Strait of Hormuz Remains Closed, Trump Remains Uninformed
Looks like Strait of Hormuz is still closed https://t.co/iO1163dhmL Too bad Donald Trump can't find out about this.
Over 40% of Ships Haul Fossil Fuels, Run on Them
More than 40% of ships globally transport fossil fuels. Nearly all of them run on fossil fuels too. https://t.co/8Ma1on6zVW
Market Cheers Reopening of Already Open Strait
Given current mood, it's easy to imagine the market eagerly celebrating the reopening of the already opened Strait.
Reliability-Centered Maintenance: The Hidden Engine of Modern Industry
The Ghost in the Machine: Why Reliability-Centered Maintenance is the Soul of Modern Industry In 1978, Stanley Nowlan and Howard Heap submitted a report to the United States Department of Defence that would quietly revolutionise the industrial world. https://t.co/h6HtQxz70i
Strait Blockage Triggers Unprecedented Global Energy Supply Shock
And the greatest energy disruption must include derivatives, distillates., and other commodities not moving because of the Strait. The global E2E supply chain effect may go beyond points we have never seen.
President Upgrades Beitbridge Border, Showcasing Night Transformation
The Beitbridge Border Post is the BIGGEST & BUSIEST Land Border Post in SADC & beyond. President @edmnangagwa UPGRADED the Zimbabwean side of the Border Post & this is how it looks at night. ED2030 means MORE BEAUTIFUL infrastructure … CAB3 guarantees...
D1 Enables Fully Autonomous Campus Last‑Mile Delivery
D1 Is Already Solving Last-Mile Delivery with Fully #Autonomous Campus Runs by @XRoboHub #AI #Robotics #Engineering #Innovation #Technology https://t.co/KSsRZyefIM
Electric Heavy Trucks Overtake Diesel, Saving $170k Each
China just quietly killed the diesel heavy truck with brutal economics. 2025 data now in: >231,100 electric heavy trucks sold (+182% YoY) >Dec 2025 Market Share: 53.9% (EVs outsold diesel) >Fleet owners saving $170k per truck over a 10-year cycle https://t.co/rDj9yndSJa https://t.co/e8lEwbVuTg
Malaysia's Fuel Crisis: Import Reliance Contradicts Official Optimism
The Prime Minister of Malaysia says 85% of Malaysians aren’t affected by the fuel crisis. The MOF says Malaysia consumes 700,000 barrels a day and produces 350,000. It imports the rest — and nearly 40% of those imports travel through...
Athens Handles 500 Sunday Arrivals with Two Officers
The great thing about Athens is that they have 2 customs officers working to process 500 arrivals on a Sunday morning https://t.co/JWeY7qLVt6
Houthis Vow Strait Blockade over Trump's Peace Obstruction
JUST IN: Yemen's Houthis threaten to block the Bab al-Mandeb Strait, a key trade route, if US President Donald Trump keeps impeding peace efforts.
Materion Boosts Clad Strip Production on Defense, Semiconductor Demand
Materion is ramping up clad strip production in 1Q26 as defense and semiconductor demand supports broader growth. https://www.metalnomist.com/2026/04/materion-clad-strip-ramp-up-signals.html
Beware AI Hype in Supply Chains—Read the Facts
Overstating AI use in the supply chain is a serious problem. 😱 😱 😵💫 😵 I strongly suggest everyone must read - AI Snake Oil: What Artificial Intelligence Can Do, What It Can’t, and How to Tell the Difference 👉 https://t.co/kyiw2cNsX3 https://t.co/Edb3y0sDqr
Iran Threatens to Target Oil Exports or U.S. Blockade
Iran could respond by destroying oil export infrastructure says @KellyAlspals Or it could just destroy the U.S. blockade
Finland Invests €65M to Boost Europe's Raw Material Security
Finland invested €65mn in the Sokli phosphate and rare earth project to strengthen Europe’s raw materials security. https://www.metalnomist.com/2026/04/finland-sokli-phosphate-project-gains.html
Strait Disruption Could Drop 2026 Oil Demand Below IEA Forecast
The @IEA projects that the world would use ~104 million barrels per day in 2026. With the disruption in the disruption in the Strait we are already predicted to go down to an average of 100mbpd for 2026-- maybe lower.🧵
Most Vessels Flee as IRGC Strikes Strait of Hormuz
Escape From the Strait of Hormuz...Sort of! 1⃣Is the Strait Open or Closed 2⃣IRGC attack on Three Ships 3⃣Dark Fleet Ships Escape 4⃣Most Ships Turn Around 5⃣Cruise Ships Escape Video: https://t.co/tM3JKh7uJy https://t.co/NJJ0vQlmfi
Chinese Exporters Overstate US Exports by $112 B, Boosting Fraud
11% of US trade has turned fraudulent since Liberation day created massive incentive to cheat on your tariffs. Chinese exporters declare the value of their US exports to the Chinese government $112B higher than the value of the same goods as...
Reporter Mislabels Oman Coast as Strait of Hormuz
"We took a boat into the Strait of Hormuz. Here's what we saw." The area this reporter is seeing and reporting on is not the Strait of Hormuz but off Kasbah, Oman. This is the very southern side of the Strait and...
Iran Retains Enough Drones, Missiles to Threaten Hormuz Shipping
NYT: “Iran still has about 40 percent of its arsenal of attack drones and upward of 60 percent of its missile launchers — more than enough to hold shipping in the Strait of Hormuz hostage in the future.” https://t.co/o1CminSZqF
Rust Belt Shifts From Freight Receiver to Producer
The most remarkable pattern is showing up in our high frequency freight data for the first time since we launched in 2018. The center of the country: the rust belt and and the industrial heartland is no longer just recipients of...
Amazon's Next-Gen Delivery Drones Soar over Kansas City
Skies of Kansas City Witness Amazon’s Next-Gen Delivery #Drones in Action via @ZappyZappy7 #Innovation #FutureTech #Tech #SupplyChain https://t.co/gez4kvOm1y
Iran’s Guards Reopen Hormuz Strait, Signaling War
As the Revolutionary Guards close the Strait *again*, call it what it is: the War of Hormuz https://t.co/9AxxrTbfMK @agbinews
Freight Data Signals Unprecedented Manufacturing Surge Ahead of Official Stats
We've been flagging a surge of activity in the freight modes connected to heavy industry and manufacturing - flatbed & rail for the past few months. Supply chains are upstream to consumption and freight data tends to signal activity first,...
Condemning Nukes While Promising 500M Sales
He’s like if Oppenheimer went around weeping about how terrible nuclear weapons are for humanity while also running a company promising to ship 500 million nuclear bombs to customers across the globe by 2030
Indian Vessels Hit as Iran Shuts Hormuz, Modi’s Diplomacy Questioned
🇮🇳They told us Prime Minister Modi cut a deal and his diplomacy was paying off. Now Indian ships are being attacked. What’s going on? Two Indian Ships Are Fired On As Iran Says the Strait of Hormuz is Closed
Manufacturing Rebound Driven by Imports, Not Tariffs
There's a stealth manufacturing recovery underway, evident in output, not jobs. Don't credit tariffs; the strongest growth is in sectors with little tariff protection, and strong imports: AI-related computers, electronics, etc; and aerospace. https://t.co/jqdZIRreAO
Factory Output Rises While Jobs Keep Falling
JUST IN: Factory output is surging and could accelerate, even as jobs decline steadily, driven by strong demand.
India's Cabotage Reversal Threatens Sri Lanka Transshipment Role
Serious question: But isn't India reversing the 2018 cabotage reform? Where does that leave Sri Lanka and India in the transshipment picture?
Wholesale Diesel $2 Cheaper—Truck Stops Won’t Pass Savings
The spread of retail to wholesale fuel is almost $2.00 a gallon. This is the second-highest spread we have ever measured. What this means: Large carriers buy their fuel on wholesale rack arrangements and pay a floating index price (OPIS)....
Land Routes in Eurasia Still Economically Unviable
Worked on Eurasian connectivity pretty extensively in the 2000s ... not new and land transport is a good idea, especially if you are sitting in the heart of Eurasia, since it helps break you out of the perverse economic effects...
Trucking Spot Rates Surpass 2022 Levels, No Cooling Ahead
Trucking spot rates are now above 2022 comps with no sign of cooling. Note: Diesel was higher in April 2022. https://t.co/vFlXIvLMnY
Flatbed Demand Soars, yet over Half of Loads Rejected
Flatbed is "industrial trucking" and the vibes are very strong. Flatbed rejections are above 54% - more than half of all flatbed truckloads are being rejected. The flatbed industry is enjoying strong tailwinds from data centers, power plants, transmission lines,...
Iran Shifts Tactics: Stock Manipulation Over Oil, Gunboats Attack
Can Iranians be pumping and dumping stocks instead of oil? Iranian gunboats fire on tanker after Strait of Hormuz closed again.
Iran's New Maritime Regime Undermines “Open Hormuz” Claim
Hormuz is anything but “open”, like I said yesterday during market hours. Fresh Attacks Shatter ‘Open Hormuz’ Narrative as Iran Pushes New Maritime Regime https://t.co/7PMz5tYFgd
US Growth Rides on Fragile TSMC Dependence
With robust resilient global supply chains, American growth has seen record gains, including with 90 percent dependence on TSMC for advanced node production. No one explains how much manufacturing will strengthen the economy and at what cost, economics matter....
Great Food Fuels a Wave of LCAC Deliveries
For a month we ran exercises off a 1000’ ship anchored near Camp Pendleton. The Marines descended on our galley like a pack of starving rats. And like rats, they went back and told all their friends how good the food...
Kosol Energie Airlifts Solar Cells to Prevent Project Delays
Kosol Energie airlifts solar cells to avoid delays #energysky -- via pv magazine global: https://t.co/VEeqPtmnuh
Intel's Packaging Wins Set Stage for Wafer Deals
Intel has made great strides. I was one of the only analysts that gave them a shot when the company had been written off for dead by most. They’re definitively getting advanced packaging from big XPU players. I called this...
Tariffs Fully Passed to Consumers, Labor Gains Negligible
Another Fed paper finds Americans paid almost all Trump's 2025 tariffs ("pass-through of realized tariffs into import prices was close to one hundred percent"), AND that local labor market effects were "economically negligible." All pain, no gain. https://t.co/FIgzz7XDAC https://t.co/SeRAnQAdLP
Iran's Hormuz Control Threatens Global Energy Security
Security of Global Energy System Hinges on Iran If Iran asserts sovereignty over the Strait of Hormuz, the dominoes begin to fall as other supply chokepoints are contested. PS - This morning, Iran resumed control of tanker traffic in the Strait #iranwar https://markhamhislop.substack.com/p/security-of-global-energy-system
Direct Shipping Partners Decline, Prompting Fluid Supply Chains
This may be mapping the past. As global mistrust moves to trade supply chain fragmentation. Is a new, fluid supply chain needed?
Trust Deficit Drives Fragmented, Fluid Global Supply Chains
World order and trade. What are they when trust is lacking? When countries look at their needs against that backdrop? Risk not resilience will be key. Fragmentation. Supply chains must have manageable, dynamic fluidity. 2nd and 3rd orders will be...
33 Saudi Crude Tankers en Route From West to Asia
In addition, there are currently 33 oil tankers at sea — mostly VLCCs — carrying Saudi crude from Western ports to Asian countries.
Doubt Alone Can Block a Strait, No Mines Needed
My best source inside the administration, a former Naval Reserve officer, keeps insisting it’s real. Other sources are mixed. Make of that what you will. The truth is you don’t need actual mines to close a strait. You just need enough...
Iranian Navy Closes Strait, Reports Gunfire Amid Peace Talks
Iran's Navy Tells Ships Strait of Hormuz Shut Again, Two Vessels Report Gunfire. Will there be a negotiated peace? https://t.co/SmiW8IKxcq
Veteran Trucker Laments New Drivers' CB Radio Crude Jokes
Some things never change During this 1980s interview, a 42 year veteran trucker is asked about his career on the road and the VERY first thing he does is complain about new drivers 😭 Says too many drivers are saying dirty...
Air Canada Halts JFK Service for Five Months
Gosh, I wonder who we can blame for this Air Canada will suspend flights to JFK for nearly 5 months as jet fuel costs soar https://apnews.com/article/air-canada-jfk-fuel-iran-b44f4994f2af268cf6929c5f0f52080f?utm_source=copy&utm_medium=share
Record Number of Strait of Hormuz Ship Attacks
Most attacks on ships in the Strait of Hormuz since the early days of the war.
Massive Ship Breakouts Signal Rising Tension in Hormuz
🚨STRAIT OF HORMUZ🚨 Lots of action on 17-18 Apr 1️⃣Cruiseship Celestyal Discovery Breaks Out 2️⃣Large formation of ships head to Strait to depart the Gulf but Divert 3️⃣Wave of tankers breakout 4️⃣Cargo Ships follow but they are turned around; possibly fired upon 5️⃣Cruiseships breakout via southern...