LNG Shortfall Threatens Global Gas‑Fired Power Generation
Gas-fired generation will be squeezed by LNG shortfall Global gas-fired electricity generation is likely to be among the hardest hit sectors following the closure of the Strait of Hormuz and the loss of production as a result of damage to two liquefaction trains in Qatar. Generators tend to be more sensitive to a rise in gas prices than industrial gas users or commercial and residential customers because there are more substitutes for gas in power production. Government-administered rationing systems also tend to reduce the allocation of gas to generators first to protect allocations to industry, businesses and households for the same reason. But the impact around the world is likely to be highly uneven depending on the availability of alternative generating capacity, dependence on Gulf imports, procurement via long-term contracts or the spot market, and ability to pay ...
UK Cuts Gas Imports Despite Energy Security Risks
Latest instalment in the “Miliband is a moron” series Britain’s gas imports to be cut despite energy security threat https://t.co/EsJkZMM8LL
New Oklahoma Aluminum Smelter Set to Revamp U.S. Supply
Century and EGA plan a major Oklahoma aluminum smelter that could transform US primary metal supply. https://www.metalnomist.com/2026/03/century-ega-oklahoma-aluminum-plant.html
Cholera Aid for Africa Delayed by Dubai Hold, War Fallout
Emergency medical cholera supplies destined for Africa are STUCK in Dubai warehouses. US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE. https://t.co/obM6ZY0tKC
US Funding Accelerates Domestic Heavy‑Rare‑Earth Magnet Supply Chain
USA Rare Earth funding could speed up a US mine-to-magnet supply chain for heavy rare earths and domestic magnets. https://www.metalnomist.com/2026/03/usa-rare-earth-funding-could-accelerate.html
Strait of Hormuz Traffic Plummets, Ships Go Dark
Visualizing the Strait of Hormuz shutdown using AIS tracking data. Wild to see the precipitous drop off in transits from 100's of vessels per day to a handful. The craziest part is zooming in to track a single Indian LPG tanker...
Robots Climb Ceilings and Walls in Warehouses
Gravity-Defying #Robotic #Warehouse System: Ceiling- and Wall-Climbing #Automation via @ZappyZappy7 #Robot #MachineLearning #ArtificialIntelligence #ML https://t.co/DqP7EEcmYO
Japan, Australia Currencies Slide Together
The upside to Japan’s risk aversion – ample petroleum reserves The Yen has weakened against the US$ since the Iran war drove the oil price higher, but so too has the AU$. Japan imports most of its energy needs, so a...
Houthis May Keep Bab‑el‑Mandeb Strait Open
In fairness this means the Houthis are also considering not closing the Bab-el-Mandeb Strait, guys. https://t.co/ZiiVU0cw8C
Week 4 Strait of Hormuz Recap
Week 4 Recap of the Strait of Hormuz 1⃣Is the Aya-TOLL-ah Booth Open to Everyone? 2⃣Week 4 @gCaptain headlines 3⃣ @UK_MTO JMIC Update 4⃣ Mar 26 & 27 Replay @MarineTraffic 5⃣ Role of Tripoli Amphibious Ready Group? Video: https://t.co/vwiilPKiZe https://t.co/UPIM7Z8QwU
Future View:
guy in the future: “So, how serious is this, on a scale of just noise to that time the Strait of Hormuz got closed?”
Pentagon's Decades-Long Underfunding Leaves Troops Scrambling for Shelters
Passive defenses — bunkers, hardened shelters, dispersal — aren't glamorous. The Pentagon has underfunded them for decades. Now, with U.S. troops under fire in the Middle East, DoD is scrambling to find vendors who can ship prefabricated shelters within 30...
Risk, Not Geography, Keeps Hormuz Closed
Who is WE @tangobastogne ? The opportunity to secure Hormuz passed in late February Now it’s risk that keeps it closed, not geography How can WE eliminate the risk of drones, mines & fast boats? WE cannot
Digital Machining Pioneer Dr. Erdem Ozturk Returns
🎙️In this throwback episode, my guest is 𝐃𝐫. 𝐄𝐫𝐝𝐞𝐦 𝐎𝐳𝐭𝐮𝐫𝐤, an internationally recognised leader in the digital machining field. Stream now: 🔗 https://t.co/qcr2entAlM 📽️ https://t.co/80kIXr9r5B 🔗 https://t.co/DmYp21NDA3 https://t.co/zmuptGxUmz
Hormuz Controls Global Economy; Oil Flow Secures War Viability
Let me be clear @LukeGromen: Hormuz is the global economy. If you couldn’t secure oil flows, you had no business starting a war that could put the world here. No aspirations. Just hard reality.
Pipeline Transports Crude; Unclear How Much Is Refined
Everything that I've seen about the pipeline is that it can only carry crude. There is refining capacity on that side of Saudi, but - open question - what portion of the pipeline crude coming to Yanbu is being refined...
Five Tankers Load, Dozens Still Queuing in Red
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)
Qatar LNG Disruption Pushes US Gas to Asia, yet Bottlenecked
The disruption of Qatari LNG will see an increased of US LNG to Asia. The limitations will be: 1️⃣US ability to ramp up exports 2️⃣Availability of ships to haul the longer ton-miles from the US to Asia vice Qatar 3️⃣The limitations of the Panama...
Stand Firm on Pricing; Avoid Extra Discount Demands
Founders: When procurement asks for another discount on top of your agreed price, stand firm. You already factored this into your initial pricing. Remind them you're offering market rates and need sustainable margins to deliver value. Don't enter a reverse auction.
BIS Lists Block Shipping, Not Purchasing, for Chinese Buyers
Being on the BIS UVL or Entity List doesn’t restrict buying “from” it restricts shipping “to”. There could be political pressure but I doubt it, especially if used for Chinese consumers.
Middle East Conflict Escalates, Economic Damage Yet Unfolding
A month ago it was just airstrikes on Iran. Now the Houthis are launching missiles at Israel, Iranian drones are hitting US bases in Saudi Arabia, and two shipping lanes are shut. Lots of economic damage coming. Stay patient. The bottom is...
Company Hides Furnace Restart Cost, Estimated at $30 Million
"The company also did not disclose how much it spent to restart the second furnace in Granite City. McKey estimated it could be around $30 million." https://t.co/4fNwGyi7aw https://t.co/SrSjAIYZ4c
War‑Driven Supply Shock Meets Fading Peak‑Demand, Fueling Post‑Conflict Boom
Gulf War III is far from over. Long-term impacts are très TBD. But it's noteworthy that, just prior to the outbreak, the consensus peak-demand narrative for oil and gas began to crumble. Folks started to realize we're short...
Quarter of Global LNG Supply Offline After Attacks, Cyclone
And just like that, a quarter of global LNG supply is offline 🚢 ⚠️ Hormuz/Iran attacks have disrupted deliveries from Qatar and UAE Cyclone temporarily knocks out plants in Western Australia (Nice graphic from IEA’s Greg Molnar) https://t.co/ymJmTrTZGx
Israel-Iran Strike Threatens Global Supply Chain Stability
Israel’s attack on Iran while there were attempts at “peace” negotiations may have compounded the supply chain and maritime problems that are bordering on supply and economic catastrophe. IMHO
Embrace Chaos: Rethink Tiered End‑to‑End Supply Chains
Six years of supply chain and logistics disruption. The need is to understand the E2E supply chain, especially the tiered, nonlinear upstream supply chain. Forget buzzwords like ‘resilience’. Fresh thinking. Adapt to what will continue—SCM chaos.
Global Freight Thieves Mirror Domestic Tactics, Says Report
Turns out foreign overseas freight theft gangs use the same methods abroad as they do here “The company said the stolen truck had left a factory in central Italy and was making its way to Poland when it was stolen,...
Houthis Threaten Bab Al-Mandeb, Risking Saudi Pipeline Bypass
The Houthis of Yemen have entered the war, claiming the launch of a ballistic missile against Israel. The more important aspect of their involvement is whether they try to disrupt traffic in the Bab al-Mandeb Strait, effectively jeopardising Saudi efforts...
Dallas Surge Redirects Trucks, Balances National Capacity
When a big market like Dallas surges, large carriers prioritize loads inbound to take advantage. This takes trucks from other parts of the country, but smoothes out the capacity map across the US.
Saudi East-West Pipeline Hits Full 7 Million‑Barrel Capacity
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
Reliance and Samsung C&T Seal $3 Bn Green Ammonia Pact
Reliance Industries, Samsung C&T sign $3 billion green ammonia supply deal #energysky -- via pv magazine global: https://t.co/QhgLo7pNfi
Dallas Shifts From Backhaul Nightmare to Extreme Tightening
I'm old enough to remember when Dallas was a backhaul market and one of the worst places to send trucks to. That is has not been the case for many years and certainly not now. The Dallas market is experiencing...
Texas Capacity Tightens; Dallas Rejections Hit 19% High
Capacity out of Texas is tightening faster than any other market. Rejections out of Dallas surged to 19%, the highest levels since 2021! https://t.co/0Um53N20C4
Truckload Volume Index Hits 4‑Year High, Up 12% YoY
SONAR Truckload Volume Index continues to climb. +12% YoY, highest levels in 4 years https://t.co/7CorH9A2bO
Windsor Slump Warns of USMCA Risk, Trim Canada Auto Exposure
Macro: Windsor's slump signals USMCA uncertainty. Key: tariff threats, cross‑border exposure, falling orders. Risk: demand pullback. Trade insight: trim Canada auto-supply positions. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Gulf Tensions Trigger Maersk Outage, Freight Volatility Surge
Gulf tensions rise, hitting flows. Maersk halted Salalah after crane damage; 48h outage. Risk: supply delays, Strait Hormuz disruption. Trade: hedge shipping via freight volatility. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran Conflict Turns Global Economy Into Battlefield
John Keegan’s 'The Face of Battle' is a masterpiece of war literature. He moves from Agincourt to Waterloo, then the Somme, showing the shift from a small hand-to hand battlefield to a larger area defined by the range of cannon...
Nearshoring and Agentic AI Redefine Supply Chains by 2027
Five Predictions That Will Define Supply Chains by 2027 From agentic AI to the end of labour arbitrage — SCMDOJO's intelligence desk synthesises expert forecasts into the signals every supply chain leader must act on now. 6–12 Months · Geopolitics Nearshoring accelerates from...
Energy Shock Triggers Global Plastic Shortage
A plastic shortage is emerging. Asia makes ~60% of plastics & depends on Hormuz-linked oil & gas Less energy = less plastic Less plastic = broader shortages This is how an energy shock hits the real economy. #Oil #NatGas #Plastics #SupplyChains #EnergyCrisis
Houthis Threaten Cape Route, Exacerbating Energy Shortages
With Houthis entering the war, Cape of Good Hope may soon be the Cape of Only Hope. Countries already facing physical energy shortages are staring at even longer transport schedules, and higher costs. Some useful background from 2024 here: https://t.co/K1abD0tYoN.
China’s 90% Model Redefines Global Supply Chains
@KirkusReviews , 𝐭𝐡𝐞 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐛𝐨𝐨𝐤 𝐫𝐞𝐯𝐢𝐞𝐰 𝐦𝐚𝐠𝐚𝐳𝐢𝐧𝐞 𝐟𝐨𝐮𝐧𝐝𝐞𝐝 𝐢𝐧 1933, 𝐰𝐞𝐢𝐠𝐡𝐬 𝐢𝐧 𝐨𝐧 𝐂𝐡𝐢𝐧𝐚’𝐬 90% 𝐌𝐨𝐝𝐞𝐥. Kirkus describes the book as “𝐚𝐧 𝐞𝐧𝐠𝐚𝐠𝐢𝐧𝐠 𝐚𝐧𝐝 𝐮𝐧𝐬𝐞𝐭𝐭𝐥𝐢𝐧𝐠 𝐧𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞 𝐨𝐟 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤.” The review highlights how China has built industrial capacity to meet 90%...
US Steps Back, Lets Others Pay Iran's Strait Fees
But of course. It's not the US' problem. Literally saying, "now let the rest of the world fight it out with Iran. We're done here." Interesting new angle, though: Is it all just about money for Iran? What about their...
Thailand Secures Safe Strait of Hormuz Passage for Tankers
Thailand has reached a deal with Iran to allow Thai tankers through the Strait of Hormuz. “An agreement has been reached to allow Thai oil tankers to transit safely through the Strait of Hormuz," Thai Prime Minister Anutin Charnvirakul said...
No Alternatives Exist: Oil Remains Unavoidable Reality
Hormuz oil "We don't have any alternatives at all, and we should not talk about alternatives," says @asasalhajii Any questions? No. Now, what should we talk about? #Oil #Energy #Reality #Geopolitics
Trump Tariffs Shrink Chinese Imports, Widen U.S. Trade Deficit
How Trump’s Tariffs Are Choking U.S.-China Trade—Chinese share of American imports drops to lowest level since 2001, but overall U.S. goods trade deficit rises @hannahmiao_ @CloudberryRoque https://t.co/tWBXJwnAkx https://t.co/tWBXJwnAkx
Oil Price Ignores Geopolitics, 20% Supply Unchanged
No military operation or policy can replace 20% of global oil supply At some point, price stops listening to narratives, says @JasonBordoff End of discussion #Oil #EnergyMarkets #Hormuz #Geopolitics
Supply Disruptions Reshape Oil, Gas Amid U.S.-Iran Tensions
PODCAST: What’s next for oil, natural gas and the U.S.-Iran war? A great pleasure to join a special edition of the #ColumbiaEnergyExchange podcast with host @JasonBordoff to discuss how supply disruptions are reverberating across the industry. 🎧Listen now: https://t.co/Nfa3nQ6UWm
GE Forecasts Boosted 2026 LEAP Deliveries Amid Recovery
GE expects higher LEAP engine deliveries in 2026 as supply chain recovery and strong MRO demand support growth. https://www.metalnomist.com/2026/03/ge-leap-engine-deliveries-set-to-rise.html
Cargill’s Eco‑Ships Face Drone and Missile Threats
Quick question for @Cargill: With drones and missiles flying across major sea lanes, are you planning to keep these giant bullseyes mounted on your “eco” ships? https://t.co/BWiyOEbXKV
FreightWaves Launches Low‑Cost National Freight Market Monitor
FreightWaves will be introducing a brand new low-cost data, new, and research platform of national freight market summary data for website browsers next week. We call this FreightWaves Market Monitor. It is a roundup of our national data, making it...
