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...
Iran Closing Hormuz: The Bigger Conspiracy Theory
⭕️Again, if you think what I’m saying is a conspiracy theory, then consider this: ♦️Believing that Iran closed the Strait of Hormuz is the far bigger conspiracy theory. ♦️Think about it. ♦️How on earth could Iran — after weeks of...
Helium Shortage Threatens AI Chip Production and Markets
Helium is a key supply for making semiconductor chips. We just blew up 30% of the world supply. No helium means no AI chips. No AI chips means no AI data centers. Supply shock will be felt in the markets🩸
Hormuz Closure’s Oil “Air Pocket” Hits Regions Sequentially
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in...
Tiny Efficiency Gains Could Offset 25bn Gallons of Diesel
Great post illustrating the opposite of its actual point: big rigs use 25bn gallons of diesel each year, so we could offset this wasteful activity by making them 0.0007% more efficient. Or 0.0014% more efficient if you count the return...
US Clears Russian Oil for Cuba After Embassy Fuel Deal
Yes, US does PLAN to allow Cuba to receive this approaching Russian oil tanker. But it comes AFTER Cuban regime allowed for import of fuel for the US embassy, sources tell me. Important (until now unreported) action showing Havana playing ball, a...
Putin Thrives as U.S. Pivots Away From Russia’s Sanctions.
a surprisingly good month for putin. russia making bank on oil, gas. fertilizer. us sanctions suspended. us weapons now prioritized for iran war. russia supporting iran without consequence. and a russian tanker with oil now allowed through to cuba by...
Glomar and Cobalt Blue to Build US Deep‑sea Mineral Refinery
March 30 (Reuters) - Deep-sea mining firm Glomar Minerals and Australia's Cobalt Blue Holdings said on Monday they plan to build a U.S. refinery to process critical minerals extracted from the bottom of the Pacific Ocean within three years.
Iran's Hormuz Toll Threatens US‑Israel War Strategy
A Hormuz toll run by Iran. Think of the logistics costs and impact. It could be considered a war failure by the US and Israel.
Fertilizer Prices Surge 52%, Threatening Food Inflation
Fertilizer prices have moved up to their highest levels since September 2022, rising 52% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months. https://t.co/KYmqkbca60
Chinese Tech in Canadian Fisheries Raises Spy Concerns
And there is goes… all of Our North American seafood. What could possibly go wrong bringing Chinese technology and equipment into Canada? How much do you want to bet the CCP gives them free fish finding equipment that also sends submarine charts...
Trump's Volatile Tariffs Cripple U.S. Industrial Competitiveness
The problem was that Trump put the big tariffs on the upstream inputs that would’ve helped America industry be competitive. With those high tariffs it makes American industry less competitive with imports from the other industrial powers like China Korea,...
Seven Ships Exit, Four Enter Strait of Hormuz—Record Traffic
7 ships are estimated to have sailed out of the Strait of Hormuz on Saturday - 1 Oil tanker - 2 LNG tankers - 4 bulk carriers 4 ships are estimated to have sailed into the Strait of Hormuz on Saturday ... this...
Avoid Setup Time Mistakes to Boost Efficiency
⏳ Are these setup time mistakes slowing you down? Learn how to streamline processes and maximize efficiency. #Manufacturing #SetupTime #FactoryEfficiency #ProcessImprovement #LeanManufacturing #ManufacturingEfficiency #MachineShop #Machining https://t.co/W0QXV3zd7e
Houthis Threaten Bab El-Mandeb Closure, Endangering Global Food Supply
Yemeni Houthis has entered the Iran War, they are now considering closing Bab El Mandeb Strait. It is estimated that 12% of the world's trade passes through here. The FAO chief economist has already warned of potential global risks to...
Iran War Undermines Canada's 500% LNG Expansion Goal
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
Closing Hormuz: Strategic Disruption, Not Just Conflict
They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation — it’s disruption: energy flows, shipping routes, and the systems that rely on them. That changes the...
McKinsey Lagging as Trade Wars Trigger Supply Chain Fragmentation
Is McKinsey slow to react to what has and is happening? Global trade war. Iran war and the Strait of Hormuz. A continuation of trade supply chain disruption that may be moving to fragmentation and even devolution.
Hormuz Shutdown Creates Unprecedented Oil Supply Shock
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
New Crisis Mirrors Suez, Yet Isn't
Here’s a suez redux. But it’s not suez, any more than it’s Vietnam or Iraq.
Bridge Denies Shipping Trucks to Venezuela‑Linked ISP
Did @stripe-owned @Stablecoin platform Bridge ship 12 Mitsubishi trucks to an ISP, Thundernet C.A., with links to the Venezuelan government? Shipping records say it did, the company denies it, and the reality is too complicated for a tweet. Full story in Fintech...
Iran's Own Strikes Leave Shipwreck on Its Coast
Poor Iran now has to deal with a wrecked ship on their coast due to their own attacks.
Modern Conflict Mirrors WWII Lend-Lease: Oil Still Flows
The US-Israel-Iran War is reminding me of WW2 where ships loaded in Seattle with Lend-Lease material sailed past Japan and landed in Vladivostok to support the Soviets in their fight against Nazis. Right now, the US and Israel are bombing...
UK's Security Pivot Raises Trade Questions, Trump Watch
UK move away from US for security. Would this also affect trade? What would Trump do?
Supply Chain Teams Mirror Chess: Each Piece Plays Its Part
“Your Supply Chain Team, Explained in Chess ♟️” ♔ King (CEO / Business Head) Moves slow, but if he falls… game over. ♕ Queen (Supply Chain Director) The real MVP — planning, firefighting, strategy, all at once. ♖ Rooks (Logistics & Warehousing) Strong, reliable, keep things...
Rising Diesel Prices Signal Delayed Inflation Surge
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
US Food and Energy Self‑sufficiency Is an Illusion
US is "self-sufficient in food & energy"... ...but US food & energy supply chains are now HIGHLY centralized, fragile, & long (& usually stretch back to China.) "US is self-sufficient in food & energy" is like the man who drowned in a...
Prioritize Real Effectiveness Over Trendy Procurement Buzzwords
“It’s easy to be swept up by the latest buzzwords & slavishly follow ‘best practices’ that claim to transform ur #procurement capability overnight—but they never stand the test of time. Focus on enhancing effectiveness instead.” https://t.co/AwR3NnZV7e #purchasing #supplychain https://t.co/NnBMchjnvy
Ground Forces Needed as Trump’s Air Plan Fails
trump can’t reopen the strait of hormuz with an air campaign. and the iranians aren’t going to accept that outcome willingly. ground troops are coming.
Expensive Plan to Save Steel Plant Sparks Local Outrage
"A costly plan will keep a steel plant in JD Vance’s hometown running. Locals are aghast: ‘It’s horrible’" 🤔 https://t.co/bfrGuaDpW6 https://t.co/pBxxBmFbKI
Iran‑approved Ships Still Avoid Hormuz Despite Clearance
Even ships Iran says are “safe” won’t risk Hormuz. 2 Chinese ships turned back despite permission Permission isn’t safety. Risk still rules Hormuz. #Hormuz #Oil #Shipping #EnergyCrisis https://t.co/yEI8Ew9SQw
Helium Shortage Threatens Chip Production, 40% offlineHelium Shortage Threatens Chip Production, 40% Offline
40% of global helium is offline It's critical for computer chips and there's only a few weeks of inventory https://t.co/NrxRXjRzCl
Australia's LNG Outage Slashes Exports, Leaves Market Bufferless
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
Economic Weakness Erodes U.S. Military Superiority
Bit of a deep dive with a handsome economist (me) on how America's economic vulnerability undermines its military advantage. https://t.co/WZQ5ou95bM
Truckloads Surge as LTL Consolidates in Freight Recovery
The Cass Shipment index is an important barometer of freight activity, but there are some important nuances. The freight market had been in one of the biggest recessions in history. But in late November, we saw a surge of activity that has...
Toyota Shifts to Solid‑State EVs Amid Execution Risks
EV acceleration forces Toyota to pivot to solid‑state batteries, modular platforms and scaled production; execution risk and Chinese cost pressure persist. Trade: buy TYO on pullbacks. Outlook: margins should narrow. ⚡ — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
Chicago Stays Among Nation’s Tightest Housing Markets
Chicago was one of the first markets to tighten. Despite tightness spreading to other major markets, Chicago remains one of the tightest markets in the country. https://t.co/mLkRlRBTH3
Atlanta's Capacity Tightens Sharply, Rejection Rate Hits 13.6%
When capacity first started to tighten, Atlanta stayed out of the rally. In recent weeks, Atlanta has started to sharply tighten. Rejections at 13.62% https://t.co/3hELRXDncJ
Blockchain Unifies Fragmented Supply Data, Cutting Verification Delays
Supply chain data breaks when records stay fragmented across actors, slowing verification and raising dispute costs. Blockchain ledgers align events and lock records since traceability makes each handoff verifiable and audits shorten. Microblog by @antgrasso https://t.co/y5qSY2C5vb
Trump’s Iran Strategy Fuels U.S. Semiconductor Advantage
Trumps hidden win in Iran war How US could gain in semiconductors race https://t.co/YD7keFvYid via @business_today
Nestlé Reports 413,793 KitKat Bars Vanished, Truck Missing
"Nestlé says roughly 413,793 [KitKat] bars went missing after leaving a production facility in central Italy, with the truck still not found" https://t.co/rFkTvqrolc
Oil Shipments Surge Across Gulf Despite US‑Iran War
PHOTO(S) OF THE DAY: Oil loadings across the Arabian Sea, Persian Gulf, and Red Sea during the US-Iran war. From top left clockwise: Fujairah single point mooring (March 28); Kharg island (March 27); Yanbu (March 24); and Al Muajjiz (March...
