Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
Ship Seizures Signal Iran’s Growing Control of Hormuz
Ship Seizures Mark New Phase in Iran’s De Facto Control of Hormuz. With extended ceasefire. The situation looks shaky. https://t.co/pThf20VEbW
Asian Shipowners Set to Cross Hormuz Ahead of Western Firms
Asian Shipowners to Cross Hormuz Before Western Firms, Executives Say. Fee? Maritime safety/security? Country affiliation and negotiating release. https://t.co/wDf0p1uk9P
Unitree's Supply‑chain Mastery Teaches US Robotics Competition
Sam is right about the importance of robotics for the US but Unitree offers a real lesson to US companies hoping to compete at the bleeding edge. It has risen thanks to a true mastery of China’s supply chain. https://t.co/JyNQZSycxJ
Sustainable Supply Chains: Plan Smarter, Waste Less, Move Efficiently
Earth Day: sustainability is built into the daily supply chain choices - plan smarter, waste less, move efficiently. #EarthDay #SupplyChain https://t.co/As8cZeuhSD
Mapping Hormuz Bypass Easy, Execution Far More Challenging
Bypassing Hormuz: “You can draw beautiful lines on the map. To try to make it happen in reality is something else.” @QamarEnergy @ColumbiaUEnergy @rfelliott https://t.co/JKNGbORqzA
EU Faces Costly, Complex Break From US Tech Dominance
With so much of #Europe’s technology provided by a few US tech giants, alongside “troves of sensitive data,” it won’t be easy or cheap for the #EU to wean itself off this digital dependency. Via @MathieuPollet_ & Anouk Schlung @POLITICOEurope https://t.co/WNaVH4mBtt
NX Group Acquires Metro Supply Chain for $1.3B
Congrats to Metro Supply Chain on their sale to NX GROUP. NX paid close to $1.3B (USD) to gain an extensive warehouse-based supply chain network focused on Canada and the US. Expect to see more cross border M&A in 2026! https://t.co/UzwMktsJzb
New Methods Could Ship Alberta Bitumen Without Pipelines
How Alberta Bitumen Could Bypass Pipelines Entirely Economist Richard Masson explains new approaches to shipping bitumen to market. #ableg #abpoli #oilsands https://youtu.be/Hr6wDz-_hXo
Premier's Puzzling Plan: Two New Ports North of Prince Rupert
Two ports *north* of Prince Rupert? Stewart is too small, so what is the Premier thinking here?
US Boarding Threatens Iran-China Oil Shadow Fleet
Secretive Shipments of Iranian Oil to China Are Under Threat by U.S.—Boarding of tanker raises risk for sanctions-evading ‘shadow fleet’ @austinramzy @RebeccaYFeng https://t.co/5rcMcxUf3Y https://t.co/5rcMcxUf3Y
US Eyes Strait of Malacca as New Strategic Chokepoint
We talk a lot about a Taiwan scenario, but are we ready for a Strait of Malacca scenario? "A shipping route that carries roughly 40% of global trade and around 80% of China's imported oil, and is regarded as...
Hormuz Closure Cripples India's Energy, Fuels Worker Protests
The closure of the Strait of Hormuz has choked energy supplies to India, upending the dreams of assembly-line workers and sparking large labor protests. https://t.co/qA5MhKmLRP via @WSJ
S2P Fundamentals Are Simple Despite Varied Practices
“The Source-to-Pay (S2P) cycle is poorly understood partly b/c different orgs. adopt different practices for different types of spend. However, the fundamentals of an effective S2P process are straightforward.” 🔗 https://t.co/gy1EdLmJwM #procurement #purchasing #supplychain
Debate Over Stealth Manufacturing Boom Sparks Misinterpretations
1/ @Noahpinion disagrees with my column https://t.co/jqdZIRreAO declaring a stealth manufacturing boom. He makes some good points, but I also I think he misconstrues some of what I wrote, and some underlying facts.
Discussing Oil's Future and Hormuz Tensions with BBG
Joining the @BBGIntelligence energy team this morning for a chat about oil and the Hormuz of it all https://t.co/dKW2nLoYqd
Markets Already Discounted Trump's Post‑2025 Tariff Threats
Not sure I follow you on this one. After April 2025 markets largely discounted Trump‘s tariff threats. See my ebook, World War Trade https://t.co/WUh40aRFn0
Optimized Warehouse Layout Turns Space Into Strategic Advantage
A well-optimized warehouse is more than just storage space—it's a strategic asset that drives efficiency, speed, and cost control across the supply chain. Successful warehouse optimization begins with detailed visual layouts that clearly map how space, inventory, and workflows interact. Key Elements...
Nicaragua, Equatorial Guinea Become New Hubs for Shadow Fleet
Nicaragua and Equatorial Guinea emerge as latest homes for sprawling shadow fleet https://t.co/cUf7PMxpxp via @splash_247
Secure Mineral Supply Will Cost a National Security Premium
.@USTradeRep on critical minerals: "We will all pay a national security premium to have a secure supply chain"
US Seeks Warrants to Seize Dozens of Venezuela Oil Tankers
Exclusive: US files for warrants to seize dozens more Venezuela-linked oil tankers, sources say https://t.co/qJcYsHjzVZ
Shipping CEO Warns Post‑war World Won’t Revert
A top shipping company: “We will not go back to the world where we used to” “It’s a bit naive to say that, after this has ended, that things will go back to pre-war situations,” said Tamura, CEO of Mitsui OSK Iran...
Euphoria Passes Strait as IRGC Seizes Two Vessels
Looks like Euphoria has made it through the Strait. Reports are that MSC Francesca and Epaminodas have been seized by the IRGC. https://t.co/fvsOG1RuKU
Scenic I‑26 Drive Sparks Question on Hendersonville Intermodal Hub
Driving on I-26 N towards Hendersonville and Asheville yesterday - Such a pretty drive but steep in areas. Has there been any consideration to an intermodal hub around Hendersonville? or is there one already?
Your 2026 European Supply Chain Events Calendar
Planning your conference calendar for 2026? I've put together a full list of supply chain and logistics events across Europe: from LogiMat in Stuttgart to Breakbulk in Rotterdam and everything in between. Save this one 👇 https://t.co/uTijdB17Vx
Trump Tariffs Squeeze Small Seat Cushion Maker
Section 301 tariffs IEEPA tariffs Supreme Court Section 122 tariffs How President Trump's tariff policy is affecting one small manufacturing company in Fall River, Massachusetts that just wants to make your seat cushions. https://t.co/e3N2oQk6Ix
German Chemists Regain Pricing Power Amid Iran Conflict
Good Morning from Germany where the Iran conflict just solved the German chemical sector’s biggest problem within 2 mths. 🧪With Asian rivals starved of naphtha, BASF and Wacker Chemie are reclaiming the pricing power they lost over the past 6yrs....
US Pushes Mineral Price Floor, Threatens Tariffs on China
US wants club of countries to trade minerals at set minimum prices to protect their investments in mining/processing, and could hit outside producers — eg China — with steep tariffs or other barriers to prevent them driving down prices. by @Aime_Williams...
Germany’s Brand Evolves as New Industrial Storm Looms
Listening to @rafbuff discussing what "Made in Germany" still means these days of profound changes and economic turmoil. And let's not forget the upcoming industrial revolution-like tornado lurking around the corner... https://t.co/Eq7Inuzoxf
Intelligent Automation Boosts Supply Chain Efficiency
Enhancing #SupplyChain Operations with Intelligent Process #Automation by @antgrasso #DigitalTransformation #Logistics #EmergingTech #Innovation #Technology https://t.co/6GR15257rT
Local, Data‑driven 3D‑printed Shoes Cut Waste, Boost Fit
The future of footwear may not be manufactured in bulk. It may be fabricated around you. That is what makes this shift so interesting to me. 3D-printed footwear is moving from novelty to a real industrial model, with market forecasts pointing to rapid...
China, Russia Offer Discounted Gas, Bypass USD, Challenge Qatar
China and Russia building new natural gas pipelines to replace Nordstream. Asian countries being courted to buy natural gas at 40% discount to market rates. Won’t be priced in USD. Permanent shift from Qatar which will take years and billions...
Tech Component Shortages Boost Our Portfolio Holdings
There’s a shortage in • Memory + storage $DRAM $MU • Optical Transceivers $LITE $AAOI • Power infrastructure $VRT $ETN • CPU shortage $AMD $INTC And we own stocks in each of those sectors
US Seizure Signals Broken Order, Looming Global Conflict
The US seizing an Iranian tanker near Sri Lanka is a precedent @MarioNawfal But we’re past “precedents.” The old order is broken. Some kind of world war is developing. That's terrifying but let's start looking at what's happening with ruthless honesty. #Geopolitics #Shipping...
Jones Act Suspension Boosts Tanker Fleet 70%, Cuts Costs
"Since [the Jones Act suspension], 40 tankers have been able to deliver oil between US ports from California to Texas to Florida and Alaska, increasing the de facto fleet by 70% and helping to reduce costs as a result, according...
Hormuz Closure Triggers Battery Material Shortage
The Hormuz Closure Is Driving a Shortage of Battery Ingredients #energysky -- via Heatmap News https://t.co/qbM9aqdKdm https://t.co/1qVldYbwTl
Pacific Nations Struggle as Global Fuel Crisis Hits Families
JUST IN: Pacific nations are battling a global fuel crisis, with governments scrambling for energy and families hit by restrictions and rising costs for food and healthcare.
US Navy Deprioritizes Strait of Hormuz Amid Conference Silence
Day 2 synopsis from the largest Naval conference in America. Nobody cares about Iran. Practically none of the speakers mentioned it. A few hallway conversations, but not many. This confirms my hypothesis that the US Navy is in no rush to reopen...
Only U.S. Citizens Should Own Domestic Trucking Companies
It should be a law that you must be an American citizen to own a trucking company that operates in the US. Why? Because foreign operators are not within the reach of American justice system. https://t.co/jxA6cv9H3T
China's Oil Wells at Risk Without Immediate Iranian Flow
Iran is without revenues, but way more important is that the oilwells that China relies on might be permanently damaged if oilflows does not start again within a short time
IEEPA Tariff Refunds Flawed and Likely To
New, from me & @AlfredCObregon: "IEEPA Tariff Refunds Are Far from Ideal—and Could Get Farther" https://t.co/TzV6NA3wCr https://t.co/4NOEcAZJKJ
176 Nations Poised for First Global Ship Carbon Tax
Will 176 nations adopt the first global carbon tax on ships? #energysky -- via Canary Media: https://t.co/HDJ3szA4hF
Washington Poised to Take Over Struggling Spirit Airlines
"Spirit Airlines: Government Mistake, Then Government Ownership?" https://t.co/HqRSeYamXa "Washington may be preparing to do what it often does when prior interventions and political shocks leave a company reeling: intervene again." https://t.co/QFSWp97KGx
Blockade Persists: No War, No Peace, No Shipments
Trump: I have therefore directed our Military to continue the Blockade and, in all other respects, remain ready and able, and will therefore extend the Ceasefire until such time as their proposal is submitted. - So: No war No peace No ships No oil, LNG, fertilizer, or...
Trump Claims Blockade Success Despite Dozens of Bypasses
“The blockade has been a tremendous success,” Trump said. At least 34 tankers with links to Iran have bypassed the US blockade since it began, according to the cargo tracking group Vortexa. https://t.co/6DjDLHXXh9
Trump Extends Ceasefire, Giving Iran Time for Unity
THIS JUST IN: Trump extends the ceasefire to allow more time for a fractured leadership in #Iran to come up with a unified proposal
Kallas Pushes Free Hormuz Passage, Hints Toll
Kallas is arguing for free passage through Hormuz. Sounds like someone is brewing on building a tollbooth
Trade Official's Import Limits Raised Fertilizer Costs for Farmers
"If the president is worried about high fertilizer prices, he might want to have a conversation with his top trade official... [who] lobbied for policies that limited fertilizer imports and drove up prices for American farmers." Drain. The. Swamp. https://t.co/IU5lNBpAfN https://t.co/OcSBv6gDxx
DHL Sees European Jet Fuel Through June, Asia Uncertain
DHL expects jet fuel supplies into June for Europe, but has doubts over Asia https://t.co/kxr0837JmW
Hasbro Signals Halt to Purchase Orders, Delaying Q2
$HAS -- UBS out very negative Purchase Order Delays Into Q2,, Aequs Engineered Plastics Private, has received communication from Hasbro indicating its intent to stop placing purchase orders