Rising Energy Prices Trigger Systemic Cost‑of‑Living Surge
This isn’t just about oil. It’s a shift in the entire system. Energy → food → cost of living When energy moves structurally higher, everything built on top of it follows. That means: Higher food prices More pressure on households Less margin for error And a move away from « just in time » thinking toward something more resilient. This isn’t a spike. It’s a different environment. More on the website. #Oil #Energy #Macro #Inflation #CostOfLiving
China's Sulphuric Acid Export Ban Boosts Copper Prices
Chinese authorities have announced that China will not be allowed to export sulphuric acid from next month, with the only exception being electronic‑grade sulphuric acid. This means that neither smelter acid nor sulphur‑based acid can be exported will be able...
Dry Bulk Surge Boosts Outlook Despite Weak Tanker Flow
Dry Bulk transits are up a lot in recent days, while the tanker flow has been underwhelming since the cease fire Overall, there is still sufficient sequential progress to remain very upbeat imho
Shipbuilding and Merchant Marine Funding Drained Away
Now please look at all the money that got sucked out of shipbuilding and the US Merchant Marine.
Oil Prices Jump $1 as Hormuz Traffic Stalls
Oil Prices Rise $1 Amid Strait of Hormuz Disruption Both Brent and WTI crude oil prices advanced by $1 per barrel as traffic through the critical Strait of Hormuz shipping route remains nearly halted, impacting global oil supply chains.
130 Daily Transits: Still Far From Normal
Reminder: the average number of daily transits last year was 130. We remain a LONG way from normality.
Renewables Shift, Not Eliminate, Energy Risk
Renewables don’t solve oil shocks, says @JasonBordoff They rewire the dependencies. Less oil means more minerals—and supply chains that run through China. And the economy's heavy lifting—mining & global transport—runs on fossil fuels not electricity You don't escape energy risk
LNG Rerouted to Brazil as Highest Bidder Wins
LNG is going to the highest bidder. This carrier is diverted form Europe to Brazil Map form @Kpler
Insufficient Hormuz Transits Hinder Risk Diversification
With regards to Strait of Hormuz Insurance, I think it is tough for underwrites to see enough transits to generate a meaningful premium base and be diversified If you only are insuring 5 voyages a day you can't spread out the...
GCC Rejects Strait of Hormuz Fee Proposals, Calls Them Extortion
✴️All GCC countries reject any proposal to manage or control traffic in the Strait of Hormuz. ✴️The idea of charging fees for passage is complete nonsense. The whole issue is heavily exaggerated by the Western press and many Western analysts. ✴️The $2...
Oil Climbs Despite Unchanged Hormuz Traffic After Ceasefire
JUST IN: Oil prices are climbing as the U.S.-Iran ceasefire hasn't increased traffic through the Strait of Hormuz.
Trump Urges Iran to Halt Hormuz Tanker Fees Now
JUST IN: Trump warns Iran to stop the reported fees on tankers in the Hormuz Strait immediately.
Repeated “Accidents” Spark Skepticism Over Infrastructure Fires
I’m sure this one, like all of the other big fires on critical infrastructure over past few weeks, will be an “accident”
Iran Faces Choice: Enforce Tribute or Attack Nearby Tankers
The problem for Iran here is someone is going to call their bluff at some point and just sail a ship through without paying the tribute, and then Iran is going to have to decide if it actually wants to...
Peak Oil Makes Conflict Over Cheap Fuel Inevitable
It is not good to have your cities built around a substance that is dependent on the Middle East not having wars Global oil has peaked. Now all we can do is fight over less and less available cheap oil, and...
Trump Accuses Iran of Breaching Hormuz Oil Transit Pact
JUST IN: Trump calls out Iran for failing to honor its oil transit deal through the Strait of Hormuz.
Oil Execs Resist White House Talks on Iranian Hormuz Toll
JUST IN: Oil execs are pushing back on White House talks that could let Iran impose tolls on Strait of Hormuz shipments, threatening oil costs.
US Administration Still Undecided on Novelis Tariff Relief
.@USTradeRep Greer told my colleague @NoraEckert the administration has been in contact with the Detroit 3 on the Novelis aluminum issue and tariff relief sought: "There hasn't been any decision made by the US government. With the tariff program...
Jones Act Ships Are Foreign-Built, Raising U.S. Shipping Costs
"the United States is still reliant on foreign markets for producing ships. Americans pay higher shipping costs without gaining the purported benefits of insulation from foreign markets. In reality, Jones Act ships are not U.S.-built; they are U.S.-assembled." 😲
Iran's 15 Attacks in 12 Days Cripple Oil, LNG Flows
15 attacks in 12 days by Iran disrupted global oil and LNG flows #OilMarkets #Energy #Shipping #Geopolitics #Hormuz https://t.co/ocx5vrbgxM
Iran's Grip on Hormuz Makes Strait Unassailable
Former British diplomat Alastair Crooke on Iran's control over the Strait of Hormuz: "It's very clear that there's no way in which the Strait can be taken now." https://t.co/dYniHw5J0A
Arm Yourself: Prep Value, Champion, Limits Before Procurement
Procurement's job is to grind you on price. Your job is to make sure they don't negotiate in a vacuum. Before every procurement meeting: 1. Review the business value (60 seconds) 2. Bring your champion if possible 3. Know your walk-away limit 4. Get a get...
White House Uses Imported Steel for New Ballroom
Dumb Donald takes foreign steel to build dumb White House ballroom. What happened to Made in America? White House Secures Foreign Steel for Ballroom Project https://t.co/0xKYN6hfX5
Iran, US Escalate Tensions Ahead of Ceasefire Talks
Both Tehran and Washington are upping the ante ahead of the ceasefire talks over the weekend. But raising the stakes increases the miscalculation risk: “We will definitely bring the management of the Strait of Hormuz to a new stage,” Iranian...
1970s Shah Warned of Oil Stakes in Hormuz
In the 1970s, the Shah of Iran, Mohammad Reza Pahlavi, the father of @PahlaviReza, spoke about the Strait of Hormuz…. He was a strong ally of the United States until he was overthrown in 1979 by Ayatollah Khomeini… In this...
Iran Now Demands $2M Bitcoin for Hormuz Passage
Iran is charging up to $2M in Bitcoin to pass through the Strait of Hormuz. This isn't a win it was literally free just a few weeks ago...
Google Partners with Intel for SmartNIC‑powered Datacenters
Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs https://t.co/NWjnTCSr9z https://t.co/IGYOky9NxI
Iran's Illegal Strait of Hormuz Hold Undermines U.S. Force
"Continuing Crisis in Strait of Hormuz: Why Iran’s Hold is Illegal and U.S. Military Force Alone Fails" https://t.co/h8YXNFL0Qe
Messy Hormuz Reopening Fuels Shipowners' Profit Surge
The more "messy"/"inefficient" the re-opening of the Strait of Hormuz is, the higher shipowners' profits are 🇮🇷🛢️🚢 @ed_fin on "Persian Gulf Traffic Jam" as tanker bull case: Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 1/2 https://t.co/yWohqK1at9
Targeted Automation, Not Broad GenAI, Drives ROI
Spotlight: Ogilvie (p. 6): ROI isn’t broad GenAI - it’s targeted automation + narrow AI engineered into the process. https://t.co/YrxFqMpTXp #AI #Automation https://t.co/igBN0phimF
Attacks Shut Down Key Saudi Energy Facilities, One Killed
🟥🟥🟥Official Source at the Ministry of Energy: Operational Activities Halted at Several Energy Facilities in the Kingdom due to Recent Attacks https://t.co/YhaVlatjkT Riyadh, April 9, 2026, SPA -- An official source at the Ministry of Energy stated that important energy facilities in...
Iran's 15‑ship Limit Won't Mean 15 VLCCs
I'm not sure who needs to hear this but Iran's 15-ship daily limit isn't going to be 15 VLCCs each laden with 2 million barrels of oil.
U.S. Shipping Deficit Exposes Critical National Security Weakness
The NATO fiasco just exposed a massive US national security vulnerability: America barely owns any ships. The top 5 container shipping firms (all European or Chinese) control 65% of global capacity. The US has zero container shipping firms in the top 30...
US Data Center Rollouts Stalled by Equipment Shortages
ICYMI: “.. Almost half of the US data centers planned for this year are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries.” @business https://t.co/F04P0tZO1m https://t.co/wwlVqspf9b
Quality Brokers Are Scarcer than You Think
There may be no broker shortage, but don't you think there is a shortage of good-quality brokers?
China Secures Germany’s Premier Robotics Asset
How China Acquired Germany’s #Robotics Crown Jewel by @JacklouisP #AI #MachineLearning #ArtificialIntelligence #ML #Innovation https://t.co/DuFtEGfyDb
Europe Faces Fuel Shortage After Hormuz Shipment Ends
So tomorrow Europe gets its last shipment of oil from the Strait of Hormuz. Based on that timing, if the Strait were to open tomorrow Europe's next oil shipment would come at the end of May. Reports are circulating that...
MOL Delays Hormuz Transits Until Security Clarified
MOL Awaits Safety Clarity Before Resuming Hormuz Transits, CEO Says. When will there be maritime security? What will it look like? https://t.co/iQtmyR7uY2
From Ford’s Assembly Line to Fully Autonomous Dark Factories
More than a century ago, Henry Ford began to automated production of his vehicles. But today, dark factories operate without humans entirely. My latest for @IMechE's Professional Engineering https://t.co/fxnq0uvAnu
Container Rates Surge Amid Fuel Costs, Hormuz Tensions
Container Rates Rise Again as Fuel Costs, Hormuz Uncertainty Ripple Through Global Trade. Mixed results among trade lanes. Even the Transatlantic tradelane went up. https://t.co/wFdYFryl0O
Industrial Maintenance Costs Outpace Asset Deployment Expenses
1/ next big market: industrial operations & maintenance deploying an asset in a one time event. managing and maintaining it is an ongoing process and often consumes more capital than its deployment over the life cycle of the asset. @itsanhonour_ breaks it...
Oil Supply Becomes Fragile, Disruption Now Easy
Oil isn’t just scarce—it’s fragile. Cheap drones, missiles, and even fear can choke global supply. Disruption is no longer hard—it’s easy. This is a shift toward a more fragmented, insecure energy order. https://t.co/7xfbU20QFT #OilMarkets #Energy #Geopolitics
Iran Ceasefire Sends Prediction Markets Into Turmoil
"contract resolved to "yes" following Tuesday evening's announcements, but its outcome has since been changed to "disputed" given continued disruptions to Hormuz Strait shipments and enduring hostilities" Iran Ceasefire Wreaks Havoc on Prediction Markets https://t.co/uv56XlWTW9
Trump and Netanyahu Cede Hormuz, Making Iran Toll Road
Trump and Netanyahu have handed Iran the strategic high ground –– the control of the Strait of Hormuz. As I told @SeanPmathews: “The Strait of Hormuz was a freeway. Now it’s an Iranian toll road.” https://t.co/dGLBi5V6KE
All Parties Face Multiple Red Lines in Conflict
A lot of red lines for all sides involved... Geopolitical Guy | Substack Source: www.graphicnews.com
NATO's 2026 Performance Deemed an Outright Failure
Even a 5 month old knows that NATO in 2026 is an abject failure. https://t.co/Go6myxoNxL
UPS Fuel Surcharge Rises Again, Groundhog Day
Another fuel surcharge increase from UPS. Joe Wilkinson of @intelligentaudt describes it as another Ground Hog Day....😆 https://t.co/MRbr6aSvhX From UPS - https://t.co/1ng8p6g3C1
Trump's Tax Rollback Fuels Surge in Oil Tanker Orders
Massive surge in new oil tanker orders. And no, this isn’t just about the Iran war. The big reason is that Trump and @michaelgwaltz flattened @IMOSecGen’s UN/IMO carbon tax push last year. Remove the green choke collar and capital starts moving again. Of...
Only Seven Ships Cross Strait Post‑Ceasefire, Mostly Bulk Car
only seven vessels have passed through the strait since the ceasefire went into effect on tuesday. six of them bulk cargo carriers, the other apparently a chinese-owned tanker.
Procurement Success Depends on Strategic Talent Management
“Effective talent management is one of the key conduits to nurture people capability. Your Procurement function must have the appropriate talent to achieve its goals and sustain its organizational contribution.” 🔗 https://t.co/flN6hAM2qi #procurement #purchasing #supplychain https://t.co/plvSQzifMf