This law, if passed, would immediately revoke CDLs for non citizens or those that don’t have lawful permanent residency or work permits. It wills be far more impactful to trucking capacity than any other action, largely because it is immediate and is a law, not a department statuatory action. It would also become a permanent law that would make litigation efforts to overturn or freeze far less successful in the future.
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS

"It’s hard to undo almost a year’s worth of theft, but that doesn’t make theft permissible." 🔥 https://t.co/AiOvVFnwCJ https://t.co/S2CR1IBtrL

“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… These metals are not just 1 or 2 letters on your...

At DOT with Ambassador Guilfoyl, Alex Wong and US Merchant Marine Commandant Steve Carmel for a big shipbuilding announcement between the US, South Korea and Greece. Stay tuned to @gCaptain for details coming soon. https://t.co/TkMB2MwgEI

New @ClevFedResearch paper finds US tariff hikes & tariff uncertainty increase consumers' inflation expectations, while uncertainty "strongly discourage[s] consumers from buying durables, especially cars and big-ticket items." https://t.co/IhbQU2Pc4M https://t.co/6C1XUPmqch
I hate to break it to you, folks… Mercy's AIS Track Points to Panama Canal—Not Greenland—as Hospital Ship Steams South https://t.co/EJNcVSIlSm
The spot market is finally crossing over and passing the contract market. Why does this matter? Because it provides the best data we've seen yet that the Great Freight Recession is ending. Is this a blip or a permanent shift? Is @rxoinc...
Germany’s @_FriedrichMerz is right to scrutinize defense #procurement—which can be rather murky. Spending w/ start-ups & young cos. will likely foster innovation, though the money should spread across the #supplychain. Via @laurapitel & @ChassNews @FT https://t.co/MFeG0WiDwx
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...

"Even the dissenting judges on the Court of Appeals who upheld the [IEEPA] tariffs found Section 122 doesn’t apply to current international circumstances" https://t.co/nWGSiYpBLN https://t.co/RgrI9hEpxx
China warns about US trade probe. And tariffs. Will there be another trade war? And what then for supply chains?
After the Tariff Blizzard, Are You Ready for the Next Storm? - https://t.co/syg5yLFZmi @joinindago #TrumpTariffs #IEEPA #SupremeCourt #globaltrade #supplychain #logistics #tradecompliance
New article from McKinsey - From cost center to competitive advantage: Modernizing reverse logistics with AI https://t.co/Ukil6mBCjn

"How U.S.-Centric is the Inflation Problem?" https://t.co/536nv3SjWg "whatever common elements are shared by globally traded consumer and business goods have been augmented by country-specific decisions in the United States, Germany, and Canada." https://t.co/QflnhV9CDt

Also, it's nice to see the Treasury Secretary openly admit the new Section 301 investigations will be reverse-engineered to justify new tariffs. Not even a hint that the investigation might go negative. It's all just a pretext. https://t.co/HDwm3f4gpE https://t.co/U1olE8kLdE

Maybe a small bit of good news in Bessent's latest comments on IEEPA tariff refunds (along with a pathetic smear of FedEx's CEO) https://t.co/fhxh3BfgSM https://t.co/TscpCKYG6i https://t.co/9s3Wfx6jGn

This isn’t new. Here’s an article from 2024. US Generals have publicly indicated 2027, but the recent PLA leadership purge should be alarming. And China realizes they need bleeding edge GPU to keep pace with US models and datacenters. Alarmed...
I wrote a short blog on the future of the UK’s Single Trade Window on the back of last week’s FT article co-authored by @pmdfoster /1 https://t.co/b4rmt3AXzu

🔴 Red Tape is quietly killing innovation in your business. Here's how. Let me be blunt. In most companies I've worked with — across continents, across industries — the biggest enemy of innovation isn't a lack of ideas. It's bureaucracy. Red tape. The...

Mercy is in the Gulf and heading south from Mobile. She is not showing her next destination, but is on course for the Yucatan Channel. https://t.co/jURUO0nrgF

China didn’t compete. It demolished entire industries through one ruthless strategy: build massive scale, use subsidies and currency manipulation, export at prices no one can match. Furniture, Solar Panels, Telecom Infrastructure, Textiles, Toys, etc. Gone. And 10 more industries are already under attack. My...
US launches Pax Silica to secure polysilicon inputs and expand allied semiconductor partnerships for AI growth. https://www.metalnomist.com/2026/02/pax-silica-silicon-supply-chain.html
Fun fact: this was originally built as an IMPORT terminal. Then the fracking revolution happened and they had to reverse course. 🇺🇸
Flexport's tariff refunds webinar today had 2,305 attendees compared with 2,339 attendees for the Liberation Day webinar after the tariffs were first announced. Fear is a bigger driver than greed, now statistically confirmed.
There's a word for this. Starts with an F. "Hegseth said he could label [Anthropic] a supply-chain risk, a move typically reserved for companies linked to adversaries, or invoke the Defense Production Act to force the company to work with the...

"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH

As the conflict enters its fifth year, I’ve mapped the most credible pathways to how it ends: ceasefire, collapse, escalation... Five scenarios. Assigned probabilities. Clear drivers and risk implications. My latest Substack is below, or the link is in my bio. https://open.substack.com/pub/geopoliticalguy/p/how-the-war-in-ukraine-ends?utm_campaign=post-expanded-share&utm_medium=web
Germany is finding out that “de-risking” from China is painful when dependencies have previously been knowingly created. Chinese price advantages & deliberate dumping are hurting German cos. via @JamesAngelos @Jordyn_Dahl @POLITICOEurope https://t.co/g7oYgu9xEX
Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...

Great story in the New York Times highlighting the difficulties that the US government has faced in getting the world's most profitable companies to take supply chain security seriously, and reduce their exposure to a crisis in the Taiwan straights 1/...
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
Your ad account looks fine: - ROAS is holding - CPMs are manageable - Conversions are flowing But your spreadsheet is screaming. As of February 2026, the average US tariff rate sits at 17% on all imports. For DTC brands sourcing from China (which is 50%...
One store owner in @ecomfuel had 35 people on payroll. He made some hard calls. Hired a 3PL. Replaced most full-timers with freelancers. Today he has one employee and eight contractors. His profits have never been higher. And his management stress is...
Bertha, don’t you come around here anymore U.S. Chase Ends in Indian Ocean with Boarding of Sanctioned Tanker 'Bertha' https://t.co/Fj8QRsuz6N

Wow, a respondent to the Dallas Fed's Service Sector report said that the prices they're paying for memory chips have jumped 50% in the last two weeks https://t.co/RdULT0epp4
When you get a FedEx parcel from overseas, technically FedEx is the importer of record that pays the tariffs. Then they send you a bill for the tariffs. They’re now suing the government to get a refund on those tariffs. I...
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
Must Read: Important new blog on what the SCOTUS tariff ruling does and does not actually change by @KClausing Obstfeld @PIIE

Would AI, instead of the C-suite, improve supply chain design and performance? Especially after five years of disruption and now unpredictability. https://t.co/Z60firMpE4
What will Trump do with tariff that expire in 150 days? What next? What are China’s countermeasures? What will supply chains do now? After these tariffs expire? Prepare or react?
I visited this ship when she was being built. Truly a “How the F are they going to make this work?” moment. When they work together the Dutch and South Korean shipbuilders accomplish the impossible. And this isn’t even the most...
Did a cabinet secretary just call the US Merchant Marine America’s secret weapon? I always wanted to be a secret agent like Commander Bond… but Captain Konrad, Secret Weapon has a better ring to it 😜 Cue the deepest eye roll from...
Read the latest edition of the Art of Supply newsletter on LinkedIn: How a Former Karaoke Machine Manufacturer Shook the Freight Market https://t.co/MaKdkmTAPS
“We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth in a news conference yesterday.
Cyber supply chain security is no longer optional—it’s essential for resilience, innovation, and national security. Read the full piece: The Cybersecurity Challenges of the Supply Chain by @ChuckDBrooks https://t.co/THnR3VKAJx #cybersecurity #technology #supplychain
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics https://t.co/2WX7oeO6Jm