Hormuz Closure Threatens Systemic Oil Supply Collapse
This is not a normal supply shock—it’s a systemic break, writes @Rory_Johnston You don’t replace Hormuz with bypass pipelines, SPR releases & sanction waivers You either reopen it—or break the system Markets are betting on a quick fix—but reality says otherwise. https://t.co/J4ZbSY2K9u #Oil #Hormuz #EnergyCrisis #SupplyShock #OOTT #Geopolitics #Markets
11 Days of Delay Add 400M Barrels Lost
Time is irreversible damage Trump has kicked the can till April 6 11 more days of disruption = 120MM additional barrels shut in ==>cumulative losses ~400MM, notes @ericnuttall That’s how a “temporary” disruption becomes a lasting supply shock. #Oil #Hormuz #SupplyShock #EnergyCrisis #Inventories...
Iran Targets New Chokepoints, Bab Al‑Mandeb Enters Play
Bab al-Mandeb is now in play Another chokepoint, another layer of disrupt Iran doesn’t need to win militarily. It just needs to expand the number of places it can break the system. https://t.co/k876kDiu36 #Hormuz #BabAlMandeb #Oil #Shipping #Geopolitics #EnergyCrisis #RedSea #Suez #Iran #OOTT
Rubio: Hormuz Could Reopen Tomorrow if Iran Stops Threats
I asked Sec. Rubio planeside if the Strait of Hormuz can be reopened without US boots on the ground. He said it's a Dept. of War question, but "It can be open tomorrow if #Iran stops threatening global shipping, which is...
Dad Worries Defense Funds Protect North From Russian, Chinese Missiles
My children live on this continent and ya’ll are failing to protect the entire top half. You know… the part facing Russian and Chinese missiles. How Carney spend your defense dollars is VERY MUCH my concern as a dad.
Truckload Van Rates Set to Beat 2021 Record
The record truckload van spot rate is $3.55/mile, hit in late 2021. I have conviction that we will surpass that this year. If we don’t, I will go to Turkey and get this haircut. https://t.co/vzD4gUx7Xc
Marco Rubio Arrives in France for G7 Foreign Ministers Meeting
Secretary of State Marco Rubio has landed in France for a #G7 foreign ministers' meeting https://t.co/18CTA1igot
Auto Rail Shipments Near All‑time Highs Amid Economic Uncertainty
Despite the noise in the economy, auto shipments via rail are near all time highs https://t.co/JLtQ05WOqa
US Chemical Rail Shipments Set New Historic Record
Last month, the US shipped more chemicals via rail than any other time in history. With a week to go, March will break that number... https://t.co/uOZuXMwy6j
Rates Surge Above Market Peaks Even Amid COVID
Wowzer... Sherif is see rates far above market peaks, even during the COVID slam https://t.co/7CmmVuEBD6
Tight Copper, Aluminium Supply Set to Boost Prices Through 2026
ING expects tight copper and aluminium supply to support prices into 2026 amid tariffs, weak mine output, and power constraints. https://www.metalnomist.com/2026/03/tight-copper-and-aluminium-supply-keeps.html
AI Thrives on 5G, Edge, Secure Network Partnership
AI adoption isn’t just about models; it’s about infrastructure. Integrated 5G, edge computing, and secure network architecture are enabling distributed intelligence across manufacturing, logistics, and energy environments. New partnership announcement: https://t.co/b665Yqudzw @TMobileBusiness Partner
Ignore Sensational News; Trust Real Shipping Experts
“Beyond what any sober mind could have envisioned” First of all I don’t drink. Second I envisioned way worse on week one. Third, my envisionment was more conservative than shipping analyst @calvinfroedge Maybe if you turned off the news and listened to...
Hormuz Closure Leaves Quarter of US Farmers Fertilizer‑starved
The closure of the Strait of Hormuz has left 25% of US farmers UNABLE to secure fertilizer for the upcoming planting season. US FARMERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/IGb9NjwDiw
Merchant Marine Shortage Threatens Navy, Advocates Face Attacks
TRUTH The US Merchant Marine shortage is an ENORMOUS problem for the US Navy right now. They have already laid up 17 ships and the manning numbers aren’t getting better. Meanwhile those of us advocating for them online are under constant...
Bab‑El‑Mandeb Threatens Global Oil Supply Chain
The Strait. Bab-El-Mandeb. An almost shutdown. Threats. Oil. And the distillates and derivatives. The other products. Hell in a key upstream supply chain. And the E2E effects.
From China to Hormuz: Tracking Global Shipping Shifts
Monitoring shipping traffic coming out of the Strait of Hormuz in 2026 after monitoring shipping traffic coming out of China in 2025 https://t.co/qJyOPVR3fM
Iran Ships 1.5M Barrels Daily, Prices Surge
four weeks in, iran continues to export oil through the strait of hormuz. 1.5 million barrels a day, at significantly higher prices than before the war.
Nitrogen Fertilizers Hit Hard as Gas Prices Surge
Potash and phosphate-based fertilizers remain mostly unaffected, but nitrogen-based fertilizers that rely on natural gas are the problem. Global urea and ammonia supplies are already being hit hard. #fertilizer #foodsupply #geopolitics https://t.co/LaLbS7VyH1
House Committee Approves Chip Security Act Targeting China
House Foreign Affairs Committee Passes Chip Security Act | Select Committee on the CCP https://t.co/Pxi7ysePpz
Van Spot Rates Surge to $3.04/mile, Bears Stunned
Trucking van spot rates back up to $3.04/mile on the daily. Not looking good for the bears. https://t.co/QNrWq6PjDl
NextGen Awards Spotlight Execution with New Partnership Award
We revamped the NextGen awards this year around one idea: execution. Most excited about the new Partnership in Execution Award - recognizing real results delivered together by end users + providers. https://t.co/XQTChRVyjR #SupplyChain #Leadership #AI https://t.co/WLjsTAZ2LL
Iran Conflict Could Cut AI Supplies by Double Digits
1/ Here’s my baseline assessment of what happens to critical AI components if the Iran war continues. It shows a significant double digit decline. Helium, energy, and a narrow set of fab chokepoints. If the disruption persists, the risk isn’t collapse. It’s a...
Questioning FMC Authority Over Chinese Detention of Panama Ships
FMC. Chinese detention of Panama vessels. Question. Where does the Federal Maritime Commission get authority here?
Modern Trucks Get More Miles per Wage Hour
The oil "shock" in retail diesel is nothing of the sort. A heavy-duty truck can drive 42.3 miles on the amount of diesel that can be purchased with this country's average hourly wage of $32. In 2008, an hour of...
Hormuz Tensions Push Asia‑Europe Container Rates Higher
Container Rates Extend Rally as Hormuz Crisis Drives Fuel Costs Higher. Especially Asia-Europe. Bunker prices and Iran war. https://t.co/u6yRuC0Xft
Fast Recovery Shows True Operational Resilience
Mistakes happen. Efficiency shows in how fast you recover. Clear processes and aligned teams fix issues, learn, and move forward—fast. That’s real resilience on the shop floor. How does your team recover when things don’t go as planned? #ResilientOperations #EfficiencyMatters https://t.co/4zlzv5lptp
USPS Adds 8% Fuel Surcharge After US‑Israeli Strike
As a result of the US-Israeli attack on Iran, the US Postal Service will temporarily impose an 8% fuel surcharge on package shipments. THE USPS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/WvBBT21TaB
Sharpie Maker Warns Tariffs Threaten Tennessee Reshoring
The maker of Sharpie - praised by Trump & other US protectionists - says its "investments in production in Tennessee rely on imported equipment, and the company worries that higher tariffs on those machines could make reshoring and local production...
Iran Clears Friendly Bulk Carriers Through Hormuz, Trade Resumes
Iran shepherds friendly bulkers through Hormuz ▶️Evidence the Islamic Republic is allowing its own trade through the Strait of Hormuz ▶️Increase in westbound transits after weeks-long lull ▶️Other bulkers that have waited in the Arabian Sea are now on the move towards the...
US-Israeli Iran War Creates Unpriced Massive Supply Shock
The ill-conceived US-Israeli war against Iran will go down in history as one of the great supply shocks. Surprisingly, it hasn’t been fully priced into the market yet. https://t.co/0P6D68qJi7
US Needs More Ships, Not Just Oil
Quick question: does the US Merchant Marine get to keep the boats? Or do we only get the oil? I ask because we already have plenty of oil but 🇺🇸 desperately needs more big boats.
Only 130 Ships Crossed Hormuz, All Bound for Asia
Just 130 ships have transited the Strait of Hormuz since the war began—barely a day’s worth of traffic under normal conditions. Nearly all have sailed for Asia, with none heading to Europe or the United States. H/T @_MartinKelly_
Bloomberg Finds No Oil Tankers in Hormuz Despite Trump Claim
"Tanker tracking data compiled by Bloomberg shows no sign of the eight big boats full of oil that are going right up the middle of the Hormuz strait that President Trump just mentioned in his briefing." https://t.co/WnyafirUj0
Let Competition Buy Magnets, Not Government-Chosen Champions
Libertarian think tank analyst on Trump Admin’s equity investments in critical mineral supply chain: “If Washington wants more domestic rare-earth magnet capacity, why not just buy the magnets? Clearly, regulatory obstacles exist, but letting firms compete rather than try to...
Houthis Threaten to Control Bab Al-Mandeb Chokepoint
Houthis warning they could get involved... Like the Strait of Hormuz they can control the Bab al-Mandeb, a similar chokepoint controlling access to and from the Red Sea
Decision Looms: Toll Split or Boots on Ground
Seems like the choice is 1) Deal that includes a toll/revenue split on a Hormuz toll 2) Boots on the ground And we will know more by monday
No Tankers Recorded in Strait Since March 25, Data Shows
Okay, I am confused. What tankers? @MarineTraffic does not show a fleet of tankers passing through the Strait since March 25. JMIC also does not have those numbers in their daily report. https://t.co/lGbc5QIUsI
China Drives Q1 Shipbuilding Boom with 70% of Orders
Newbuilding contracts surge as boxships and tankers provide 1Q26 boom ▶️Newbuilding orders have surged as demand for new boxships continues while crude oil tanker orders have come back into fashion ▶️Orders for crude oil tankers have rebounded strongly due to fleet renewal...
Decision Intelligence Drives Smarter, Resilient Supply Chains
Hi Folks, I’ll be speaking at decision44 in Chicago this April organized by @freightpipes We'll discuss how supply chain leaders are leveraging decision intelligence for smarter execution to balance cost, service, and maintain resilience in a volatile environment. Meet industry...
Dayton Airport Auctions FedEx Plane Starting at $6,400
Just in case you're looking to purchase a plane, Dayton Airport is selling a FedEx plane via @liquidityinc' auction website. Current bid is $6,400. https://t.co/9aGEsWV6Tr
Import Prices Surge 2.8%, Tariff Burden Shifts to US
"Compared with February 2025, the import price index excluding petroleum climbed 2.8% — the most since October 2022 and suggesting the tariff burden is falling primarily on US importers." (The index here does not include tariffs.) https://t.co/BThM0jjJxj https://t.co/QmsfwHVOLd
Design-Production Miscommunication Drives Manufacturing Failures
Design & Production DISCONNECT: Manufacturing FAIL Discover how miscommunication between design and production impacts manufacturing with 𝐉𝐨𝐧𝐚𝐬 𝐒𝐭𝐫𝐨̈𝐦. Stream now: 🔗 https://t.co/EcYsyLNAPe 📽️ https://t.co/9Djem6LHxZ 🔗 https://t.co/DmYp21N5Kv https://t.co/REXVyz981O
Truck Spot Rates Surge to Cycle High, Vans $2.97
Trucking spot rates hit new cycle high as the rally continues. $2.97 for vans. +$.14 in the past week. https://t.co/QVmlK0jug1
Global Trade Faces Fragmentation Amid Geopolitical Upheaval
From Liberation Day to the Strait of Hormuz, is global trade and world order going thru an upheaval? Will the world move go from bifurcation or trifurcation to fragmentation? Who will dominant? What would supply chains look like and operate...
Blockade Risks Spike Prices, Yet Market Already Priced In
Key pushback to a blockade is that it might spike oil prices. Iran's 2 million barrels per day could spike oil prices by 20% if they go offline, but - with Brent already up 60% from before the war -...
UK Restarts Ethanol Plant Amid Iran War CO₂ Shortage
The UK government temporarily restarted an ethanol plant over concerns that the Iran war will cause a shortage of carbon dioxide, a byproduct used widely in food production and healthcare. https://t.co/bFWyL98954
Western Navies Field only Three Destroyers, China Fields 40+
In fairness to her, Australia is rationing diesel too & doesn’t have a single spare destroyer to send to the Persian Gulf. Worse, all the King’s navies combined, UK, Australia, New Zealand and Canada, can only field about 3 ready destroyers...
Taiwan Spends $600M Extra as LNG Prices Double
Taiwan spent an extra $600 million to secure LNG through June to replace lost Qatari supply 🇹🇼 💰 Taiwan’s Economic Minister said spot LNG prices are “about twice as high as long-term contract prices with Qatar” The island depends more on gas...
Iran's Hormuz Fee Push Spurs Focus on Malacca
Iran's bid to start charging a fee to vessels crossing the Strait of Hormuz (Tehran never ratified the UNCLOS despite signing it in 1982) is making other countries ensure they don't encounter such risks in other chokepoints -- the Straits...
