Tariff Rhetoric vs Reality: American Seat Cushions Suffer
As Soumaya and I researched our book, companies kept describing a disconnect between what the President said about tariffs and their everyday reality. I visited Fall River, Massachusetts to see exactly how made-in-America seat cushions were being caught up in Trump's tariffs... https://t.co/RwWQcWXqYN
Closed Strait Triggers Global Supply Shortages and Food Price Surge
The economic impact of a closed Strait increases. Time delay. Supply shortages. Prices. Helium? Sulfur? Fertilizer—as planting season begins? Then it will be food scarcity and prices. More.
Jobs Lag Demand; Firms Prioritize Automation Before Hiring
Jobs are much slower to come online than demand - it’s a lagging indicator. Supply chains move first. Jobs will increase once the suppliers have confidence in a sustained recovery. Manufacturing has been obliterated for so long that employers are slow...
Founders Trade Meetings for Profit‑driving Supplier Calls
Everyone at 10am: In a pointless meeting that could have been an email. Ecom founders at 10am: On a call with a supplier in China negotiating a 15% cost reduction. Different leverage. Different outcomes.
Flatbed Rejections Hit Record 56% Amid Tight Capacity
Flatbed rejections hit the highest levels ever recorded at 56%. As the industrials strengthen, demand for flatbed capacity is going to increase. Unfortunately, the flatbed industry has zero slack. https://t.co/Sc233rJkrV
Trump Admin Starts Returning $166 B in Revoked Tariffs
Today the Trump administration finally begins returning more than $166 billion (plus interest) collected from the tariffs the President imposed starting last year. The Supreme Court struck down those tariffs two months ago. by @TonyRomm & @AnaSwanson https://t.co/wpfqjsFTU5
Supply Chain Tech Success Requires Strategy, ROI, and Discipline
Implementing new supply chain technology isn’t just about tools—it’s about strategy, finance, and execution discipline. Here are the core lessons every supply chain leader should master: 🔹 Build a Strong Business Case Executives don’t approve software—they approve financial impact. Clearly calculate ROI and communicate...
Germany Shifts From Cars to Cannons Amid Export Slump
As its export model breaks down, Germany is pivoting from cars to cannons—and trying to turn industrial decline into a defense boom. by @bopanc https://t.co/jzaiTwR7LC
AI Delivers Unprecedented Accuracy in Demand Forecasting
Supply chain managers long for accurate demand forecasts. AI is making quantum leaps in this area, processing vast internal & external data for predictions beyond human capability. #AISupplyChain #DemandForecasting https://t.co/Fx6oi6tyJx
EU to Streamline Jet Fuel Distribution and Seek Alternatives
The EU will propose measures to “optimize” jet fuel distribution among member states and help source alternative supplies https://t.co/C1WA5BwZUZ
Suzuki Debuts First Indian Electric SUV Amid Supply Constraints
Suzuki launched its first electric SUV in India, highlighting both EV ambition and supply chain constraints. https://www.metalnomist.com/2026/04/suzuki-e-vitara-electric-suv-launch.html
AI Optimizes Global Logistics, Transforming Transport Routes
AI is revolutionizing transportation and route management. For global logistics by sea or air, AI optimizes asset use and the entire supply chain, making movements more efficient. #Logistics #AI #SupplyChain https://t.co/vdWxwigCip
S&P Hits Record as Oil Plunges Amid Iran Tensions
The S&P just hit a RECORD HIGH. Oil crashed 13% in a week. Iran says the Strait is "completely open." Hapag-Lloyd and Maersk won't send ships through. The ceasefire expires TUESDAY. And the Navy just put 5-inch gun rounds into...
Unverified Hormuz Crossing: UAE Oil Tanker Likely Loaded Elsewhere
A Suezmax tanker loaded with 1 mb of UAE oil is heading to Korea. Korean media & others say it crossed the Hormuz Strait — but there's NO evidence-- yet. It probably loaded at Fujairah or through STS transfer. Map...
Doubting a Quick Reopening of the Strait of Hormuz
Is it time to abandon hope the Strait of Hormuz will open soon? https://t.co/5BRLiEg2Tm @ClydeCommods
Taiwan Fights Chip Boom to Protect Undervalued Currency
Taiwan's willingness to do absolutely anything and everything to keep the chip boom from putting pressure on the wildly undervalued Taiwan dollar is unw=matched ... 1/ https://t.co/yVjNKHd7ci
US Ops Off South America, Boats Go Unchecked
Meanwhile, let's not forget that the US is conducting these operations off South America. Still not clear, why these boats are not being stopped and inspected.
China Pushes Tighter Solar Capacity Controls Amid Overproduction
Chinese authorities have called for “every effort” to strengthen capacity controls in the solar industry, as the sector continues to struggle with excess production https://t.co/WOvHTDwkMV
Iran Demands Payment for Hormuz Security, Echoes Trump Tactics
“Hormuz security isn’t free,” Iran says. I'd say "Hormuz security doesn't exist" But if Iran can extort some cash from tanker companies, so much the better Sounds like a Trump industry https://t.co/dY0KSweqYJ
US Trade Rep Greer Arrives in Mexico for USMCA Review
US Trade Representative Jamieson Greer has landed in Mexico City for meetings tomorrow related to the USMCA review. He was received at the airport by Economy Minister @m_ebrard and undersecretary @LuisRosendo_ (Video from Mexico's economy ministry) https://t.co/iweEQKUuJO
Peace Timeline Uncertain, Supply Chains Face Global Disruption
If this happened, the best questions may be: Will there be peace? If so, when? And the E2E impacted supply chains for all the commodities and products that are directly and indirectly affected?
Featured on ABC News Discussing Strait of Hormuz
My appearance on Australia's @abcnews on the Strait of Hormuz. @campbelledu making it down under. https://t.co/fJ834eq62U
Three LNG Shipments Stalled, Pakistan Faces Heat‑driven Blackouts
There are at least *three LNG shipments* stuck in the Persian Gulf that are supposed to go to Pakistan, according to ship-tracking data 🇵🇰🚢 Pakistan hasn't received an LNG shipment in over a month due to the Hormuz closure. That risks...
Fertilizer Costs Surge 53%, Threatening Food Inflation
Fertilizer prices have moved up to their highest levels since May 2022, rising 53% 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. Video: https://t.co/XaN1isYjSt
Hormuz Traffic Normalization Odds Plunge to 23%
According to Polymarket, the probability that Strait of Hormuz traffic will return to normal by the end of April is FALLING LIKE A STONE. It is now 23%. TRUMP = A PRESIDENT OF FOREVER WARS. https://t.co/nt979qNG1g
China’s Oil Stockpile Fuels Profit Amid Global Price Surge
In speaking with oil traders (and checking the data) it is clear that China went on a buyer's strike due to the ongoing high crude and LNG prices. Which means that Beijing loaded up its storage with low oil prices...
US Fires on Iranian Vessel Breaking Blockade
US Opens Fire, Disables & Seizes an Iranian Ship Attempting to Break the Blockade | 19 April 2026 https://t.co/nM6dHkHTfb
CAPE Refunds Illegal Tariffs; 56k Importers Register
Monday, April 20, 8 am ET US program (CAPE) to refund the now-recognized as illegal tariffs will begin. Some 56k companies--importers of record--have reportedly registered. The largest importers (e.g., #WMT, #COST, #TGT, #AAPL,#AMZN, and #FDX) (1/4)
Hormuz Tensions Lock Gas Prices Through 2027
Strait of Hormuz uncertainty isn't just pushing up today's gas prices — it's lifting futures through 2027 and beyond. The energy secretary's optimism may already be outdated. Until we get resolution, expensive gas isn't going anywhere soon. https://t.co/NZ4lVvoG5p
WrestleMania Meets Corporate Drama: LinkedIn Debates CBS Report
WrestleMania may be on ESPN, but the arguments are starting to rage on LinkedIn over CBS report on CH Robinson https://t.co/LVxpTnbt2t
Prabowo Praises Putin for Oil Aid Amid Iran War
My take on Indonesian President Prabowo’s statement on Putin: @MarioNawfal: “According to Prabowo, Putin is playing a positive role in the Iranian war affair because he is supplying countries like Indonesia with oil and gas." https://t.co/wGOTQHe1fg
Oil Spikes 6.5% Amid Iran‑U.S. Ship Attacks
Oil prices jump 6.5% after Iran and U.S. attack ships as tensions escalate over Strait of Hormuz: https://t.co/aZcReIm6Eb
Iran's Hormuz Takeover Spikes Oil Risk, Boosts Gold Demand
🇮🇷 Iran Intel Brief | Pre-Asia ─────── Iran seizes control of the Strait of Hormuz, disrupting global oil shipments and elevating energy market risks. US Navy intercepts and disables Iranian cargo ship Touska, prompting Tehran to vow retaliation that could spike oil prices. Iran...
Strait Closure Triggers Supply Shortages and Price Spikes
For the first time, the Strait is completely closed. Nothing moving does not help the related supply shortages. And their prices.
US Warship Fires on Blockade Violator Before Boarding
The statement from @CENTCOM is very enlightening. Instead of conducting a boarding, USS Spruance warned Touska for 6 hours it was in violation of the blockade. It is not clear if the ship was suppose to divert or stop to be...
China's 11 M Bpd Crude Imports Dominated by Gulf
11 million barrels a day and most of it from the Gulf… Source: Visual Capitalist http://visualcapitalist.com/chinas-crude-oil-imports-by-country/
US Destroyer Boards Iranian Vessel, Imposes Sanctions
Announcement from @POTUS that @US5thFleet destroyer USS Spruance has fired upon and boarded the Iranian containership Touska in the Gulf of Oman. The ship was enroute from Port Klang, Malaysia. Previous, the ship loaded in Shanghai and Macau, China. The...
China’s Massive Cargo Drones Outpace U.S. and EU
While the U.S. and Europe debate regulations and run subscale demos, China is already flying serious tonnage: CY-8 (3,500 kg / 3,000+ km), HH-200 (1,500 kg / 2,360 km on 500 m runways), W5000 (5 t target). These aren’t toys......
Humanoid Robots Will First Thrive in Business, Not Homes
Why most in robotics in San Francisco tell me it will be years before we will be able to really trust a humanoid to work in our homes without supervision safely. The average is about five years. I say three....
Custom Dump Trucks Double Capacity for Shallow Bauxite Mines
Easily one of the most unique trucks I've seen over the years. Rio Tinto runs these custom bottom dump bodies to haul over twice what a standard 777 is rated for. The reason? Bauxite is shallow, so the mine grows outward over...
Debunking the Case for Tariffs and Exposing Corruption
Pleased to see the WSJ publish my & @AlfredCObregon's letter responding to a(nother) weak op-ed trying to make "The Case for Tariffs". (We hit on more than corruption, but that's what they chose for the title.) Read it all here: https://t.co/BAIWkel6oT...
Lean Principles From Ohno's TPS Transform Any Production
📘 Refuel your knowledge: My favorite leadership read this week. 📚 Add this to your list: Toyota Production System (1988) by Taiichi Ohno 💡 Ohno's book explains how Lean principles can improve any production endeavor. Helpful resource: 🔗 https://t.co/uVgxW4LNd1 https://t.co/CbkuapaexX
China Vows to Weaponize Oil Embargo Against US
American strategists: “We are going to cut off China’s oil, thereby wrecking China.” China’s response? Geopolitical/oil politics version of Good Will Hunting: “Give us the wrench…because f*ck them. That’s why.”
AI Data Centers, Defense, and Energy Fuel Industrial Renaissance
Our market experts have looked at the freight data to determine what is creating the industrial renassaince: - Construction of AI data centers - Defense - Power plant & transmission expansion - Petrochemicals - Heavy duty trucks and equipment - Steel and Aluminum...
Hormuz Disruption Could Push Oil Above $130, Trigger Demand Collapse
MS: Tail Risks Would Drive Oil Into Demand Destruction Territory A prolonged disruption of shipping through the Strait of Hormuz would require oil prices to rise into demand destruction territory, historically above of $130 Distribution of Inflation-Adjusted Oil Prices https://t.co/Hw1dB85crz
Strait of Hormuz Threat Peaks Amid Blockade Duel
The latest JMIC Strait of Hormuz Advisory is out. Threat level between 🔴 Critical and 🟡 Moderate across the region, but bordering on 💩 OH CRAP for the Strait. 33 incidents with shipping since March 1. Iran and the US still dueling blockades. 19...
Iran Threatens to Cut Gulf Energy Cables over US Pressure
🚨 IRAN AGAINST WORLD 🚨 Iran has threatened to sever the Gulf countries submarine energy cables in response to the US’s ongoing threats. Iran has stated that no negotiating team is being sent to Pakistan yet due to the US blockade, despite...
Burger Prices Surge, Imports Rise, Exports Fall.
"Burgers approach luxury territory as beef prices remain high" https://t.co/kxMtibg3NB "Imports are rising to fill the gap, while exports are falling as domestic supply tightens." https://t.co/U23joP278Z
Drone‑delivered Cakes Now Available in Shenzhen Parks
Hungry in the park in Shenzhen? No worries - just order a drone delivery and wait for your cakes to come. https://t.co/f5uV4MF5MA
Iran's Conditional Strait Reopening Fails to End US Blockade
Iran hoped its announcement that its reopening the Strait would cause the US to lift its blockade. That didn't happen because Iran's reopening wasn't unconditional. There'll be lots of this back and forth, but that's just negotiation. The war is...