Chinese Tanker Slips Through Hormuz, US Credibility Plummets
A sanctioned, Chinese-linked tanker just passed through Hormuz—despite the “blockade.” If ships are moving, enforcement isn’t working. US credibility was at all-time lows Now it's in negative territory. #Oil #Energy #Geopolitics
Tariffs Trigger 40% Value Under‑Reporting by Chinese Shippers
When tariffs surged on Chinese imports, the declared shipment values dropped by roughly 40%. Since tariffs are charged as a % of declared value, Chinese logistics firms started falsifying customs forms. Markets always find a workaround. https://t.co/mzeWHQb59K
Rising Deficits Make Diesel Rationing Inevitable
As deficits grow, rationing becomes unavoidable—especially for diesel, writes @markfny Governments can delay it—but not stop it. #Oil #Energy #Geopolitics
Refinery Cuts Threaten Buffers, Triggering Oil Supply Cliff
The system isn’t adjusting—it’s depleting. Inventories are masking the shock while demand is being forced lower, writes @HFI_Research If refinery cuts jump to ~8 mbd, the buffers won’t last. The cliff is approaching #Oil #Energy #Geopolitics
US Hormuz Blockade Drives Tankers to Atlantic, Rates Surge
US blockade of Hormuz will steer more tankers toward Atlantic ▶️BRS expects ‘little or no commercial traffic in the strait for the foreseeable future’; sentiment ‘remains under pressure’ as more tonnage heads to Atlantic basin ▶️Aframax rates are still historically high but...
Silicon Test Data: From Byproduct to Cost Driver
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor EPDT Article On Silicon Test Data Cost: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Silicon Test Data Has Evolved From A Byproduct Of Manufacturing Into A...
US Navy Blockade Targets Iranian Oil Flow to China
🎯China was never meant to keep getting oil through the Strait of Hormuz. This is a major card for the upcoming Trump-Xi meeting. That's why the US Navy has imposed a blockade — to plug the 'leaks' of Iranian oil...
Airplane Wings Slash Cargo Ship Fuel Use 80%
Airplane-Style Wings Are Powering Cargo Ships While Cutting Fuel by 80% by @BrianRoemmele #Technology #Innovation #EmergingTech #TechForGood https://t.co/oqde9P5iRR
Hormuz Blockade Hits Malaysian SMEs With Triple Cost Surge
The Hormuz blockade is NOT a Middle East story for Malaysian SMEs. It’s an input cost problem on top of one you’re already managing. Most SME supply chains price raw materials in USD. When oil spikes, freight follows. When global risk...
Iran Conflict Boosts Copper Demand Amid Chile Production Dip
Chile — the Saudi Arabia of copper — is already seeing production roll over before any 2nd-order war effects. The implications of the Iran conflict for the mining industry are being underappreciated, despite the severity of the situation. This dynamic is...
USS Bush Bypasses Suez for Security, Training, Not Houthis
Why is the USS George H W Bush sailing around Africa and not through the Suez Canal and the Bab el-Mandeb. Well, there are several possibilities. 1️⃣The US ships are avoiding the Bab el-Mandeb and the Houthis. This is the one being...
AI Robot Boosts Safety in Hazardous Grain Warehouses
Chinese #AI-Powered #Robot Revolutionizing Safety in Hazardous Grain #Warehouses by @tweetciiiim #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/trQkCBKkY1
Hormuz Closure Could Add 0.8% Core Inflation
Economists at the Dallas Fed try to model the effects on PCE inflation of a one-, two-, or three-quarter disruption of oil shipping through the Strait of Hormuz The DSGE model projects WTI prices peaking at $110, $132, or $167 per...
China May Pressure Iran to Reopen Strait Amid Oil Shortage
Assuming Iran has no intention of conceding, and Israel has no contention of conceding, and Trump will claim victory no matter what… what are Vegas odds China will need to pressure Iran to open the strait and if so by...
US Chip Export Controls Fuel Chinese Industry Growth
Sebastian offers a calm and objective assessment of the US chip-export controls on China. While whether the rule is working or not remains a debate in Washington, the consensus among Chinese chipmakers is that US restrictions constitute the single strongest...
Zipline Launches Autonomous Charging Stations for Drone Fleet
Zipline Unveils #Autonomous Charging Stations for Its #Drone Delivery Fleet by @tweetciiiim #EmergingTech #Technology #Innovation https://t.co/oDTgz8BhB7
Iran's Hormuz Chokehold Gives It Geopolitical Leverage
Geopolitics expert Alexander Mercouris on why Iran holds MOST OF THE CARDS: “[Iran] has this chokehold [Strait of Hormuz] over the global economy… and they intend to retain control of it indefinitely.” https://t.co/iRoLyxzVKl
Suez Canal Traffic Plummets as Houthi Attacks Intensify
The Suez Canal connects the Red Sea to the Mediterranean. It carries about 12%-15% of global trade. Since 2023, vessel traffic has COLLAPSED. CONTRARY TO WESTERN PROPOGANDA, THE HOUTHIS CALL THE SHOTS IN THE RED SEA. https://t.co/3ti8ThWrDE
Fast Support Ships Enable High‑Speed Cape Route
🚨NAVAL LOGISTICS🚨 The routing of the Bush Strike Group - carrier George H W Bush (CVN-77), Donald Cook (DDG-75), Mason (DDG-87) and Ross (DDG-71) - highlights a critical @USNavy & @MSCSealift underway replenishment lesson. Sailing from Norfolk to Diego Garcia is 10,500 miles via Cape of...
Naval Blockade Signals Esc
What the U.S. Naval Blockade Reveals About the War’s Next Phase #energysky -- via Heatmap News https://t.co/FZFt1MufW6 https://t.co/iSVsKYY6SV
U.S. Oil Blockade Likely Raises Exports and Pump Prices
U.S. oil blockade is set to boost American exports and prices at the Pump https://t.co/imnRBifyQr
Private Equity Monopoly Inflates City Vehicle Costs, Taxes
If you love property taxes, thank a private equity exec. Private equity cornered ambulance and fire truck production and hiked prices. It turns out, I'm being told, they also did it to other specialty vehicles used by cities too. PE is...
FMCSA Instability: 12 Administrators Since 2020
For those wondering why the FMCSA has been ineffective, just look at this list. They have changed acting administrators 12 times since 2020 and 8 times since 2024 https://t.co/cCRMOoSqoP
Ship Breaks Hormuz Blockade, Enters Open Ocean
The ship passed through Hormuz and is now in the Indian Ocean @OuncesApp. The blockade failed. No special circumstances. Hormuz to open ocean. Next excuse?
US Blockade Fails as Sanctioned Tanker Slips Through Hormuz
The U.S. blockade failed its first real-world test. A sanctioned, partially laden shadow tanker sailed through Hormuz on day one. Either enforcement is incompetent —or the blockade was never meant to be more than theater. https://t.co/jENsTJWpLt #OilMarkets #Hormuz #energysecurity
Hormuz Crisis Slashes OPEC Output, Sparks Global Energy Turmoil
🎡The Hormuz Crisis Reduces OPEC Production by 7.9 mb/d 🎡Kazakhstan's Crude Production Recovers 🎡EU Dependence on Russian Gas to Increase 🎡Iran War, Hormuz & Petrodollar 🎡US Blockade of the Blockade 🎡Panic and Oil Hoarding 🎡Saudi Oil to China: Watch Chinese Inventories 🎡India to Get Iranian Oil, But...
AI's Physical Infrastructure Drives New Market Concentration Risks
"AI isn’t just software — it’s a massive physical investment cycle (chips, servers, infrastructure) that is reshaping global trade flows, partners, and balances." As such, concentration risk in SPX is also massive & will increase post IPO for SpaceX, Anthropic, OpenAI....
Kroger's Robot Grocery Delivery Experiment Fell Short
Kroger tried to build the future of grocery delivery with robots. It didn't work. https://t.co/kd6UzWX8in #robots #futureofwork
Uber Pilots Door‑to‑door Car Rentals, No Counter Needed
Uber Is Testing A Better Way To Rent Cars — Skip The Counter, Skip The Shuttle, Get Delivery - View from the Wing https://t.co/YVOVNExKct
Chevron to Secure New Western Venezuelan Oil Fields
#Venezuela: Chevron is set to expand its oil footprint in Venezuela. The government in Caracas will award the company additional oil fields in Western Venezuela as soon as Monday, sources tell @zerpius @CrowleyKev and me ahead of an expected announcement https://t.co/L9MMsDKfTs
U.S. Has Clear War Strategy, Keeps It Hidden
Overheard on a Bloomberg podcast, “Iran had a clear strategy, disrupt shipping, Israeli had an unrealistic strategy, regime change, but the United States had no strategy in this war.” What a load of nonsense. The United States cabinet has a very...
American Compass’s Tariff Tally Flawed and Misleading
"American Compass’s 'Tariff Tally' Doesn’t Add Up" via @ericadyork @alex_durante_ "The piece presents a flawed, inconsistent framework for how tariffs affect the economy... The analysis also relies on selective and asymmetric presentations of economic indicators" 😱 https://t.co/BCyEOZJa1o
34 Hormuz‑crossing Ships Possibly Gathered in One Room
are the 34 ships that crossed Hormuz today in the room with us now? https://t.co/R9lTj4xb7T
Sulfur Shortages and Hormuz Threaten Military Readiness
The Chokepoint We Missed: Sulfur, Hormuz, and the Threats to Military Readiness https://t.co/DcyKg0hlw2 via @WarInstitute
US Oil Shift Doubles Asia Shipping Distance, Cuts Supply
Replacing Persian Gulf supply with US barrels doubles shipping distances to Asia This effectively cuts deliverable supply due to tanker availability. https://t.co/MorwvZn1VE
US Blockade Shows First Real-Time Effects on Hormuz
First realtime signs of US blockade working. Suggest you listen to my interview with @WindwardAI CEO @AmiDaniel1 about Hormuz https://t.co/wQ3BuDMdyV
Questioning the Accuracy of 34 Hormuz Ship Claims
If *34 ships did in fact go through Hormuz, how many of them were linked to Iran? *I personally think this number is not accurate
Reevaluate AUKUS, Five Eyes: Loyalty Over Moral Concessions
It pains me to say this because my father spoke often, and with real respect, about the Australians he fought beside in Vietnam, but it’s time to reassess AUKUS and Five Eyes. Loyalty matters. So does reality. We can make moral...
Cape Route Crucial for U.S. Security Amid Red Sea Shift
Reminder: most ships sailing from Asia to Europe today are routing around South Africa. The Red Sea may be reopening, but China already has a naval foothold there. In any serious war, the Cape route becomes critical to U.S. and allied...
Relying on Allies to Cover Naval Gaps Undermines Power
For 20 years I’ve watched Congress grill admirals on shipbuilding failures and naval readiness gaps. Almost every time, the answer is the same: Don’t worry, our allies will fill the gap. That fantasy is how great powers hollow themselves out.
Trump Prioritizes Strait of Malacca Over Hormuz
President Trump remains laser focused on securing the world’s choke points. The Strait of Malacca is unequivocally more important than Hormuz. On one side of the Strait is Singapore, Malaysia and Thailand. On the other side is Indonesia.
Hundreds of Tankers Rush to US Amid Iran War
More than 100 empty oil tankers are heading to the U.S. to fill up as the war in Iran forces the industry to find new sources of oil according to Fox News. 🤔 https://t.co/mGL1u3xP7X
US Blocks Iran Oil to China, Marking Escalation
The US is now effectively blockading China’s oil supplies from Iran. This is a nontrivial escalation.
Modern Wars Threaten Infrastructure; Societies Must Build Resilience
Ukraine isn’t an isolated case. It’s a preview. Modern conflict doesn’t just happen on battlefields — it hits infrastructure. Power. Supply chains. Everyday systems people rely on. And with cheaper, more accessible technology, the barrier to disruption is lower than ever. That raises a real question: how prepared are societies...
Strong ERP Drives Seamless Supply Chain Execution
ERP is the backbone of supply chain - when data and process discipline are strong, execution improves. When they aren’t, the ripple effects show up fast. https://t.co/2F3vznqJuO #ERP #SupplyChain #Manufacturing
Super Ego Shuttle Offers Chicago Airport Pickup
And look, they’ll pick you right up at the airport in Chicago in a Super Ego shuttle @60Minutes https://t.co/Kbj9WBZtMN
Rosneft Reroutes Oil to Tuapse After Novorossiysk Drone Strike
April 13 (Reuters) - Rosneft is diverting oil supplies to the Tuapse refinery from the Black Sea port of Novorossiysk after the terminal, which handles roughly 14% of Russia's crude exports, was heavily damaged in a drone attack, three sources...
Real Loading Dock Capacity Exceeds “Full” Claims
As someone that used to run an LTL loading dock, I find this impressive. All too often, the guys would say we were "full" when it was far from high and tight.
Experts Deem Blockades Unsafe Despite War History
But all the “xperts” told us a blockade would be too dangerous despite the fact Sal I have explained how distance blockades worked in both world wars.
U.S. Blockade Hits Hormuz; China, Russia May Intervene
All Eyes on Hormuz as U.S. Maritime Blockade on Iran Enters Enforcement Phase. What happens when Chinese and Russian ships show up? https://t.co/orWD3pBD3c