Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Iran Conflict Jeopardizes Chip Supply, Hikes TSMC Costs
Iran Conflict Threatens Global Chip Supply Chain, Risks Higher Costs for TSMC - Bloomberg https://t.co/nu9qEGPpB0
Iran Likely Vetting Vessels Before Hormuz Exit
"Ship Tracking Suggests Iran May Be Verifying Ships Before Allowing Hormuz Exit" Ladies and Gentlemen, I give you the Ayatollah Khomeini Memorial Thruway. https://t.co/mT7tw2wjxp https://t.co/VaIa1Vv21k
US‑China Trade Board Unprecedented; Washington Must Prepare
A new US-China “Board of Trade”? The world has never before seen an attempt to manage trade at this scale. If the US government wants to do this seriously, it really has to do its homework. by @AnaSwanson https://t.co/ooAO5hs8Jv
China Curbs Fertilizer Exports, Iran War Spikes Global Prices
"China is tightening its curbs on fertilizer exports as the war in Iran disrupts trade of key crop nutrients, driving up prices globally." https://t.co/X35yEEwYZH
Hormuz Attacks Drive Soaring Tanker Insurance Premiums, US Aid Unclear
"Shipping Insurance Costs for Hormuz Passage Surge After Vessel Attacks" https://t.co/Aq3e4lGXyX "Details of a plan for the US International Development Finance Corporation to help insure tankers are still unclear." https://t.co/mC9xKl2B7o
Cuba Experiences Nationwide Blackout Amid US Oil Blockade
#Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. https://t.co/5NRxiUILHa
Massive Saudi Arab Light Tanker Flotilla Heads to Asia
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
Manufacturers Misunderstand This Process—Danny Sidun Offers Solutions
𝐃𝐚𝐧𝐧𝐲 𝐒𝐢𝐝𝐮𝐧 to talk about why so many manufacturers misunderstand this critical process, and what they can do to get better results. Stream now: 🔗 https://t.co/9vEAAzJDpE 📽️ https://t.co/So0R3DfgII 🔗 https://t.co/DmYp21N5Kv https://t.co/qwxGXKs7UH
Stable BDI Masks Looming Freight Spike From Ship Shortage
The long-term history of the Baltic Dry Index (BDI), the benchmark measure of global dry bulk freight rates. It tracks what it costs to ship commodities like: * Iron ore * Coal * Grain * Bauxite * Steel inputs Because these commodities sit at the very beginning...
Rare Unsanctioned Russian LNG Heads to Southeast Asia
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
Supertanker Costs vs Cargo Value Expose POTUS Misstatement
Ok, first of all, supertankers cost roughly $125 million new. Fully loaded with 2 million barrels of crude, the total value of cargo is $180 million at $90 per barrel. That’s $305 million total. POTUS doesn’t have his facts straight...
Trucking’s Evolution Driven by Political Push and Indoctrination
If you want to understand how trucking got here, you have to understand that there has been a large political push and indoctrination that has caused this line of thinking
Tanker Forward Rates Hit Record, yet Stocks Slump
FFA (near-term forward rates) curve at multi-year record highs for #tankers, yet $DHT $FRO and others still heavily down… 🤷♂️ #shipping
LNG Shutdown Threatens 1.8 B in Three Poorest Nations
I’ll be presenting this slide during a speech tomorrow to the Texas Agricultural Cooperative Council. Three of the world’s poorest countries — combined population: 1.8B people — will be hammered by the shutdown of LNG shipments through the Strait of...
32% Oil Supply Lost; Rerouting Covers Only Fraction
💥 We lost about 32% of world traded crude oil supplies. 💥 Rerouting and SPR may cover up to 40% of it AT BEST. Anyone who thinks the rest of the oil industry can stretch its production to cover the GAP knows...
Embrace AI, Verify Results, Pilot with Controlled Roadmaps
AI: good or bad? Practical answer: embrace use cases, verify results and pilot with control. Contact LMA Consulting Group to build an AI roadmap tied to execution. #AI #ChatGPT #SupplyChain https://t.co/aaGnm03Hlt
Helium and Sulfur: Unexpected Essentials for Advanced Chip Production
Iran conflict and chip supply chain. Advanced chips rely on some surprising ingredients. Helium helps cool wafers and move gases through chip-making machines so the process stays stable and ultra-precise. Sulfur is used in gases that “etch” microscopic patterns into silicon —...
200,000 Immigrant Truck Drivers Lose Licenses Under New Trump Rule
Some 200,000 immigrant truck drivers will begin losing their commercial driver’s licenses under a Trump rule taking effect today . https://t.co/ZNgjoMy6L8
First Non‑Iranian Tanker Sails Hormuz Amid Quiet Approvals
Did Iran just negotiate safe passage through the Strait of Hormuz? The Aframax tanker KARACHI just became the first non-Iranian cargo ship to transit the strait with AIS on since attacks on shipping escalated—raising questions about whether certain vessels are...
Strait of Hormuz Threatens Global Supply Chains
Strait of Hormuz. Global supply chain risk. Across product and market sectors. Oil. Fertilizer. Sulfur. Aluminum. Natural gas. From logistics to agriculture. And more. Chaos. https://t.co/bI5EP6euSD
Hormuz: Vital Energy Artery Threatened by Geopolitical Tension
The Strait Of Hormuz: Energy Lifeline Or Global Time Bomb? | 4K Documentary https://t.co/t6N6hRSPrD via @YouTube
New Legislation Guarantees Free Shipping for Consumers
The Bill for Free Shipping Has Finally Arrived - https://t.co/6zb11RFv7C #freeshipping #ecommerce #parcelshipping #retail #retailers #supplychain #logistics
Iran Conflict Drains U.S. Missile Defense, Spurs Procurement Push
NEW ODD LOTS: War in Iran is chewing through America’s missile defense stockpiles @tracyalloway and I talk to @tomkarako about Pentagon procurement and the efforts to ramp up production of offensive and defensive weaponry https://t.co/Wnm1RozhbR
Hard-to-Shift Supply Chain Risks Loom Under Trump's 2026 Policies
With the easy bits of US-China supply chain decoupling now over, it is the hard-to-move parts that remain. Trump’s 2026 policy decisions have the potential to affect much of the world’s economic security. If he gets them wrong, the worst may...
Hormuz Closure Threatens Oil, Gas, Fertilizer, Food Security
Former CIA analyst Larry Johnson on the GLOBAL IMPACT of the STRAIT OF HORMUZ: "You’ve now closed off 20% of the world’s oil supply, 25% of the world’s liquid natural gas, and 35% of the world’s urea... There's going to be...
FedEx Overtakes UPS as Parcel Market Value Leader
There's a new market value champion in parcel logistics. For the first time in over 50 years, @FedEx just passed $UPS as the most valuable company in parcel. The Memphis-based pioneer is now worth over $85 billion. While UPS still retains...
Kitchens Sense Crises First; Apps Enable Instant Panic Buying
The kitchen always knows first. Before the oil price dashboards, before the government announcements — the kitchen tells you a war has started. Right now in India: egg prices are dropping because the one crore eggs we sent to the Gulf every...
U.S. Softens Ban on Uyghur Forced‑Labor Goods
“Amid the…turns in the Trump administration’s China trade policy, one feature has attracted little attention: the [U.S.] has apparently eased its efforts to block imports of goods made using the forced labor of China’s Uyghur population.” @economicsnoah https://t.co/C9UGkHv9WW
You Must Choose: Reduce NA Trade or Cut China
“You can have less Mexico and Canada, 👉or you can have less China, 💥but you can’t have both.” ✍️Antonio Ortiz Mena, a former Mexican diplomat and professor at Georgetown University. https://t.co/h15MGpAnEg
Vietnam Faces Flight Cuts After Regional Jet Fuel Bans
Vietnam braces for flight cuts from April after China, Thailand ban jet fuel exports https://t.co/acAdeGg5Sf
Saudi Reroutes Oil via Red Sea Amid Hormuz Closure
♦️Here’s a striking example of how a closure of the Strait of Hormuz can reshape global oil flows—and how Saudi Arabia can rapidly adapt by diverting supplies from its eastern fields to western Red Sea terminals. ♦️A VLCC oil tanker was...
Escorts Aren't a Sideshow; Expertise Matters in Maritime Strategy
“Escorts are a sideshow” 🤡🤡 Now I’ve been critical of our ability to surge enough destroyers to conduct effective convoys…. But “sideshow”?? And what qualifies an energy advisor to understand maritime choke points? 60 Minutes should have called Sal @mercoglianos
US‑Owned, Marshall‑Flagged Bulker Bolts Through Strait
The Star Bulk bulker Star Gwyenth bolted and made the run though the Strait and out. She is Marshall Is-flagged but US owned. https://t.co/2eQ7Lwqh17
US and Chile Launch Talks to Secure Critical Minerals
US-Chile critical minerals talks open to secure copper, lithium, and rare earth supply chains. https://www.metalnomist.com/2026/03/us-chile-critical-minerals-talks-kick.html
CPO Is Inevitable, Not Imminent, Now Echoed by Cisco
Cisco just based their whole presentation on my theme from a year ago that “CPO is inevitable but not imminent” - original article. https://t.co/mQzqMJLylu
Freight Market Stable, Contract Rates Rising, Panic Unfounded
Trucking spot rates are incredibly stable right now. Contract freight rates are still moving up. Tender volumes moving up. Tender rejections stable. The doomsday folks selling panic in freight markets are not looking at the data. https://t.co/R8VVxcYhOv
Carbon Pricing Impact Depends on Supply Chain Coverage
Quick explainer of how the Food Dude's math is wrong (again) today: when you think about the impact of carbon pricing on fuel costs (diesel in this case), what matters is which parts of the supply chain are covered and...
Beyond Skills: Leveraging Competency Drives Procurement Excellence
“Having gr8 technical competency is no longer what distinguishes top-notch #procurement functions from those that are mediocre or run-of-the-mill. How we nurture & leverage that competency across the org. is what truly counts.” https://t.co/s48vDbFr5l #purchasing #supplychain https://t.co/rfZNNW04Dr
Chokepoints: Repeated Disruptions Threaten Global Trade
🚨WHY CHOKEPOINTS ARE IMPORTANT?🚨 Think about the issues we have experienced with maritime chokepoints over the last five years. 2021: Ever Given shut down the Suez Canal for 6 days. 2022: Russia invades Ukraine and disrupts the Turkish Strait. 2023-24: Panama Canal lower water...
Data Drives the Future of Semiconductor Manufacturing
#Technology #Newsletter #Semiconductor #Manufacturing #Data NLOG-295 | Semiconductor And Beyond Newsletter | The Semiconductor Data Supply Chain: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-295/
Urgent Call: Allied Warships Needed in Hormuz
Strait of Hormuz Update 15 March 2026 1⃣ Five Maritime Stories from Around the World 2⃣ Strait of Hormuz/Persian Gulf Update 3⃣ The Call for Allied Warships 4⃣ Minesweepers 5⃣ Historical Parallel to Strait of Hormuz Video: https://t.co/ETPsN2XFIX https://t.co/oOEKhMM28I
Truckers Share Toughest and Easiest Damaged Loads
Truckers: what was the hardest damaged product you’ve gotten stuck with to get rid of? (And what was the easiest) https://t.co/XLr2awqVNu
Global Tensions Trigger Fertilizer Shortage, Food Price Surge
More supply chain extension of Iran war. China halts fertilizer exports. How does Trump’s trade war with Canada and Canadian potash fit here for US farmers? Which can affect the E2E food supply chain. That supply-inflation loop.
U.S. War Deepens Iran's Dictatorship, Raises Gas Prices
He puts his name on everything, so let’s make sure his name is on this, too: —> “Overall, it has not toppled Iran’s dictatorship and might have strengthened it. We helped install a younger supreme leader, Mojtaba Khamenei, who may be...
Trucking Volumes Rise, Showing Oil Spikes Aren’t Slowing Economy
No sign that oil spikes are hurting the domestic economy. Trucking volumes continue to accelerate. +8% YoY and has now cleared 2024 comps. Despite the noise, the signal coming from freight is that activity in the domestic goods economy is...
Red Sea Swarms with Tankers as Hormuz Remains Closed
MAP OF THE DAY: While the Strait of Hormuz remains largely closed (other than a few tankers, notably from India), the Red Sea is witnessing the arrival of an oil tanker armada to the Saudi terminals there. (Tracking via @TheTerminal) (Blue...
Confectionery Supply Chains Brace for Conflict‑Driven Shortages
Confectionery supply chains are bracing for shortage risk as conflict escalation impacts trade routes, freight and energy - pressuring ingredients + packaging inputs. Actions: rapid risk review, alternate sourcing, stronger visibility. #SupplyChain #Confectionery https://t.co/9CBpZa8x6A
The Strait of Hormuz Remains Insecure Despite Security Claims
Can the Strait of Hormuz really be secured? GeopoliticalGuy | Substack https://open.substack.com/pub/geopoliticalguy/p/can-the-strait-of-hormuz-really-be?utm_campaign=post-expanded-share&utm_medium=web #Iran #Hormuz #MiddleEast
Shipping Confidence Hinges on Iran Conflict Ending Soon
Ok but the real question is when will shipping feel confident enough to return to normal?
