made.) https://t.co/HnQQWljVtX "Nationally, 44 voyages by foreign-flagged vessels have carried petroleum products between U.S. ports" 😲 https://t.co/noAURnRzqq
Come Back After Years? Expect Completely New Supply Chain Systems
If you focus elsewhere – or take a yearslong nap like Rip Van Winkle – you might wake up to a different world. I saw it stepping back into operations after 5 years building Tompkins Ventures. Part 2: the systems changed → https://t.co/5m9Hv5NN0C #SupplyChain...
Navy Secretary Ousted for Advocating Overseas Shipbuilding
Two other White House officials there said the same thing. So was OMB Director Russ Vought. Whatever WaPo and Politico are selling, building a few Navy ships in Korea was not why the Secretary of the Navy got fired. Trump is...
US Blockade Disrupts some Iranian Tankers, Fleet Still Active
Shadow fleet tankers disrupted, but not completely deterred by US blockade on Iran ▶️Eight tankers have seen their voyages disrupted, some temporarily ▶️No signs that Iran’s shadow fleet in its entirety has ground to a halt ▶️US defence official stresses vessels can be...
New Shipbuilding Coalition Pushes Revived SHIPS Act
Rallying support to revitalize the SHIPS for America Act A new US Shipbuilding Coalition has been formed as the SHIPS Act is re-introduced to the House of Representatives https://t.co/ILHgojG7jX
SONAR Launches National Bulk Rate Index for Truckloads
SONAR introduces a national bulk rate index that tracks our new bulk truckload rates https://t.co/5l48WKnaTC
SONAR Data Indicates Potential New TL Rate Supercycle
After a bullish KNX call, UBS asks about "another TL rate supercycle?" Indeed. SONAR's data certainly suggests so.... https://t.co/yqFfD1X8AW
Petroleum Rail Shipments Jump 15.5% Amid Rising Prices
Petroleum rail shipments surge 15.5% YoY. We expect this to accelerate as oil prices stay elevated and new oil production comes online. https://t.co/ybdZfwN2NM
Shippers Rush to Lock Early Peak-Season Capacity
"KNX is seeing shippers scramble to secure asset capacity with some even attempting to secure peak season solutions much earlier than usual." https://t.co/9OM6bbTAxq
Supply Chain Failures Cripple Entire Business Operations
Operational disruptions went far beyond distribution centers. End-to-end business processes broke down, impacting everything from order processing and inventory to financials and customer trust. #SupplyChain #BusinessDisruption https://t.co/1cNwGbmWDX
Strait of Hormuz: Global Internet at Chokepoint Risk
“Red Sea cable incidents” is about to trend. Trump-Netanyahu’s War on Iran can quickly escalate from oil chokepoint to digital-data center chokepoint soon. Better to be safe than sorry: Know what you own.
Tesla Semi Set for 2026 Volume Production, Optimism Rises
I’ve been critical of the Semi in the past, but I’m becoming more optimistic looking at Musk’s track record of eventually getting it right. The Semi timeline pushed out 7 years late, but I’m confident they wouldn’t ramp production without addressing...
SAP Rollout Backfires, Derailing Inventory Visibility and Revenue
An SAP implementation intended to boost inventory visibility backfired, causing chaos in distribution centers. This led to missed orders, affected invoicing, scheduling, and transportation, ultimately impacting revenue. #SAP #SupplyChain #BusinessImpact https://t.co/NDKJmvbned
Only One Ship Exited Hormuz—Unsustainable Trend
Number of ships that left Strait of Hormuz today: ONE. Singular. This is not sustainable. https://t.co/AMsiEvpfVy
US‑Iran Conflict Triggers LPG Shortage Across India
INDIA’s homes and restaurants hit by LPG shortage as a result of U.S.-Iran war: https://t.co/dzqx7u7PLP
Toll Booth Operators Stunned by Truckers’ Unpaid Bills
Massachusetts toll booth operators when they see their list of unpaid tolls by trucking companies https://t.co/2hFHckbxfe
AI Gives Enterprises Real‑Time Visibility Across Supply Chains
Enterprise visibility is no longer a dream. AI is supercharging ERP and SCM systems, enabling real-time pricing optimization, predicting supply chain disruptions, and managing supplier risks. #AI #SupplyChain #TechTrends https://t.co/xb3RlqqV6T
Canada Seizes Crisis to Diversify Asian Crude Supply
Canada is working hard to sell oil in Asia because every crisis is an opportunity. Asian refineries will likely emerge from this crisis to deploy capex to refine multiple types of crude & not just the Middle East variety.
Iran War Fuels Surge in Clean‑energy Demand, Boosts Gotion
Gotion a major Chinese battery manufacturer, is seeing a renewed global focus on the green transition as fossil fuel disruptions due to the Iran war drive demand for clean-energy technology https://t.co/e9OQrxcQ4z
Musk Announces Intel 14A Chip, Raises Major Questions
Musk saying they will use Intel’s 14A process is big news but so many questions…
Mexico Eyes Development Bank Chief as US Ambassador
SCOOP: Mexico President Claudia Sheinbaum is considering development bank head Roberto Lazzeri as a candidate for ambassador to the US, a move that would mark the second major personnel shift ahead of USMCA trade talks, sources tell me @michaelob_mex & me https://t.co/JopwSJrCg8
Build Antifragile Supply Chains with the 4Rs Framework
A few weeks ago, I had the pleasure of spending an evening with @SupplyChainProf (Professor), one of the world's foremost authorities on supply chain risk and resilience. And given everything happening right now with the Strait of Hormuz, tariff...
Japan's Naphtha Shortage Threatens Global Semiconductor Production
Semi Market, show me you care. "Japan is short on naphtha → Japan can't produce semiconductor materials → This could bring the world's semiconductor fabs to a halt."
Landlocked Nations Need Diverse Links, Not Single-Partner Dependence
I'm afraid you can build a highway from Kyrgyzstan to western China but not from Kyrgyzstan to California. So if you're a landlocked economy, you do build infrastructure links to contiguous countries like China, especially when they have been growing,...
Revealed Vulnerability Shifts Bargaining Power; Iran's Capabilities Now Known
Bottom line: the issue isn't only what Iran can do. It's that everyone now knows what Iran can do. Revealed vulnerability changes bargaining power. https://t.co/icf9axhcM0
Tesla’s Delivery Outlook Remains Vague, Limited Growth Expected
What about $TSLA deliveries for this year? The comment in the shareholder deck on delivery outlook was not helpful. I'm not expecting much from the call. Here's what the outlook on volume reads: "We are focused on maximum capacity utilization...
Tesla's New Outlook Highlights Infrastructure Edge, Possible Terafab Role
The only change in the $TSLA outlook section compared to last quarter was the language: "Capacity build out and ramp related to our multi-year infrastructure initiatives, including AI compute, solar, battery material and semiconductor manufacturing are underway". My take: more infrastructure is...
US Threatens Canada Over Wine Ban Amid USMCA Talks
Carney Asada: Canada will get chopped up by USMCA renegotiation. From our early March note 👇 https://t.co/Eca6Me0P8D
EU Finally Admits Oil and Gas Still Essential
The EU finally realizing it’s going to need oil & gas for long enough to justify frontier exploration.
SMCI Nears Resolution of Nvidia Chip Smuggling Allegations
$SMCI is getting close to filling the “allegations of smuggling Nvidia AI chips into China” gap https://t.co/wRUyCxU5ij
Ships Use Territorial Waters to Bypass US Blockade
How can dozens of ships defeat the US Blockade, as the FT repost below says is happening? The map shows how a tanker can travel from Kharg Island to Mumbai while remaining within the territorial waters of Pakistan and India. The US...
June 1 Traffic Normalization Odds Dip to 46%
Meanwhile, probability that the traffic in the Strait will return to normal by June 1st lowest level since April 13th (46%) https://t.co/ZSS8VlOSXs
US Munitions Arrive in Israel as Carrier Group Approaches
Is May 1, end of the ceasefire, going to be the date when Trump acts instead of settling new fallback dates? And ships in the Strait?
Somalia's Israel Ship Ban Threatens Bab Al-Mandeb Stability
Somalia. Ban on Israel ships. Bab al-Mandeb Strait. Ban or more pirate attacks? Global maritime is showing signs of upheaval.
Avoid Costly Heat‑Treat Failures with Proven Practices
What is heat treating? Why do some parts fail? How can machinists and manufacturers avoid costly mistakes? Stream now: 🔗 https://t.co/9vEAAzKbfc 📽️ https://t.co/So0R3DfOyg 🔗 https://t.co/DmYp21NDA3 #Manufacturing #MachineShop #HeatTreating #SkilledTrades #QualityControl https://t.co/FarfWuXZhz