Red Sea Disruption Signals Lasting Hormuz Bottleneck
The Red Sea never normalized after 2023 Houthi attacks. Despite months of U.S. naval operations, shipping traffic is 50% of pre-disruption levels Why should Hormuz be different? This is our most likely oil and LNG future Time to get real honest about what this means. #Oil #Hormuz #Shipping #RedSea #Geopolitics
Tech Enables Sustainable Supply Chains for Adaptive Leaders
“Modern tech. offers a seismic opportunity 4 a giant leap in #supplychain sustainability. Orgs. that seize the opp. are those that appreciate that the world is changing, & nature teaches us that those who can adapt to change will prosper.” >https://t.co/9vm6ZldSMK #procurement https://t.co/8nAuOBJy9Q
Golden Dome’s $1.2T Price Tag Is Unsustainable
We have been saying this since the second this was announced. This will be incredibly costly to procure, but sustaining it will be absolutely bonkers.
Supply‑chain Stress Resurges After COVID Peak
Supply-Chain Stress That Peaked in Covid Heads Higher Again. If and when we hit supply constraints… https://t.co/CrUgwLc19S
USPS Ground Advantage vs Ounce Rates: What Businesses Need
USPS Ground Advantageand ounce based rate differences. Interesting for a business focusing on parcels. #ecommerce
Build Engineers Own Engine Modules From Concept To Test
Traditionally, engineering, manufacturing, and supply chain are siloed. Engineering throws drawings over the wall to mfg/supply chain. At Boom our Build Engineers are empowered—and own whole engine modules from concept through test stand.
Xi Holds the Cards as US Bravado Masks Weakness
✍️ Gideon Rachman 👉 US president’s trademark bravado will be used to obscure the weakness of his position. Chinese are unlikely to rub his nose in it. 💥The reality, however, is that it is Xi Jinping who “has the cards”...
Trump, Xi Secure Fragile Trade Truce, White House Seeks Stability
After a bruising trade war consumed most of 2025, Donald Trump and Chinese President Xi Jinping agreed last fall to an uneasy economic truce. The White House, struck by Xi’s demonstrated willingness to push back hard on Trump’s tariffs, now...
Inflation and Hormuz Tensions Force Supply Chain Rethink
US inflation. Strait of Hormuz. What will retailers and manufacturers do? And their supply chains? And logistics?
Iran Negotiates as Trump Seeks Exit, Shipping Bottleneck Worsens
Iran playing the negotiation game while Trump wants to get out of mess he made. And the ships stuck in the Strait and the supply shortages?
Panama Canal Slot Auctions Reach Record $4 Million
Panama Canal slot auctions hit record $4m. The Strait adds to volume. Avoid delay. Pay $4 mil. Will that increase? https://t.co/pbogTlPIf7
Illinois Diesel Prices Hit Record, Threatening Trucking Costs
Illinois sets record price for diesel fuel. Will that be broken? Trucking and supply chains beware.
Trump's Weakened Stance Meets China's US‑controlled Maritime Chokepoints
The FT says Trump arrives in Beijing weakened after losing the trade war and the Iran war. Maybe, writes @BenPicton1 But China still depends on seaborne oil, LNG, & food moving through maritime chokepoints dominated by U.S. naval power My take: does...
Strong Supplier Ties Unlock Pricing, Innovation, Resilience
Strong supplier relationships don't just feel nice. They deliver concrete advantages: better pricing, knowledge transfer, supply chain resilience, and innovations you'd never reach through a standard RFP. Joe Adamski of @ProcureAbility breaks it down 👇 https://t.co/tYERkizpoN
Xi’s Leverage Forces US to Rethink Taiwan Policy
FT says Xi now holds most of the cards ahead of the Trump meeting Liberation Day tariffs flopped once China’s critical mineral chokehold started shutting U.S. factories Now the Iran war fiasco has weakened Washington further EXPECT A REVISION OF THE US POSITION...
DSV Moves to CargoWise, Tango Becomes Core AI
DSV confirms CargoWise shift as Tango becomes core AI platform - https://t.co/dcq4GR9itu - The Loadstar
Cautious Buyers Offset Global Oil Supply Shock
Astounding🤷♂️ 👉”US-led exports and China-led cautious buying patterns among importers have, in effect, been 💥shielding the world from the supply shock💥 👉“The actions of cautious buyers have therefore exceeded, by 4.1mn barrels a day, the 6.8mn net contraction of seaborne export supply...
Rare Earths Become Hidden Bottleneck for AI Hardware
Rare earths are the quiet bottleneck behind the next hardware cycle. AI data centers. EV motors. Wind turbines. Humanoid robots. Drones. Night vision. Radar. Sensors. Software scales fast. Physical supply chains do not. Rare earths turn the AI boom into a mining, refining,...
Manufacturing Overvalues Degrees, Overlooks Skilled Trades Talent
Is the manufacturing sector stuck on four-year degrees? We explore the overemphasis and its impact on finding skilled talent. The real problems in production. Stream now: 🔗https://t.co/fTtkIZAIFw 📽️https://t.co/uPpmryydIk 🔗https://t.co/DmYp21N5Kv #Manufacturing #SkilledTrades https://t.co/YVbbAbGqtU
China's Autonomous Delivery Network Reshapes Last‑mile Logistics
China’s Self-Driving Delivery Network Is Transforming Last-Mile #Logistics by @XueJia24682 #SelfDrivingCars #AutonomousVehicles #EV #Automation #Automotive #Transport https://t.co/qjKqtQeSUF
China's Mercantilist Squeeze Threatens Developing Economies
Important NEW paper @PIIE China's mercantilist squeeze on developing economies by @arvindsubraman @shoumitro_c Who really is harmed by China Shock 2.0
Mihzem Vessel Successfully Navigates Hormuz Strait as Predicted
Exactly as expected in eth tweet below. Here it is. It passed through the Hormuz Strait #Mihzem https://t.co/mosqVLnr6C
Social Value Ripples Across Every Supply Chain Link
Read the latest edition of the Art of Supply newsletter > How Social Value Cascades Through Supply Chains https://t.co/NJ3xwR5b49
Chinese Cars Surge Abroad as Foreign Share in China Halves
"The market share of foreign auto firms in China has almost halved in five years, to around 30% in 2025. Moreover, in 2023 China passed Japan to become the world’s largest exporter of cars. In 2025 over 8 million of...
Amazon Now Rolls Out 30‑minute Delivery Across U.S. Cities
Are we approaching a "6-minute abs" situation? I'm sure the 15-minute service is coming :) -> Amazon launches Amazon Now, its 30-minute delivery service, in dozens of US cities including Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, after pilots https://t.co/vn3ndFyrCX https://t.co/1Tt94hiHxO
Record CASCI Index Driven by Strong Chip Performance
The only way to track the manufacture and shipping of AI Compute is through the CASCI Composite index, by @Culpium April's CASCI Composite hit a record. BUT: Chip strength made up for faltering momentum elsewhere in the supply chain. Head to...
Iran Expands Strait of Hormuz Claim to 200 Km Radius
MAP OF THE DAY: Iran is claiming a much wider geographical footprint for the Strait of Hormuz than before, according to state media. Tehran says the SoH area goes from the port of Jask in the Gulf of Oman to...
US Surplus Driven by Rising Refined Product Exports
The US imports crude (blue) and exports refined product (red), which is things like gasoline, heating oil and jet fuel. The sharp rise in the US' oil surplus is all about more refined product leaving the country, which helps mitigate...
Silent Qatari Tanker Mihzem Likely Passed Strait of Hormuz
The second Qatari oil tanker heading to Pakistan, Mihzem, which made a U-turn yesterday, has gone silent — no signal for the past 15 hours. It’s possible it has already passed the Strait of Hormuz. If it has, we should...
Kagan Predicts U.S. Likely Defeat in Iran
Robert Kagan on why he believes U.S. faces likely defeat in Iran https://t.co/6JsAI19fL0 via @YouTube
Piracy Resurges in Red Sea, Alarming Global Shipping
Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates have already attacked multiple ships. Full Newsletter: https://t.co/apUKpFZFx6 #piracy #geopolitics https://t.co/YV7x3bgjTR
Supply Chains Need Faster Decisions, Not Just Visibility
Supply Chains don't need more visibility - They need faster decisions. https://t.co/VKqA67WCvF “We don’t want to be reacting,” said Mike Medeiros, Executive Vice President of Operations at Penske. “We want to identify those opportunities early and often.”
Qatar Orders LNG Tankers to Disable AIS Amid Tensions
Qatar asks LNG tankers to go dark in new safety measure 🇶🇦⚠️ The directive came this week for vessels within Ras Laffan port, anchorages and port waters to switch off their AIS More ships are masking their location as tension in the...
Xi’s Power Lies in Rare Earth Monopoly
.@gideonrachman in FT op-ed: “It is Xi Jinping who ‘has the cards’—to use a phrase that Trump likes. The Chinese president’s ace is his country’s near monopoly over the production of rare earths and critical minerals.” https://t.co/kdHuHoSwcP
Nigeria's Aviation Hit by Fuel Shortages, Soaring Oil Prices
JUST IN: Nigeria’s aviation sector is facing increased safety and operational issues from jet fuel shortages and rising oil prices.
Tesla's Gigacasting Feels Like Civilization's Metallurgy Breakthrough
I bet when Tesla made its first gigacastings @elonmusk felt like achieving the discovery of metallurgy in civ 1 https://t.co/gDnSZwIkDO
ADNOC Poised to Restart LNG Shipments Post‑Hormuz Clearance
Once Hormuz is passable, Adnoc will resume LNG shipments “within a reasonable time frame" 🇦🇪 🚢 "Do not ask me whether that’s two weeks or three weeks, we simply don’t know. But we’re ready with our ships,” said CFO Peter Van...
India Fuel Crunch Slashes Jindal Stainless Output and Delays Shipments
India stainless steel fuel crunch forces Jindal Stainless to cut output and warn of shipment delays. https://www.metalnomist.com/2026/05/india-stainless-steel-fuel-crunch.html
AESC, Jinko Sales Signal US Clean Energy Restructuring
AESC, Jinko’s asset sales are start of wider US clean energy manufacturing industry restructuring #energysky -- via Energy Storage News: https://t.co/5ZSx3Of17f
Trina Solar Earns SSI Silver Traceability Certification
Trinasolar module factories awarded silver supply chain traceability certificates by SSI #energysky -- via pv-tech: https://t.co/YcbIT52WDC
Midwest and Southeast Surge as West Coast Lags
Notice that the Midwest and Southeast are surging, while the Westcoast hasn’t kept up. You are see a live look at American reindustrialization.
Toyota Directs Dealers to Dilute Motor Oil Amid Shortage
This is wild. Toyota is telling dealers to mix and dilute recommended motor oil because of shortages
US Chamber Warns Limited Window to Counter China’s Supply‑chain Push
US Chamber of Commerce has warned that countries have only a “finite” window to respond to Chinese policies that are deepening reliance on its supply chains and harming the global economy. The Washington-based lobby group said Beijing was “doubling...
US Imports From China Plunge, Vietnam and India Rise
China’s share of goods imported to the U.S. has fallen from 22% at the start of Trump’s first term in 2017 to just 7.5% in the first three months of this year, as American companies have shifted supply chains for...
Great Circle Routes Are Shortest, Not Just Over Alaska
This is the worst explanation of great circle navigation I’ve ever seen. “A pilot can’t fly straight West to Asia, he has to fly over Alaska” False. Yes, the curved path from Seattle to Tokyo is significantly shorter because you’re following the curvature...
NRE, Funeng to Build
NRE and Ningbo Funeng plan a 10,000 t/yr rare earth alloy plant in Baotou. https://www.metalnomist.com/2026/05/rare-earth-metal-alloy-production.html
Defining Shipping Normalization Amid Strait of Hormuz Uncertainty
Shipping normalization and Strait of Hormuz stability. When will it happen? How will normalization be defined?
Army
YES And make them load and unload logistics ships and watercraft on the waterways and beaches. Prove to us the Army Corps of Engineers aren’t just contracting desk jockeys.
Flexport Receives $137M Tariff Refund—Spend Wisely
Tariff refunds have officially begun. Flexport customers received $137 million today. Congratulations everybody. Remember that most lottery winners go bankrupt. Don't waste it.
US‑Israeli War on Iran Fuels Farmer Planting Crisis
Thanks to the US-Israeli war on Iran, spring planting season is turned into a DISASTER for American farmers. They can’t afford two key inputs: fertilizer and diesel fuel. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/BaHfrAjtfl