US‑Israeli War on Iran Fuels Farmer Planting Crisis
Thanks to the US-Israeli war on Iran, spring planting season is turned into a DISASTER for American farmers. They can’t afford two key inputs: fertilizer and diesel fuel. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/BaHfrAjtfl
SAP Rollout Derails Glico's Chilled‑product Supply Chain
Ezaki Glico, known for Puccin Pudding and distributing Kirin beer, faced major operational disruptions after a costly SAP S/4HANA implementation. For chilled products, efficient inventory planning and timely delivery are crucial. #SupplyChain #SAP #Business https://t.co/9Z5jgGVeS8
Production Delays and No Micron Output Fuel Recent Pump
Now we see the reason for all the pumping over the last week, with significant delays to production and no more microns completed since March https://t.co/rDzDwsmAjT https://t.co/F4FRak2tZu
SONAR Launches Comprehensive Carrier Safety & Fleet Dashboard
SONAR releases a new carrier safety and fleet intelligence dashboard. This dataset tracks market-wide safety and fleet data, including all inspection and Out of Service info, broken up by state. Market-wide crashes. And a new improved fleet data dashboard, which shows...
VinMotion Unveils Motion 2: Next‑Gen Industrial Humanoid
Motion 2 Arrives: VinMotion’s Next-Gen Humanoid for Industrial #Logistics by @CyberRobooo #AI #Robotics #Engineering #Innovation #Technology https://t.co/YlIqrISIBJ
USMCA Uncertainty Triggers Stock Market Spillover Effects
"From Trade Agreement to Trade War: USMCA, Tariff Uncertainty, and Stock Market Spillovers" https://t.co/y7YeegL2TO https://t.co/fsDht48TW1
OPEC Output Drops to Record Low Amid Hormuz Disruption
JUST IN: OPEC oil output hits a new low in April due to Hormuz export disruption.
US Spots China's Oil Weakness, Trump Leverages It
Chris Perkins on Iran: The US has identified a vulnerability with China -- in terms of oil. Trump is feeling like he has some leverage and is bringing American businessmen and women to get deals done. https://t.co/74yrKrKmOJ
Huge Mining Equipment Enters Shaft Piece‑by‑Piece, Stays Underground
To answer everyone who’s asked how they get big machines into underground mines… The answer is piece by piece down a shaft. And once they’re down, they rarely come out. https://t.co/1siyomWphv
US Transformer Shortages Push Lead Times to Four Years
U.S. transformer market faces severe supply constraints as lead times extend to four years #energysky -- via pv magazine usa: https://t.co/FIwhA7Z3bJ
Last Middle Eastern Oil Arrives as Drivers Face Record Prices
JUST IN: A supertanker in Long Beach delivered California's final incoming shipment of Middle Eastern oil, a milestone as drivers pay the nation's highest fuel prices.
Beyond Hormuz: Global Energy Chokepoints at Risk
Strait of Hormuz Just One of Many Vulnerable Global Energy Chokepoints Abishur "Mr Geopolitics" Prakash discusses which other oil/LNG chokepoints in the world might be blockaded next. #cdnpoli https://youtu.be/zK6jI-whBkY
China Controls Rare Earths Powering U.S. Tech
My take in @FortuneMagazine on China’s ace - rare earths: “Every advanced weapons system, electric drivetrain, wind turbine, and smartphone in the US runs through China’s critical materials.” The rules are being rewritten, and they are being rewritten in Beijing. https://t.co/m5S1TtrB5g
Dollar Dominance Trades US Gains for Chinese Factory Control
The charts rhyme b/c of "dollar dominance": China exports a lot of cars (& other things) US exports a lot of stocks & bonds (but not much else on net) The ultimate outcome = China gets US factories & controlling stakes in US...
Nvidia CEO Seals 10-Year DRAM Deal over Korean Dinner
Jensen securing a decade of DRAM/HBM while crushing Korean fried chicken and chugging Soju and beer with the Chairman of Samsung in Seoul last year may be the most lucrative Happy Hour work dinner in history https://t.co/Clcf11PdNX
Germany's Industrial Output Contracts Again, Undermining Rearmament
For the second consecutive month, Germany’s industrial production SHRANK. Warmonger Merz’s rearmament plans aren’t working. GERMANY = IN THE TANK. https://t.co/i6QfH6Ef4w
Second LNG Tanker Aborts Strait of Hormuz Transit
Oh no — the second LNG tanker has just made a U-turn. It appears to be reversing course and abandoning its transit through the Strait of Hormuz. #Qatar #LNG #Pakistan https://t.co/u95Ojc3E7N
Saudi MAP Shipment Departs; Eight Phosphate Ships Await
Incase you are wondering how the global fertilizer crisis is shaping up - the 2nd Saudi cargo of MAP just left the Persian Gulf for Brazil since the end of Feb. There are 8 ships loaded w/phosphates waiting. https://t.co/MjbR9M1Cx7
Trump Opens Beef Imports to Curb Soaring Prices
Imports (and tariff cuts) to the rescue, AGAIN: "Trump Clears Way for More Beef Imports, Aiming to Bring Down Record-High Prices" https://t.co/PrVADPxrF7 https://t.co/WqLArEHL6p
Jones Act Waiver Reveals Cronies' Real-Time Meltdown
An unintended benefit of the current Jones Act waiver is getting to see the cronies melt down in real time https://t.co/pnFrzdrDXJ
Record Diesel Prices Threaten Truckers, SMEs, and Consumers
If diesel hits an all time record? What will it do to trucking? Especially owner operators? And to supply chains? Especially SMEs? And consumers?
World Indifferent to Hormuz Closure, Shipping Adapts Anyway
Nothing would be better for my maritime media business than pumping doom and gloom: the world is over if the Strait of Hormuz doesn’t reopen. The mainstream press is happy to write that story. I’m not. Yes, the situation is bad. But...
UP-NS Merger Would Give One Firm 50% Rail Control
"A combined UP-NS could place nearly 50% of U.S. freight rail traffic in the hands of a single company that already has a troubled history of abusing market power to the detriment of American businesses & workers.."...
US Rare‑earth Push Meets Malaysian Ethical Opposition
Fascinating, the U.S. attempt to break China's rare earth magnet monopoly is running into opposition from the refiners in Malaysia, who don't want to produce materials that Israel can use to kill children. https://t.co/tDIKoVJGhP
Europe’s US Exports Shrinking at Pandemic‑crisis Pace
Europe's exports to the US are contracting at a similar rate to what we saw during the 2020 pandemic and the 2008 financial crisis. Via StanChart: https://t.co/glkSUbAlPG
Kharg Island Sees Longest Tanker‑free Stretch Since War’s Start
Kharg Island update: @CopernicusEU satellite imagery shows no supertanker loadings on May 8, May 9 and May 11 (we don't have data for May 10 from either Sentinel 1 or Sentinel-2 🛰️). It looks like the longest stretch without loadings...
Trump Pushes Stricter Buy American Rules for Federal Purchases
Trump said Sunday that federal agencies must prioritize American-made products in government purchasing, touting efforts to tighten enforcement of "Buy American" policies and limit exceptions that allow foreign goods. https://t.co/kmbwc5U72S
CVSA Roadcheck Targets ELD Tampering and Load Securement
CVSA Roadcheck is May 12-14 and this time around the DOT is focused on ELD tampering/falsification and they’ll be rating the strap work with a focus on load securement Brokers: how’s capacity looking? Truckers: are you sitting or running this week?...
ATA Admits Driver Shortage Myth, Blames CDL Mills
The lie that will not die The ATA planted the driver shortage narrative in every single media outlet they could find and it’s become boiler plate for every mainstream trucking article including this one: “Across the nation, as many as 200,000 immigrant...
Trump Proposes US‑China Trade Board Ahead of Summit
The Trump administration has proposed a US-China "Board of Trade" as a deliverable for the Beijing summit between the two presidents this week. Details thus far are scant. If I were a journalist on the trip, these are the first questions...
Fertilizer Giant Shows War‑Driven Price Surge Amid Supply Chain Chaos
Major US fertilizer company...whose end market product's price is SOARING as a result of the war...and yet 👇. "Supply Chain Breaks 101" class just started; take good notes, the lessons contained in this earnings release will be on the final...
China Drives Platinum Surge, Prompting South African Production Boost
China is pulling platinum into the country hard. A major Chinese refiner reports surging physical delivery demand on the new Guangzhou Futures Exchange platinum contract. Speculators and industrial users are opting for delivery rather than closing shorts, capturing the premium over...
Shanghai Tesla Exports Drive Profitability Amid Low Domestic Margins
the more Shanghai production Tesla is able to export the higher the factory's profitability. China has extreme price competition so low margins. high margins EU, ASEAN, SK and Japanese exports. $TSLA
Transformer Shortages Stall Half of US AI Data Centers
Transformer equipment shortages (the electrical kind, not the AI kind) are delaying nearly half of planned U.S. AI data center builds, with an 18-month backlog on new orders. https://t.co/FW7XpwA2w6 #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/2lVF9UuZd9
US Ramps up Exports as China Curtails Imports
"the United States has responded by cranking up exports, while China has slashed imports" https://t.co/09kxu4zCqF https://t.co/jQMwClxNcB
Chinese Refiners Ask to Curb Output Amid Rising Oil Costs
Lots of confusion out there about what is going on with China’s oil supply. Not sure if this adds any clarity though
US‑China Talks Target Chinese Purchases of Key U.S. Exports
"Discussions will focus largely on trade issues, namely the Chinese purchases of American agricultural goods, energy products and aerospace technologies such as Boeing airplanes, a senior U.S. official said. The leaders will also discuss establishing a U.S.-China board of trade...
Rethink Procurement KPIs: Do They Still Define Success?
“If you could build your Procurement function from scratch today, would your current KPIs still define ‘success’ appropriately?” ➤ https://t.co/K3VAVdMUos #procurement #purchasing #supplychain https://t.co/j9jYk9Ied2
China Pushes Global Expansion While Guarding Domestic Production
Rhodium: "Chinese firms are emerging as major global competitors, but Beijing is intent on ensuring that this overseas expansion does not lead to a hollowing out of production or capabilities in China or a loss of control over key supply...
China’s Industrial Push Threatens G7’s 13% Export Share
Hard hitting and detailed rpt on China's new industrial policy and implications. Including the potential challenge to/loss of market share in G7 = almost 13% of mfg exports by 2030. Past due time to smell the coffee. https://t.co/9WBKMxPaRz
Think Systemically, Not Locally, to Reach CSCO
Can a Warehouse Manager become a Chief Supply Chain Officer? I have been asked this question more times than any other in my career. Here is the honest answer: Yes. But only if you stop thinking like a warehouse manager. The CSCO thinks in...
Next‑Gen Robots Transform Smart Warehouse Operations
How Next-Generation #Robots Are Redefining Smart #Warehouses by @lukas_m_ziegler #AI #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/YGJuBmTUv7
EU Lags Behind in Global Critical Minerals Race
Race for critical minerals leaves the EU struggling to keep up https://t.co/aKOMiM6t2M via @jendeben https://t.co/w8GW85k9Y9
Sanctioned Iraqi Crude VLCC Crosses Hormuz, Faces US Block
📌This VLCC loaded with Iraqi Basra Medium crude just crossed the Strait of Hormuz. 📌Problem: the tanker and its Indian owner are under US sanctions. It slipped past the Iranians, but can it beat a US blockade? Watch for STS ops...
China's Steel Exports Dip to 2023 Low After 2025 Record
Chinese exported a record quantity of steel in 2025, which annoyed a lot of its trade partners. That pace has slowed somewhat this year. Year to date it's at the lowest level since 2023 (although still the fourth highest on...
RIVR Robot Sits to Deliver Packages From Below
RIVR Delivery #Robot Sits Down to Drop Packages from the Bottom by @rivr_tech #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/70fBYkWQCh
Trump's Deal Gives China Unprecedented Leverage Over U.S.
Trump is poised to make a historic deal with China that gives it unprecedented leverage, writes @oren_cass The U.S. can threaten China all it wants—but China controls the materials that make those threats possible. This may be a rare case where...
China’s Furniture Hub Struggles Amid U.S. Tariffs
The Factory Town Known as China’s Furniture Capital Is Fighting to Survive—The U.S. lost much of its furniture industry to China years ago. Now, American tariffs and overseas competition are punishing manufacturers. @hannahmiao_ @TByGraceZhu @GillSabrie https://t.co/tcjOyNuP9h
China’s Oil Aid Drives Asian Pivot From US
My take in @FortuneMagazine on China’s DIPLOMATIC POSITIONING: “China is deploying its 1.4-billion-barrel strategic crude reserve to aid its Asian neighbors while the US is blocking the Strait of Hormuz.” Seoul, Tokyo, and Jakarta are PIVOTING AWAY from Uncle Sam. https://t.co/PLQmOFRWfy
China’s 2025 Chip and Magnet Ban Elevates Trump‑Xi Stakes
Because of China's global export restrictions on rare earth permanent magnets and Nexperia chips in 2025, virtually **everyone** has a stake in the outcome of the upcoming Trump-Xi meeting. by @anniekbyx https://t.co/MX4XRhYr1h