Trump Threatens Strait of Hormuz Blockade After Failed Iran Talks
Trump vows to blockade Strait of Hormuz after Iran peace talks yield no agreement https://t.co/SuVjVwOM8K
AI Data Centers Will Generate 5.6M Truckloads by 2031
The AI data center and its affiliated power construction projects are going to drive a lot of freight over the next 5 years. Our estimates are for 3.6m truckloads this year involved in these projects, ramping to 5.6m truckloads by...
Data Center Boom Set to Surge Freight Demand
SONAR is launching an in-house research division that will provide world-class research on major freight and supply chain topics, leveraging our team of market experts and high-frequency data. We call our reports a "SONAR Sitrep." Our first research report will...
Blockade Excludes Non‑Iranian Ports, Allowing Global Oil Access
An important nuance: The blockade doesn't apply to ships that enter or leave non-Iranian ports. So China and everyone else are free to pick up barrels in Saudi Arabia, the Emirates, Qatar, Kuwait... unless *Iran* tries to stop them.
U.S. to Block All Iranian Port Shipping Monday
U.S. says will start blockading all maritime traffic from Iranian ports (both in the Persian Gulf and Gulf of Oman) from Monday, April 13, at 10am Eastern Time.
Supply Management Pressure Rises; Procurement Must Elevate Performance
“The demand for better supply mgt. is likely to intensify in the coming years as orgs. seek to avoid reputation damage, supply disruptions & other pitfalls. #Procurement functions will need to polish their game to meet expectations & shine.” https://t.co/AwR3NnZV7e #purchasing https://t.co/7BqlDkY0SS
Trump Escalates Middle East Crisis with Hormuz Blockade
Do you understand what happened in the past 12 hours? > President Trump ordered US Navy to block all ships entering or leaving the Strait of Hormuz effective immediately. > President Trump threatened s 50% tariff on China if it sends any...
Hormuz Offset Claims Exaggerated, Real Capacity Far Lower
Bunch of people have asked so to answer directly: these Hormuz offset numbers are entirely bunk. Absolutely fair to be optimistic about the war ending and Hormuz reopening, but it’s fundamentally flawed to say we’re offset the Hormuz supply loss and...
All Tanker Types Mapped: Dirty, Clean, Gas Carriers
Since folks seem to love tanker maps, here's ALL the tankers, courtesy of @Vortexa. Blue are dirty tankers (crude, fuel oil, etc.), white are clean product tankers (gasoline, diesel, etc.) and orange are gas carriers (LNG, LPG, etc.) https://t.co/FNC46mr4l2
Hormuz Blockade Threatens Oil Supply, Markets Await China or Trump
Strait of Hormuz blockade is live 🚢❌ 20% of world oil = gone 🛢️ Equities gap down 📉 Oil gap up 📈 $115 WTI on the table 🎯 One question matters: does China blink first or does Trump? 🇨🇳🇺🇸 Trade...
US Misunderstands Existential Threat to China, Russia, Iran Supply Chains
100%. Virtually no one in US seems to understand a) This is existential to China & Russia as well as Iran b) What that potentially implies for global supply chains
US‑Iran Deadlock Threatens Strait, Awaiting First Attack
So the US and Iran can't come to an agreement, and the solution is to ensure no traffic makes it through the Strait. We're just waiting for a vessel to be attacked by either side and the ceasefire will truly fall...
Trump Vows to Double Blockade if Houthis Block Strait
Don’t worry, folks—if the Houthis block the Bab-el-Mandeb Strait, Trump will just double blockade it.
Geopolitics Revolves Around Monopoly Power at Global Choke Points
A couple of observations about Trump’s blockade threat. Whether Iran and Trump threatening the Strait of Hormuz, power flows through choke points, aka monopolies. Same with China and rare earths, and the U.S. and the dollar. A lot of geopolitics is...
Hormuz Blockade Threatens US Humiliation and Warship Losses
Attempting a Hormuz blockade will be a humiliating defeat for the US Iranian drones and anti-ship ballistic missiles will potentially damage or destroy US warships #StraitOfHormuz #OilMarkets #EnergySecurity #NavalWarfare #Geopolitics #MiddleEast #GlobalRisk #EnergyCrisis #ShippingLanes #MilitaryStrategy
Blocking Toll‑Paid Ships Could Pressure Iran, Yet Payer Unclear
Technically, blockading ships that have paid the toll to Iran/IRGC IS the correct way to force Tehran to the negotiating table. But how is such a threat implemented? It is unlikely that shipping companies are paying that toll (the importer...
Key US Maritime Dilemmas in Gulf and Red Sea
Three questions: 1) Would the US stop Chinese-flagged vessels going in-and-out the Persian Gulf? And if the tankers don’t stop? 2) What’s the plan if the Houthis of Yemen blockade the Bab al-Mandeb? 3) Would the U.S. stop Iranian tankers...
Six Warehouse Fires Reported in Recent Days
Are y’all following those warehouse fires.. there were 6 so far.. over the past few days..
Trump Threatens Hormuz Blockade, Demands Direct Call
Trump pula nak block Strait of Hormuz yg dah di blocked. We need to have a phone call with Trump, otherwise no one’s getting oil.
Hormuz Strait: Global Trade Can't Be Held Hostage
I know Dr. Vivian Balakrishnan, FM of Singapore. He is a brilliant man. Listen to what he says. Strait of Hormuz cannot be held hostage by Iran. ALL global trade depends on it.
China’s EVE Energy Announces Massive 110 GWh Battery Capacity
A must-follow: @RonStoop1 His Latest Global Cleantech Tracker is staggering: "🔋 The volumes baffle the mind: China goes big with no less than 110 GWh of manufacturing capacity announced by a single company, EVE Energy (!)" #alwaysbecharging #battchat https://t.co/qV7HTBLBgt https://t.co/ZTcDaogWqs
Let Texans Choose Power Sources Over Uniform Regulation
"To help Texas stay ahead, customers should be able to bring their own power or buy it from third parties rather than forcing every project through the same regulatory process" https://t.co/jXRHk6ojV6 https://t.co/SmAYls8D4P
Naval Blockade Beats Bomb Threats in Iran Oil Standoff
I’m not saying this is a GOOD thing, but the situation was never going to be resolved while IRAN could still get its oil out and no one else could. A naval blockade is much more effective than threatening to...
US Oil Export Shift Requires Double Tanker Fleet, Years
Yes, it appears supertankers are heading to the US to get oil. The US exports 5 million barrels a day. So, the US has it. BUT.... The majority of Middle Eastern crude oil goes to Asia. That is a 21-day trip from the...
US Oil Imports Make Gulf Blockade Self‑inflicted Disaster
The US is a net importer of oil, and expanding exports + blockading the Persian Gulf is hilariously catastrophic for the US consumer.
Trucking Spot Rates Dip Post‑Easter, Market Remains Strong
We expect trucking spot rates to drop this week, as demand has slightly cooled post Easter. Rejection rates doing to their lowest levels since Early Feb at 13.44%. This is still a strong market, just cooled from where we were before Easter. Note:...
Freeing Stuck Vessels Key to Hormuz Security
Strait of Hormuz. Achieve maritime security. First the ships stuck in the Strait must leave. Where are the ships waiting to enter. Resetting is not like flipping a light switch.
Satirical Trump Threat Sparks Dark Mall Thriller
In light of this tweet by Trump, read the story below: President Trump: Effective immediately, united states navy will begin process of blockading any and all ships trying to enter, or leave, strait of hormuz.
Blockade Targets All Vessels, Not Just Iranian Ships
This is a change of tactics. Not sure why a blockade would be directed against "all ships" and not just Iranian ships or those that loaded or unloaded in Iranian ports.
Trump Announces US Blockade of Hormuz Shipping
*TRUMP SAYS US WILL BEGIN BLOCKADE OF SHIPS TO AND FROM HORMUZ The shipping tourists can stop counting ships. It is now zero. https://t.co/1AQGj4UeEF
US Navy to Block All Strait of Hormuz Traffic
“Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz” (No LNG cargo has left the Persian Gulf in over a...
Bloomberg TV Recaps 24 Hours Amid US‑Iran Talks
Sunday morning @BloombergTV from in front of the Faisal Mosque in Islamabad, recapping the frenzied pace of the past 24 hours and US-Iran negotiations. With @C_Martlew producing https://t.co/FHWJoS3hh9
ADNOC Warns World Cannot Afford Hormuz Closure
Adnoc CEO: “The Strait of Hormuz has never been Iran’s to close or restrict… The world simply cannot afford it and must not allow it” (Adnoc hasn’t been able to export LNG for over a month to customers in Asia and...
BloombergTV Recap of US‑Iran Islamabad Talks Tomorrow
I'll be on @BloombergTV's "This Weekend" to recap #IslamabadTalks between the US and Iran with @davidgura @EenaRuffini @LisaMateoTV at 7am in New York. Join us! W/ @C_Martlew https://t.co/zEnp0mor2f
Cheap Delivery Triggers Complex Systemic Ripple Effects
Lower delivery costs sound like pure progress. 10,000+ unmanned vehicles and ultra-cheap last-mile pricing within 30km is impressive. But cost reduction is only one side of the equation. What happens when logistics becomes this cheap? Volume increases. Delivery frequency rises. Urban traffic patterns change. And the system...
Taiwan Converts All Four Dreamlifters at Taoyuan Airport
Did you know? all four Dreamlifters owe their existence to Taiwan. Every single one of Boeing’s 747-400 Large Cargo Freighters was converted by EGAT (Evergreen Aviation Technologies, linked to EVA Air) right here at Taoyuan Airport. They turned regular jumbos into...
Negotiating Safe Passage Signals Acceptance of Iran's Law Violations
Countries negotiating with Iran on safe passage in Hormuz is accepting Iran violating international law - in other words they accept that international law only applies when someone police the law (which is reality)
Trump May Undermine NATO While Keeping US Troops Abroad
Is Trump going to gut NATO without formally withdrawing from the defensive alliance? Source: Visual Capitalist https://www.voronoiapp.com/geopolitics/Ranked-Top-10-Countries-With-the-Most-US-Troops-in-2025-8024
17th‑Century London’s Coal Dependence Fueled Social Unrest
London’s Coal Supply in the 17th Century – A Case Study in Energy Security By the early seventeenth century, coal had replaced wood as the main fuel used in London and other towns in southeast England for domestic heating as well...
Stellantis Exits NextStar JV, Heralds New Battery Ownership Model
Stellantis will exit its NextStar battery JV stake, signaling a new ownership model for North American battery plants. https://www.metalnomist.com/2026/04/stellantis-nextstar-battery-jv-exit.html
US Ammo Shortage Makes Attacks and Escorts Futile
Neither resuming attacks or escorting ships will work @hankzhaotx The US is out of ammo so attacks won't work Tanker owners won't take the risk so escorts won't work. Sometimes we have to accept reality. Iran didn't win but we lost.
Talks Stall, Iran‑Gulf Shipping Conflict Remains Unresolved
Following the breakdown of talks between the US and Iran in Islamabad, here is a paragraph from the Note I wrote five days ago 🔹Both sides have agreed on virtually nothing regarding the core disputes. Israel and elements within Iran’s Revolutionary...
US VP: No US‑Iran Deal, Iran Rejects Terms
🚨🚨 Vice President Vance tells us in Islamabad that the US and Iran have NOT come to an agreement after negotiations yesterday and overnight. Iran did NOT accept the US terms, and the US needs to see that Iran commits to...
Japan's Industrial Hub Poses $23.8T Global Disruption Risk
Big if true: “simulation models $23.8 trillion in downstream exposure from disruption to Japan's industrial cluster, spanning #semiconductors, #robotics, #energy infrastructure, #defense systems, #space, and #quantum computing. Six domains simultaneously dependent on a single allied nation with no strategic redundancy program....
U.S. Navy Defies Panic, Safely Navigates Hormuz Strait
Forty days of panic by everyone in the shipping industry and the vast majority of media and academic military “experts”, and for what? The experts said the Navy was scared to enter Hormuz. They called prudence weakness and restraint failure. They...
US Mine‑Clearing Claim False; Hormuz Access Remains Limited
US warships intent to clear mines isn't a "lie" as you claim @adamscochran The real story is that the U.S. CAN enter Hormuz--IT'S NOT CLOSED Safe passage isn't guaranteed--that's why tankers WON'T pass The spin is about control. The reality is about limits....
Trump’s Misstep Fuels $2M Tolls in Hormuz
Trump's war of choice left the Iranian leadership intact, but now with an actual toll booth in the Strait of Hormuz where they charge up to $2M per supertanker. This is such an epic f*ck up by Trump. What a...
CAPE Process Begins First Phase April 20, 2026
Per CBP's website - The CAPE process is being deployed in phases, and will launch the first phase of CAPE on April 20, 2026. https://t.co/oIZNrwcGBR
Procurement Leads Sourcing, Even with Stakeholder Collaboration
“It’s often appropriate for #Procurement to involve internal stakeholders in sourcing activities. While such collaboration can be effective, ultimate responsibility for supply sourcing must lie with the Procurement function.” 🔍 https://t.co/gy1EdLnhmk #purchasing #supplychain https://t.co/7FICw45RJa
Three VLCCs Mark Iran War’s Biggest Outbound Flow
By volume today's 3 VLCCs represented the largest outbound tanker flow thus far in the Iran War. Rather than vessel count, the Bloomberg chart below shows deadweight tonnage. https://t.co/OG2Rjb6Vtp