Empty VLCCs Rush to US, Relieving Hormuz‑Starved Markets
Very cool seeing the wave of empty tankers heading to the US to pick up some desperately needed crude for Hormuz-starved markets. All the tankers on the map below are empty VLCCs (~2 million barrel capacity each) currently heading for the US Gulf Coast. https://t.co/I7QidvD0Rz
Bill
Except we’ve spent $50 billion, the Strait is closed and 3000 people are dead. @business https://t.co/9pGmFOwosi https://t.co/vPbMAPO8nn
Scale Production by Multiples, Not Percentages, to Meet Demand
New read: Hyperscale manufacturing - scaling production at the speed of demand (by multiples, not percentages). https://t.co/ibSfoLtiIU #Manufacturing #SupplyChain
East Coast Gasoline Imports Dip; West Coast Imports Surge Early
East Coast vs. West Coast - Gasoline Imports Edition: Interesting trend developing in weekly data. The U.S. East Coast, typically the region that imports the most, has imports falling counter-seasonally. The West Coast, which has growing imports, has imports increasing...
Hormuz Closure Threatens Global Supply Chain Collapse
We said if Hormuz stayed close until mid-April, global supply chains were mathematically certain to begin collapsing, including in the US. Right on cue, on April 10👇 Things will rapidly get much worse from here if Hormuz stays closed “What’s the trade?” =...
Early Freight Surge Prediction Proven Right, Trends Accelerate
I received a lot of hate back in November when we first reported the surge in freight transactions, it is clear those signals were accurate and a few months earlier than other datasets. And guess what: it gets even better...
China Subsidizes Auto Sector to Crush Foreign Competition
China's government has been providing incentives for Chinese manufacturers and suppliers to sharply undercut foreign auto manufacturers at home and abroad. This has been the goal of the CCP - rule the auto supply chain sector and wipe all global...
Stadium’s Highway Vista Showcases Chattanooga’s Freight Hub
Freight is such a big part of Chattanooga that we made sure our new stadium has a tremendous view of the highway so you can see America’s supply chain in motion
HSR Benefits Mid‑cities, Not Just End‑to‑end Trips
One of the laziest anti-train arguments is to look at the entire length of a line and say "no one will take a train from [extreme end] to [extreme end]." That would be like looking at I-5 and assuming that its...
Tech Investing Is Essentially a Bet on TSMC
TSMC controls ~72% of the global chip foundry market. That means most of the world’s advanced chips run through one company. Apple. Nvidia. AMD. AI. When you invest in tech… you’re indirectly betting on TSMC.
Middle East Conflict Forces Airlines Into Operational Crisis
Oil prices spiking, GPS jamming, airspace restrictions and crew currency - just some of the challenges that airlines are facing in the current crisis/war in the Middle East #avgeek #Iran https://t.co/VocDTjCLlD https://t.co/HcXdRMZ0Vx
Supply Chain Disruptions Are Permanent, Not Temporary
"Once it's over, things don't go back to normal." The LNG facility in Qatar alone will take 3 to 5 years to rebuild Fertilizer, helium, chip supply chains are all disrupted The strait is a chokehold with no alternative route. This isn't transitory. 🎙️...
Older Trucks Avoided Non‑domestic CDL Restrictions
Back when the boys were driving these we didn’t have the non-dom CDL problems @StephenRuhe https://t.co/j5MEcM2GX9
Iran War Far From Biggest Supply Chain Disruption
The Iran war is "the mother of all supply chain disruptions," says @DanielYergin https://t.co/ShD5cIrrGe by @EmilyRPeck in @axios In fact, it's not even close ⬇️ https://t.co/XhpGtrbJzC
New Freight Forward Launches Monday – Catch Up Here
A new Freight Forward goes out on Monday morning. If you missed this week's LI newsletter, here you go - https://t.co/SS8bzaa4hC
Horm
VIDEO COLUMN (2): The Hormuz question. What's happening in the world's most important oil and LNG chokepoint? Let me explain the situation in the strait, and how its shipping lines (and status) are changing, perhaps for ever. @Opinion #Hormuz #IranWar ...
Complex Supply Chains Face Multi‑Tier Disruptions and Rising Prices
There are so many supply chains impacted. And the length and complexity of those supply chains. Tiers of disruptions, both supply and price, ahead.
Iran Conflict Threatens Global Supply Chain Routes
Above the Fold: Supply Chain Logistics News (April 10, 2026) - https://t.co/mdfTP8V6kz @freightpipes @amazon #StraitofHormuz #IranWar #TehranTollBooth #agenticAI @MagayaSoftware #trucking #transportation #supplychain #logistics
War's Supply‑Chain Shock Hits Plastics Harder Than Oil
Plastics is another supply chain affect from what is happening. The US and global supply chain impact of the war will be larger and more significant than the price of oil.
Apple Boosts TSMC SoIC Capacity for AI Servers
Morgan Stanly on Apple custom ASIC for cloud/hybrid compute (chip code-named Balta): "Apple is materially ramping SoIC capacity at TSMC, pointing to a major push in Apple silicon for AI servers. TSMC (covered by Charlie Chan) is expanding its SoIC (System...
Normal Hormuz Traffic Won’t Ease Looming Crisis
weeks away. even if normal traffic resumes through the strait of hormuz today, this won't provide relief.
Jobs' Last‑minute Switch to Glass Revived 1960s Corning Tech
TIL Steve Jobs decided to use glass for the first iPhone *after* announcing it and noticing his plastic screen was scratched. He convinced @Corning to resurrect an invention they made in the 1960’s, convert a factory, and produce millions of screens...
Europe Faces Imminent Jet Fuel Shortage, Economic Risk
Europe is running out of jet fuel Shortages loom in weeks if Hormuz stays constrained Diesel is the hemoglobin of the economy so Europe will be on economic life support soon https://t.co/52nJDPZ2vH #Energy #OilMarkets #Aviation #Geopolitics
Pentagon Expands Pacific Fuel Depots, Echoing Cold War Strategy
"Pentagon Adds to Pacific Refueling Capacity With New Philippine Depot" The Philippines, Port Moresby, and Darwin...that is the plan for American fuel depots in the Pacific. Anyone else getting a weird sense of déjà vu? https://t.co/pPt7iiCkqW https://t.co/rHWT592HIa
Hassett Predicts Two‑month Strait Reopening, Supply Chain Implications Questioned
Hassett: Strait can be opened in two months. Really. Based on what? Is the Strait back to open transit? Or controlled by Iran? The impact on supply chains of even this time frame?
OPEC+ Supply Chains Crippled, US Fuels Global Allies
So, the oil and gas infrastructure of major OPEC+ producers in the Gulf and Russia is being blocked, disrupted, and damaged... While China is forced to halt exports of petroleum products, and the US is supplying fuel to satellite countries like...
CH Robinson Hikes Spot Rate Outlook to +17% YoY
CH Robinson moves their spot rate forecast to +17% YoY. This is a substantial forecast increase from their March update, which had spot rates +12% YoY. https://t.co/Fap92OKjsM
US Tariffs Redefined Trade Landscape After One Year
"One year later: How US tariffs and trade policy have reshaped the landscape" https://t.co/F70zDJrgV9 Good review from RBC: https://t.co/fdH0ifQhk3
Brokers Overloaded: 20× More Screens, Safety Risks
FACTS: This was the average freight broker’s work station in 2006 20 years later and America’s freight brokers now have 20 times as many monitors to monitor And then we wonder why unsafe loads and bad carriers end up within the...
Russian Tanker’s Hormuz Passage Signals Deepening Russia‑Iran Ties
Russian-Flagged Tanker Transits Hormuz Into Gulf in Rare Passage. Hello. Russia is an ally of Iran. Gave them info about US military. And more. So this transit should be expected. https://t.co/zdwZeZOGDs
Broker Shortage Real; Raising Standards Could Cut 1M Brokers
The broker shortage is real and the most common arguments against it actually prove its existence. The FreightX hive mind should use their powers of persuasion to commission a study to quantify the economic impact of raising the bar across the...
Three Agendas, Toll Wars Complicate Hormuz Outlook
Toll wars and diverging agendas cloud Hormuz outlook. This war is a mess with three parties and three agendas. The tolls have added a vital maritime wild card. https://t.co/QWp6e9Exzd
Chinese AI Firm Reveals $92M Nvidia Servers, No Longer
China AI Firm Discloses $92 Million of Banned Nvidia Chip Servers to Beijing Small numbers, and no longer "banned"..... https://t.co/Z0lwcvOKem
Sumitomo Electric Ramps up Tungsten, Cuts China Reliance
Sumitomo Electric to boost tungsten output 50%, reducing China dependence Japanese materials supplier will build $100m plant and bolster recycling efforts https://t.co/shDv57HEVs via @NikkeiAsia
India Postpones Coal Plant Upkeep Amid LNG Shortage
India is delaying maintenance on its coal power plants because of a gas supply crunch 🇮🇳 ⚠️ India’s LNG imports have dropped because of the war in the Middle East And with hot summer weather coming fast, India needs more coal...
UK Solar Startup Attracts China, US Interest
The British Solar Startup Being Courted by Both China and the U.S. - WSJ https://t.co/sX60BYn0kE
Know When Your Small‑Space Fulfillment Is Overwhelming
Every e-commerce brand starts the same way: packing orders from a spare room or small warehouse. At some point, that stops working. The question is: how do you know when you've hit that point? We have the guide 👇 https://t.co/r4ctl4lH4h
Russian Tanker Heads to Iran as Only Regional Oil Exporter
A Russian VLCC crossed the Strait of Hormuz heading to Kharg Island to load Iranian oil. Here you have a war against Iran and Iran is currently the only country in the region actively exporting oil on a daily basis —...
Discussing Strait of Hormuz on CNN with Laura Coates
My appearance last night on @CNN with @thelauracoates talking about the Strait of Hormuz. https://t.co/8c9CNwMekq
Partnering with Iran Taints Business and Hinders Sanctions Relief
Ed makes the key point concerning tolls. Once you get in bed with Iran, you are doing business with a sanctioned government and whatever you do after is tainted. It will be difficult to conduct business with anyone else. This...
Fully Automated Chinese Factories Operate Without Lights
China’s Dark Factories: So Automated, They Don't Need Lights | WSJ https://t.co/N4Cy1Fj6wz via @YouTube #darkfactory #factory #automation #robot #robotics #warehouse #ecommerce #onlinesales @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle @vinod1975 @YuHelenYu @ingliguori @fogoros @ylecun @TerenceLeungSF @SourabhSKatoch @wil_bielert...
Defense Capital Goods Shipments Jump 26% YoY, Fastest Since 2010
"Shipments of defense-related capital goods surged 26.1% YoY in February—the fastest pace since 2010" -Larry Adam, Raymond James
Weekly Reverse News Highlights Sustainable Logistics Trends
The weekly Reverse News is out with news about John Deere, Shein, recycled resins, a new reverse logistics association and more. https://t.co/SVQwKB0SJu
Novorossiysk Port Partially Restarts Oil Shipments After Drone Attack
April 10 (Reuters) - Russia's Black Sea port of Novorossiysk partially resumed oil and fuel loadings from its Sheskharis terminal late on Thursday after this week's suspension following a drone attack, said two sources familiar with the port's operations.
Iran’s Pipeline Strike Turns Chokepoint Into Pricing Leverage
Iran didn’t just hit barrels—it hit the workaround. ~700K bpd knocked out of the Saudi bypass pipeline and ~600K bpd off production Both flow and supply are under pressure. That’s how chokepoints turn into pricing power. https://t.co/8MpkdDc8Q3 #Oil #Energy #Hormuz
World Trade Organization, Globalization’s Cornerstone, Collapses
A cornerstone of modern globalization, the World Trade Organization (WTO), is collapsing. Following the Cold War, the post-WWII system needed a legal system to enforce trade rules, so the WTO was born. Full Newsletter: https://t.co/NyZga6gg0S https://t.co/o16DadJrPq
EU and US Near Deal to Counter Chinese Mineral Dominance
EU and US near critical minerals deal to combat Chinese control https://t.co/9Sfd9SN3G1 via @AlbertoNardelli @JoeDeaux https://t.co/t2pPn5nVtw
Australia Steps in to Fill Singapore's LNG Gap
An example of how Australia is using its LNG cloud to secure fuel 👇 Singapore guaranteed fuel supplies, like diesel, to Australia during leaders summit Qatar was Singapore's top LNG supplier, but those shipments have stopped due to the war. Australia can...
Top UK Drone Startup Wins Pentagon Test, Yet Departs Britain
Yesterday a Russian warship escorted sanctioned tankers through the English Channel, unchallenged. Today we're about to lose one of the most exciting defence startups in the country to America. > A small British team just topped the Pentagon's own Drone Dominance...
Iran Now Controls Hormuz, Disaster Looming
Hate to beat a dead horse but Iran didn’t control Hormuz on February 27 but they do now. This is a disaster of epic proportions with no apparent end in sight and the worst effects yet to come