When Peptide Suppliers Stop Accepting Credit Cards
You know your peptide supplier is in trouble when they stop accepting credit card payments.
Future Oil Supply Shifting From Hormuz to Canada
The path away from Hormuz doesn’t run through Texas It runs through Canada. Not a quick fix, but a slow shift in expectations about where future supply comes from. LINK👇 https://t.co/2f6ouGWWtL #Oil #Energy #Geopolitics #SupplyChains https://t.co/s7N92RBiUl
Broad Commodity Shock Threatens Entire Industrial System
This isn’t just an oil shock—it’s a full-spectrum commodity shock, writes @glcarlstrom It’s fertilizer, aluminum, helium, plastics, fuel. Block it—and the entire industrial system starts to seize. #Energy #SupplyChains #Commodities #Inflation #Geopolitics
Hormuz Shock Reveals Fragile Energy‑Food System
Hormuz is a SYSTEMS SHOCK, writes @ctindale Energy → fertilizer → food → unrest → state control. This isn’t a disruption. It’s the exposure of a fragile system built on false efficiency. #Energy #Overshoot #Geopolitics #SupplyChains #Inflation
Hormuz Remains Uncontrollable System Favoring Disruptors
U.S. power can strike targets—but it can’t control Hormuz, writes @citrinowicz Hormuz isn’t a target—it’s a system, and it favors the disruptor. #Hormuz #Geopolitics #Oil #Energy
Bob Brackett Returns: War in Iran Reshapes Global Gas Flows
NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. https://t.co/DlSfweVsgl
Europe Swapped Russian Gas for LNG, Still Vulnerable
Europe's LNG imports have gone from 3% of gas supply in 1990 to nearly 50% today. We replaced Russian pipeline gas with LNG at record speed. But we replaced one dependency with another. That's why Europe is so exposed. Answer is transforming demand...
Rosatom Shifts Hafnium Exports From Europe to Asia
MOSCOW, March 17 (Reuters) - Russia's state nuclear company Rosatom, the country's sole producer of hafnium used in high-tech industries, said on Tuesday it had redirected its supplies of the metal from European to Asian markets.
Libya's Biggest Oil Field Shuts, Pipeline Fire Deepens Supply Shock
Libya’s largest oil field is going offline. Sharara exports halted after a pipeline fire—full shutdown within hours. Another supply hit in an already fragile system. #Oil #EnergyMarkets #Libya #SupplyShock
Middle East Conflict Fuels South African Petrol Shortage Fears
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
China's Central Asian Influence Extends Beyond Extractive Industries
I'm afraid China's economic presence in Central Asia went way beyond oil, gas, and mining some time ago. If folks still think it's all just about extractive industries, they've missed quite a bit about the Chinese presence.
Captain Hill Accused of Being Driven Out by Houthis
Paging @ChowdahHill Will Captain Hill please report to bridge. Someone here claims you got “chased away” from the Red Sea by Houthis. 💀
Nvidia Resumes H200 Shipments to China Amid New Orders
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,”...
Experts Doubt Iran Can Sink U.S. Carrier, Bet $100K
We’ve reached the point where serious, smart people I’ve known for 10+ years think Iran can sink a U.S. aircraft carrier. Thank you MSM. Not saying it’s impossible but I’ll put $100K on the other side of that bet right now.
Amazon Slashes USPS Use, Threatening Post Office
Amazon to cut use of USPS by 2/3+. This would be a big hit for the Post Office. How much of it will Amazon deliver? Capital cost for trucks and vans? Additional employees? Savings? ROI? Improved delivery speed? Sales growth...
Gas Prices Likely Remain High Through 2027
Gas prices staying up into 2027? It’s becoming a distinct possibility. Thanks to retired Marine Lt Col @HalKempfer for taking the time to talk supply chain issues, energy security, and the new Great Powers competition. Link below.
Jensen Highlights Mastery of 2,000‑Provider Supply Chain
Jensen also mentioned that their supply chain consists of roughly 2000 providers. As I wrote in this report, they are masters of the supply chain. https://t.co/9ZCdGgQZVs
Russian Shadow Fleet Set to Vanish, Shipping Shortage Looms
There's a good chance that the entire Russian shadow fleet could be dismantled within months. Beyond the impacts on Russian, Iranian, and other oil supplies, global shipping could be shifting towards a shortage as the vessels are retired. #crude #crudeoil #geopolitics...
Trump Admin to Loosen Venezuela Oil Sanctions Amid Price Surge
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
Manufacturers Lose Jobs as Workers Demand White House Aid
"U.S. manufacturers are still shedding thousands of jobs, as workers ask White House for help" https://t.co/hX6gW5SPYz Maybe they should stop "helping"? https://t.co/Wr4BjjhYfw
Chinese Aluminum Gains as Middle East Raw Material Routes Shift
"Chinese aluminum producers are set to benefit from a rerouting of raw materials away from the Middle East." https://t.co/1y03SlyLey https://t.co/vALp8dzRls
West's Final Aluminum Smelter Demolition Ends Historic Industry
"The West's last aluminum smelter is coming down, taking a way of life with it" https://t.co/lMTBTxsTWc https://t.co/9NccDrPbTA
Detailed Insights Shared In
As I laid out with great detail in my hour and a half long video last night….
U.S. Must Officially Request NATO Assistance
If the U.S. wants NATO support it needs to ask for it. Have we submitted a formal request for support? Have we filed an Article IV or V request? NATO isn't a government, they can't act on their own. It...
US Merchant Marine Reserve Fleet Essential for Large-Scale Invasion
There can be boots on the ground without ships but a large scale land invasion would absolutely require the US Merchant Marine ready reserve fleet These ships are too big to hide. @mercoglianos is watching them closely. Follow him & hit...
Dalilah’s Law Set to Pass, Avoids Controversial Add‑Ons
Dalilah’s law is up for committee hearing tomorrow. In its current form, it should pass. There has been some temptation to expand the law to include some issues that many drivers would revolt over: such as tracking chips in trucks and...
Reliable Iran War Sources Still Hold Up After Two Weeks
My list of accounts to follow for quality information about the Iran war and Strait of Hormuz holds up two weeks later… 👇👇
LA Rebounds as Post‑CNY Port Volumes Surge
LA is coming back strong from weak conditions earlier this year. As port volumes return from Chinese New Year, we could see a resurgence of momentum.
Iran Keeps Shipping Oil, China Still Receives It
PHOTO(S) OF THE DAY: China is still getting (some of) its oil — and Iran its getting (some of) its money. Three weeks into the war, Iran continues loading oil supertankers from Kharg Island. (No damage visible at this resolution) Photo @CopernicusEU...
Rail Demand Remains Stable Amid Service Gains
Rail demand is muted but stable. On Talking Transports, I speak with @BNSFRailway CMO Tom Williams about service gains, rail vs truck dynamics, tariffs, the $UNP – $NSC merger — and Indiana football. 🎧 Listen - Episode 130 of Talking Transports: Apple:...
Control of Hormuz Determines Global Power Shifts
I’ve found that most wars are filled with surprises, but the stakes of this conflict are obvious: it all comes down to who controls the Strait of Hormuz. We’ve seen this pattern before—with the Dutch in the 17th century and the...
Watch Taiwan Firms for Early AI Server Supply Signals
The best way to get an early heads up on AI server supply is to watch Taiwan companies. What’s even better is that they all report revenue monthly. This week I’ll be emailing out a masterclass on Tracking the Global...
Amazon's 3‑Hour, 1‑Hour Delivery Threatens E‑commerce Competition
Focus on ecommerce? When speed is important for an order, good luck competing with Amazon -> Amazon begins 3-hour deliveries in ~2K US cities and towns and 1-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products...
China’s Fuel Ban Strains Regional Supply, Sparks Contract Disputes
China's fuel export ban last week is already rippling through the region. Bangladesh, which relies on Chinese diesel and jet fuel, has come out and asked Beijing to honour its contracts. Australia imported a third of its jet fuel from China...
Pakistan Faces LNG Shortage Within a Month
Pakistan’s LNG supply at risk of running out in less than a month 🇵🇰 🚢 Officials warn that there may not be enough gas to meet power needs after April 14 Pakistan imports 99% of its LNG from Qatar. But supplies...
Amazon Launches 1‑3‑hour Delivery, Fueling Ultrafast Shipping Trend
Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S. https://t.co/EFa2clCW92
VinFast Resumes US EV Plant, Scaled‑down Amid Growing Losses
"VinFast to Resume US EV Plant Construction as Loss Widens" https://t.co/iDt2io8Uw2 "The US factory’s scale is likely to be much smaller than first envisaged." 🤔🤔 https://t.co/mHd22RogbL
War’s End Won’t Instantly Revive Commodity Output
I think the most dangerous thing that I see in markets currently is this assumption that, as soon as the war ends, commodity production will just switch back on again. It won’t. It can’t. Commodity production is not like a manufacturing...
Healthcare's Future in Malaysia Depends on Logistics
Today, my co-founder and I had a call with our pharmacy partner — and it reinforced something we’re seeing very clearly: The future of healthcare in Malaysia isn’t just about medicine. It’s about logistics. Because you can have the best treatments,...
US Diesel Prices Surge Past $5, Fueling Freight Inflation
CHART OF THE DAY: US retail average diesel prices have topped the $5-per-gallon barrier for the 2nd time ever. That’s freight inflation — and another big hit to the country’s farming economy (and it has received many hit since...
Iran Conflict Threatens Global Chip Supply Chain
Iran war chokepoints begin to cast doubt on global chip supply https://t.co/oHuurB7rl9 via @debbywuintaipei @ckyrious https://t.co/EFKkB6ppV0
IMO Chief: Convoys Unsustainable for Reopening Strait of Hormuz
[MUST READ] IMO chief says convoys are not a long-term or sustainable solution to re-open Strait of Hormuz: https://t.co/5RH72OviGI
US Unveils Section 301 Trade Action Against 16 Nations
The US drops Section 301 trade bombshell on 16 countries | Article | Hinrich Foundation https://t.co/d4DGMQE6Zp
Iranian-Linked Tankers Still Dominate Hormuz Despite Attacks
India- and Pakistan-owned ships transit Strait of Hormuz ▶️Iranian-linked tonnage still dominates Hormuz transits ▶️Attacks on shipping are succeeding in halting crossings ▶️Eastbound transits prevail westbound journeys ▶️US ‘fine’ with Iranian tankers sailing through Hormuz to ‘supply’ the rest of the...
China-Linked Hormuz Traffic Plummets, VLCCs Shift to Red Sea
China-linked Hormuz transits retreat to shipping’s opaque fringes ▶️China-linked traffic through Hormuz has slowed sharply after recent attacks, with transits largely confined to an opaque bulker and one sanctioned VLCC ▶️Mainstream Chinese state-owned tanker fleets continue to stay out, citing safety, insurance...
India Seeks Iran's Guarantee for 30 Hormuz Shipments
India talks with Iran on safe Hormuz passage for up to 30 ships Vessels carrying LNG, LPG and oil earmarked to follow the voyages of two VLGCs https://t.co/3X81uYIrqD
War Risk Premiums Surge as Iranian Attacks Intensify
War risk rates soar as Iranians ramp up ship attacks US reinsurance scheme light on details as convoy plans out of reach for now https://t.co/BoE7xMfsVr
India, Pakistan Provide Escorts for Hormuz Strait Traffic
India and Pakistan Offering Escorts as Ships Pass Through Strait of Hormuz https://t.co/NgQFHd2nAa #maritime #maritime-news
Supply Shocks Could Trigger Crises Bigger Than COVID
If a meaningful fraction of the analyses I’m seeing on major supply disruptions to global energy, food and pharmaceutical inputs is real, the humanitarian crises and government responses that are about to unfold will make COVID mayhem feel quaint.
Drone Strike Threatens Fertilizer Supply, Endangering Global Harvest
Drone strikes fuel truck at Dubai airport. What is happening is more than the Strait of Hormuz and oil. Supply and supply chains. A key product not moving is fertilizer as planting season is arriving. The impact on crop output...
