Supply Chain Social Media and Updates

War on Iran Sparks Unprecedented Supply Chain Uncertainty
SocialMar 15, 2026

War on Iran Sparks Unprecedented Supply Chain Uncertainty

The US-Israeli war on Iran, is heavily disrupting fertilizer, aluminum, semiconductor inputs, and other key industrial supplies. Supply chain expert Nick Vyas: “We have created equal if not greater uncertainty than during the pandemic.” TRUMP’S WAR = AFFORDABILITY PROBLEMS. https://t.co/zziB6qAr5L

By Steve Hanke
Two LCS Mine‑Countermeasure Ships Deployed to Malaysia Amid Regional Pullback
SocialMar 15, 2026

Two LCS Mine‑Countermeasure Ships Deployed to Malaysia Amid Regional Pullback

So 2 of the 3 Littoral Combat Ships outfitted with the mines countermeasures package is in Malaysia? Not sure about Canberra but this seems like a strange time to pull a major element from the region.

By Sal Mercogliano
US Oil Exports Could Spark Overwhelming Ban Demand
SocialMar 15, 2026

US Oil Exports Could Spark Overwhelming Ban Demand

I’m really concerned that when people take this one step further and learn that the US is actually selling oil to other countries that the public’s demand for an export ban will become overwhelming.

By Joe Weisenthal
Global Shipping Chaos Raises Costs for Everyone
SocialMar 15, 2026

Global Shipping Chaos Raises Costs for Everyone

More than 100 cargo ships are stuck in the Persian Gulf. Nearby ports are packed with redirected cargo. Costs are being driven up globally. NOBODY IS SPARED FROM THE TRUMP- NETANYAHU WAR TAX. https://t.co/EF8fmqKgiV

By Steve Hanke
Alba Cuts 19% Capacity to Safeguard Operations Amid Hormuz Disruption
SocialMar 15, 2026

Alba Cuts 19% Capacity to Safeguard Operations Amid Hormuz Disruption

March 15 (Reuters) - Aluminium Bahrain https://t.co/oYsWepGMNg, known as Alba, said on Sunday it had initiated a shutdown of three aluminium smelting lines accounting for 19% of its capacity to preserve business continuity amid ongoing disruption in the Strait of...

By Guy Faulconbridge
Battery Fires Threaten Fragile Supply Chains, LA Port Chief Warns
SocialMar 15, 2026

Battery Fires Threaten Fragile Supply Chains, LA Port Chief Warns

Lithium-ion battery blazes imperil fragile supply chains, warns Los Angeles port chief https://t.co/6hprhROZuE via @ft

By Cathy Morrow Roberson
Fuel Oil Prices Spike, Threatening Container Shipping Costs
SocialMar 15, 2026

Fuel Oil Prices Spike, Threatening Container Shipping Costs

COLUMN: While the price of Brent and WTI crudes remain well below their record high, the cost of fuel oil has surged above the 2022 and 2008 peaks. The surge is a big problem for the workhorse of globalisation: the container...

By Javier Blas
Generative AI Lifts Retail Margins—Buy Walmart
SocialMar 15, 2026

Generative AI Lifts Retail Margins—Buy Walmart

Macro: Generative AI boosts retail margins via supply‑chain automation. Leaders: WMT, TGT. Risk: AI discovery can divert share from opaque retailers. Trade: Buy WMT. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

By Viktor Kopylov, PhD, CFA
Insurance Premiums, Not Blockades, Choke the Strait of Hormuz
SocialMar 15, 2026

Insurance Premiums, Not Blockades, Choke the Strait of Hormuz

𝗧𝗵𝗲 𝘄𝗲𝗮𝗽𝗼𝗻 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗦𝘁𝗿𝗮𝗶𝘁 𝗼𝗳 𝗛𝗼𝗿𝗺𝘂𝘇 𝗶𝘀𝗻'𝘁 𝗮 𝗺𝗶𝘀𝘀𝗶𝗹𝗲. 𝗜𝘁'𝘀 𝗮 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁. Here's something most supply chain professionals don't fully appreciate — and probably should. Iran doesn't need to physically block the world's most critical oil chokepoint. They just need to...

By Dr. Muddassir Ahmed
Midwest Tight, West Coast Weak: Carriers Stay Put
SocialMar 15, 2026

Midwest Tight, West Coast Weak: Carriers Stay Put

Carriers should stay in the Midwest, where the conditions are extremely tight, while the West Coast remains weak

By Craig Fuller
Hormuz Shipping Halt Threatens Billions; Resume for All
SocialMar 14, 2026

Hormuz Shipping Halt Threatens Billions; Resume for All

Because some folks seem confused: I think it’s really bad that shipping through the Strait of Hormuz is halted, and it would be better for pretty well everyone (except Russia) if traffic resumes It will be utterly miserable for billions of...

By Rory Johnston
Oil Loss Anywhere Sends Prices Soaring Everywhere, U.S. Knows
SocialMar 14, 2026

Oil Loss Anywhere Sends Prices Soaring Everywhere, U.S. Knows

A barrel of oil lost anywhere is a barrel lost everywhere. It’s a global market and acute scarcity in the Middle East/Asia will inevitably spike prices in North America as markets work to incentivize cargoes to fill the hole. US foreign policy...

By Rory Johnston
Iran Says Hormuz Open, only US/Israeli Ships Barred
SocialMar 14, 2026

Iran Says Hormuz Open, only US/Israeli Ships Barred

"Iranian Foreign Minister Abbas Araghchi on Saturday said the Strait of Hormuz is open and that the strategic route is only closed to the US and Israeli vessels" Are ships and tankers moving? If not, then where is the problem? Look...

By Anas Alhajji
Tariffs Shift US‑China Trade Balance, Not Global Flow
SocialMar 14, 2026

Tariffs Shift US‑China Trade Balance, Not Global Flow

A case study in how tariffs can change the bilateral trade balance but not the global trade balance -- the US is now importing a ton of computers, but essentially zero of those are registering in customs as Chinese made 1/...

By Brad Setser
Hormuz Threat Lulls: No New Attacks, Interference Persists
SocialMar 14, 2026

Hormuz Threat Lulls: No New Attacks, Interference Persists

🚨Mar 14 Hormuz Update🚨 1️⃣Confirmed attacks: 20 2️⃣Attacks last 24 hrs:0 3️⃣Passage last 24 hrs: 2 4️⃣Average passage: 138 5️⃣Electronic interference: widespread https://t.co/nQ4ZTet45o

By Sal Mercogliano
Convoy Escorts Likely Limited to National‑interest Vessels
SocialMar 14, 2026

Convoy Escorts Likely Limited to National‑interest Vessels

Let's talk about how this works as it will not be a unified convoy operation, probably. If it is like the Red Sea, then they will escort the ships they have a national interest in, only. https://t.co/FxZMYvlZSu

By Sal Mercogliano
ATA Claims Driver Shortage Despite Clear Evidence
SocialMar 14, 2026

ATA Claims Driver Shortage Despite Clear Evidence

The ATA will see this and then look you dead in the eye and tell you that there’s a driver shortage https://t.co/X7QcsVTiJ5

By Timothy Dooner
Hormuz Blockade Triggers Energy, Shipping, and Food Crises
SocialMar 14, 2026

Hormuz Blockade Triggers Energy, Shipping, and Food Crises

🚨Strait of Hormuz Disruptions🚨 Implications of Global Trade and Development by @UNCTAD 1️⃣Energy Surge 2️⃣Soaring Shipping Crisis 3️⃣Insurance Spikes 4️⃣Fertilizer & Food Security 5️⃣Insurance Spikes & Higher Borrowing Costs https://t.co/SxnLDTDmwG

By Sal Mercogliano
Delaware Bay Barge Fire Extinguished, Salvage Operations Begin
SocialMar 14, 2026

Delaware Bay Barge Fire Extinguished, Salvage Operations Begin

The barge fire on Delaware Bay has been extinguished and the scene turned over to the salvors. https://t.co/uqBwjXnG5z

By Sal Mercogliano
Tiny $22.67
SocialMar 14, 2026

Tiny $22.67

What will it take for a shipowner to run the Strait? $500,000/day charter rate. The crews receive a war risk bonus of 100% their daily rate. The minimum wage for seafarers is $680/month. So the $22.67/day extra is a small drop in the bucket...

By Sal Mercogliano
Fire Hits UAE Oil Hub as Iran Threatens Retaliation
SocialMar 14, 2026

Fire Hits UAE Oil Hub as Iran Threatens Retaliation

Fire at UAE's major Fujairah oil hub, as Iran vows retaliation for US attack on Kharg Island https://t.co/5FZnHQsJ4j

By Guy Faulconbridge
Double Standards: Free Trade for Us, Tariffs for Rivals
SocialMar 14, 2026

Double Standards: Free Trade for Us, Tariffs for Rivals

Free trade for my inputs; tariffs for my competitors. A tale as old as time.

By Scott Lincicome
US Lacks Effective Red Sea Escort, Shipping Still Unsafe
SocialMar 14, 2026

US Lacks Effective Red Sea Escort, Shipping Still Unsafe

Breakdown of @POTUS statement: 1️⃣Allied warships took over the Red Sea after Operation Prosperity Guardian in Yemen. Shipping traffic did not return. 2️⃣If they can still send a drone, mine or missile, than you have not destroyed 100%. While the...

By Sal Mercogliano
Shipowners Risk Mines and Missiles to Smuggle Oil
SocialMar 14, 2026

Shipowners Risk Mines and Missiles to Smuggle Oil

Lured by Profits, Some Shipowners Brave Mines and Missiles to Sneak Oil Past Iran https://t.co/rCFiJE3YzS

By Sal Mercogliano
Only 6% Register, $166B Refunds Unclaimed
SocialMar 14, 2026

Only 6% Register, $166B Refunds Unclaimed

The gov't says only 6% of eligible companies have registered their payment details to receive tariff refunds. $166B in refunds at stake. People hate money.

By Ryan Petersen
Only 20% of Stranded Bulkers Cleared Through Hormuz
SocialMar 14, 2026

Only 20% of Stranded Bulkers Cleared Through Hormuz

36 bulk carrier transits of the Strait of Hormuz Of around 240 bulkers stranded in the Arabian Gulf nearly 20% have transited out via the Strait of Hormuz since the Iran war started says Signal Ocean https://t.co/tnMA4QjJ1W

By Sal Mercogliano
Iran’s Yuan Demand Threatens Petrodollar, Ships Bottlenecked
SocialMar 14, 2026

Iran’s Yuan Demand Threatens Petrodollar, Ships Bottlenecked

Did the Greek tanker owner pay in Chines yuan? What will Iran’s payment demand mean to the petrodollar? And the quantity of ships stuck in the Strait?

By Tom Craig
Tariffs Fail to Boost Manufacturing Jobs, May Reduce Payrolls
SocialMar 14, 2026

Tariffs Fail to Boost Manufacturing Jobs, May Reduce Payrolls

"One thing becoming clear: tariffs on foreign imports didn't result in an increase in manufacturing payrolls (and may have directly resulted in the opposite)." 🙀 https://t.co/zvrbKgPxg3 https://t.co/h5DLBYPjf6

By Scott Lincicome
Self‑Certification of Truck Schools Is a Government Failure
SocialMar 14, 2026

Self‑Certification of Truck Schools Is a Government Failure

“Wipe the whole thing and start all over.” In reference to the self-certification of truck driver schools. It’s one of the most ludicrous things that the government has ever done in trucking and that is saying a lot.

By Craig Fuller
US Lifts Anti-Dumping Duties on 13 Italian Pasta Brands
SocialMar 14, 2026

US Lifts Anti-Dumping Duties on 13 Italian Pasta Brands

"The US Department of Commerce has cut anti-dumping duties on 13 Italian pasta brands following an investigation into alleged export undercutting, Italy's Foreign Ministry announced." https://t.co/2KrLcSuyUY https://t.co/7S8ssbunhj

By Scott Lincicome
Truck Capacity Is a Commodity; Drivers Are the Bottleneck
SocialMar 14, 2026

Truck Capacity Is a Commodity; Drivers Are the Bottleneck

A decade ago, a CFO of a mega fleet told me I knew nothing about the industry because I called trucking a commodity. Commodities are priced based on supply and demand and truckload services are fungible between motor carriers - I.e....

By Craig Fuller
Truck Driver Glut Persists, Not Shortage, Says Industry
SocialMar 14, 2026

Truck Driver Glut Persists, Not Shortage, Says Industry

I am looking forward to the day when the ATA publishes a new report showing how many excess truck drivers the industry has. We have a glut, not a shortage.

By Craig Fuller
Trucking's Sweet Spot: Strong Demand, Limited Overcapacity
SocialMar 14, 2026

Trucking's Sweet Spot: Strong Demand, Limited Overcapacity

Trucking is in a great spot right now. We don’t know what the escalation in Iran or surging oil markets will do to the momentum, but for now, this is a trucker’s market. In some ways, slower momentum may be better in...

By Craig Fuller
Strait Closure Sparks 360% Surge in Freight Diversions
SocialMar 14, 2026

Strait Closure Sparks 360% Surge in Freight Diversions

I missed this project44 press release from earlier this week - Strait of Hormuz Closure Triggers 360% Surge in Ocean Freight Diversions https://t.co/u3NrIui3y3 project 44 Insights - https://t.co/fZoIuMEoDt

By Cathy Morrow Roberson
Iranian Tankers Resume Loading at Kharg Despite US Strikes
SocialMar 14, 2026

Iranian Tankers Resume Loading at Kharg Despite US Strikes

Iranian tankers back to loading at Kharg this morning despite yesterday’s US strikes on the island, which currently stages the vast majority of Iranian exports.

By Rory Johnston
Aramco Loads Five Crude Tankers Simultaneously—Historic First
SocialMar 14, 2026

Aramco Loads Five Crude Tankers Simultaneously—Historic First

Saudi Aramco is loading simultaneously 5 crude oil tankers in Yanbu and Al Mujjaiz terminals on the Red Sea coast. I don’t think that’s happened ever before.

By Javier Blas
Germany, India Forge Critical Minerals Partnership Across Supply Chain
SocialMar 14, 2026

Germany, India Forge Critical Minerals Partnership Across Supply Chain

Germany and India sign new deals to deepen critical minerals cooperation across mining, processing, and recycling. https://www.metalnomist.com/2026/03/germany-india-strengthen-critical.html

By The Metalnomist
Middle East Crisis Threatens Global Heavy‑Industry Supply Chains
SocialMar 14, 2026

Middle East Crisis Threatens Global Heavy‑Industry Supply Chains

"The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry" - my own expert comentary on a recent interview with Maersk CEO Vincent Clerc, and the impact on key heavy industries and supply chains they...

By Dez Blanchfield
US LNG Demand Soars, Venture Global Expands Plant
SocialMar 14, 2026

US LNG Demand Soars, Venture Global Expands Plant

MORE US LNG EXPORTS 🇺🇸 🚢 Venture Global will move forward with an $8.6 billion expansion of its third LNG plant in Louisiana Global demand for US LNG is surging as the war in the Middle East cuts off shipments from...

By Stephen Stapczynski
Data Supply Chain Becomes Critical Backbone for Chip Development
SocialMar 14, 2026

Data Supply Chain Becomes Critical Backbone for Chip Development

#Technology #Thread #Semiconductor #Manufacturing #Silicon The Semiconductor Let Us Learn About Data Supply Chain: 1/ - The Semiconductor Data Supply Chain Is Becoming A Critical Layer Of Modern Chip Development And Manufacturing. - It Connects Design Data, Process Data, Test Data, And Analytics...

By Chetan Arvind Patil
Exposing Freight Fraud: Real Stories of Theft
SocialMar 14, 2026

Exposing Freight Fraud: Real Stories of Theft

Newest FW show: Fraud Watch We will cover the crazy stories of theft and fraud that have become so pervasive in freight

By Craig Fuller
Deadly Export Bill Would Stifle AI Supply Chains
SocialMar 14, 2026

Deadly Export Bill Would Stifle AI Supply Chains

Glad this was killed. It was the worst export bill I’ve ever seen floated in a decade. I was discussing this in DC this week. It would have required every company in the supply chain the get permission to ship...

By Patrick Moorhead
Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium
SocialMar 14, 2026

Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium

It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6

By Robin Mills
Trump Claims Indefinite Iran War, Says U.S. Ahead
SocialMar 13, 2026

Trump Claims Indefinite Iran War, Says U.S. Ahead

Trump's timeline for the #Iran war: "As long as is necessary..." "Militarily, we're WAY ahead of schedule..."

By Eric Martin
War on Iran Spikes Fertilizer Prices, Fuels Farmer Backlash
SocialMar 13, 2026

War on Iran Spikes Fertilizer Prices, Fuels Farmer Backlash

MORE COLLATERAL DAMAGE FROM THE US-ISRAELI WAR ON IRAN: Fertilizer shipments from the Persian Gulf are stuck. Fertilizer prices have jumped about 30%. US FARMERS ARE STARTING TO TURN AGAINST TRUMP. https://t.co/IwXKoWCUj0

By Steve Hanke
Hegseth Downplays Strait of Hormuz Tensions
SocialMar 13, 2026

Hegseth Downplays Strait of Hormuz Tensions

Secretary Hegseth on the Strait of Hormuz: DON'T WORRY ABOUT IT | March 13, 2026 Update Video: https://t.co/P2LCJM2Jqm https://t.co/u911Em6TwP

By Sal Mercogliano
New Maritime Routes May Persist Post‑War as Backup Services
SocialMar 13, 2026

New Maritime Routes May Persist Post‑War as Backup Services

Ocean carriers and new ways to serve the Middle East with the Strait closed. How much of the new approaches will be maintained at war’s end? At the minimum as viable secondary services to keep them functioning.

By Tom Craig
Shift to Proactive Planning Boosts MedTech Margins
SocialMar 13, 2026

Shift to Proactive Planning Boosts MedTech Margins

New MPO article by Lisa Anderson: From Reactive to Proactive: planning strategies for Medtech customer and margin success. Ready to move from firefighting to proactive planning? Contact LMA. #MedTech #SIOP #SupplyChain https://t.co/6Kr0hpMRaq

By Lisa Anderson
Middle East Conflict Eases Container Overcapacity Concerns
SocialMar 13, 2026

Middle East Conflict Eases Container Overcapacity Concerns

Middle East Conflict Dampens Fears of Container Sector Overcapacity. Reshaping of maritime and supply chains. https://t.co/RTI4NDrVRx

By Tom Craig