Ukraine to Acquire 25,000 UGVs by Mid‑2026
Ukraine's Ministry of Defense plans to purchase 25,000 UGVs in the first half of 2026, which is more than were procured in all of 2025. The Ukrainian Defense Procurement Agency has already signed 19 contracts worth 11 billion UAH (more than $250 million). In March, Ukrainian units completed more than 9,000 missions with UGVs. https://t.co/aSGdNg90zq
Iran Shuts Strait Despite Markets Being Closed
Weird for the Iranians to close the Strait again today. Don't they know financial markets are closed? https://t.co/FumsjlfJjH
China Shifts to Pipelines After Hormuz Crisis
Watch this space. One of the main outcomes of the Hormuz crisis is Chinese focus on pipelines.
Trump's Iran Blockade Tests Strategy Ahead of Xi Summit
Trump naval blockade of Iran ports—who provide oil to China. Will and how will the Iran war and blockade play in his meeting with Xi? Strategy vs reactionary.
BoA Survey Shows Goods Economy Strength at Four-Year High
BoA’s shipper survey shows increasing strength in the goods economy, with the highest reading in 4 years. This provides affirmation that the recent capacity tightness is not just less trucks, but a more complete recovery, including demand.
IEEPA Refund Filings Begin Monday – Check Newsletter
Monday's Freight Forward is scheduled. Here's this week's newsletter if missed. - https://t.co/3q798rSjfx Reminder that IEEPA tariff refund filings begin on Monday. Article from The Loadstar worth reading -https://t.co/2plNBxmiUi Wonder how long it will take to receive $? 🤔
Iran Tightens Hormuz, US Blockade Stalls Peace Prospects
Iran reimposed Strait of Hormuz restrictions as US continues blockade of Iran ports. Are there peace negotiations while this happens? Is either side meaningful when it comes to peace? And the global economy?
Iran Attacks Tanker, Re‑closes Strait of Hormuz
Busy and chaotic morning in the Strait of Hormuz > handful of ships make it across the Strait this morning > then at least one Indian tanker reports it was attacked by Iran, forced to turn back > Iran declares the Strait is...
Two Merchant Ships Fired upon in Strait of Hormuz
"At least two merchant vessels said they were hit by gunfire as they attempted to cross the Strait of Hormuz on Saturday" https://t.co/aOQ59MTbKh
Lutnick Criticizes Canada as USMCA Review Begins
An amazing start to the USMCA review "Lutnick Blasts Canada Ahead of Trade Talks" by @AnaSwanson & @MatinaStevis NYT: https://t.co/pvaAvJtL94 https://t.co/ec6R2JH4Rx
US Blocks Chinese LED Chipmaker’s Dutch Acquisition
Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition The specific national security concern not clear. What about " small yard, high fence"? LEDs? https://t.co/4JNTUcmAyP
Trump Claims U.S. Has Good News Amid Hormuz Closure
Trump says U.S. has 'good news' on Iran as Tehran closes Strait of Hormuz @CNBC https://t.co/FJEk5lzz69
Iran Shuts Hormuz Strait, Threatening Global Oil Flow
‼️ HAPPENING NOW: Iran closes the Strait of Hormuz again after US refuses to end blockade. Global oil supply route could be at risk again https://t.co/yrGUN6Izcw
Iran Vows to Keep Hormuz Closed Amid US Port Blockade
Iran has rowed back on its decision to reopen the Strait of Hormuz, warning that it would continue to block transit through the hugely important waterway as long as the U.S. blockade of Iranian ports remained in effect.
Hormuz Oil Flows Too Low to Impact Markets
Bottom line on Hormuz tanker traffic The Signal: Not enough oil is moving to make a difference Whether the few making transit are sanctioned or not is noise
Safran Stockpiles Rare Earths, Invests in Casting for Engine Growth
Safran is building rare earth stocks and investing in casting to protect engine production growth. https://www.metalnomist.com/2026/04/safran-rare-earth-stockpiling-adds.html
Mixed Traffic Persists as New Iranian Lanes Dominate
Strait of Hormuz observations: 1) Clearly, there's some movement: ~10 LPG / products / oil tankers are crossing (but includes dark fleet) 2) At the same time, other oil tankers have stopped after approaching 3) All the (vissible) traffic is via the...
China's Limits: Why It Can't Replicate ASML
Why China Can't Copy ASML? https://t.co/A0c2vGrU8i via @YouTube #microprosessor #chip #ASML #tech #semiconductor @sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy @pierrepinna @pierrecappelli @pchamard @JeromeMONANGE @thierry_pires @MaiaGabunia @amalmerzouk @NewsNeus @mary_gambara @PawlowskiMario @XavierAncelin @drsharwood @kalydeoo @AnthonyRochand @Sharleneisenia @1OFFGINGER @smaksked...
Baltic Index Hits Four-Month High Across All Segments
JUST IN: The Baltic index surged to a four-month high fueled by advances in all vessel segments.
IRGC’s ‘Open’ Hormuz Is Extortion, Not Access
IRGC grants Hormuz permission, writes @Amena__Bakr That’s not “open.” That's a crime family extortion racket. #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #Chokepoints #GlobalTrade #Maritime #RiskPremium https://t.co/yBGb7oTJma
Latin America's New Oil Supply Offers Marginal, Uneven Boost
Latin America's new supply matters at the margin but it's hardly a "boom for energy security" It arrives slowly, unevenly & with plenty of political uncertainty It also has substantial oil quality mismatches for refineries https://t.co/JTh0Pvf1pH @SantiagoAuFund
US Poised to Export Lithium Chemicals Within Decade
An important step toward the US again becoming a critical mineral processing power house 👉 US can move from net importer to net exporter of lithium chemicals over the next 10 years as we did over last 10 years in...
Oil Markets Misread Headlines; Actual Flow Constrained
Markets trade headlines. Reality trades barrels, notes @AlaliQasem “Open” doesn’t mean flowing—logistics, damage, and depleted inventories are the reality #OilMarkets #Hormuz #EnergyCrisis #Geopolitics https://t.co/ApFoZyc4l8
Toyo Targets Texas to Build Policy‑Proof Energy Supply Chain
Toyo centres US efforts in Texas as it looks to build policy-proof supply chain #energysky -- via pv-tech: https://t.co/zAmfCJK0Da
Mexican Tomato Prices Jump 23% After Trade Ban
"Trump ended free trade for Mexican tomatoes. Prices are up 23 percent in the last year." https://t.co/rXKH70uU4w https://t.co/5h1CotBsLs
Logistics Generates $11 Trillion Annually—A Massive Industry
People don't understand how obscenely large the logistics industry is. Worldwide logistics revenue is $11 trillion per year.
Vertically Integrate for a Clean Supply Chain
the best way to make sure your supply chain is clean is to vertically integrate
Supply Chains Remain Stuck in Transit Despite Peace
Supply chains are like ordering from the slowest online retailer on Earth: even after peace breaks out, the package still says, "in transit." https://t.co/54spIimiws
Urea Prices Jump 87% as Middle East Supplies Halt
Fertilizer flows from the Middle East remain blocked. Urea fertilizer prices have SURGED 87% YTD to $720 per ton, the highest level in nearly 3 years. FARMERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/8GGpcsbTMb
Ships Avoid Hormuz Despite Trump's Claim of Openness
Trump says Hormuz is open. He lies a lot. When ships approach the Strait and then turn back en masse, believe the data, not the liar. #Hormuz #Oil #Iran #Shipping #Geopolitics
Strait of Hormuz: Conflicting Claims Leave Everyone Guessing
The Strait of Hormuz situation is impossible to follow. Is it open? Is it closed? Iran threatens to close it. The US threatens to open it. Wait, now the US says it will close it. Now Iran says it's open....
Trump’s Iran Talks Timeline Unrealistic for Weekend Islamabad Meeting
On the possibility of more talks with Iran in #Pakistan: Trump keeps referring to possible negotiations this weekend. But if negotiators are traveling from Washington, they'd need to have already left, or leave early tomorrow, in order to get to Islamabad...
Ships Avoid Strait of Hormuz Amid Open‑Lane Uncertainty
Video shows ships turning away from the Strait of Hormuz as confusion reins over whether sea lane is really open https://t.co/IOus6xH66m
E‑bikes Aren’t Offsetting Car Trips, Just Spawning Deliveries
There is no evidence whatsoever that commercial e-bikes have replaced a single car/truck trip in nyc. They created an entire new industry of mass scale slop delivery. All induced demand. NYCHA constantly finds the batteries in the trash chutes.
Trump’s Upcoming Tariffs Likely Just Another Sham
Our blog post on the "Section 301" investigations of "structural excess capacity": "Will Trump’s Next Tariffs Be a 'Sham, Too?" (spoiler: probably) https://t.co/ttbowSddG3 via @CatoInstitute
Oil Dips, but Hormuz Ceasefire Keeps Markets Wary
Oil prices are falling, but don't celebrate at the pump just yet. The Strait of Hormuz is "open" — for now. We're 5 days into a 10-day ceasefire. A lot can still change. https://t.co/RUshSF8tJh
US March Industrial Production Slumps, Tariff Boost Still Elusive
"US Industrial Production Fell in March in Broad Decline" https://t.co/aq4xd1Vgvn Still waiting for that tariff boom.... https://t.co/LS9R23Crm0
Robotics Streamline Warehouse Automation for Faster Operations
How to #Automate Your #Warehouse with #Robotics by @antgrasso #Robots #RPA #ArtificialIntelligence #Innovation #Technology https://t.co/LYCHsW7agp
Accelerate Sustainability to Achieve Nature’s Perfect Circular Economy
“Prudent orgs. are currently boosting their green and ethical supply chain credentials. Such beacons of good sense must accelerate their #sustainability drives to attain and maintain the same ‘perfect circular economy’ as nature.” 🔗 https://t.co/9vm6ZldSMK #ESG #supplychain https://t.co/FPazbpVBts
Modern Assembly Lines Are Too Specialized for Model Swaps
This isn’t 1942. These lines are heavily specialized. An F-150 line can only build F-150s or a vehicle of similar size and wheelbase
Rosneft Reroutes Oil to Tuapse After Novorossiysk Attack
“Rosneft is diverting oil supplies to the Tuapse refinery from the Black Sea port of Novorossiysk after the terminal, which handles roughly 14% of Russia's crude exports, was heavily damaged in a drone attack, three sources said on Monday. A Ukrainian...
Rising Storms Threaten Guam’s Strategic Military Role
I don’t usually try to connect climate change to specific local events. The relationship between climate and weather is complex, and it’s easy to overreach. But what’s happening in the Central Pacific right now is one of those cases where...
Gulf Oil Damage Means Two-Year Recovery Even if Strait Reopens
My view on @cgtnamerica on the long-term impacts of the Strait of Hormuz closure: "The fallout from the Gulf situation will cast its shadow for a while. 80 petroleum & refining facilities have been damaged. Even if the Strait opens tomorrow,...
Hormuz Reopens Yet Threats Persist Under Iranian Escort
Strait of Hormuz Re-Opens, But Still Many Uncertainties What a mess. Revolutionary Guard says ships need an Iranian escort. Is that "open"? Still mines, drones, proxies to worry about. Is that "open"? #IranWar https://youtu.be/AXc3ACRlyGk
Hormuz Closure Could Cut Global Energy, Drop GDP 10%
With Iran tensions flaring, a Strait of Hormuz shutdown could slash 10% of global energy. That means a straight 10% GDP collapse, no ifs or buts.
CMA CGM Leads Persian Gulf Ships Toward Strait of Hormuz
🚨STRAIT OF HORMUZ🚨 Ships in the Persian Gulf are making a run for the Strait led by some CMA CGM containerships. https://t.co/fiqj7JehaH
U.S. Declares Global Blockade of Iranian Vessels
US Executes Blockade Against Iran | Turns Ships Around and Threatens to Board Iranian Ships Globally https://t.co/cc8XjhchLu
Iran War’s End Won’t End Supply Chain Risks
Is the Iran War Almost Over? Why That Doesn't End the Supply Risks. #oatt #oott https://t.co/SUroio6mpX
Real‑time Visibility Boosts Supply Chain Resilience and Service
Supply chain visibility = resilience. In disruption situations, 72% reported lacking real-time visibility to resolve issues quickly. One case improved service from 60% range into 90% range by tightening visibility routines + integrating SIOP. https://t.co/oa0MV3MUI0 https://t.co/vHalf9M9wD
IRGC Says only Khamenei Can Order Hormuz Reopening
IRGC: Only Iran's leader Khamenei can order a Hormuz reopening, "not some idiot" on Twitter