Trump's Iran War Triggers Philippine Oil Emergency, Global Costs
Trump essentially declared war on the Philippines when he unilaterally went to war with Iran. The Philippines imports 98% of its oil from the middle east. They were immediately thrust into a formal national state of emegency, for a YEAR. This is just one country, the damage Trump has done to the world’s countries must be in the trillions.
QatarEnergy Invokes Force Majeure on Key LNG Contracts
JUST IN: 🇶🇦 QatarEnergy declares force majeure on LNG contracts with China, Italy, South Korea, and Belgium.
Flatbed Market Surges, Rates Soar Despite 40% Rejection
Why is DAT trying to talk down the flatbed market? Nothing is fading in flatbed. This is the most extreme surge in flatbed markets we have tracked in many years, with no sign of it cooling. Rejection rates remain above...
Trucking Spot Rates Hit 2022 Highs, Capacity Tightens
Trucking spot rates continue to rip, with daily trucking spot rates at their highest levels since March 2022. The flatbed market is showing some of the highest weekly spikes we have tracked, outside of COVID, a sign that industrials are...
Unpacking Coffee's Supply Chain Costs and Dynamics
Check out this edition of the Art of Supply newsletter for a deep dive into the supply and cost dynamics of the coffee supply chain. ☕ https://t.co/JyZWYKIpxp
US Launches $1T Pax Silica Fund to Secure Supply Chains
The New "Pax Silica" Fund The Trump Administration is establishing a Supply Chain Fund. The "Pax Silica" fund will support energy, semiconductor, and critical materials. The US will commit $250M, and partners will include Singapore, the UAE, Qatar, and Sweden. The...
Closing the Strait Threatens Demand, Requires Immediate Action
This is how you begin to destroy demand. Much more will be necessary if the Strait doesn't reopen soon.
Digital Tech Redefines Pharma Manufacturing and Distribution
This book explains how disruptive technologies and emerging trends such as robotics, artificial intelligence, 3D printing, precision medicine or patient design will impact the manufacturing and distribution of pharmaceuticals in order to prepare successfully for a better future of healthcare. Everything...
ASML Poised for Massive Growth From Chip Boom
$ASML will be one of the biggest winners for the next 5-10 years Elon Musk announced that Tesla and SpaceX will build an advanced chip “Terafab” manufacturing plant increasing demand for EUV machine SK Hynix is ordering $8B of $ASML...
Hormuz Closure Threatens 15 Million‑
Is the Strait of Hormuz still closed and will the global oil industry drain down ~15 million barrels of petroleum stocks outside the Middle East today alone because of it? https://t.co/YQqTHgKaN9
Treat Your Supply Chain Like a Team, Not a War
If your supply chain isn’t functioning like a team, it’s fighting a civil war. Most organizations are closer to war than they think. Here’s how to fix it→ https://t.co/acbLuxh1EY #SupplyChain #SupplyChainManagement https://t.co/83xsm5n2jS
Capacity Tightening Hits Major Port Cities DFW, DEN, MSP, MEM
This map signals market momentum for rejection rates. The more blue a market, the tighter capacity is projected to get over next few days. The more orange a market, the more capacity conditions are weakening. Conditions tightening in major port...
Fake SAP Cleared 1 in 85 CDL Drivers
"One in every 85 CDL drivers who completed the federal return-to-duty process and were cleared to operate a commercial vehicle may have been cleared by a truck driver from North Wilkesboro, North Carolina, who was pretending to be a self-certified...
Naphtha Shortage Halts Plants, Sends Asian Markets Tumbling
"Petrochemical Shutdowns Spark Industry Shock, Asian Markets Plunge: Naphtha shortages force South Korea, Japan plant halts as Asian stocks crash amid supply fears" https://t.co/SZ6pwkCiSi https://t.co/se32khyggJ
Rising Diesel Costs Neutralized by Higher Linehaul Rates
Despite much higher diesel prices, truckers are enjoying the best cashflows in years. The surge in linehaul rates over the past week have enabled small trucking companies to recover almost all of the increase in fuel costs. Chart: trucking spot...
Australia, EU Finalize Trade Pact Amid US Tariff Pressure
"Australia and EU seal sensitive trade deal" https://t.co/SVt8r09Man "With U.S. President Donald Trump slamming tariffs on allies globally, Brussels and Canberra rekindled their negotiations last year." https://t.co/0jxir9qjN2
Flatbed Rates Surge to $3.69/mile, Biggest Jump Since COVID
The flatbed market, the most sensitive to industrial demand, is on fire. Spot rates at $3.69/mile. +$.46/mile since the beginning of March. I haven't seen charts like this since COVID. https://t.co/YAEFIEkC4F
Van Spot Rates Surge to $2.94/Mile Amid Tight Capacity
Van spot rates on the 7-day chart jump to $2.94/mile as demand surges in recent weeks, against tightening capacity. https://t.co/Baw74kKjo8
Trucking Rates Surge to Highest Levels Since 2022
Trucking rates markets are smokin'. +$.03/mile overnight and $.32/mile in the past month. $3.04/mile on the daily chart, the highest level since March 2022, as freight demand firms in a backdrop of tighter capacity. https://t.co/Sabmv22Rjx
Germany Seeks Global Gas Suppliers Beyond the US
German Economy Minister Katherina Reiche is pushing gas companies to diversify beyond the US 🇩🇪 🚢 Reiche said Germany is also pursuing agreements with Angola, Mexico, Canada and other suppliers worldwide https://t.co/YsSeBtLmvB https://t.co/RPngivFPz4
Trump's Iran Conflict Sends Shockwaves Through Global Markets
From Indian films to Italian wine, Trump’s Iran war ripples through the world economy https://t.co/nN8qmnNvwV via @Swatisays @LouKCurtis @mniquette https://t.co/oUjyH8kZ9O
Strait of Hormuz Traffic Plummets 98% Below Normal
GS: We Estimate Based on Reported Vessel Counts that Average Daily Flows Through the Strait of Hormuz Are Down 98% From Their Normal Levels (4-Day Moving Average) https://t.co/af4DPzafNM
African Metal Bans Threaten Chinese Battery Supply Investments
African export restrictions on battery metals are a blow to Chinese companies that have spent billions of dollars developing mines there to dominate supplies https://t.co/yoI9r6fpaN
Fuel Shortages Stem From Hoarding, Not Just Demand
Hoarding creates the fuel supply problem All "servos out of petrol stories" ought be accompanied by specific mention of which fuel - otherwise they're just click-bait What aren't more stories reporting and shaming the hoarders? https://t.co/2PxaL3xXgP
Pakistan Faces Energy Crunch as Qatar LNG Supply Dries
Almost 99% of Pakistan’s LNG imports came from Qatar last year. Now, PAK import terminals are close to shutting down. Pakistan may be forced to turn to more EXPENSIVE and DIRTIER furnace oil to generate power. PAKISTAN SHOULD SEND A BILL FOR...
Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Supply Chain Data Science Demands Broad, Practical Skills
𝗠𝗼𝘀𝘁 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻 𝗽𝗲𝗼𝗽𝗹𝗲 𝗜 𝘁𝗮𝗹𝗸 𝘁𝗼 𝘁𝗵𝗶𝗻𝗸 𝗗𝗮𝘁𝗮 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 𝗶𝘀 𝗼𝗻𝗹𝘆 𝗳𝗼𝗿 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝗿 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 𝗳𝗼𝗹𝗸𝘀 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵 𝘄𝗶𝘇𝗮𝗿𝗱𝘀. It isn't. And the graphic I've shared proves it. I've been studying the research behind what it actually takes to be a practical...
Robin Zeng Claims US EV Market Needs CATL Tech
The Chinese Billionaire Who Says America’s EV Market Is Doomed Without Him—Robin Zeng of CATL can’t build a factory in America, but Ford and GM rely on its technology @Kubota_Yoko @christopherotts https://t.co/tIRVSfDXPe https://t.co/tIRVSfDXPe
China Slashes Hi‑Tech Metal Shipments to Japan, Boosts Magnet Exports
China cuts some hi-tech metals sent to Japan – but magnet exports rise. Why? https://t.co/7TeFEq0KsX
America's WWII Industrial Mobilization: The Untold Story
“how this remarkable mobilization of american industry, technology, and material production happened remains the great untold story of world war II.” https://t.co/uLEMiAoxFI
Russian Terminal Hit, Damage Not as Catastrophic as Claimed
1 mmb/d Russian export terminal seriously damaged by Ukrainian drone attack @CaolanReports claim that it's been "blown up" & "will take forever to repair" are speculative click bait #Russia #Ukraine #Primorsk #Oil #CrudeOil #EnergyMarkets #Baltic #Drones #Geopolitics #OOTT
Japan's Oil Imports Mostly Middle East, Review Ordered
"Takaichi Orders Review of Entire Supply Chain for Oil Products" I suspect the review will find that about 90-95% of #Japan’s oil imports come from Middle Eastern countries... https://t.co/hjPmFeOPov
Midwest I‑35 Corridor Sees Demand Surge, Coasts Lag
This is exactly what is happening, according to our data. The center of the country, along I35 is experiencing a surge of demand, while the coasts are much slower
Stand Firm: Prioritize Company Over Vendor Pressure
Push back on vendors and teams, even when uncomfortable. Doing what's right for the company matters most, despite their pressure. #BusinessTips #VendorManagement https://t.co/vw7A0CqBOg
Iran Doesn't Charge $2M Per Ship for Safe Passage
A lot of nonsense spreading on social media about Iran charging $2 million per ship for safe passage
Gen. Mattis Warns Iran Could Tax Strait Traffic
GEN. MATTIS: “.. Iran right now, if we declared victory, they would now say they own the strait. .. You’d see a tax for every ship that goes through. .. We’re in a tough spot, ladies and gentlemen. .. I...
Strait of Hormuz: Tiny Passage, Massive Oil Impact
I’m wondering if the news media can muster up an article or report about the Strait of Hormuz, how big it is at its narrowest point and why it’s such a critically strategic waterway to oil trade…. I haven’t heard...
Floating Storage Delays Iranian Oil Sales, Relief Unlikely.
Despite some accounts on this app implying that all oil that Iran has shipped is already sold…that is not the case. Some oil is shipped and is floating storage…to then be sold later. This does not mean the USTs...
Questioning Preferential LNG Export Priorities Over Market Bidding
Wait, why are we giving anyone special priority to our LNG exports. Why aren’t we selling it to the highest bidder?
Iran War Triggers Global Inflation and Supply Chain Strain
Goldman Sachs: Brace for worldwide inflation surge. The supply shortages created with the Iran war. What will that do to demand, China & other exports, inventory, supply chains, and logistics? Especially the transportation modes.
Press Ignoring Critical US Maritime Crises and Casualties
From the 3 Americans who died because of Biden’s Gaza Pier, to the US Merchant Marine ships under a barrage of fire by Houthis in the Red Sea, to decades of under reporting the shipyard crisis. I can list dozens of...
Post‑CNY Container Surge Set to Strain US Trucking
Ocean container imports are just starting to roll in from CNY. This index tracks container at the point of bookings, which take about 3 weeks from bookings date to hit US ports. It is updated daily. In coming weeks, we will...
Weekly Maritime Brief: Hormuz Tensions, Shadow Fleet, US Shipbuilding
What the Ship (Ep140) 1⃣Hormuz Update 2⃣Shadow Fleet 3⃣ @60Minutes Talks US Shipbuilding 4⃣ China Summons Panama 5⃣5 Years of WGOWS Video: https://t.co/A4P0Z5DR3D https://t.co/vVTOnAfVdm
Brokers May Mislead You About Carrier Safety
Brokers will look you dead in the eye and tell you this carrier is safe https://t.co/jVhiZ5gu2z
Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
Sal Explains Why the US Navy Won’t Clear Strait
Sal gives us a clinic on the reason that the US Navy has not cleared the Strait.
U.S. Gains Most From Hormuz Crisis, Timing Crucial
No matter how you slice it, the United States stands to gain the most from the Hormuz crisis—but keep the timeframes separate, or the picture gets muddled fast. 👇👇👇
AI Boosts Productivity for 96% of Transport Firms
🚛"... 96% of transportation companies reported productivity improvements from AI over the past 12 months, typically in the 1–20% range. For an industry characterised by fragmented systems, labour intensity and thin margins, AI is becoming a central lever for operational...
Hanwha’s US Shipyard Builds One Ship Yearly, Korea Weekly
"The Hanwha Philly shipyard delivers around 1 ship a year. A South Korean Hanwha shipyard delivers 1 a week." https://t.co/OwUFfT0mmc
Supply Chain Flaws Become Visible only During Crises
We don’t find out we have a supply chain problem when everything is fine; we find out when we’re in a crisis and the shelves are empty. https://t.co/I0LD02tiAd
