From Tracking Drivers to Automating Ops: ConveyAI Revolution
A DoorDash ops manager named Steve was tracking delivery drivers using Apple's Find My Friends. Manually assigning orders. Every single one. It was the early startup days, and you did whatever it took to keep things moving because nobody had ever built him a better way. That insight became @ConveyAI and it's about to change how every ops team in the world works. A Thread🧵
Don't Cut China Supply Chain; De‑risking Brings Consequences
China. Do not reduce your China supply chain. Or face the consequences. The risk of de-risking.
Sanctioned Chinese Tanker Rich Starry Reveals New Route
Yep, that is the Rich Starry .. the sanctioned Chinese tanker.. Yesterday I mentioned the "route"
Foreign Ownership of US Trucking Firms Fuels Safety Crisis
I've argued that you should be an American citizen to own a trucking company. This is a requirement in almost every single commercial mode of transportation, except for trucking. The reason is simple: overseas actors will own trucking companies and...
Freight Data Shows Industrial Demand Rising Despite Oil Shock
Ignore the noise and focus on the signal. This is a great economy for goods consumption and we are finally starting to see industrial demand strengthen. If the oil shock were going to impact goods demand, it would have shown...
Your Supply Chain Defines Brand Promise and Competitive Edge
“Effective supply chain mgmt. is a keystone of fulfilling an org.’s brand promise. Even if you use outsourced supply, it’s still ur offering, ur brand, and ur reputation—thus ur position in the competitive landscape as a leader or laggard.” https://t.co/VTXmS1IB2a #supplychain https://t.co/UBet1iZ8PY
China Cracks Down on Firms Ditching Its Suppliers
1/2 NYT: "As China’s mammoth trade surplus stokes global tensions, Beijing has enacted sweeping new regulations to investigate and punish foreign companies that stop using Chinese suppliers in response to political pressure at home." https://t.co/hHhm9lhuk8
China Halts Exports From Plastic Trinkets to Missile Magnets
Bessent: “China is stopping exports of various products” Products like “plastic trinkets”, or products like “the rare earth magnets we need to rebuild our missile stockpiles to continue our war v. Iran”? 🤔
Goods Sector Defies Oil Price Surge, Truckloads up 11%
The goods industry is the most exposed segment to the price of oil and yet since March 1st, we have seen incredibly strong signals out of the goods economy with activity firming, not weakening. If high oil prices were going...
Tariffs Spur Companies to Halve Declared Export Values
Companies dodge tariffs the old-fashioned way. They cut the declared value of goods being exported in half and pay half the new tariff rate. IMPOSE A TARIFF = INVITE WORKAROUNDS. https://t.co/rl20Lgpb2O
China's Export Growth Falters as Global Demand Slumps
China’s Export Momentum Slows Amid Iran War—Weaker global demand threatens a growth driver for Beijing @hannahmiao_ @TByGraceZhu https://t.co/vpepE1zohz https://t.co/vpepE1zohz
Parliament Energy Secures 1.2 GW Tracker Deal with Ideematec
Parliament Energy signs 1.2-GW tracker supply agreement with Ideematec #energysky -- via Solar Power World: https://t.co/DGSPjEKS8U
China Ramps up Export Controls Ahead of US‑China Talks
China has increased its use of export controls, underlining Beijing’s willingness to leverage its power over supply chains as Xi Jinping prepares for talks next month with US President Donald Trump. by @leahyjoseph, @cheng_leng_ & Wenjie Ding https://t.co/oGe6739GIG
From Bras to Space: Seamstresses Redesign NASA Suit
When a bra maker got the job of making the first NASA spacesuit In 1966, when seamstresses at the International Latex Corporation arrived at its new Apollo Suit shopfloor in Frederica, Delaware, they were essentially “taught to sew again from scratch.”...
AI Agents Boost Real-Time Logistics Visibility
Listen to the Does Logistics Matter? Podcast wherever you get your podcasts. In Episode 65 Elmer Spruijt, VP Transportation Management EMEA at Descartes talks about: Real-time visibility and data collection, AI agents, and smart automation. #Logistics #AI #Podcast https://t.co/GP4ttYb9OS
Driverless Trucks Already Operating, Few Winners Ahead
Autonomous trucking is here — not coming. In Talking Transports, @KodiakRobotics CEO/founder @don_burnette breaks down: • Driverless trucks in operation today • AI vs HD mapping • Cost + utilization advantages • Regulatory reality • Why only a few winners emerge 🎧 Listen to episode 134...
Tariffs Spur Few New U.S. Jobs, Tour Highlights Legacy Makers
"While Greer's tour highlighted companies that have been making their products in the U.S. for years, it's more difficult for the administration to showcase manufacturers that have set up shop in the U.S. or added jobs specifically as a result...
Premier Energies Lands 1.6GW Solar Supply Contract
Premier Energies secures 1.6GW solar cell and module supply orders #energysky -- via pv-tech: https://t.co/MdaSsbkDqu
Cognitive Robotics Unify Supply Chains, Boost Data‑Driven Culture
Integrating Intelligent Process Automation into supply chains replaces fragmented manual tasks with the unified layer of cognitive robotics. Advanced predictive analytics bridge the operational gap since data accuracy stabilizes the organizational culture. Microblog @antgrasso https://t.co/MdxRQQZG7O
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
China's Q1 Lithium Battery Exports Surge, Signaling Energy Shift
China’s lithium battery exports surged in the first quarter, reinforcing signs of demand for alternative power sources to counter the global energy-supply crunch https://t.co/tdvAMTghZb
Infor CEO: Market
And to got to market keeps being vertical says @Infor CEO Samuelson, with a focus on - Discrete Manufacturing - Procrss Manufacturing and Distribution - Service Industry #InforAnalystSummit https://t.co/FJ9jGvZm10
US Must Build Talent and IP, Not Just Fill Gaps
Why the US may need more than just fixing gaps to rival China on rare earths Yup, some have been saying this for some time, despite all the happy talk... Personnel and IP.... https://t.co/ehnvjtwql4
Supply Chain Strain Peaks at Highest Since Jan 2023
"Global supply chain pressure is at its highest level since January 2023, according to data released by the Federal Reserve Bank of New York." https://t.co/ukMJP5oDLE
Last‑Mile Logistics Set for Consolidation Among Tech Rivals
Last mile logistics is poised for growth and consolidation. Will the winner be a traditional logistics leader like @XPOLogistics ? A drone leader like @Google or @zipline? Or a new challenger like @MannaAero? https://t.co/WBYv7Igj9h
China's High‑tech Export Surge Reshapes Global Markets
China Shock 2.0: The Flood of High-Tech Goods That Will Change the World amazing deep dive into the data, from @rwmcmorrow, @Sam1Fleming, @pmdfoster & @leahyjoseph @FT 👉 https://t.co/6LLsSBXlUn https://t.co/o80ETCu1Ki
Blockade Fails: Tankers Slip Through, Policy Reality Gap Grows
You're doing a great job, Brownie Day one of the “blockade” and tankers are already getting through Some even sanctioned. The gap between policy and reality is widening. #Oil #Energy #Geopolitics https://t.co/6WFpxr9cpF
Blockade Forces Iran‑linked Tankers to Abort Hormuz Passage
Some of the Iran-linked oil / refined products tankers that attempted to cross the Strait of Hormuz have either stopped or performed U-turns. The blockade, so far, appears effective. Remember, the vessels are not stopped in the middle of the strait,...
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA
Oklahoma Smelter's Long Build, No Tariff Profit Reliance
"The [Oklahoma] smelter will take at least three years to build and be expected to operate for decades. EGA says it isn’t counting on the tariffs that have helped drive up aluminum prices to make the project profitable." https://t.co/OFyR3UKIwS https://t.co/h0CtrCP2iy
Private Firms Transport More UAE Water than Jebel Ali Plant
Tyler + Monocle are carrying more water for the UAE than the Jebel Ali Desalination Plant. https://t.co/AgIWajHCgQ
Customers See Tariff Uncertainty as Cost, Not Demand Issue
While trade and tariff uncertainty continues to be part of the backdrop, most customers are viewing this uncertainty primarily as a cost and planning issue rather than a demand issue - Daniel Florness, CEO of Fastenal during the company's Q1...
Descartes AI Boosts Routes 30%, Still Overvalued
Descartes launches Fleet Data Intelligence with AI agent René; early deployments show up to +30% route density. Strong revenue/gross margins but P/E appears stretched. Trade: buy on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Two‑Month Embargo Cuts China’s Emergency Reserves ~10%
"Even a two-month embargo would only see China depleting its emergency reserves by about 10%." https://t.co/9wseXtRVym https://t.co/ZfwXR9aAGx
US Blockade Hits India as Russian Oil Waiver Ends
JUST IN: US blockade in the Strait of Hormuz affects India as the Russian oil purchase waiver expires, escalating energy supply concerns.
Iranian Bulkers Mask Iran Trips with “PGPORT” AIS Label
"PGPORT" Several Iranian ships (mostly bulkers) signaling a new destination on their AIS, as "PGPORT" (Persian Gulf Port) rather than declaring that they are going, as it's very likely, to Iran. Next, I bet: "PGFORORDERS."
Hybrid Wargame Tests Uncrewed System Procurement Choices
Spotted at ITEC 2026 - Matrix Pro Sims running a hybrid wargame with Command Pro to explore procurement choices in uncrewed systems @CommandDevTeam #avgeek https://t.co/IQxcmCZHXn
Shipping Surge, Iran Nuclear Pause, Israel‑Lebanon Talks Signal Hope
🔥 FINALLY SOME GOOD NEWS FOR WORLD WAR 🔥 34 ships passed through the Strait of Hormuz on 12 April. Highest since this war began. Iran offered to suspend nuclear activity for 5 years. Israel and Lebanon to hold negotiation talks in the...
EU's New Minerals Platform Challenges China's Rare Earth Dominance
China controls 90% of rare earth output. The EU just launched a coordinated minerals procurement platform. Geopolitics, energy transition, defense, AI chips: all competing for the same supply chain. This is not a trade story. It is a sovereignty story. https://t.co/0NssdXkSXt
Resilience Over Self‑Sufficiency: Diversify Food Supply Chains
Food security looks very different from wealth. Only one country - Guyana - can produce all seven essential food groups domestically. Most others, including large economies like the U.S. and China, rely on imports in at least one category. That highlights a structural...
Humanoid Robots Become Tireless, Instantly Adaptable Factory Workers
What if the most flexible worker in your factory never gets tired, never calls in sick, and can switch jobs instantly? That’s the promise behind a new wave of humanoid robots now entering real factories. Not labs. Not demos. Actual production floors. One example...
Europe Must Match Asian Prices to Secure LNG
If Europeans want to avoid gas shortages, they need to pay competitive prices — or their LNG shipments will keep getting diverted to the highest bidder in Asia. Map from @Kpler https://t.co/BUf2kkzmNN
WA Government Secures 4M Litres Diesel for Kimberley Emergency Stockpile
WA fuel: State Government secures four million litres of diesel for emergency stockpile in Kimberley https://t.co/v2ztPCSSsN
China Tightens Export Controls to Counter US Leverage
We’ve seen this movie: 👉China ramps up export controls ahead of Xi-Trump summit to create bargaining chips that will be traded away 👉See Chap 6 in my ebook for account of run up to Busan Summit 2025 🤔 But also prepares weapon to...
Chinese Tanker Uses Hormuz for Sanctioned Methanol Shipment
Say hello to Rich Starry.. 1- Chinese tanker with Chinese crew 2- The tanker and the company that owned it are sanctioned by the US for dealing with Iran in the past. 3- It is carrying methanol from the UAE. The...
Manufacturing Isn’t Vanishing, It’s Becoming Automated
This map looks like the decline of manufacturing. It isn’t. It’s the disappearance of manufacturing jobs. That difference matters more than most people think. If you normalize each country to its peak manufacturing employment, you get a clear story: The...
Philippines Seeks US Waiver Extension for Russian Oil
MANILA, April 14 (Reuters) - The Philippines' Energy Secretary Sharon Garin said on Tuesday that the country is asking the United States for an extension on a waiver to purchase Russian oil and petroleum products.
Samsung to Mass‑produce Apple's Foldable iPhone Displays
Samsung will apparently begin mass production of Apple's foldable displays for the new iPhone in June This marks the production start of an alleged 3 year deal between Samsung and Apple
Firms Still Depend on Chinese Suppliers Despite Relocation
Ha, the real insight buried in a big provocative headline take The geography of assembly has changed but have the firms themselves changed or actually deepened reliance on Chinese suppliers? I've been asking this question for like 3 years: do we...
Delivery Giants Hike Fees as Energy Costs Surge
US delivery companies are passing higher energy costs onto their customers. FedEx and UPS fuel surcharges are up to ~27%, and Amazon added a 3.5% fee for third-party sellers. AMERICANS SHOULD SEND A BILL FOR DAMAGES TO TRUMP. https://t.co/oOjUlOb1ZA