France Appoints Six Firms for PV Module Recycling
France selects six operators for PV module recycling capacity #energysky -- via pv magazine global: https://t.co/h4W6IZISaO
Gulf Crisis Could Cripple Energy Markets Until 2027
The FAT TAIL for the Persian Gulf crisis Prolonged energy disruption & economic dislocation THRU 2027, says @ProfessorKaren That assumes the conflict is resolved in April or May
Panic Fuel Buying Reveals Fragile Systems Before Collapse
Australians are "panic buying" fuel This is a classic early-stage crisis dynamic People fear shortages → they hoard → Local outages appear → which reinforces fear THIS IS WHAT FRAGILITY LOOKS LIKE BEFORE FAILURE This will happen in your country next
Opening Strait of Hormuz Crucial for Global Energy Security
Tweedle Dum and Tweedle Dee agree that the opening the Strait of Hormuz is important Where's DOGE when you need to cut fraud and waste?
Iran's $2 Million Strait Fee Shows Mutual Benefit
Finally, a little commerce is moving in the Strait of Hormuz. The Iranians benefit by charging up to $2 million for free passage and those who pass obviously benefit or they wouldn’t pay the transit fee. THREE CHEERS FOR COMMERCE. https://t.co/hzDa6MSkxF
Weaponizing Hormuz Is Global Economic Terrorism, Says ADNOC CEO
“Weaponizing the Strait of Hormuz is not an act of aggression against one nation. It is economic terrorism against every nation, every family that depends on affordable energy and food.” Abu Dhabi National Oil Co. CEO Sultan Al Jaber says in speech at @MiddleEastInst...
Russia Halts Fertilizer Exports, Leveraging 40% Market Share
Russia stopped exports of ammonium nitrate through April to ensure domestic supply during planting season. Russia controls a massive portion of global trade in ammonium nitrate at about 40%. IT LOOKS LIKE MOSCOW IS SAYING SANCTIONS WILL HAVE TO GIVE OR FERTILIZER...
Asia's Energy Shock: War Disrupts Middle Eastern Supply
Good morning, We are in Day 26 of the war and Asia is reeling from the conflict as we are most dependent on Middle oil and gas. Let's talk about how Asia is affected by this conflict, a thread. You can...
EU Clinches Australian Mineral
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
US Examines $200 Oil Price Shock Impact on Economy
US officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, sources tell @hlowenkron @SalehaMohsin and me, a sign of studying possible fallout from extreme scenarios for the #Iran...
Economists Agree Jones Act Costs Outweigh Security Benefits
By overwhelming margins, top economists agree the Jones Act's economic costs outweigh any possible national security benefits (and at least one "disagree" clearly misunderstood the question): https://t.co/gu4X7BdYd1 https://t.co/YMnnHZtyRM
Spot Rates Rebound Fully, Flatbeds Surge Amid Tight Capacity
Julie is correct. Trucking van spot rates have now recovered 100% of the diesel cost surge from this past month (+$.22/mile) and flatbed operators are doing even better (+$.59/mile). This only possible because capacity is so tight.
Philippines Declares Emergency over Soaring Oil Prices
The Philippines have declared a NATIONAL STATE OF EMERGENCY. The Philippines imports 98% of oil from the gulf and gas prices have DOUBLED since the breakout of the Iran war. THE PHILIPPINES SHOULD SEND THE BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/bNdU01nHJI
Gulf Nations Unite for Strait Security, Boost Asian Trade
It's the first time in 60 years you've heard Bahrain, UAE, Saudi Arabia, Qatar all sing from the same song sheet, saying status quo doesn't work. That's really good for everybody because that's a lot more trade into Asia. That'll...
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
U.S. Waterways Already Permit Nonunion Foreign Ships in Transit
Reminder: U.S. waterways are already open to "nonunion foreign competitors" as long as these ships are transiting between a US port and a foreign port. And this happens all the time.
Analyzing Strategic Risks in the Strait of Hormuz
My appearance today @OnPointRadio with @MeghnaWBUR talking about the Strait of Hormuz. On Point: https://t.co/X1Zkk3Qebt Spotify: https://t.co/ZpzVC27zml Apple: https://t.co/4ahkNZRGed
Resuming Hormuz Traffic Crucial Amid Iran War Uncertainty
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz...
SS Cape Inscription Makes Final Panama Canal Transit
Maybe the last ride for the @DOTMARAD SS Cape Inscription as she transits the Panama Canal - Gatun Locks - heading toward the Atlantic and Beaumont, Texas. @WarshipCam https://t.co/EMTIXenQXk
War in Ukraine Forces Army to Accelerate Gear Acquisition
Epic Fury Already Stress Testing More Agile Army Acquisition System, General Says The warp speed-like evolution of measures and countermeasures in Ukraine has forced the Army to change how quickly it gets new gear into the hands of its troops. https://t.co/L9dTNXGqgy
US Freight Market Hits Unprecedented Bullish Surge
You are not bullish enough. The trucking market is an 11 out of a 10 right now, with some the strongest charts since COVID. The resurgence of the US industrial economy and manufacturing renaissance is real, along with tightening capacity....
Curious About Israel's Potential Deal With Iran
Ok but I’m far more interested in what deal Israel is willing to make with Iran.
Optical Supply Gap Hits 20‑30% Amid Rapid 800G Demand
Interesting interview with a Sr Engineer in networking at AWS. Optical is ramping fast. Looking to shift to 1.6T but still can't get all the capacity they need at 800G. Diversified across vendors with InnoLight currently the most share....
Risk Intelligence Uncovers Hidden Threats in Global Supply Chains
Beyond disruption headlines: what forward‑looking risk intelligence reveals about global supply chains https://t.co/tQJ8oFj74q @WiseTechGlobal #supplychain
Middle East Conflict Forces BASF, Dow to Hike Chemical Prices
"Chemicals Giant BASF Hikes Prices Again as Mideast War Drives Up Costs" https://t.co/MuHgqG5rn4 "US chemical giant Dow said Tuesday that it would raise prices of polyethylene...by twice as much as previously announced." https://t.co/w4t5xn2uY1
Dual‑Arm Bipedal Robot Tackles Heavy‑Load Logistics
Dual-Arm Bipedal #Robot Designed for High-Payload Logistics Operations by @tweetciiiim #EmergingTech #Technology #Innovation #Tech https://t.co/B2oykv52XF
Manufacturing Is Evolving—Adapt Now to Stay Competitive
🔄 Manufacturing is changing. Are you adapting? The manufacturing landscape is evolving rapidly with new technologies, automation, and efficiency strategies. To stay competitive, you need to adapt and innovate. https://t.co/oPJqrYL9Nu
One Source of Truth Ends Spreadsheet Chaos
One product, one truth. Perfion PIM eliminates the 'which spreadsheet is correct?' headache for distribution teams. 🎯 #PIM #Perfion #SupplyChain #Distribution https://t.co/UsrZVZfuzi
Tesla Negotiating $2.9B Chinese Solar Equipment Deal
Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32
Export Controls Must Prioritize Cost‑Benefit Over Honor System
#ChipSecurityActWatch America’s Export Controls Shouldn’t Run on the Honor System No, but it should run based on clear cost benefit analysis and with minimal impact on industry and supply chains. A short thread 🧵 https://t.co/KArD3li5Ly
Government AI Defense Contracts Spark Complex Disputes
Supplier contract disputes can be complicated. And when it’s a govt. contract, in a sensitive spend area like defense, and for a high-profile service/application like AI or other emergent tech, then things can get really tricky. Via @CristinaCriddle @FT https://t.co/OJzNWfcs68
India's LPG Shortage Threatens Households Amid Hormuz Closure
India’s LPG crisis following closure of the Strait of Hormuz The war between the United States and Iran and closure of Strait of Hormuz has become a critical threat to the supply of liquefied petroleum gas (LPG) India relies on for...
Metrics Matter Only When They Inform Decisions
Metrics are only valuable if they drive decisions. Lisa Anderson shares practical insights on using performance metrics to guide critical supply chain decisions. Watch the Supply Chain Byte. #SupplyChain #Manufacturing #PerformanceMetrics https://t.co/8CF8HFcniM
ICC Warns Worst Industrial Crisis Amid Iran Strait Conflict
International Chamber of Commerce head. May be facing ‘worst industrial crisis’. Iran war. Strait. Supply of supply chains.
Strait Closure Threatens Global Chemical Supply Chains
Strait closure. Global chemical supply chains and production? And what those chemicals are needed for?
AI Becomes Essential for Energy Security and Resilience
The Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to...
Iran Tightens Hormuz Passage, Demands Full Ship Details
Iran Demands Crew, Cargo, and Other Details to Send Ships Through Hormuz. Asserting control. https://t.co/xKxQYK4JFV
US‑Iran Conflict Bolsters Russia’s Grip on Global Food Markets
“An official from an Asian or African country who needs urea before the monsoon does not discuss the Ukrainian question. He calls the Kremlin, and the Kremlin picks up,” she said. On how the US war with Iran is strengthening Russia...
Ukraine's Strikes Cut 40% of Russia's Oil Exports
Ukraine struck another Russian export terminal today. Reuters calculates that 40% of Russian oil export capacity is currently offline. Ukrainian sanctions at work.
Saudi Red Sea Oil Shipments Near 5 Million‑Barrel Target
Saudi oil shipments via the Red Sea have been ramping up rapidly and are getting close to the five million BPD target https://t.co/SkPyeLTXbO https://t.co/nmq5Kt89xT
AI Surge Fast-Tracks China's Chip Industry, Straining Supply
AI boom accelerates China's chip industry growth as demand strains supply chain Growth in the industry "is coming faster than expected" this year... no kidding... https://t.co/NOedZy15kH
Hormuz Closure Threatens World Economy, Outweighs US Strikes
...and yet Hormuz remains closed. The US bragging about how many targets we've hit in Iran while Hormuz remains closed is the geopolitical equivalent of "Every kid gets a trophy", because Hormuz closure means the world economy is on the clock. Another...
Truck Spot Rates Stable; Fuel Adjustments Skew Perception
Trucking spot rates are not down, despite the data in the Bloomberg terminal suggesting that is the case. Traders are looking at a calculated linehaul rate, which takes gross (what brokers pay to carriers) and then subtracts fuel on a predetermined...
China's Primary Oil Sources Revealed in Chartbook
Where China gets is oil from. This and more in the today's Chartbook Top Links. https://t.co/o4m9jIk6D4
Private Ownership Gives Freight Edge Through Culture, Tech
Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships. 🎧 Listen to Episode 131...
UK Businesses
UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc
Russia's Oil Exports Plunge 40% After Drone Attacks
Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Taiwan Targets Drone Hub with $1.38B Non‑red Supply Push
Can Taiwan fulfil Asia-Pacific drone hub goal with ‘non-red’ supply chain push? Plan is to invest US$1.38 billion between 2025 and 2030 for uncrewed systems industry, but questions linger over scale, politics and timing https://t.co/jb0kr8jdVY via @scmpnews
