Deadweight Tonnage Reveals Hidden Ship Traffic Through Hormuz
Great chart showing the breakdown of visible vs dark[er] ship transits through Hormuz Even better that its in deadweight tonnage rather than a simple ship count.
Oil Shock Less Severe; Iran Likely to Restore Flow
Of course the world cannot withstand a 20% supply shock of oil for quarters There are just two weird assumptions included in that: 1) The supply shock is not 20% effectively - far from it actually. The bypassing of the strait...
Tariffs Drive Steel Producers' Q1 Earnings Surge
Yay, tariffs: "Steel producers tease Q1 earnings surge, citing higher prices" https://t.co/gTHXOvmfrG “The domestic producers don’t [have to pay a tariff], meaning if all steel prices rise, that a lot of that flows to the bottom line for them"
Physical Production Lags While Markets Adjust Instantly
"If your local bakery loses one of its ovens, the whole neighborhood ends up having to get by with less bread." That's the whole game. Markets can calm fast; physical production can't. https://t.co/62mri1raCe
Shippers Accept New Freight Super Cycle Amid Driver Shortage
JB Hunt's Spencer Frazier did not hold back when talking about the shipper sentiment shift over the past few months. In January, there were a lot of questions among customers about whether there was a permanent or temporary shift in...
Ivanhoe's Kipushi Zinc Set for US via Project Vault
We were at the White House in February for the launch of Project Vault, a $12 billion supply‑chain security programme launched by the U.S. and backed by @EximBankUS. At the same time we announced that @IvanhoeMines_ is in discussions with @Gecamines...
CH Robinson Rewards Unsafe Carrier, Ignoring Safety Violations
Grok is not letting em off the hook “CH Robinson’s “Carrier of the Year” award to a non-registered chameleon carrier (15k violations, 500 crashes) is the kind of example truckers point to as willful blindness for margin”
USTR’s Section 301 Probe Flawed Economically, Factually, Legally
We submitted comments on the new US Section 301 investigation of "structural excess capacity," explaining the herculean task USTR has assigned itself - and why its indicated approach would be economically, factually, and legally invalid: https://t.co/55Q4AADU12 https://t.co/INfD60QkjP
Claimed NATO Threats Are Fabricated, No Support Requested
1. They were never asked to be. There is a formal process to request support and it was never made. 2. The British and French have been actively involved in defending bases in Iraq and Jordan as well as Israel....
Economic Siege Meets Rising Civilian Uprising in Iran
The Iranian Regime is facing dual top-down and bottom-up pressure By blockading the Strait of Hormuz, the US is economically strangling the regime. 90% of Iran's capital flows came from selling oil through the Strait. That's gone. The Strait is also how...
Red Sea Ports Can't Match 7 M Bpd Pipeline Capacity
just because East-West pipelines can carry ~7 million bpd doesn't mean Red Sea ports can handle that volume of exports
100 M L Diesel Sounds Massive—Actually Just One Day
Australia is getting 100 million liters of diesel from Brunei & Korea Sounds like a lot It's only 628,000 barrels That's about 1 day of supply
Europe Turns to Canadian LNG Amid Iran Conflict
Europe Eyes Canada LNG as Iran War Rewires Energy Routes. If & when, Hormuz reopens, how much business will Canada retain. Supplier diversification and supply chain risk mitigation. A lesson leaned? https://t.co/WXCrXRH8SW
Third‑Party Delivery Only Viable If Fully Incremental
We did an economic impact study several years ago on third party delivery. Economically, the only way it made sense was if all the business was incremental, because if not it was just cannibalizing revenue. As noted, it's hard to...
Open Hormuz Now to Stabilize Global Oil Markets
I'm so, so ready for this war to be over, for shipping traffic through the Strait to resume, and to spend the next month or two tracking the nitty gritty of how the short-term shock rippled through the global oil...
J.B. Hunt Q1 Earnings Surge on Cost Cuts, Volume Gains
New blog post - J. B. Hunt Q1 Earnings Boost By Cost Initiatives & Higher Volumes https://t.co/sGDzdAk30f Nothing fancy - I figured I'd mostly share quotes that I found interesting and also a few bits from Stifel's Bruce Chan's note on...
Edge Computing Slashes Latency, Boosts Safety and Bandwidth Efficiency
Edge computing cuts latency by processing data near its source, at the device. Services in factories and mobility push teams to deploy local intelligence, since milliseconds affect safety and uptime, and local processing trims bandwidth spend. Microblog by @antgrasso https://t.co/rCMiEIRtCQ
Delay Outsourcing Fulfillment; Leaders End up Packing Boxes
60% of online retailers already outsource at least part of their fulfilment. The ones who wait too long? They're the ones spending leadership time packing boxes instead of growing the business. Know the signs 👇 https://t.co/r4ctl4lH4h
Rapid AI Iteration: Essential for Every Modern Business
We just did a 90 minute hackathon as a team. We hired an ai consultant to build us a sourcing tool better than all the tools we previously used. We then spent 90 minutes all on a zoom using it,...
Cheaper U.S. Natural Gas Cuts Manufacturing Costs, Boosts Competitiveness
38% of manufacturing costs come from energy and in America that energy is natural gas. Natgas continues to get cheaper, boosting American industrial competitiveness https://t.co/G3XH3E1afH
U.S. Enforces Blockade on Iranian Waters, Deploys Forces
Big sstatements by General Caine of @thejointstaff ▶️Blockade will be enforced on international waters and IRANIAN national waters ▶️ @INDOPACOM will be supporting @CENTCOM in the diversion, interception and boarding of blockade runners. https://t.co/52G3zd62Hr
AI Drives Structural Transformation in Transportation
🚀 Artificial Intelligence is reshaping the future of transportation — from predictive maintenance and smart mobility, to logistics, infrastructure, and customer experience. In my latest article, I explore how AI is becoming a strategic lever for CEOs and entrepreneurs, helping organizations...
CMF Bahrain Details Absolute and Conditional Contraband to Iran
The Joint Maritime Information Center of @CMF_Bahrain has issued a Blockade Update with specifics on absolute and conditional contraband to Iran. https://t.co/OZWjeqzBMT https://t.co/4YV8F7Ixa7
War‑torn Iran Forced Into Negotiations over Collapsing Economy
"Iran’s War-Shattered Economy Means It Has an Urgent Reason to Negotiate," @WSJ You mean the experts commenting on the unbreakable will of the Islamic regime could be wrong? https://t.co/ednHa2MMNq Damage done by U.S. and Israeli attacks will take years to repair...
UK Braces for Food Shortages Amid Iran War, CO2 Crunch
UK prepares for food shortages caused by Iran war CO2 crunch https://t.co/qFnOtL67qw via @AlexJFMorales https://t.co/bHzHKpAe8F
Optionality Turns Warehouse Execution From Fragile to Resilient
Most companies think their warehouse execution is optimized. But they break under changing conditions – daily operations these days. Good breakdown from @TompkinsVentures on how optionality supercharges your WMS. https://t.co/DXNL1gMLtq #WarehouseExecution #Logistics https://t.co/I8tZUUS61n
Hormuz Strait: Open Yet Dysfunctional
One of the best headlines I have seen so far: 🪔Hormuz: Not Closed — But Not Working from @MaritimeAn
Saudia Partners with NSG IFC for Major Fleet Upgrade
Saudia turns to NSG IFC for “significant” portion of fleet; equipage has already begun https://t.co/hjqDaCcwdV
Flexport's 128% Thailand Growth Fueled by Hard Work
Flexport grew 128% y/o/y in Thailand. I'm here at Flexport Bangkok today to see what we're doing to make this happen. It turns out the answer is "working really hard." https://t.co/ekESaZCNY2
UK‑EU Forum Pre‑Summit: Assessing Progress in Brussels
The UK EU Forum in Brussels. An opportunity to take stock of where we are ahead of the Summit https://t.co/ovQTv458LO
China’s Renewable Growth Dwarfs World, Contradicting Trump’s Claim
At the World Economic Forum, Trump claimed China makes renewable equipment but doesn’t use it. Reality: Over the past few years, China’s growth in wind and solar usage has exceeded the rest of the world COMBINED. TRUMP'S RHETORIC RARELY MATCHES REALITY. https://t.co/SGRBqnFkj6
One Chinese 24k TEU Ship Outpaces Entire USAF Airlift
And here’s your monthly reminder that the entire airlift capacity of the USAF - is less than the capacity of ONE Chinese built 24,00 TEU containership.
Idaho Antimony Plant Boosts U.S. Defense Supply Chain
USAC and Americas plan an Idaho antimony processing plant to strengthen North American supply and defense access. https://www.metalnomist.com/2026/04/us-antimony-processing-plant-in-idaho.html
JB Hunt’s Strong Earnings Signal End to Freight Recession
JB Hunt had one of their strongest earnings calls in years, declaring the Great Freight Recession over. Hunt is a very conservative firm, and CEO Simpson is typically very measured in her comments - this sets the tone for the...
Russia Threatens European Drone Factories Amid War Struggles
Former President of Russia warning Russia will bomb drone factories in Europe that supply Ukraine. Why? Russia is either losing the war or mightily struggling against Ukraine. And it is drones that are giving Russia fits. Welcome to the 21st century.
Australia’s Fuel System Lacks Slack, Fire Exposes Supply Risk
The fire at Australia's refinery is real and significant But there’s no evidence of sabotage. The bigger issue is structural—Australia’s fuel system has almost no slack Events like this quickly turn into supply risk. @SantiagoAuFund
Early Terafab Supplier Talks Reveal Near‑Term Pilot Plans
New and detailed report on early Terafab talks with key suppliers and some of details of near term ambitions for pilot line. With colleagues in Asia 👇
Australia Must Move Beyond BAU Fuel Security
A credible fuel-security strategy for Australia must ensure provision of short-term liquid fuel stocks for critical services - freight, farming, remote communities, and defence But it must go much further than that We musn't double down on business as usual fuel -...
Hormuz Crisis Drives 3‑5% Rise in Indian Luxury Construction
Strait of Hormuz Crisis Threatens Luxury Housing in India. Developers are worried about delayed imports of key materials like aluminium, steel, Italian marble, and tiles. This is causing higher costs and possible delays in construction. Prices of these imported materials have already...
US Says Blockade Stopped Chinese Iranian Oil Purchases
US Treasury Secretary Bessent said the blockade is believed to have halted Chinese purchases of Iranian oil, will not renew the Russian oil waiver, and stated that two Chinese banks received Treasury letters warning of potential secondary sanctions.
Supply‑Chain Position Determines Winners in War‑Driven Market
While one Malaysian manufacturer collapsed and closed in 15 days (that’s yesterday), another is having its best year. Same war. Completely different outcome. The difference is which side of the supply chain you sit on.
Two VLCCs Face US Naval Blockade After Iranian Load
Day 3 of US blockade tanker watch -- Will these two VLCCs be able to get past the US naval blockade after loading Iranian crude?
Robotaxis Now Deliver Takeout Without Human Drivers
Futuristic Robotaxis Couriers Deliver Takeout Fully Unmanned by @Fabriziobustama #EmergingTech #SmartCity #Tech #Technology #Innovation #TechForGood https://t.co/7G85SoJXSX
Australian Fuel Crunch Deepens After Refinery Fire
Australia's fuel crunch is set to get worse 🇦🇺🚨 A major fire at one of Australia’s only two oil refineries will shut some of its production. The refinery supplies 10% of domestic demand Australia’s petroleum product supplies were already really tight due...
Synthetic Biology Localizes Drug Production, Ending Fragile Supply Chains
Most pharmaceutical APIs still travel thousands of miles through fragile global supply chains before they reach a patient. COVID and the Russia-Ukraine war showed exactly what that fragility costs. Synthetic biology offers a different model: program cells to manufacture the molecules in...
Discussing US‑Iran Dueling Blockades on BBC
Just hoped on with @BBC to discuss dueling blockades between the US and Iran. https://t.co/9xarJfOGbr
EU Law Threatens British Car Makers, $94bn Trade
The EU should urgently adjust a proposed law that will discriminate against British automobile manufacturers and undermine $94 billion of annual trade, according to a trade group https://t.co/XnG2unYGQg
Iran and Trump Turn Info War Into Meme Battlefield
Quite remarkable how Iran has been deploying meme culture, parody and virality to undermine US credibility online. Ironically, it is a tactic the Trump administration has also embraced on official channels in his second term. It is strange how the...
MSC Baltic III Faces Third Winter Grounded Off Newfoundland
Is @MSCCargo trying to see if MSC Baltic III can survive for a THIRD winter aground off Newfoundland?
Asia's Energy Shortage Sparks Rationing and Black Markets
Rationing and black markets have already sprung up in Asia. Some countries have found ways around the shortage (for now), but that has created new issues for others. #iranwar #energy #geopolitics https://t.co/0wpmsFgat3