Hormuz Shipping Delays Threaten Early Planting Season
Shipping through Hormuz is backed up and the cease fire and reopening already look at risk. @mike_castle2 , what is the best case scenario (ceasefire holds and we restore shipping) for crops given we are essentially at the start of the major crop planting season? https://t.co/g1Isq0vGWD
Mass‑delivery Apps and Restaurants Avoid Paying Delivery Costs
Why? Why don't the apps as well as restaurants that rely on mass delivery pay for this?
Supply Chain: The Full Journey From Idea to Customer
We break down what supply chain really means for the average person. We explain that supply chain isn’t just about manufacturing and inventory—it’s the entire end-to-end process in any business, from product development through customer service. We walk through the...
DAT Flips to Bullish on Flatbed Demand
How does DAT improve their market analysis? Take every possible position. Yesterday: “Flatbed volumes are already pulling back ahead of the typical May peak, and manufacturer confidence is cooling fast” Today: “Flatbed demand is gaining momentum. Flatbed load posts on...
No Deal, No Traffic: Hormuz Stalemate Persists
Nothing has been agreed to between US-Iran-Israel-Lebanon-GCC No ship is going through the Strait of Hormuz. Trump had the preposterous imagination to promise a join US-Iranian "toll-booth system”. 🤡 https://t.co/MHiLNxRSuc The Never-Ending War Continues
Tariffs and Fuel Costs Cloud US Container Import Outlook
Fuel Costs, Tariffs Cloud Outlook for U.S. Container Imports. Trump tariffs and Iran war. When and how may the war affect imports? https://t.co/OYGyucP66q
Nvidia's Rubin GPU Delayed by Memory Shortage, Technical Hurdles
Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges https://t.co/VMHNcFjnzc https://t.co/jjDxxHh9FN
Iran Limits Hormuz Traffic to 12 Ships Daily
Iran. Controlling the Strait of Hormuz. Permit a dozen ships a day. Clearing the backlog of ships stuck in the Strait and waiting to enter. How long to rest “normal”?
Key Takeaways From UK PEM Rules of Origin Review
A couple of points on the recently published outcome of the call for evidence on UK rejoining PEM rules of origin agreement. (This time not on origin). /1 https://t.co/p137Tj946v
Guest Joins Leah and RoadDogTrucking for Freight Forward Update
That was fun. Thank you again to Leah and @RoadDogTrucking for having me on the show to share this week's Freight Forward news. 😀 Just in case, here's the link to the latest Freight Forward...https://t.co/p8546eE6u3
Advanced Packaging Forces US Chips Back to Taiwan
Choke Points: Why even the best chips made in the U.S. take a round trip to Taiwan? It’s because of Advanced Packaging facility… World has woken up to the supply chain choke points… Katie Tarasov @KatieTarasov of CNBC explains moe...
Market Will Adjust to Iran’s Transit Fee Pressure
Let’s assume Iran will impose a hefty transit fee, creating incentive for others to build new pipelines. It also increases pressure for the world to diversify their energy supply. -> the market will "solve" this over medium term regardless...
Iran's Hormuz Closure Raises Global Energy Security Concerns
Iran has closed the Strait. What can be done with their having control of Hormuz? What is next?
Rusal Redirects Aluminum From China to Japan Amid Iran Conflict
Exclusive: Rusal plans to reroute aluminum from China to Japan as Iran conflict reshapes trade, sources say https://t.co/Rn0kOg7gVj
Pipeline Attack Exposes Ceasefire Fragility and Oil Risk
SAUDI ARABIA's East-West pipeline attacked - underscoring fragility of ceasefire and threat to oil supplies without a durable end to hostilities: https://t.co/aWAqTMRNY7
Shipping Stalls in Hormuz Until Iran Halts Attacks
The last plot is through 9:43 AM ET today (April 8th). It is on track to be the highest of the last month. Again, this has to go to zero for shipping to start moving through the Strait. Note that the uptick...
Misinformation Swirls as Iran Denies Strait of Hormuz Traffic
How long will this last? The misinformation around this conflict is crazy. First ships were passing through strait of Hormuz; now Iran saying they aren’t. 😵🙄
Tolls on Iran, Oman, DJT
Well, an Iranian toll -- Or an Iranian, Omani and DJT toll -- Would create a financial incentive to build this alternative export infrastructure for the GCC's oil and (more difficult) gas
Gulf Shipping Recovery Delayed 6‑8 Weeks, Costs Rise
Hapag-Lloyd Sees Slow Return to Gulf Shipping After U.S.-Iran Ceasefire, Warns of Rising Disruption Costs. Even after stabilization, it will take 6-8 weeks to normalize. https://t.co/emk6r5HOsP
Pre‑tariff Import Rush Skews Trade‑deficit Perception
In early 2025, firms rushed imports ahead of the new tariffs, temporarily widening the trade deficit and building inventories. By late 2025-early 2026, trade flows smoothed back out. Comparisons to the earlier surge misleadingly suggest a sharp decline in the...
Loss Sparks Innovation: Southwest's 10‑minute Turnarounds
This is one of my favorite examples that didn’t make it into the final version of Inside the Box. Link in bio if you would like to pre-order. In 1972, Southwest was almost out of money and had to sell one...
Hormuz Still Blocked; Shippers Await Post‑ceasefire Safety
The Strait of Hormuz appeared to remain largely blocked on Wednesday, as shipowners try to understand if they can safely transit the vital waterway following a ceasefire between the US and Iran that was announced overnight https://t.co/zdoetY8L6Y
US Avocado Imports Surge to Record 2.6B Pounds
Resiliency: "US Avocado Imports Hit Record 2.6 Billion Pounds on Sports, Cinco de Mayo" https://t.co/X40efQuehA https://t.co/JhBuKnse35
We Handed Iran Leverage; Now They'll Wield It
Now that we've powered up Iran's use of the Strait of Hormuz as leverage, they're going to want to wield it. It's the only major card they now have. And we gave it to them.
Tanker Silences AIS at Iran, Wins Navigator's Balls
Today's Biggest Navigator's Balls Award goes to Curacao-flagged 105k ton crude oil tanker Star Line owned by a Panama company, blasting its AIS while pier side at Iran's Kharg Island. P.S. Navigator's Balls refer to the compensating spheres mounted...
Iran Halts Hormuz Shipping Amid Ceasefire Tensions
🚨 Iran STOPS tankers traveling through Hormuz ✅ Iran claims ceasefire breach by Israel. ✅ Israel claims ceasefire breach by Iran. ✅ Iran may withdraw from ceasefire. ✅ Trump says in-person talks Friday, though JD Vance may not show up. the morning after...
Shipowners Refuse Payments to Iran; Verify Sources
Interesting that the shipowners are not paying // not considering paying 🇮🇷 Important to follow people with good sourcing
Prediction Markets Now Track Hormuz Traffic, Not Ceasefire
The prediction markets have shifted from assessing when the US-Iran will reach their ceasefire to 'When will traffic at the Strait of Hormuz return to normal': https://t.co/86UZblCs7z
Iran's Weakened Arsenal Questions Strait Control Agreement
Just watched @secwar and Chairman @thejointstaff press conference. Sec Hegseth said the Strait was open but that does not seem to match with the statements coming out of Iran. The litenty of destruction makes it appear that Iran has no offensive...
Orbiting Warehouses Enable Hour‑long Global Deliveries
What if your warehouse was in orbit? Aerospace company Inversion has built a space-based delivery vehicle called Arc that can drop cargo anywhere on earth in under an hour. No airports. No roads. This is what the next logistics frontier looks...
FedEx Freight Mirrors Express Strategy, Pursues High‑Value Sectors
FedEx Freight is targeting high-quality revenue opportunities in SMB, Healthcare, Grocery and Data Centers & Energy. Much of what is being said, from a strategic purpose, sounds similar to what FedEx did for FedEx Express/Ground.
Ceasefire Won’t Instantly Heal Supply Chain Disruptions
🧵 The US-Iran ceasefire is being called a "big day for world peace" — but the supply chain damage is already done. Here's what's broken, what it costs you, and how long it takes to fix. A thread on the...
Iran's New Strait of Hormuz Leverage Sparks Bypass Investments
Hormuz went from free passage to controlled chokepoint overnight, writes @JavierBlas That gives Iran real leverage now—but it also guarantees massive investment to bypass it. https://t.co/3R0l6Irxud #Energy #Geopolitics #Oil
Hutchison Sues Maersk Over Panama Dispute
Hutchison takes Maersk to court over Panamanian fallout. Follows Hutchison legal action against Panama. https://t.co/9x8NUa7Yjv
FedEx Freight Targets 10‑12% Profit, 4‑6% Growth
FedEx Freight targets 10–12% operating profit, 4–6% revenue growth post-spinoff; diesel will pressure margins. Trade idea: buy post-listing if guidance sustains. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran Tries to Impose Toll on Hormuz Shipping
🚨Iran demands fees for ships passing Hormuz during ceasefire🚨 This 'agreement' will confirm Iranian control of the Strait of Hormuz 1️⃣Iran has ZERO authority to monitor what sails into or out of the Persian Gulf 2️⃣The requirement to sail through Iranian waters...
Global Alignment Essential to Prevent Shipping Climate Loopholes
Global alignment is key. Without it, climate progress in shipping will always be undermined by loopholes and jurisdiction shopping. https://t.co/6gRZrgFDBd
Freight Brokers Celebrate Explosive Energy‑drink, Nicotine Supply Chain
“2 million energy drinks, and a lot of nicotine” Freight brokers rejoice at the power of this supply chain
Live View: Ships Exit Persian Gulf Into Strait
Live shot this morning from the exit or the Persian Gulf into the Strait of Hormuz. https://t.co/O0p7zIFKug
Qatar Ramps Up Workers to Restart LNG Plant
Qatar is mobilizing its workers to resume production at the world’s biggest LNG export plant 🇶🇦 🚨 The improvement in security conditions is allowing limited activity But any return to significant output would require normal transit through Hormuz https://t.co/uh3Aozq1K9
Export Controls Separate H200 From Vera Rubin Supply Chains
Export Controls: National Security Tool or Industrial Policy Lever? H200 exports do not pose a meaningfully trade off against newer Vera Rubin due to distinct supply chains. Yes, have been saying this for some time, fully debunks this TP.... https://t.co/WJlqCYF9zG
Shipowners Eye Gulf Exit, Risk Persists Amid Unclear Protocols
Shipowners and charterers prepare to move after US and Iran agree ceasefire ▶️Several shipowners are planning swift exits from the Middle East Gulf in the wake of a two-week ceasefire ▶️Industry security officials warn that moving before new protocols are clarified could...
Shipowners Consider Exit, Yet Remain Cautiously Patient
World’s Shipowners Are Eyeing the Exit, But They’re Not Rushing For It Just Yet https://t.co/50JyQtqKIq https://t.co/tyv7c76iez
Iran, US Mull Hormuz Toll; Oman Warns Legal Fallout
Iran and the US are considering imposing tolls on ships in the Strait of Hormuz, challenging the UN Law of the Sea's free passage principle. Oman opposes the tolls, raising legal and economic concerns that could impact global maritime norms...
Drone Strikes Saudi East-West Oil Pipeline Pumping Station
“Saudi Arabia’s East-West oil pipeline carrying crude from the Gulf to the Red Sea for export has been attacked, the Financial Times reports, citing two unidentified people familiar with the matter.” - pumping station was hit at 1 p.m. local time -...
Strategic Carrier Networks Transform Logistics Efficiency
The Power of the Network: Enhancing Logistics Through Strategic Carrier Connection - https://t.co/QTyNnNd6Tm @e2open @ShippeoFRA #TMS #transportation #SCON #logistics #supplychain
Hormuz Loses Relevance as Rivals Rush Pipeline Bypasses
COLUMN: No matter what the US and Iran agree over the future of Hormuz, the strait’s status will change. But the waterway will never be as critical as it was six weeks ago: Iran's rivals will rush to build more...
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Only Two Bulkers Move Out, Rest Remain Stationary
Checking @MarineTraffic this morning and there is no large scale movement of ships. NJ Earth cleared the toll booth outbound. Daytona Beach is out of Bandar Abbas Iolcos Destiny and New Ambition, both bulkers, are heading outbound to the toll booth after offloading...
FedEx Freight Investor Day Live at 8 AM – Register Now
For those interested in listening, FedEx Freight Investor Day starts at 8:00 am this morning. To register - https://t.co/TZsxiHyJ7n