Maersk Urges Risk Assessment over Strait Endorsement
Maersk: The Strait. Not a ringing endorsement. Instead talk risk evaluation. Reality meets what the two sides say.
Norwegian Shipowners Demand Certainty On
Norwegian Shipowners: with the Strait. Looking for clarity and certainty. From mines to Iran’s role.
AI Redefines TSMC’s Capacity and Global Strategy
In other words, TSMC is no longer dealing with a normal semiconductor cycle. It is dealing with a structural reallocation of capacity. AI is reshaping the logic of semiconductor capital spending, extending the lifecycle of leading-edge process nodes, and even changing...
Ship Industry Cautiously Awaits Iran's Vague Policy Shift
BBG: "Bloomberg spoke to over a dozen ship owners, agents, brokers and traders, most of whom asked not to be identified discussing private deliberations. The majority said Iran’s statement lacked detail, and that they would wait and see how it...
Strait of Hormuz Not Truly Open Without
If navigation is not possible for all merchant vessels using the standard IMO traffic separation scheme, and without payment of a toll to Iran, then the SoH is not actually open.
Iran Mandates Specific Shipping Lane Despite Trump’s Openness Claim
President Trump says the Strait of Hormuz is open. But do note Tehran says shipping traffic needs to follow the "coordinated route as already announced” by Iran. What's that route? My @Opinion video explainer, published originally last week, shows it. https://t.co/Pg7UBNarHY
Namibia's Role Expands in Global Uranium Supply
Namibia is going to be even more important in the uranium global supply chain https://t.co/WlUcO6YDh3
False Optimism on Hormuz Threatens Seafarer Safety
The rhetoric around the Strait of Hormuz being open is going to get seafarers killed https://t.co/UF8FsbKqsy
Geopolitics and AI Redefine Semiconductor Success Strategies
The semiconductor industry is no longer just about technology. Supply chains and geopolitics are now at the center of strategic decisions, with factors like export controls, geographic concentration, and material dependencies shaping which companies can scale and succeed. These risks create...
Wholesale Diesel Plunges; Retail Lags—Buy Cost‑plus
Diesel wholesale rack prices have dropped $.70/gallon in the past week and could drop another $.50 -.70 gallon over the weekend. Meanwhile, retail diesel has only dropped $.15/gallon since last week and if past trends hold the truckstops will be...
Hormuz Transit Open Only in Name—Avoid and Delay Voyages
Tanker shipping association INTERTANKO : Hormuz “open” in name only. Ceasefire holding, but transits remain under Iranian control + U.S. blockade in force. Key guidance: delay voyages, avoid the area if possible—and do not pay transit fees to Iran amid risk...
Europe's Inaction on Russian Oil Fuels Ukrainian Suffering
As a European, I hang my head in shame. The US has shown that if you blockade an oil exporter, they fold quickly. Europe can do this to Russia and shut down oil tanker traffic out of the Baltic. But...
Strait of Hormuz Appears ‘Open’ Yet Something’s
Check in on the "open" Strait of Hormuz. Something's missing but I can't put my finger on it https://t.co/Pr2PQBKlFe
Trump Claims Iran Won’t Close Hormuz; Iran Threatens Closure
Love these competing blockade headlines: Trump said Iran has agreed to never close the Strait of Hormuz again. An Iranian official told Fars that if the U.S. naval blockade persists, Tehran will consider it a violation of the ceasefire and will close...
Strait of Hormuz Reopens, Physical Oil Prices Converge to Futures
The blockade called Iran's bluff and the reopening of the Strait of Hormuz in response is a remarkable success in very little time. Physical oil prices (white) will now converge down to futures prices (orange), a scenario most didn't think...
Peace Won’t Instantly End Energy and Fertilizer Shortages
IF we are close to the end of the war, that does not end the shortage of energy and fertilizer, but it is the beginning of assessing the damage and the repair time needed to get back to full output...
Oil Drop Boosts Truckers' Margins, Spot Rates Unchanged
Oil is collapsing, now down to $79 a barrel on crude. This will provide overnight relief to any motor carrier that is on wholesale or cost plus deals with the truckstops. But is unlikely to change trucking spot rates because...
Navy’s Civilian‑manned Sealift Keeps Fleets Fed, Fueled
🚨NAVY LOGISTICS 🚨 Everyone seems concerned that the @usnavy ships in the Arabian Sea - carrier Abraham Lincoln stike group, 3-ship amphibious group based on Tripoli, and a surface action group centered on approximately 8 destroyers - are running low on...
Pentagon Partners with Automakers to Boost Weapons Output
The WSJ reports that Pentagon officials have held talks with Ford, GE Aerospace, Oshkosh, and General Motors to INCREASE production of munitions and weapons. In the US, the military-industrial complex runs the show. https://t.co/0uzkM2NGmE
Tariffs and Conflict Reveal Hidden Supply Chain Risks
"U.S. aluminum tariffs and the Iran war—a case study in unintended supply chain vulnerability" https://t.co/UuDRjms7S6 https://t.co/oZgTAVHOS4
Iran's “Open” Hormuz Route Fails to Reassure Shippers
"The Iranian foreign minister’s announcement on Friday that the Strait of Hormuz is “completely open” for ships that use an Iranian-prescribed route doesn’t give the shipping industry assurances to resume traffic through the strait" https://t.co/9MdBedoMmR
400 Oil Tankers Resume Transit After Hormuz Reopens
POV: The 400 oil tankers stuck in the Gulf transiting the waters now that Strait of Hormuz is back open. https://t.co/jmhUZYYjld
Coordinated Maritime Route Announced by Islamic Republic Ports
So, what has changed? “ the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep.” https://t.co/Gh30StN8up
Strait of Hormuz Reopens—Durability and Ship Commitment Key
The reported reopening of the Strait of Hormuz by Iran is undoubtedly a welcome relief for the global economy. Needless to say, its true impact depends on the durability of this reopening, which will require sustained confidence-building measures from all three...
Six‑Month Iran Deal Raises Strait‑of‑Hormuz Uncertainty
Europe and Gulf leaders thin six months for Iran war deal. If so, will the Strait stay open? For all?
Iran Still Controls Hormuz Traffic Despite Apparent Openness
Hormuz is not “open” Iran controls who moves, how fast, and at what cost. “Open” means the Strait isn’t being actively shut down—but it is still being controlled, filtered, and weaponized. https://t.co/xmJBlNnGw0
World Faces Challenge Absorbing China's Battery Boom
Can the world absorb what China's battery industry is building?. Read more and sign up to my newsletter here: https://t.co/EN15ZiyZDd https://t.co/SWx3eqNS0l
Germany's Trade Deficit Deepens, Hurting Growth
Hello from Germany, where foreign trade remains a drag on growth, w/the trade balance with both China and the US continuing to worsen. https://t.co/q2j2YDHBdM
Freight Brokers Hit 58% Margins After 1987 Deregulation
ON THIS DAY IN HISTORY: Freight brokers gather at their annual meeting in 1987 to celebrate deregulation and increasing margins to 58%. A record at that time. https://t.co/pXPAt2iZjd
LNG Prices Surge, Boosting US Exports and China's Renewables
Liquified Natural Gas (LNG) is 600x more dense than the gas when it is extracted. Prices have doubled after the war and it seems to have 2 major beneficiaries: US short term: higher demand for its LNG exports China: higher demand for...
Amazon Launches Noisy but Speedy Drone Deliveries in Dallas
Amazon’s #Drone Deliveries Take Off in Dallas—Fast, Convenient, and a Bit Noisy by @CollinRugg #Innovation #FutureTech #Tech #SupplyChain https://t.co/kc88UMdZTI
Blockade Effective Despite Negative Press Coverage
Press coverage of the blockade is almost universally negative. That parallels press coverage of the G7 price cap against Russia in 2022. The truth is the blockade is working better than many think and the US is doing smart...
Critical 0‑90 Days Determine Food Crisis or Stagflation
The supply gap is just beginning. If a peace deal comes within days, we’re still in a critical 0–90 day window: markets could absorb the shock, fertilizer flows resume, and a global food crisis be avoided. If not, risks escalate...
Asia Reconsiders LNG, Turns to Renewables Amid Iran Conflict
Asia thinks twice about plans to embrace LNG as Iran war chokes supply 🇻🇳 Vietnam gas power project may switch to wind/solar +storage 🇹🇭 Thailand pushes for more renewables 🇨🇳 China wants to use more domestic fuel 🇲🇾 Malaysia aims to pump more gas...
US Thriving, UK Struggling—Prediction Proven Right
I told ya’ll it was going well for the US and horrible bad for the UK over a month ago…
China Triples Export Controls, Turns Supply Chains Into Leverage
In a counterattack to America’s aggressive protectionist measures, China has nearly TRIPLED its use of export controls in the last 5 years. Beijing is turning its supply-chain dominance into geopolitical leverage. CHINA'S MESSAGE = IF YOU ATTACK US, WE WILL COUNTERATTACK....
Canada Launches First Commercial Lithium Refinery, Diversifying Feedstock
A jack of all trades feedstock solution it seems. What could go wrong? Canada opens first commercial lithium refinery https://t.co/mSSZBmGgsm
US Flights Confirm Ongoing Middle East Supply Efforts
The flights are consistent with real U.S. logistics activity The escalation narrative is speculation @ProfessorPape What it clearly shows is that the US continues to supply its forces in the Middle East Duh
Middle East Conflict Triggers First LNG Export Decline in Decade
Global LNG exports are forecast to DROP this year for the first time in over a decade 🚢⚠️ This is a big turnaround. Analysts expected supply to rise by more than 7% in 2026. But now the Middle East conflict is...
Strait of Hormuz Disruptions Could Trigger 10M B/D Oil Shortfall
Due to the logistical disruptions in the Strait of Hormuz, Wood Mackenzie estimates global markets could be short ~10M b/d. That’s roughly the scale of the demand collapse during the first year of the Covid pandemic. THE WORLD IS FACING A...
China Mulls Supplying Extra Air Defenses Through Allies
JUST IN: China's intel suggests they're considering supplying additional air defense systems, potentially via third countries.
No Detuned GPUs Pushes China to Build XPUs Faster
Agree 100% with Gavin on this one. 1/ Yes China has its own aspirations. The question was how quickly they needed an alternative and the mandates and investment. 2/ NOT selling detuned GPU editions means they’re forced to do the...
SONAR Expands with Barge Rates and River Market Intel
The world's leading freight market intelligence platform (SONAR) is about to get far smarter for barge shippers: Over the next few weeks, we are releasing: - Barge rates - River market intelligence and conditions - Barge commodity and volume tracker https://t.co/DHZYuwffSw
Venezuela Releases 50 Political Prisoners, Signaling US Cooperation
#Venezuela: State Dept. Western Hemisphere official Michael Kozak told lawmakers today that President Delcy Rodriguez's government is releasing another 50 political prisoners in the latest sign of cooperation with the US.
Global Energy Crisis Hits Developing Nations Hardest, Europe Barely Notices
iea: this is the largest energy crisis we have ever faced. europe: ~6 weeks of jet fuel. flight cancellations coming. developing countries in asia, africa, latin america: already hit harder, heard less.
Strait of Hormuz Tensions Threaten Food Supply Chain
Lisa Anderson quoted in ConfectioneryNews: Strait of Hormuz disruption is escalating into a food supply chain issue - watch tier-2/tier-3 dependencies (ingredients, packaging, logistics). https://t.co/EvyHNyYObG #SupplyChain #FoodAndBeverage #RiskManagement
Walmart Backs AI-Driven 3D Weaving for US Manufacturing
Brands such as Walmart signed letters of support for unspun’s plan to build domestic manufacturing capacity in the United States using an AI-enabled 3D weaving technology. https://t.co/Dv03xpHLQE #sustainability #AI #5G #cloud #edge #futureofwork #digitaltransformation https://t.co/1VS4PYadIK
Boeing Adds 100+ Workers Weekly to Ramp Production
Boeing hiring more than 100 factory workers a week to boost output, replace retirees https://t.co/vAInvCnHXf
Jensen’s Pods Evade China Scrutiny Post‑export Controls
all the pods Jensen did since export controls started where no-one asked hard questions on China https://t.co/y0Q7rws6QT
Army Boosts Apache Counter‑Drone Ammo Production Five‑Fold
Production Of AH-64 Apache’s New Counter-Drone Cannon Shell Ammunition Ramping-Up The Army anticipates a five-fold increase in procurement of the XM1225 APEX ammo. https://t.co/eABBd8PWdH