Navigating Inflation Amid Persistent Supply Chain Uncertainty
This growing supply chain uncertainty plus past few years of above-target inflation makes it increasingly hard to "look through" supply shocks. Here is one way to navigate this inflationary minefield: https://t.co/ihDcQmhv7a
From River‑Rail Junction to Global Logistics Hub
Chattanooga began as the city where the river met the railroad and it has become a global leader in logistics. Diesel runs through Chattanooga's freight founders.
Supply Chain Shift: How Far Upstream Does De‑Chinaing Reach?
Call it supply chain shifts or derisking. Moving retail and manufacturing supply away from China to other countries. Given the tiers of suppliers and size, how deep into the upstream supply chain does the change go?
Buy America Law Stalls Housing, Adds Costly Delays
"A Build America, Buy America law is causing construction delays amid the US housing crisis" 😮 https://t.co/atUt3wR6gr "The waiver process has caused construction delays and hundreds of thousands of dollars in extra costs as the country faces an affordable housing...
Freight Rates Surge 20% in Q1, Lock In Now
The freight market recovery is underway. @CHRobinson is forecasting a 20% year-over-year increase in spot market dry van rates for Q1, and a 12% increase for the full year. Shippers should lock in rates, deepen relationships with their 3PLs, and...
Iran War Creates Unprecedented Oil Shortage, No Spare Capacity
The Iran war has disrupted a greater share of oil supplies than any previous shock. And this time, there is virtually no spare capacity available to make up the gap. @wsj
Jeffrey Sachs Dismisses Trump's Iran War as Incompetent
'Incompetent Old Man': Jeffrey Sachs Shreds Trump's Iran War, Calls Him ... https://t.co/dbT4n9npIT via @YouTube
Stay Lean: Manage Extra Inventory Without Cash Traps
Holding more inventory? 📦 Extra stock is smart, but don't trap your cash. SAP Business One keeps you lean. Blog: [link] Schedule a meeting with me: https://t.co/ZsEwnG4p2n $SAP #SAPBusinessOne #Inventory #ERP https://t.co/sN516o506O
Procurement's Value Extends Beyond Pure Financial Metrics
“Focusing solely on financial measures belittles Procurement’s true value-add potential in any organization.” 🔗 https://t.co/52PhBYhUof #procurement #purchasing #supplychain https://t.co/M7y3jDsLwG
Freight Rates Surge 12% as Flatbed Capacity Tightens
CH Robinson, the largest freight broker, ups their rate forecast to +12% this year. They also mention the incredible strength of flatbed trucking. According to SONAR, nearly half of all flatbed loads are being rejected by carriers. Source: FreightCaviar https://t.co/zBb6ZV8OkV
Ukrainian Strikes Hit Two Major Russian Oil Ports
Add the very recent Ukrainian attacks on two major Russian oil ports to the mix.
Flatbed Trucking Signals Bullish Freight Market Surge
Despite the noise around the war, this is the most bullish setup we’ve had in the domestic freight market since COVID. The industrials are roaring back, as proven by the strength of flatbed trucking.
Hormuz Strait Events Differ From Administration's Claims
What’s really going on in the straight of Hormuz is NOT what the admin is saying
Kharg Island's Role in US‑Iran Oil Tactics
Can the US "take the oil" from Iran? Does Kharg Island matter? And what can the GCC do about developing bypass pipelines? I discuss with @BeckyCNN @CNN
Australia’s Fuel Crisis: Data Shows Massive Unpreparedness
Seven charts that reveal how unprepared Australia was for the fuel crisis | Australian economy | The Guardian https://t.co/KDhNheGNvo
Tanzania Tightens Borders to Halt Fuel Smuggling
"Tanzania is strengthening border controls to stop the smuggling of fuel to its fuel-strapped neighbors..." https://t.co/4B3f7ssGsi
Ships Aren't in Strait of Hormuz, Just Iranian Waters
If you want to visit the Strait of Hormuz, you have to go out further than the water off Bandar Abbas. They are not even in the Strait. These are ships anchored in Iranian waters.
Hormuz Vessel Traffic Plummets From 300s to 13
Straight of Hormuz Traffic over time. Vessel traffic dropped by Mid 300s in late Feb to 13 the last week. Just to give you a sense.... https://t.co/lVJpLM2VFe
China’s 90% Model: Blueprint for Global Market Domination
My new book, China's 90% Model, launched on 17th March. I want to share why I wrote it and why I believe leadership teams should read it together. For sixty years I have advised Fortune 500 CEOs and boards across the globe....
US Secures Rare Earth Processing Amid China Export Dominance
China. Rare earth exports. What about the deal the US made? And the processing of them?
Chinese ULCSs Navigate Hormuz, Hinting at Geopolitical Signal
Two Chinese ultra-large container vessels from COSCO successfully transited Hormuz today ... was that "tribute" to Washington too? Come on. https://t.co/HcXHI5iQsD
Five US Merchant Ships Stuck, Facing Threats in Gulf
🚨US SHIPS TRAPPED🚨 Reminder for @POTUS @SecWar @SecDuffy @CENTCOM @centcomcdr @US5thFleet @CMF_Bahrain @DOTMARAD @FMC_gov @MSCSealift that 5 US-flagged ships and the crews remain in the Persian Gulf after the @USNavy and @USCG pulled out their forces before the start of...
Dollar Gains, Yen Rises Amid Middle East Tensions
US Dollar's Advance Continues but Verbal Threats Lift the Yen: The Middle East war rages on. The Houthis have entered the fray and there is risk that it shuts the Bab El-Mandeb Strait. Aluminum and steel facilities have been reportedly...
Asian LNG Buyers Turn to Coal Amid Shipment Cuts
"With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the Middle East, are already burning more coal and reducing consumption." https://t.co/U74LIL7DHC "the entire concept of L.N.G. being a reliable fuel is undermined," 😔 https://t.co/mYeNrKdiYC
WTO Talks Collapse, Paving Way for Digital Service Tariffs
"WTO reform talks collapse over US-Brazil standoff" https://t.co/mWuUR2PKbn "The failure to extend the moratorium opened the door to countries to impose tariffs on digital services." https://t.co/uEGCJ2r00s
Renewable Intermittency Solved; Gas Supply Shocks Devastate Markets
Everyone keeps talking about intermittency. Let me show you two kinds. Wind and solar output varies hourly. It follows weather patterns that we can forecast days in advance. It has a well-understood distribution. We have storage, interconnection, demand response, and decades...
CSCL Vessels Exit Strait, Proceed to Gulf of Oman
The CSCL Indian Ocean and CSCL Arctic Ocean of @COSCOSHIPPING have exited the Strait through the Aya-TOLL-ah booth and are heading into the Gulf of Oman. They were turned around on 27 March but able to exit on 30 March. https://t.co/TzdI2Ra790
Mode 5 Services Drive Surge in Agricultural Exports
#tradeXpresso: new econometric evidence found that an increase in #Mode5Services increase agricultural exports: https://t.co/iXzkgkHHzs One day, multilateral trade rules could evolve to follow new business realities: https://t.co/oZ5tuJYjhk
Jet Fuel Prices Double, Asian Markets Hit Hard
JET FUEL prices have more than doubled since the onset of the war between the United States, Israel and Iran. Jet fuel swaps in Singapore are trading at more than $200 per barrel up from just over $90 before the...
Strait Closure Will Trigger Oil Price Spike, Curb Consumption
“The world still hasn’t grasped the severity of the situation…If the strait stays closed, the world will have to significantly reduce its oil and gas consumption – but not before prices spike to a level that forces consumers and businesses...
Europe Faces Imminent Jet Fuel Shortage, Airlines Warned
Also - a serious jet fuel shortage is less than a week away across multiple different markets, including at some major European airport hubs - who are informing airlines to prepare for a potential ‘no-fuel available here’ scenario
Asia May Shift to Coal, Accelerate Renewables, Cut Gas
“If you’re sitting in Asia, going through this again, it’s possible you change your strategy long term — rely more on coal for longer, build out your renewables faster and reduce your exposure to natural gas.” https://www.bloomberg.com/news/articles/2026-03-29/iran-war-s-gas-supply-shock-pushes-top-consumers-back-to-coal
Stolen Kit Kats Reveal Widespread Cargo Crime
It’s going to take a load of stolen Kit Kats for people to realize how pervasive and common cargo crime is.
Catch My Early CNBC Interview on Freight Outlook
I will be on CNBC at 5:15 AM ET today. Talking about the state of freight. Tune in!
GCC Seeks Alternatives as Hormuz Bottleneck Persists
Plenty of analysis of the Gulf's two bypass pipelines - but as Hormuz remains near-shut, what more can the GCC do to avoid the Strait and narrow? https://t.co/6EwDOmaObS @TheNationalNews
War‑Driven Oil Shortage Forces Demand Destruction
COLUMN: Five weeks into the Third Gulf War, the math of oil-barrel counting is intractable: The world is short of the black stuff. Enter demand destruction. @Opinion https://t.co/Y2DPUcHM8s
Al Taweelah Outage Threatens UAE Aluminium, Bauxite, Freight Markets
Al Taweelah smelter damage raises new risks for UAE aluminium supply, bauxite flows, and Gulf freight markets. https://www.metalnomist.com/2026/03/al-taweelah-smelter-damage-raises-new.html
Precision Robot Powers Next-Gen Smart Factories
High-Precision Industrial #Robot Built for the Future of Smart Factories by @XueJia24682 #SupplyChain #Automation #Logistics https://t.co/OBNMNwnl9U
Military Plans Overlook Political, Market Limits on Hormuz
Former CENTCOM commander says the US can & will open Hormuz I think he's taking the narrowest military view He ignores the force of politics, markets & insurers to limit Trump's options on time & risk. 👇 https://t.co/Fw6ibZ5qLW https://t.co/shLc2VcgAj
How WWI Shipping Turned the Tide Against Germany
With Freedom of the Seas at risk once again, earlier this year we had the hosts of the Not So Quiet on the Western Front podcast talk about WWI Shipping. What Went on With Shipping: The World War One Edition |...
Taiwan's Final Oil Shipment Sparks China Economic Gambit
Taiwan will be receiving its last shipment of Oil from the Strait of Hormuz in the next couple of days. Over under odds China will try to take advantage of their lack of fuel supply and Trump concentrating military power...
VinMotion Unveils Motion 2: Next‑gen Logistics Humanoid
Motion 2 Arrives: VinMotion’s Next-Gen Humanoid for Industrial #Logistics by @CyberRobooo #AI #Robotics #Engineering #Innovation #Technology https://t.co/1yMagg0Mmx
20 Massive Oil Tankers Set to Transit Strait of Hormuz
Relax, everyone in Asia. 20 "big boats of oil" are about to pass through SoH.
Belfast Grant Boosts UK Rare‑Earth Recycling and Supply Resilience
The Belfast magnet recycling grant supports UK rare earth processing and strengthens local supply chain resilience. https://www.metalnomist.com/2026/03/belfast-magnet-recycling-grant.html
Boxer Reaches Pearl Harbor, 3‑4 Weeks to Persian Gulf
The Boxer has made it part way across the Pacific. After refueling from USNS Patuxent, she is in Pearl Harbor to fuel some more and then head to Persian Gulf. She is still at least 3 to 4 weeks out.
India, Pakistan Seek Iran Ship Passage Deals; Trump Inflates Claim
India, Pakistan and a few other countries are labouring to seal bilateral diplomatic deals with Iran -- on a case-by-case basis -- to secure safe passage for some of their ships out of the Persian Gulf via the SoH. Trump is...
Naval Escorts Ensure Security, Not Just Photo Ops
Quick question? What is the purpose of a naval escort after exiting the Strait of Hormuz? I mean, beyond the photo op!
POTUS Shipping Alerts Lack Proof, Market Timing Suspicious
One should ask why is it every @potus announcement about shipping and the Strait of Hormuz coincide with the opening of the market. We have still seen no evidence of the 8 to 10 Pakistani tankers he reported last week that...
Iran's Resource Crisis Threatens Global Energy and Food Security
We are getting to that point of doom on Iran where X got to on Ukraine. Back then without gas and food we were going to be cholipping frozen, starved, dead Europeans of the streets. This time it's oil, gas,...
Strait of Hormuz Closure Becomes Looming Global Catastrophe
My job is to entertain you most of the time, occasionally quell sensationalist headlines, and so forth. You know, the normal stuff. But each day the Strait of Hormuz remains closed is a growing global catastrophe that people are sleepwalking into. That’s the...
