Saudi Arabia Activates Hidden Pipeline to Secure Oil Flow
Saudi Arabia rolls out key contingency plan to keep the oil flowing: a decades-old pipeline the world didn’t know it needed until today. Fantastic piece from our colleagues, check it out below. 🔉on (And ya, how cool is the power of the @TheTerminal) https://t.co/ONbgQH0aeN
Middle East LNG Shipments to Cease in 10 Days
Finacial Times. LNG from the Middle East expected to stop within 10 days. More supply and maritime problems ahead.
US‑backed Iranian Oil Flow Dampens Price Spike
After all the hype over the weekend about escalation, you'd have thought oil prices would spike on tonight's open. But no sign of that. What matters are actions, not words. And those are that Iranian oil is flowing through SoH...
TSMC to Depend Heavily on OSATs for Capacity
I do genuinely enjoy some of the company names on Asian exchanges that literally make clear what they do. Global Wafers is another one. That said, TSMC is going to lean heavily on OSATs for capacity support. Interesting times....
Flatbed Market Lacks Capacity, Housing Season Looms
While it is end of the quarter, I’m afraid this is just a small preview of what’s coming. Zero capacity relief in the flatbed market and we haven’t hit housing shipping season yet. https://t.co/VZsgYs7mmA
Goldman Lifts 2026 Oil Forecasts Amid Hormuz Slowdown
GOLDMAN: “We upgrade our price forecast for two reasons. First, we now assume that Hormuz flows remain at only 5% of normal levels for a longer 6-week period before a gradual 1-month recovery. Second, a recognition of the risks from...
US Gains Massive Advantage From Hormuz Strait Closure
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
Quebec-Queens Hydropower Line Could Light One Million NYC Homes
"Hydropower Line From Quebec to Queens Could Power a Million N.Y.C. Homes" https://t.co/CEfzSRT1cG "Its construction included the underwater installation of more than two million feet of cable imported from Sweden" https://t.co/xqTcpfviM5
Short‑lived Traffic Managers Fuel Impending Carrier Revenge
The issue at many major shippers is that the tenure of the traffic manager is less than two years. They've never seen a carrier's market. They don't know what its like when truckers have the power. Carrier's Revenge is...
Freight Market Flipping: Unprecedented Capacity Churn Sparks Demand
The SONAR team has been telling shipper and broker clients for months that every capacity signal was warning that the freight market was flipping and it wasn't just holiday peaks or weather. Unprecedented capacity churn with early green shoots in...
Escalation Risks Iran Mining Hormuz, Deepening Humanitarian Crisis
At what point does this escalation by Trump-Netanyahu actually prompt Iran to mine the Straight of Hormuz... with these ships on it?! Then this humanitarian crisis goes from lock-down to existential pretty quickly.
Long‑term Supply Contracts Now Standard Through 2028
Yep, and through 2028 now at least. Everyone in the supply chain we talk to is noting how LTA's extend with every customer conversation. Now multi-year is the standard--which is something if you know historical memory supplier agreements.
West Coast Surge Pulls Long‑Haul Truckers Eastward
The West Coast hasn't been participating in the trucking market surge, as the ports were slow this March due to CNY. That is about to change. We are seeing significant tightening in the Los Angeles freight market as containers start...
Europe Faces Jet Fuel Shortage Amid Kuwait Strikes
Forget TSA lines, the real problem with air travel in the coming weeks is fuel. Some cargoes are already diverting toward the U.S. on a Jones Act waiver, so domestic travel might hold. Europe? Different story. About 1.77M barrels/day of jet fuel...
AI Boom Threatened by Helium Shortage and Chip Cooling Limits
“Silicon Valley spent the last two years convincing everyone that AI is a pure software revolution, completely forgetting that the entire trillion-dollar capex cycle is dependent on a noble gas extracted in a Middle Eastern warzone. 🤡 You can raise all...
Hormuz Closure Cuts 30% Fertilizer Supply, Spurs Food Prices
OUT NOW - @JLinvilleFert on how Strait of Hormuz's closure has blocked >30% of world's fertilizer exports & degraded farming economics. Upward fert & food price risk. It's bad. Apple 🔊https://t.co/cMO23J6a4g Spotify📽️ https://t.co/CX48AK9HEc YouTube📽️ https://t.co/qx5Od1DJd1 https://t.co/uA1oP879mc
Sachs Predicts US Loses Geopolitical Edge to China
Distinguished Columbia Univ. Prof. Jeff Sachs on current geopolitics: "In many ways, the US can not compete with China [in both manufacturing and diplomacy]... And I think we all feel it's not a temporary phenomenon but really the end of the...
Iran's Strike on Qatar Threatens Gulf Energy Supply
Iran struck Qatar's gas infrastructure. Qatar is the world's largest LNG exporter. This isn't just oil at risk. It's the entire Gulf energy supply chain. $XLE is at all-time highs for a reason. https://t.co/7TjuVfAelG
Routing Guides Collapse, Trucks Vanish, Budgets Suffer
Routing guides getting wrecked. It’s just starting. The “it’s just the weather” crowd is going to have a hard time to explaining to their bosses why trucks aren’t showing up this spring and budgets are getting obliterated.
Capturing Kharg Island Won’t Halt Iran’s Oil Flow
KHARG ISLAND — a thread: Trump has talked about taking Iran's Kharg Island for 40 years. The problem? Capturing it won't shut down Iran’s entire oil export system. And thus it won't lead to Hormuz re-opening fast enough. 🧵1/10 @Opinion FREE-TO-READ: https://t.co/ZOYtq3KESE https://t.co/xtLBqPShB6
Canada’s
Is the Royal Canadian “navy” going to send three staff officers to help with paperwork like they did to reopen the Red Sea? Or can they not even manage that anymore?
Vertical AI Beats Generic Tools for Industry Precision
𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲'𝘀 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜. 𝗕𝘂𝘁 𝗺𝗼𝘀𝘁 𝗼𝗿𝗴𝗮𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝘂𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗸𝗶𝗻𝗱. 𝗧𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝘄𝗼 𝘁𝘆𝗽𝗲𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. Horizontal AI — ChatGPT, Copilot, Gemini — is built for everyone. Broad, general-purpose, impressive. But it doesn't know your industry,...
Iranian Oil Claim Covers only One Week, Now Week Four
Even if this were true (which, naw), the 140 million barrels of Iranian oil on water Bessent cites here would offset roughly one week of Hormuz stoppage. We’re now in week 4.
Unprepared Shippers Face Exploding Transportation Budgets
Shippers that didn’t prepare for higher transportation costs this year are about to have their budgets blown out.
Iran's Hormuz Threat Emerges as Top Market Risk
⚠️ Iran threatening to shut down the Strait of Hormuz is NOT just geopolitical noise. It’s the single biggest macro risk in the market right now. ~20% of global oil flows through that choke point. If it closes: • Oil spikes • Inflation rebounds • Risk...
China Faces Gas Shortfall as Gulf LNG Runs Out
"World faces gas supply cliff edge as Gulf’s final LNG shipments approach ports" https://t.co/OjcnxXcs8a "China gets 30 per cent of its LNG from the Gulf but has some domestic gas production and can switch to coal-fired power generation if needed." https://t.co/ikbgxbUPhV
200,000 U.S. Truckers Face CDL Loss Under New Rules
"Up to 200,000 drivers, approximately 5% of the entire U.S. truck driver workforce, could lose CDL eligibility as licenses expire under the new framework. The press covered it as an immigration story. That is the least interesting part of it"...
White House Must Reopen Strait of Hormuz Quickly
"To expect it to cave in today... ignores past lessons. And unlike the Islamic Republic, the White House doesn’t have the benefit of time. It needs to reopen the Strait of Hormuz in days or, at worst, weeks." - @JavierBlas...
Satellite Shows Iran Exporting Oil with US Backing
Iran’s Kharg Island as seen **today** by the @CopernicusEU Sentinel-2 satellite. Iran is loading multiple tankers, exporting oil and making $$$ — now, with the help of the White House. The idea that Trump admin is using Iranian oil barrels...
US‑backed Tankers Keep Loading at Kharg Despite Tensions
Threats are flying between the US and Iran, but what matters for oil prices isn't words but deeds. Those deeds are that big oil tankers with capacity of 2 million barrels keep docking at Kharg Island to fill up. This...
Region Supplies Huge Share of Key Global Commodities
22% of the world’s traded urea, 24% of its aluminium, a third of its helium and 45% of its sulphur come from the region
China’s Rare Earth Dominance Fuels Global Mineral War
China's Rare Earth Weapon: Inside the "Mineral War" with Tomasz Nadrowski. Read more and sign up to my newsletter here: https://t.co/uDfSXat1Xl https://t.co/MXFQAofK9T
California's Gas Supply Depends on Asian Petroleum Imports
What if Asia gets worried and stops sending petroleum to California. (Where did you think Californians get their gas since @GavinNewsom started closing oil refineries?)
Trade Slowdown Milder than Expected, but Conflict Threatens Sharper Dip
Global merchandise trade will slow less this year than the WTO predicted, but risks a sharper downturn if prolonged Middle East conflict keeps energy prices elevated https://t.co/nhU9axrKFm via @b_muzz https://t.co/Vo7S63a3JN
Supply Chain Gaps Cripple Energy Despite Abundant Output
"The Waha market’s collapse underscores a pressing issue in global energy: Even when there’s enough raw-material output, many parts of the world lack the critical supply chains necessary to ship product where it’s needed" https://t.co/SUdaWtbJpH https://t.co/I9cYdXcGNR
Middle East Sulfur Reliance Fuels Fertilizer Supply Shock
"Fertilizer Shock Escalates as New Supply Risks Emerge" https://t.co/lgfrgMYRFg "almost half of the world’s supply of sulfur—which is turned into sulfuric acid for the processing of phosphate fertilizer—comes from countries in the Middle East" And US tariffs are making things worse:
Machining Trades Need Immediate Promotion, Says Tim Wong
Discover the urgent need to promote machining trades with 𝐓𝐢𝐦 𝐖𝐨𝐧𝐠! Join us as we discuss solutions and the importance of skilled machinists. Stream now: 🔗 https://t.co/YDD8CFWpgh 📽️ https://t.co/wX4sInst3D 🔗https://t.co/DmYp21NDA3 #Manufacturing #MachiningTrade https://t.co/7xgzIeY5Zb
California's Anti‑refinery Stance Threatens Pacific Military Fuel Security
I’ve been accused of being too soft on @SecWar. Fine. Problem is his performance has been exceptional. But here’s where I’m livid: no serious DoW pressure on Newsom and the California Coastal Commission which are both getting massive support from China. Oil...
Trucking Spot Rates Surge Amid Tight Capacity
New day, new cycle high. National trucking spot rates up to $2.89/mile. +$.11/mile in the past week. Spiking demand + tightening capacity will keep new entrants from ruining the party. https://t.co/By2VKHcsO8
Oil, Rare Earths, and Microchips: Modern Power Weapons
The New Weapons of Global Power Are Oil, Rare Earths and Microchips This is a classic WSJ story, very well executed concept, good insights. Good read. https://t.co/OLjtrroo6Y
Pentagon Labels Anthropic Risky, yet Negotiations Near Resolution
“March 4 — the day after the Pentagon formally finalized its supply-chain risk designation against Anthropic — Under Secretary Michael emailed Amodei to say the two sides were “very close” on the two issues the government now cites as evidence...
Tanker Rarity Anchors Amid US‑Israeli‑Iran Tensions
The tanker RARITY sits at anchor as lightning flashes in the distance, amid the U.S.-Israeli conflict with Iran, off Sultan Qaboos Port in Muscat, Oman, March 21, 2026. REUTERS/Stelios Misinas https://t.co/NOCb6qvWgC
Impending LNG Shortage Highlights Energy Security Risks
The last LNG tankers from the Gulf arrive in the next 10 days. After that, many countries face a sharp drop in supply. Qatar's Ras Laffan — 20% of global LNG — could be offline for 3-5 years. Fossil fuel...
Hormuz and Malacca Move Over 40% of Global Oil
The Strait of Hormuz and the Strait of Malacca combined handle more than 40% of all maritime oil trade. Source: Vizualytiks https://www.voronoiapp.com/trade/How-is-Oil-Transported-Globally-7879
Iran Says only Enemy Vessels Barred From Hormuz
Iran to the International Maritime Organization: All ships can pass through the Strait of Hormuz except for "enemy" ships
Put Your Organization's Needs First
As a buying customer, your organization's interests and needs should always win. Prioritize what you need most; let that guide your decisions above all else. #Procurement #BusinessDecisions https://t.co/K5Vvn5zLpT
Considering New Polls on the Strait of Hormuz
It feels like I should run a bunch of polls like this again, but about the Strait of Hormuz.
Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
Houthis Threaten Dual Strait Disruption, Global Panic Looms
What if the Houthis enter the war, asks @citrinowicz ? A disruption at Bab el-Mandeb, on top of Hormuz, would turn global economic shock into panic #RedSea #Houthis #Hormuz #OilMarkets #SupplyShock #EnergySecurity #Trade #Geopolitics
Military-Economic Gap Delays Hormuz Response, Threatening Trade
These comments by former @CENTCOM commander General Votel highlights a disconnect between the military and economic strategy regarding the Strait of Hormuz. Attacks on shipping and the Strait were expected. When it comes to escorts, General Votel acknowledged that it can...
