Chinese Firms Shift to Vietnam, yet Overall Impact Remains Modest
This is a very interesting piece on Chinese companies moving production to Vietnam. In some sense it's happening at major scale. But also in some other sense, it's very minor, with very little of the TVA leaving China. https://t.co/ZixLeXz4nC https://t.co/BnujaABZ5M
China’s Logistics Factory Operates Mostly with Robots
#Robots Run the Show in China’s Almost Unmanned #Logistics Factory by @Natie2Natie #Robotics #ArtificialIntelligence #Innovation #Technology https://t.co/BtfY58zCWx
Iran Sets Hormuz Toll, Bans US, Israeli Vessels
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
Boeing Ramps 737 MAX; Supplier Discipline Drives Recovery
Boeing’s 737 MAX output ramp is accelerating, but supplier discipline now defines the next phase of recovery. https://www.metalnomist.com/2026/03/boeing-737-max-output-ramp-signals-new.html
Helium Shortage Threatens AI Chip Production Amid Conflict
The AI boom is running into an unexpected constraint. The Iran conflict is disrupting helium supply from Qatar, a key input in semiconductor manufacturing for AI systems. As availability tightens, costs rise and production becomes more fragile. It is a reminder that...
Trump Tariffs Cause UK Food Exports to US Slump
UK food exports to US slumped after Trump imposed trade tariffs https://t.co/vsOWUTylXc via @DeutschJill https://t.co/aPoz8tsV0L
Russia and Saudi Dominate Bab El‑Mandeb Oil Flows to Asia
Goldman on the Bab el-Mandeb Strait: Russia accounts for 44% of oil exports via the Strait and Saudi Arabia for 42%, with nearly 90% of total flows going to Asia. https://t.co/Y8kpvJJoaC
Iran Attacks Kuwaiti Oil Tanker in Dubai Port
Iran has hit a fully laden Kuwaiti oil tanker in the anchorage area of Dubai’s port, damaging the hull and starting a fire on board, state-run Kuwait Petroleum Corporation said https://t.co/z0pPgEwdwx
India Shifts Fertilizer Imports to Russia, Undermining Sanctions
#IndiaWatch🇮🇳: India is one of the largest importers of fertilizers sourced in the Gulf. Now, India has pivoted towards Russia. It is locking in long-term deals, to cut its reliance from the Gulf. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING...
Nine India‑bound Energy Ships Stuck at Hormuz
🇮🇳India: 9 India-bound energy vessels — carrying crude oil, LNG, and LPG — remain stranded at or near the Strait of Hormuz, unable to transit https://t.co/IzlRQxYqGH
Invest in Pipelines to Diminish Hormuz Strategic Relevance
Exactly. In the long term, countries should invest to make the Strait of Hormuz less strategically important. More pipes. @washingtonpost https://t.co/f7lWVZ0GyY
1980s Trucking Paid So Well, Reps Got Company Cars
How do you know that trucking was more lucrative in the 1980's? This was every truckload sales rep was issued as their company car https://t.co/DaCeK0AGVA
Second‑largest Registry Seeks Vessels for Marshall Islands Gas Haul
The 2nd largest ship registry in the world needs ships to haul gas to the Marshall Islands.
Key Oil Hubs Face Pressure: Ust‑Luga, Hormuz, Yanbu
Three oil nodes are experiencing pressure according to @WindwardAI: 1️⃣Ust-Luga, Russia 2️⃣Strait of Hormuz 3️⃣Yanbu, Red Sea https://t.co/3py8cN2pGP
US‑Israel Conflict Triggers Asian Fertilizer Plant Shutdowns
Negative food consequences continue to unfold from the US/Israel War on Iran. Asian fertilizer plants are shutting in production.
Strait Closure Spikes Gas Prices, Fuels Global Supply Shortages
The longer the strait remains closed, the more it will roil the global economy and boost gas prices. Multiple countries, including U.S. allies, are reeling from the downturn in energy supply that once flowed freely through the chokepoint. Industries that...
Flatbed Freight Hits Historic Volumes, Half Loads Rejected
CNBC: Recent freight charts mirror the COVID surge Flatbeds, which are almost always industrials or raw materials, are seeing some of the strongest volumes and rate strength in history with half of all flatbed truckloads turned down by motor carriers. https://t.co/70Idw1v0UM
China Says Hormuz Shutdown Will Raise U.S. Prices
“China suppliers warn of higher prices for Americans due to Strait of Hormuz closure”, who writes these headlines at @CNBC 🤣! AI? https://t.co/B3hagjn68P
Global Oil Tensions: Hormuz, Australian Shortage, Trump's Tankers
Strait of Hormuz Update 30 March | Is Australia Running Out of Petrol? | Where are Trump's Tankers? Video: https://t.co/4WjNWhP2Hq https://t.co/uqAn5bK21P
WA Iron Ore Mines Face Diesel Crisis in 10 Days
WA’s most labour-intensive iron ore mines could be just 10 days away from diesel supply catastrophe https://t.co/5djcT6LMSY
U.S. Faces Major Challenges Controlling Hormuz Strait
🇺🇸🇮🇷GAINING FULL CONTROL OVER THE STRAIT OF HORMUZ WILL BE HARD FOR THE US It is only 21 miles wide at its narrowest point, with shipping lanes just 2 miles wide in each direction Iran has heavily fortified the northern coastline...
Iran Conflict Triggers Worldwide Fertilizer Crunch, Hikes Food Prices
The war in Iran sparks a global fertilizer shortage and threatens food prices https://t.co/xpr9UOnHTZ via @mySA
Reindustrialization Narrative Misses Capital Markets Role
1/ my new manifesto CAPITAL MARKETS MAXIMALISM There’s a version of the American reindustrialization story that goes like this: China ate our manufacturing base. Supply chains proved fragile. Now we need to build again. That story is true. But it’s incomplete....
Intermodal Rail Traffic Swings From Gain to Loss
Per @AAR_FreightRail Intermodal rail traffic is the movement of shipping containers/truck trailers via rail, often combining w/truck or ship transport w/o unloading the freight Riddle me THIS: Last year, Intermodal was +1.5% YTD. Today, it's -0.4% YTD. WHY? ht @Adam__Josephson https://t.co/Kz9yqFmN9F
Golden Pass Texas LNG Begins Production Amid Hormuz Crisis
Golden Pass LNG in Texas Produces First LNG as Hormuz Crisis Disrupts Global Gas Flows https://t.co/OSUeOpMO0T
Hormuz Closure Sparks Global Energy Crisis Amid Ukraine Strikes
The world is in an energy crisis as Hormuz is closed. Europe and Asia are running out of oil and gas. Meanwhile Ukraine is striking Russian energy infrastructure using EU and U.S. funded weapons. What a retarded timeline.
Special Forces Grounding Diplomacy, Threatening Hormuz Oil Flow
While it’s possible that Iran’s enriched uranium could be secured by a diplomatic deal, most recent discussions have involved special forces’ boots on the ground And boots on the ground is going to seriously complicate efforts to reopen to Strait of...
One in Five Trucks Unsafe, Leading Accident Predictor
22% of all trucks on the road are unsafe at any speed and this is the number one predictor of accidents. There should be more outrage at the failure of trucking companies to ensure their equipment is maintained and safe.
Middle East Jet Fuel Shipments to Europe Nearing Depletion
JET FUEL from Middle East to Europe set to dry up as last cargoes arrive: https://t.co/EBGhhiM04W
SONAR Launches Real‑Time Rail Dashboard for Bulk & Intermodal Data
Excited to introduce SONAR's rail dashboard, which offers high-frequency bulk and intermodal data at your fingertips.
Sony Halts SD and CFexpress Card Production Amid Memory Shortage
In a fresh blow dealt by the memory crisis, Sony has pulled the plug on its SD and CFexpress card production for the foreseeable future. https://t.co/Fpt0wq4rGj
Judge Tariffs by President's Promises, Not Hype
Excellent, data-rich thread - and exactly the right way to judge the Liberation Day tariffs (ie, by the President's own standards/promises). THIS is why tariff fans obsess over pre-TACO predictions of Tariff Armageddon & claim "victory" when the worst doesn't...
Expect Short-Term Decline Until the Strait Remains Open
"I think it's gonna get worse before it gets better. I'm NOT bullish short term. The entire globe knows that the Strait needs to be open and free." https://t.co/6eQLOwwmn9
Energy Markets Under Pressure: Supply Bottlenecks and Rising Costs
🌳Saudi Exports, Houthis, and the Bab el Mandeb Bottleneck 🌳Russia LNG Exports Set to Hit Record High Egypt’s Challenges: Typical of Every Developing Country 🌳Shipping Rates Are Up Again – Here’s Why King Coal: For How Long? 🌳EU Oil and Gas Pinch: The Never-Ending Crisis 🌳Cuba...
Middle East Jet Fuel Gap Nears Critical Threshold
Our coverage from last week on this approaching milestone for global aviation: The Middle East jet fuel air gap is about to reach the tap https://t.co/2s6NEPkGYA (via @theaircurrent)
Cold Storage Vacancy Hits 20‑Year High, Sparking Innovation Hunt
Cold storage vacancies have surged to a 20-year high of 6.9%. Smart cold chain leaders like @americold and Lineage Logistics will look for new sources of innovation, growth, and value creation. These could come in several forms, ranging from traditional...
Rubio Urges NATO Reassessment After Iran War Disappointment
Secretary of State Marco Rubio said the US may need to reassess its relationship with NATO after the #Iranwar is finished, calling the military alliance’s alleged lack of support during the Middle East conflict “very disappointing.” https://t.co/stc5XJGSss
Hormuz Closure Wipes Out Qatar’s Oil and Product Exports
We've lost a LOT of Gulf crude oil production capacity to shut-ins following the closure of the Strait of Hormuz But we've also lost refined products, condensates, and natural gas liquids Here's Qatar, which normally exports ~1.5 MMbpd of which only 1/3...
Canadian Committee Flags Forced Labour in Chinese EVs
Clash Over Forced Labour as Chinese EVs Coming Soon to Canada A tense exchange between Marg McCuaig-Johnston and Michael Ma at a House of Commons committee puts forced labour in China’s EV supply chains under the spotlight. #cdnpoli https://youtu.be/ayzXULB_Q4s
US Blocks Rare Earth Development, Forces Foreign Dependence
US rug pull on rare earth floors. They didn't even let US supply get built. Looks like the names are getting hit. I wonder where the US gov thinks supply with come from... Brazil? Rely...
LithiumIonic Secures $1,000 Spodumene Floor Deal
An exclamation point to this insightful color @D_Jimenez_Sch was @LithiumIonic signing spodumene offtakes with Yahua and Grand Chen Resouces on the heels of this Fastmarkets Shanghai conference last week: $1,000 price floor, no ceiling, no discount and $20M...
Scale with SAP Business One, Ditch Manual Entry
Stop the manual entry race. 🏎️ SAP Business One shifts you to agentic oversight, giving you the control to scale. Check the blog: https://t.co/YT5H1uDNYW #SAPBusinessOne #Manufacturing #ERP #SupplyChain #Wholesale $SAP https://t.co/rFoq85DRI4
Critical Trucking Regulator FMCSA Severely Underfunded
The FMCSA is the most important regulator in trucking. Its job is to monitor the 800k registered motor carriers that transverse the highways. The problem: it is critically underfunded
16% of EasyPost Slated for Auction Amid Merger
16% of EasyPost going up for auction on April 22 according to a LI post from Ben Emmrich of Tusk Logistics. EasyPost is part of Auctane which was acquired by Thoma Romo and now in process of combining it with...
Reopening Hormuz Won’t End Gulf’s Kill Zone
All the middle east, geopolitics and energy experts keep talking about reopening the Strait of Hormuz as if that solves the problem. It doesn’t. The Strait is just the front door. The entire Persian Gulf is now a kill zone. 1/2 https://t.co/ZHp06lZzYS
Dallas Fed Survey Comment Turns Unexpectedly Poetic
Someone in the comments to the Dallas Fed Manufacturing Survey decided to get poetic https://t.co/qJdrLZHg6f
Germany Warns EU Methane Rules Could Stall LNG Diversification
Germany warned the European Union’s rules to curb methane emissions from oil and gas imports risk impeding crucial LNG purchases just as the country seeks to diversify suppliers and cushion the Middle East war’s impact on energy prices https://t.co/qkRuwIBPvI
Iran War Triggers Global Energy Crisis and Price Shock
The Iran war is now a global energy crisis. With the Strait of Hormuz closed, Asia is scrambling for oil/LNG—driving price shocks and geopolitical shifts. I spoke with Abishur Prakash about what comes next. https://youtu.be/lyr9tnT_-yU #EnergyCrisis #IranWar #OilPrices #LNG
Intermodal Spot Rates Rise Amid Tight Trucking, China Container Surge
Intermodal spot rates are starting to respond to tight trucking conditions and surge of containers from China post-CNY https://t.co/16XPKA9srV
SIOP Aligns Teams for Faster, Connected Execution
Speed is an advantage only when execution is connected. SIOP creates the cross-functional cadence to align demand, supply, operations and finance - so teams can respond fast together. https://t.co/iZbHYTFJY6 #SIOP #SupplyChain #Manufacturing
