Iran's Potential Oil Rail Exports Lack Analysis
Is Iran exporting oil via rail? Haven’t seen any analysis of this trade lane. https://t.co/QufT0kilKW
US Offer Exceeds JCPOA, Iran Counter May Shorten Deal
Just to be clear: the 20 years of no enrichment the US is reportedly offering #Iran is only about 1/3 longer than the 15 years in the JCPOA that Trump called "the worst deal is history." With Iran reportedly counter-offering 5...
Proactive Planning Safeguards MedTech Performance and Margins
Medtech has no margin for error. Lisa’s MPO article: From Reactive to Proactive—planning strategies to protect customer performance + margins. #MedTech #SupplyChain #Planning https://t.co/gQf2Q4uUXD
Avoid All‑In SAP; Blend Third‑Party Solutions
When upgrading to S/4HANA, be wary of going 'all-in' with SAP's entire tech stack. Spargroup learned that SAP's native warehouse management system wasn't ideal for their food distribution needs. Don't be afraid to integrate third-party solutions. #SAP #S4HANA #TechStrategy https://t.co/0zO5jFxduM
US Blockade Shift Highlights Iran’s Strait Dominance
Looks like @ethanlevin did not read the USCENTOM notice that the blockade will not be enforced in the Strait of Hormuz, but in the Gulf of Oman and Arabian Sea. There is no reason to intercept close to the ports,...
Trump’s Iran Stance Ignores Need for Mutual Win
The KEY quote from Trump's interview with the NY Post. Re: #Iran: “I don’t want them [Iran] to feel like they have a win.” Problem with that approach is that for a negotiation to reach a deal, generally both sides need to...
GAO Warned in 2012: FMCSA Can't Probe Most Carriers
The Government Accountability Office warned about Chameleon Carriers all the way back in 2012 At that time they noted the FMCSA’s lack of ability to investigate these carriers. And they outline how only certain carriers are even looked into https://t.co/Cdhqf0rkwc
Kimbrell and Allies Drive DC Shipbuilding Revival via SHIPs Act
Excellent article by CDR Kimbrell who - along with Capt @brentdsadler and a few others - was a leading architect of the SHIPs Act and the recent shipbuilding and maritime revival in DC
Tech Giants Spend $100M on Chip Backup Plans
Pat’s Law of Always strikes again. But let’s treat it as 🚨news. Every large technology company is ALWAYS considering alternatives when it comes to differentiated, high dollar everything. Every model maker is considering: -doing their own chips if they aren’t already -if...
Trump Says Tolls to Iran Blocked, Tanker Turned Back
Trump's Truth Social statements have indicated the blockade also applies to ship's paying tolls to Iran. This could explain why the US-sanctioned tanker Rich Starry turned back even though it did not depart from an Iranian port, rather from the...
From Tracking Drivers to Automating Ops: ConveyAI Revolution
A DoorDash ops manager named Steve was tracking delivery drivers using Apple's Find My Friends. Manually assigning orders. Every single one. It was the early startup days, and you did whatever it took to keep things moving because nobody had ever...
Don't Cut China Supply Chain; De‑risking Brings Consequences
China. Do not reduce your China supply chain. Or face the consequences. The risk of de-risking.
Sanctioned Chinese Tanker Rich Starry Reveals New Route
Yep, that is the Rich Starry .. the sanctioned Chinese tanker.. Yesterday I mentioned the "route"
Foreign Ownership of US Trucking Firms Fuels Safety Crisis
I've argued that you should be an American citizen to own a trucking company. This is a requirement in almost every single commercial mode of transportation, except for trucking. The reason is simple: overseas actors will own trucking companies and...
Freight Data Shows Industrial Demand Rising Despite Oil Shock
Ignore the noise and focus on the signal. This is a great economy for goods consumption and we are finally starting to see industrial demand strengthen. If the oil shock were going to impact goods demand, it would have shown...
Your Supply Chain Defines Brand Promise and Competitive Edge
“Effective supply chain mgmt. is a keystone of fulfilling an org.’s brand promise. Even if you use outsourced supply, it’s still ur offering, ur brand, and ur reputation—thus ur position in the competitive landscape as a leader or laggard.” https://t.co/VTXmS1IB2a #supplychain https://t.co/UBet1iZ8PY
China Cracks Down on Firms Ditching Its Suppliers
1/2 NYT: "As China’s mammoth trade surplus stokes global tensions, Beijing has enacted sweeping new regulations to investigate and punish foreign companies that stop using Chinese suppliers in response to political pressure at home." https://t.co/hHhm9lhuk8
China Halts Exports From Plastic Trinkets to Missile Magnets
Bessent: “China is stopping exports of various products” Products like “plastic trinkets”, or products like “the rare earth magnets we need to rebuild our missile stockpiles to continue our war v. Iran”? 🤔
Goods Sector Defies Oil Price Surge, Truckloads up 11%
The goods industry is the most exposed segment to the price of oil and yet since March 1st, we have seen incredibly strong signals out of the goods economy with activity firming, not weakening. If high oil prices were going...
Tariffs Spur Companies to Halve Declared Export Values
Companies dodge tariffs the old-fashioned way. They cut the declared value of goods being exported in half and pay half the new tariff rate. IMPOSE A TARIFF = INVITE WORKAROUNDS. https://t.co/rl20Lgpb2O
China's Export Growth Falters as Global Demand Slumps
China’s Export Momentum Slows Amid Iran War—Weaker global demand threatens a growth driver for Beijing @hannahmiao_ @TByGraceZhu https://t.co/vpepE1zohz https://t.co/vpepE1zohz
Parliament Energy Secures 1.2 GW Tracker Deal with Ideematec
Parliament Energy signs 1.2-GW tracker supply agreement with Ideematec #energysky -- via Solar Power World: https://t.co/DGSPjEKS8U
China Ramps up Export Controls Ahead of US‑China Talks
China has increased its use of export controls, underlining Beijing’s willingness to leverage its power over supply chains as Xi Jinping prepares for talks next month with US President Donald Trump. by @leahyjoseph, @cheng_leng_ & Wenjie Ding https://t.co/oGe6739GIG
From Bras to Space: Seamstresses Redesign NASA Suit
When a bra maker got the job of making the first NASA spacesuit In 1966, when seamstresses at the International Latex Corporation arrived at its new Apollo Suit shopfloor in Frederica, Delaware, they were essentially “taught to sew again from scratch.”...
AI Agents Boost Real-Time Logistics Visibility
Listen to the Does Logistics Matter? Podcast wherever you get your podcasts. In Episode 65 Elmer Spruijt, VP Transportation Management EMEA at Descartes talks about: Real-time visibility and data collection, AI agents, and smart automation. #Logistics #AI #Podcast https://t.co/GP4ttYb9OS
Driverless Trucks Already Operating, Few Winners Ahead
Autonomous trucking is here — not coming. In Talking Transports, @KodiakRobotics CEO/founder @don_burnette breaks down: • Driverless trucks in operation today • AI vs HD mapping • Cost + utilization advantages • Regulatory reality • Why only a few winners emerge 🎧 Listen to episode 134...
Tariffs Spur Few New U.S. Jobs, Tour Highlights Legacy Makers
"While Greer's tour highlighted companies that have been making their products in the U.S. for years, it's more difficult for the administration to showcase manufacturers that have set up shop in the U.S. or added jobs specifically as a result...
Premier Energies Lands 1.6GW Solar Supply Contract
Premier Energies secures 1.6GW solar cell and module supply orders #energysky -- via pv-tech: https://t.co/MdaSsbkDqu
Cognitive Robotics Unify Supply Chains, Boost Data‑Driven Culture
Integrating Intelligent Process Automation into supply chains replaces fragmented manual tasks with the unified layer of cognitive robotics. Advanced predictive analytics bridge the operational gap since data accuracy stabilizes the organizational culture. Microblog @antgrasso https://t.co/MdxRQQZG7O
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
China's Q1 Lithium Battery Exports Surge, Signaling Energy Shift
China’s lithium battery exports surged in the first quarter, reinforcing signs of demand for alternative power sources to counter the global energy-supply crunch https://t.co/tdvAMTghZb
Infor CEO: Market
And to got to market keeps being vertical says @Infor CEO Samuelson, with a focus on - Discrete Manufacturing - Procrss Manufacturing and Distribution - Service Industry #InforAnalystSummit https://t.co/FJ9jGvZm10
US Must Build Talent and IP, Not Just Fill Gaps
Why the US may need more than just fixing gaps to rival China on rare earths Yup, some have been saying this for some time, despite all the happy talk... Personnel and IP.... https://t.co/ehnvjtwql4
Supply Chain Strain Peaks at Highest Since Jan 2023
"Global supply chain pressure is at its highest level since January 2023, according to data released by the Federal Reserve Bank of New York." https://t.co/ukMJP5oDLE
Last‑Mile Logistics Set for Consolidation Among Tech Rivals
Last mile logistics is poised for growth and consolidation. Will the winner be a traditional logistics leader like @XPOLogistics ? A drone leader like @Google or @zipline? Or a new challenger like @MannaAero? https://t.co/WBYv7Igj9h
China's High‑tech Export Surge Reshapes Global Markets
China Shock 2.0: The Flood of High-Tech Goods That Will Change the World amazing deep dive into the data, from @rwmcmorrow, @Sam1Fleming, @pmdfoster & @leahyjoseph @FT 👉 https://t.co/6LLsSBXlUn https://t.co/o80ETCu1Ki
Blockade Fails: Tankers Slip Through, Policy Reality Gap Grows
You're doing a great job, Brownie Day one of the “blockade” and tankers are already getting through Some even sanctioned. The gap between policy and reality is widening. #Oil #Energy #Geopolitics https://t.co/6WFpxr9cpF
Blockade Forces Iran‑linked Tankers to Abort Hormuz Passage
Some of the Iran-linked oil / refined products tankers that attempted to cross the Strait of Hormuz have either stopped or performed U-turns. The blockade, so far, appears effective. Remember, the vessels are not stopped in the middle of the strait,...
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA
Oklahoma Smelter's Long Build, No Tariff Profit Reliance
"The [Oklahoma] smelter will take at least three years to build and be expected to operate for decades. EGA says it isn’t counting on the tariffs that have helped drive up aluminum prices to make the project profitable." https://t.co/OFyR3UKIwS https://t.co/h0CtrCP2iy
Private Firms Transport More UAE Water than Jebel Ali Plant
Tyler + Monocle are carrying more water for the UAE than the Jebel Ali Desalination Plant. https://t.co/AgIWajHCgQ
Customers See Tariff Uncertainty as Cost, Not Demand Issue
While trade and tariff uncertainty continues to be part of the backdrop, most customers are viewing this uncertainty primarily as a cost and planning issue rather than a demand issue - Daniel Florness, CEO of Fastenal during the company's Q1...
Descartes AI Boosts Routes 30%, Still Overvalued
Descartes launches Fleet Data Intelligence with AI agent René; early deployments show up to +30% route density. Strong revenue/gross margins but P/E appears stretched. Trade: buy on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Two‑Month Embargo Cuts China’s Emergency Reserves ~10%
"Even a two-month embargo would only see China depleting its emergency reserves by about 10%." https://t.co/9wseXtRVym https://t.co/ZfwXR9aAGx
US Blockade Hits India as Russian Oil Waiver Ends
JUST IN: US blockade in the Strait of Hormuz affects India as the Russian oil purchase waiver expires, escalating energy supply concerns.
Iranian Bulkers Mask Iran Trips with “PGPORT” AIS Label
"PGPORT" Several Iranian ships (mostly bulkers) signaling a new destination on their AIS, as "PGPORT" (Persian Gulf Port) rather than declaring that they are going, as it's very likely, to Iran. Next, I bet: "PGFORORDERS."
Hybrid Wargame Tests Uncrewed System Procurement Choices
Spotted at ITEC 2026 - Matrix Pro Sims running a hybrid wargame with Command Pro to explore procurement choices in uncrewed systems @CommandDevTeam #avgeek https://t.co/IQxcmCZHXn
Shipping Surge, Iran Nuclear Pause, Israel‑Lebanon Talks Signal Hope
🔥 FINALLY SOME GOOD NEWS FOR WORLD WAR 🔥 34 ships passed through the Strait of Hormuz on 12 April. Highest since this war began. Iran offered to suspend nuclear activity for 5 years. Israel and Lebanon to hold negotiation talks in the...
EU's New Minerals Platform Challenges China's Rare Earth Dominance
China controls 90% of rare earth output. The EU just launched a coordinated minerals procurement platform. Geopolitics, energy transition, defense, AI chips: all competing for the same supply chain. This is not a trade story. It is a sovereignty story. https://t.co/0NssdXkSXt
Resilience Over Self‑Sufficiency: Diversify Food Supply Chains
Food security looks very different from wealth. Only one country - Guyana - can produce all seven essential food groups domestically. Most others, including large economies like the U.S. and China, rely on imports in at least one category. That highlights a structural...
