AI Is Reshaping Supply Chains—Join the Conversation
Curious about what's happening in AI and supply chain? Come join the @HarvardClub of the Palm Beaches and @yaleclubpb for a conversation on Thursday, April 23, 2026 at 6pm at the Tideline Palm Beach Hotel. We'll discuss how supply chains really work, how they’re changing right now due to AI, what’s likely to happen next, and why it matters for everyday business and life. https://t.co/MCPUcrYtnY
Saudi Crude Routed Through Red Sea, Oman, Kazakhstan Supply
Saudi crude secured via Red Sea, other sources are Oman and Kazakstan. #oott #oil https://t.co/XbR2pdl7Lw
Simplify Revision Changes with ProShop ERP
Revision changes are a fact of life in manufacturing, but they don’t have to be a headache. 𝐏𝐫𝐨𝐒𝐡𝐨𝐩 𝐄𝐑𝐏 streamlines the process. Stream now: 🔗https://t.co/FUVIsEmjni 📽️ https://t.co/vv55RFplDn 🔗https://t.co/DmYp21N5Kv https://t.co/x1rpVAq6xP
China Cuts African Tariffs, Contrasting US Stance on Rare Earths
China removing tariffs from Africa imports. The opposite of the US. And the rare earths?
AGILOX Automates the Hardest Truck Loading Task
AGILOX Automates One of #Logistics’ Toughest Jobs: Truck Loading by @lukas_m_ziegler #Robotics #Engineering #Innovation #Technology https://t.co/uAJd07rygm
Build Anti‑Fragile Supply Chains with the 4R Framework
Two weeks ago, I had the pleasure of spending an evening with @SupplyChainProf and enjoyed the PROF, RICHARD CURRY. The main reason for me was to pick up expert insights from the leading authority in Supply Chain Risk and Resilience,...
Blockading Ports Isn’t Strategy; It’s Self‑defeating.
2025: blockading American ports. 2026: blockading Iranian ports. Same move, different flag. If your grand strategy is just “less trade for everyone,” mate, that’s not chess. That’s flipping the board. https://t.co/Re8HN1bIye
Kardex Increases Throughput Using Cube-Based Automation
Smarter Storage: Kardex Boosts Throughput with Cube-Based #Automation via @WevolverApp #Robotics #Engineering #Innovation #Technology https://t.co/dbZpxaFxTM
Iran Offers Free Passage Through Hormuz If US Deals
Reuters: "Iran could consider allowing ships to sail freely through the Oman side of the Strait of Hormuz without risk of attack as part of proposals it has offered in negotiations with the United States if a deal is clinched...
US Blockade Stalls Traffic in Strait of Hormuz
Data Shows the U.S. Blockade Is Halting Ships in the Strait of Hormuz #energysky -- via Heatmap News https://t.co/7A8cHmSJiQ https://t.co/uXlypTvEWt
Agentic AI Cuts Waste, Fraud in IT Procurement
How agentic #AI can empower your IT procurement processes to reduce waste, fraud, and software vendor smoke screens … https://t.co/UPWPGtZROC @ChiefInvOfficer
Amtrak Unveils Ambitious 800‑car Long‑distance Fleet Plan
Amtrak released a vision for their new long-distance fleet as they drop an RFP for 800 more cars, and let me tell you, this is exactly how I want to celebrate Tax Day.
Direct Action Forces Immediate Policy Change
When supply chains shut down in 2021, @typesfast rented a boat, hit the water, and tweeted what he saw in the Port of LA. The mayor changed the law that same day. On Progress, we get into tariffs, Black Death, AI...
U.S. Blockade Fuels Iran’s Shipping Disruption Strategy
The U.S. blockade is helping Iran Iran’s play: disrupt shipping, break the system. U.S. response: disrupt shipping even more. That’s not counter-strategy—it’s reinforcement. #Oil #Energy #Geopolitics https://t.co/Kz2aYw9QG3
CATL Must Acquire Ganf
Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium. https://t.co/NBTEIaIRFs
One Belt One Road Lending Surges in 2025
Reports of the end of China’s One Belt One Road lending were very premature - 2025 was a record year for new commitments. More on this in the Chartbook Top Links today. https://t.co/KIBnk4491s
CF Industries Prioritizes US Farmers Over Profitable Exports
One of the big US fertilizer companies, CF Industries, has said it's "foregoing" more profitable exports, in favor of keeping nitrogen at home for US farmers this spring: https://t.co/Ch3Nd83bNR https://t.co/JwPgaISLb6
Supply Gap Emerging as Last Hormuz Tankers Arrive
The tanker companies I spoke to last week confirmed that the last vessels that moved out of the Strait of Hormuz before the closure have reached their destinations at the end of March -- meaning the real supply gap is...
US Oil Production Hits Record High Amid Hormuz Blockade
CHART OF THE DAY: The barrel of last resort. US total crude oil and refined petroleum products have surged to an all-time high of >12.7 million b/d. (And further highs are likely over the next few weeks as everyone turns...
Matium Seeds Efficiency in Trillion‑dollar US Plastics Market
the U.S. plastics market moves a trillion dollars a year on phone calls and spreadsheets. excited to lead Matium's seed round to bring structure, financing, managed logistics, and quality guarantees to this market. ~10% of the industry is already using...
China Blocks Access to Disputed South China Sea Shoal
China Moves to Block Entrance to Disputed South China Sea Shoal, Images Show. More maritime disruption. This time—China. https://t.co/I1J3yAmVcK
USTR Section 301 Probe Called Pre‑Planned Tariff Sham
Bessent again confirms that USTR's "investigations" under Section 301 will be a reverse-engineered sham pre-determined to reproduce Trump's illegal IEEPA tariff wall: https://t.co/rvwEiNT9tw
Q1 2026 Logistics Trends and Indago Highlights
Top Talking Logistics Posts & Episodes - Plus Indago Highlights (Q1 2026) - https://t.co/0v7Bzsi67g @joinindago @DescartesSG #tariffs #AI #USMCA #logistics #supplychain #ESG #HumanoidRobots #CyberSecurity #3PL
Focus on Inter‑org Handovers for Supply Chain Efficiency
The biggest efficiency gains in a digital supply chain don't happen inside your organisation. They happen at handovers between organisations, where paperwork piles up, data gets re-entered, and responsibility gets blurred. That's where to focus first 👇 https://t.co/DBWWiDVpOg
US Ports Already Using Automated Vehicles, Contrary to Claims
Pro China accounts love to post automated vehicles at ports and claim they’d never see this in America (hell, a lot of the videos are literally from LBCT) Meanwhile, these AGVs are rolling everyday at Long Beach Container Terminal https://t.co/P1kW2UZlAK
India’s EV Push Still Hinges on Chinese Supply Chains
Battery and EV manufacturing are more dependent on China than ever despite billions in investment under the Make in India initiative Yes, innovative Chinese companies like BYD, CATL, and REE/magnet producers... https://t.co/CmFd1U4boY
China Acquires US Chip Tools Through Southeast Asia Amid Supply Shift
China snaps up US chip tools via Southeast Asia amid supply chain shift @pstAsiatech: No kidding, the SME industry is global, with complex supply chains, it is the market at work...... https://t.co/6KGUxLwD5g
Brazil Conditions Rare Earth Deal Amid US‑China Competition
China and the US want rare earths. Brazil will share – on one condition Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine https://t.co/iQo2RjLACX via @scmpnews
Strait Reopen Unlikely; Production Recovery Years Away
"The strait could reopen quickly "It won't, but it could," says @gbrew24 "Unwinding production cuts, though, will take weeks if not longer" I'd say re-starting production will take months to years. There's physical & reservoir damage But mostly world demand is down &...
U.S. Carrier Struggles to Fill Empty Super‑Tankers
Can the U.S. Load All the Empty Super Tankers | Why Is an American Carrier Beating Around the BUSH? https://t.co/dJWbPz5sLC
SME Truckers Hit Harder by Diesel Costs, Bankruptcy
Small trucking and logistics firms. Bankruptcy. Comments on these firms should differentiate SMEs vs big firms. Price each pays for diesel, for example.
Manufacturing Jobs Down, Output up Ninefold via Automation
Manufacturing jobs have fallen from 36% of all private jobs in 1946 to just 9% today. But that doesn’t mean we’re making less - real manufacturing output in the US has increased by over 9x in the last 80 years thanks...
EU Allows Fuel, Fertilizer Price Flexibility Amid Iran Conflict
EU to give members leeway on fuel, fertilizer prices amid Iran war https://t.co/vDWd0WFUXl via @johnainger @AlbertoNardelli https://t.co/GeUMkkLivE
Accountability Demands Human Oversight for AI‑Driven ERP
With AI agents in ERP, who's accountable for errors in financial or supply chain decisions? Strong governance and human oversight are crucial. It's not about who owns the AI, but ensuring someone owns the outcome with trust but verify. #AIGovernance...
Iran Seeks Crypto Payments for Hormuz Shipping
The rising demand for a global neutral settlement layer: Why #Iran demands crypto for ships crossing the Strait of Hormuz. @LexSokolin via Substack: https://t.co/mpcYqrZEYa #stablecoins #digitalcurrencies https://t.co/Wqv0NnFjQs
US Blockade on Iran Oil Shows Strategic Restraint
It takes courage to do a blockade and the US administration deserves credit for doing it. The key argument in favor of a blockade is that Iran is a relatively small oil exporter, so it doesn't have the power to...
US Warns China Will Lose Access to Iranian Oil
Escalation either way: US Treasury Secretary Bessent says China will no longer be able to get oil from Iran.
UK to Supply 120,000 British Drones to Ukraine
Significant #drone news today as UK announces biggest ever UAV package for #Ukraine - 120,000 British-built drones to be supplied this year from @Windracers , @TEKEVER and @MalloyAero #avgeek https://t.co/aG3Xz0fehP https://t.co/lSlk4kMQ8K
Pre‑war Shipments Arrive, Marking Energy Crisis Turning Point
The global energy crisis has moved from theoretical to very real. As the last shipments sent before the war begin to arrive, we are now hitting a turning point in the energy crisis. Full Newsletter: https://t.co/8EQyEETy7t #crudeoil #energy #geopolitics https://t.co/HnrMkQSYy5
Saudi Pipeline Restores, Red Sea Crude Loads Surge
Iranian coast blockade to lift April’s Red Sea crude loadings to new highs ▶️Saudi pipeline restored at the weekend following Iran attacks, minimising delays in exports from its west coast ▶️Red Sea loadings peaked in March and likely to surge in April...
US Forces Six Iran-Linked Vessels to Reverse Course
Signs of scramble from Iran-linked ships amid US blockade ▶️Falsely flagged US-sanctioned tanker that transited Hormuz earlier on Tuesday makes U-turn in Gulf of Oman ▶️Centcom says it forced six vessels to turn around and ‘re-enter an Iranian port’ in the Gulf...
Hormuz Closure Drives US Gulf VLGC Rates Above $100K
Hormuz closure pushes Very Large Gas Carriers (VLGC) rates in US Gulf over $100K per day ▶️Baltic Exchange’s US Gulf-Japan VLGC index is at $111,628 per day, its highest level since January 2024, during the Panama Canal drought crisis ▶️US Gulf-Europe VLGC...
Iran Conflict Reveals Europe's Vulnerable Chemical Import Reliance
The Iran war is exposing Europe’s dependence on imported chemicals, threatening production of everything from food to painkillers https://t.co/leA9nWEbuu via @martin_marilen @weberalexander @hellococomo https://t.co/XrCPrbmVWo
Middle East Turmoil Threatens Worldwide Industrial Supply Chains
The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry https://t.co/q4PGQdnQp0
Chinese Airlines Reshaping Global Aviation Routes
The Geopolitics of the Skies – Why Chinese Carriers are Redrawing the Global Aviation Map https://t.co/0ZmuFlEOCE
TD Cowen Predicts Double‑digit Truckload Rate Hikes by Year‑end
TD Cowen report extremely bullish on truckload. Truckload carriers seeing high single rate increases, growing to double digits by year end. https://t.co/ok7KgQ3WwH
Iran's Supertanker Defies US Blockade Amid Interceptions
Dear @grok truth? A. Iranian sanctioned supertanker crosses Strait of Hormuz, reportedly defying U.S. blockade. Vs B. U.S. naval forces have intercepted eight oil tankers entering or leaving Iranian ports since the start of the blockade, according to a U.S. official -WSJ
China Threatens Employee Penalties to Deter Supply‑chain Decoupling
This is extraordinary: China’s response to Western firms diversifying supply chains is to threaten penalties on their own employees and executives inside China if they “decouple.” It’s like an abusive partner reacting to a breakup by threatening the kids or shared...
China Produces over 20% of the World's Key Industrial Goods
Insane chart: China builds more than 20% of the world's solar panels, wind turbines, ships, trains, steel, aluminum, telecom equipment, chemicals, cement, machinery and aerospace equipment And that's 2023 data, likely understating its dominance Source: FT https://t.co/5vnFnr2SX1
Eramet's Nickel Quota Slashed 70%, Threatening Indonesian Supply
Eramet’s Weda Bay Nickel received a 70pc lower 2026 quota, raising new concerns over Indonesian ore supply. https://www.metalnomist.com/2026/04/eramet-weda-bay-nickel-quota-cut-raises.html