Foreign Central Banks Dump US Treasuries Amid Iran Conflict
"Foreign central banks sell US Treasuries in wake of Iran war" https://t.co/B4oQiLaXmS "Foreign central banks are selling US bonds at a time when the Treasury market is already under pressure as traders worry that the Middle East conflict could drive up inflation." https://t.co/p4o1jVUhpc
Vietnam Takes Assembly, China Still Supplies Parts
Shift from China to Vietnam. Talking about assembly of finished units. What about parts, assemblies, components, etc—the upstream supply chain? Do those still come from China?
US‑China Trade Collapse: Prospects for Recovery?
Really honored to join the National Committee on US-China Relations to chat about my latest research: U.S.-China Trade Collapsed. Can It Recover? 📺 https://t.co/WPRwLNqS2z https://t.co/DATDHcySKT
China’s Iranian Oil Purchases Become Risky, Costly, Contested
China can still buy Iranian oil, but every barrel now comes with higher military risk, higher shipping costs, and the threat of sanctions or interdiction. What was once a quiet $8 to $12 discount trade is now a fragile, contested...
China Ships Diesel to Southeast Asia Despite Curbs
China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc
Cash‑and‑Carry Saves Money When Items and Distance Align
Good perspective on using cash-and-carry from a #restaurant operator. But sometimes the savings can outweigh the hassle and wear & tear; depends what you're buying and how far you're driving.
New US LNG Capacity Too Small to Replace Qatar Losses
LNG production in Qatar, normally ~80 mm tonnes, has been effectively OFFLINE since March 2. The new Golden Pass LNG export terminal in the U.S. will add only 18mm tonnes at full capacity. NEW SUPPLY CAN’T OFFSET WAR-DRIVEN LOSSES. https://t.co/tVmip8DsaM
Iran and Russia Profit as Oil Prices Surge Amid War
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
No Evidence of 20 Pakistani Tankers; Sanctions Risk Highlighted
Show me your Tier One ships, specifically the 20 Pakistani ships. Just to be clear, Pakistan does not have 20 flagged ships stuck in the Persian Gulf, let alone 20 Pakistani tankers. Where are all these ships that...
Presidential Tanker Claims Lack Evidence, only One Seen
Here is an example of some of the problems associated with the President's comments about 8 to 10 tankers sailing out of the Persian Gulf or the 20 tankers he discussed on Air Force One. There is no evidence of...
Iran Still Controls Hormuz, Selectively Filtering Tankers
"The regime has lost control" is wrong @EYakoby Iran is allowing more ships through Hormuz selectively It's sorting tankers by friends who pass for free, neutral parties that pay, and enemies that don't pass There may be a tactical uptick in flows,...
Shanghai‑Dubai Airfreight Rates Near Pandemic Record
Airfreight rates from Shanghai to Dubai have soared 95% since the start of the war, to $8.60. Rates could exceed the 2020 pandemic record of $9.40 if fuel surcharges continue to rise: Drewry Airfreight Insight https://t.co/ge5NQvbHky
Russian Oil Tanker Anatoly Kolodkin Arrives at Cuban Anchorage
Russian-flagged oil tanker Anatoly Kolodkin approaches the area of anchorage while being assisted by a tugboat, in Matanzas, Cuba, March 31, 2026. REUTERS/Norlys Perez https://t.co/eewxf34Q5n
Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia
No Contracts, No Problem: The Trust Behind NVIDIA and TSMC Huang highlighted two key reasons why TSMC is irreplaceable: Its ability to manage the conflicting and constantly shifting demands of hundreds of customers at a world-class level. Its creation of something...
Trump Alerts to Jet Fuel Shortage, Flags Heathrow High‑risk
President Trump, briefed on the jet fuel shortage, and airport hubs such as UK’s London Heathrow being categorised ‘high risk’, posted the following… https://t.co/buOwlOBtyP
Insights on Managing China’s Rare Earth Export Controls
China's Rare Earth Export Controls Commentary from @Camrjohnson and @pstAsiatech ...excellent comments from Cameron here on navigating China's Rare earth controls...... https://t.co/Ue3q820lYO
Robots Streamline Warehouse Pick‑Pack‑Ship Operations
Robots are transforming warehouses by automating the retrieval of products. Whether moving items to a conveyor or delivering them directly, this tech streamlines the pick, pack, and ship process. #Robotics #Automation #Warehousing https://t.co/C8rw6DEz9O
Australia’s Jet Fuel Crisis Deepens as China Ban Hits 30%
Australia (which has declared a national fuel supply disruption) is deeper in to its jet fuel crisis 🚨 - For now, emergency supply is being routed from l US through the Panama Canal to Melbourne, Perth - but the route *cannot*...
Trump Claims Hormuz Will Reopen Automatically After U.S. Withdrawal
JUST IN: President Trump says the Strait of Hormuz will reopen “automatically” once the U.S. exits
China Takes Direct Role in Hormuz Security After Iran War
china involving itself directly in the business of hormuz strait security is an important unintended consequence of the iran war.
India's Economy Hit Hard by Shipping and Energy Woes
JUST IN: India’s economy is facing “considerable downside” due to shipping disruptions and surging energy costs
China‑Pakistan Peace Plan Aims to End Iran War
china and pakistan release five point peace plan for ending iran war. no mention of us and israel call to restore full passage of strait of hormuz (no iran ability to disrupt/charge tolls). initiative should be welcomed by pretty much everybody.
U.S. Lags Behind China in Drone Delivery Development
The U.S. is falling way behind in uncrewed aerial logistics. I can't count how many of these China has in development now.
Higher Spot Rates Signal Strength, Not Bearishness
We get asked this often. Why is DAT so bearish? We’ve been trying to understand it as well. Here are the blog headlines from the flatbed market over the past few months. It’s doom and gloom. DAT’s data suggests the opposite. The...
China's Upstream Supply Chain: Vast, Complex, Multi‑Tiered
US customs. China shifts vs content. The reality of the upstream supply chain. Its size, complexity, and tiers of suppliers’ suppliers.
US Blocks Chinese EVs From Canada Despite Tariff Cut
US won’t allow Chinese EVs from Canada to enter its market, President Donald Trump’s ambassador in Ottawa said, after a January deal in which Prime Minister Mark Carney lowered tariffs on those vehicles Huh?https://t.co/vBvBuGKGqK
Hormuz Closure Threatens Worldwide Economic Collapse, Including US
Hormuz closed==>global economic collapse If you don’t think that affects the US, you need a lesson in reality @thescooter49
Foreign‑Trade Zones Transform Uncertainty Into Business Opportunity
Read the latest edition of the Art of Supply newsletter on LinkedIn > Turning Uncertainty into Opportunity with Foreign-Trade Zones https://t.co/JZZxiJcyt9 @NAFTZ https://t.co/SqYWEGtxkH
Industry Calls Gulf States to Free 20,000 Stranded Seafarers
Industry Groups Urge Gulf States to Act as 20,000 Seafarers Remain Stranded by Hormuz Crisis. While there is so many stories on oil, an overlooked story. Seafarers, aka, people. https://t.co/xhpMLHLipe
U.S. Cuts Hormuz Use, Calls Out Weakening Royal Navy
“We use the Strait of Hormuz dramatically less than most.” Secretary @PeteHegseth then called out Britain’s weakened navy from the Pentagon podium: “Last I checked there’s supposed to be a big bad Royal Navy prepared to do that as well.“ https://t.co/lwRiXcdYj6
Hormuz Turns Toll Road as VLCC Burns
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS
Indiana Mandates English Proficiency, Fines CDL Violations $50K
“Indiana’s law would require non-U.S. citizens to be proficient in English before applying for a CDL. It will fine CDL schools and businesses $50,000 if they’re caught issuing licenses or employing people without the proper legal status.” https://t.co/YC7txv2LK9
Ukraine's Drone Attacks Slash Russian Oil Exports
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. ...
Fund FMCSA, Enforce Rules to Stop Truck Fatalities
15 people die from accidents involving heavy duty trucks. The fix is obvious: fund the FMCSA and enforce the rules to get bad actors off our roads
Massive KitKat Heist Highlights Freight Fraud Vulnerabilities
Cargo Thieves Make a Break with 413,793 KitKat Bars — And What It Says About Freight Fraud - https://t.co/K2QyxvQbCv @Nestle #KitKat #freightfraud #cargotheft #trucking #supplychain #logistics #riskmanagement
March Trucking Spot Rates Jump $0.48 to $3.18 per Mile
Trucking spot rates finish +$.48/mile for March on the daily. They started at $2.70/mile on March 1 and finish off at $3.18/mile. https://t.co/C4NHcEJZyJ
30 Gulf Ship Attacks Expose US Protection Gaps
Why is anyone surprised by this with nearly 30 ship attacks in the Persian Gulf since March 1. Add to that, even US flagged ships feel like they are not getting the attention, let alone protection, they deserve.
AI Success Requires Building an Operating System, Not a Factory
With AI, most companies think they bought a factory. They’re still swinging a hammer. That’s Level 1. The companies pulling away in speed, cost and market share are building an AI operating system. That’s Level 2. 👉 https://t.co/31Z0V8EpqB #AIOperatingSystem #DigitalEnablement https://t.co/VUK9fKME6U
China Extends Fuel Export Ban, Offers Minimal Relief
China has extended its fuel export ban for another month to April. There is now talk of letting a small amount of fuel out to countries like Sri Lanka, Bangladesh and the Maldives. But the shipments would be only ~5%-10%...
Leverage Supplier Health Data to Preempt Supply Chain Risks
Don't wait for supply chain disruptions. Use non-traditional data like supplier financial health and employee satisfaction as leading indicators. Anticipate risks before they impact you. #SupplyChain #RiskManagement https://t.co/bChJFcu9Ha
EU-India FTA Boosts Indian Aluminium, CBAM Still Caps Gains
The EU-India FTA may help Indian aluminium exports, but CBAM still limits the real upside. https://www.metalnomist.com/2026/03/eu-india-fta-could-improve-indian.html
Food Distributors Hike Fees as Diesel Prices Surge
"Fresh Food Distributors Add Surcharges as Fuel Costs Rise: Delivering salmon, fruits and other perishable foods has become more expensive as the war with Iran pushes up diesel prices." https://t.co/6WK0ANZ5FM https://t.co/alEhgd4FKd
Drone Strike Damages Laden Supertanker, Gulf Shipping Tensions Rise
"Drone Strike Hits Laden Supertanker Off Dubai as Gulf Shipping Incidents Flare Again" H/T @MikeSchuler https://t.co/86eTtck1NM
FMC Denies Lines' Request to Shorten Rate-Hike Notice
"FMC rejects carrier request for shorter notice on ocean rate hikes Lines had asked to shorten 30 day notice period, citing Iran war effects" https://t.co/f3pFfoLu25
EU Escorts Boost Red Sea Shipping as MED2 Restarts
Notice out from @cmacgm about restarting MED2 with service around Africa. The European Union has consistently provided direct escorts for their national ships in the Red Sea/Bab el-Mandeb against the Houthis.
Russian Oil Tanker Arrives at Cuba’s Matanzas Port
MATANZAS, Cuba, March 31 (Reuters) - A Russia-flagged tanker carrying some 700,000 barrels of Russian oil arrived in the anchorage area of the Cuban port of Matanzas at daybreak Tuesday, according to a Reuters witness.
Neglecting Supplier Management Undermines Cost‑Effective Procurement
“Supplier Performance & Relationship Mgmt. (SPRM) is an integral part of the #procurement spectrum. But sadly, it’s one that many orgs. ignore. Managing suppliers proactively ensures the supply base is more effective & cost-efficient.” 📌 https://t.co/gy1EdLmJwM #purchasing https://t.co/iR45lxuJrG
Support Intervention to Safeguard Haulage Industry
I agree. But I do think there is a case for intervention to protect haulage.
Trump's Trade Shock Spurs Global Free‑Trade Alliances
I presented my forthcoming eBook, World War Trade, in Paris last week. Here is the first coverage i've seen 💪 ✍️Guillaume de Calignon @gcalignon « Le choc douanier de Donald Trump pousse le reste du monde à se rapprocher .... les pays...
China Climbs Value Chain yet Still Dominates Low‑end Markets
One thing that's really impressive is China moving up the manufacturing value chain, while still absolutely dominating the low end. As @Camrjohnson has pointed out (and industry data confirms), China still absolutely dominates in areas like Christmas ornaments.
