US Spends $4 Billion on Munitions in First 72 Hours
"The US used as much as $4 billion worth of munitions in the first 72 hours of its attacks against Iran" https://t.co/j5LKsavuyS
Misguided US Tariffs Spawn Costly Refund and Calculation Services
So, now I'm seeing ads for IEEPA tariff refunds and US tariff calculation work. On the one hand, the market works. On the other hand, this is costly and only necessary because of misguided US tariff policy https://t.co/nU32IBGoFO
30 Billion Barrels Ready to Counter Hormuz Price Spike
Awesome. This is exactly the policy we need. By my analysis, we can get these 30 billion barrels of refined petroleum products to market in the next few days, which will really help mitigate the price spikes from the closure of...
Maritime Attacks Surge: 13 Incidents in First 12 Days
Maritime Attacks Reach 13 in First 12 Days of Middle East Conflict. Escalating maritime and supply chain risk. When snd how will it end? https://t.co/58hInlgDQc
Hormuz Crisis Slashes Gulf Lease Bids Despite Oil Surge
The Hormuz crisis just wrecked Trump's second Big Beautiful Gulf Lease Sale. Sale 1 (Dec): $279M in bids Sale 2 (Today): $46.9M Even with oil prices surging, offshore bidding collapsed. https://t.co/wtW22EKdFE
Pentagon Threatens Blacklist Unless Company Alters Product, Violating Free Speech
"The Pentagon gave a private company a choice: change your product to meet our demands or face being largely blacklisted. Such a choice is an affront to the values enshrined in the First Amendment and those that the US has...
Iran‑Hormuz Tensions Threaten Global Supply Chains, Manufacturers Must Act
The Iran conflict and the Strait of Hormuz could have major supply chain implications. Lisa Anderson explains why this global shipping chokepoint matters—and what manufacturers should be thinking about now. Watch the Supply Chain Byte. #SupplyChain #Geopolitics #Manufacturing https://t.co/hLUT5Rpp0T
Treasury Confirms New Tariffs, USTR Prewrites Justifications
No suspense here, seeing as the Treasury Secretary already confirmed that these "investigations" will result in new tariffs. The only question is how USTR will justify the conclusions the White House has already written
Trump Doubts Iranian Mines, Urges Tankers Through Hormuz
President Donald Trump said he didn’t believe Iran was laying mines in the Strait of Hormuz. Asked Wednesday whether Iran had laid mines in the strait, Trump told reporters, “We don’t think so. Trump also urged oil companies to send their...
Diesel Spikes 96¢/Gal, Straining U.S. Supply Chains
Diesel prices for U.S. truckers rose a record 96 cents a gallon this past week, a sign of the financial strains hitting supply chains following the U.S. and Israeli attacks on Iran. https://t.co/C9K90LaXGX
Mexican Ports See Annual Vehicle Drop, January Rebounds 17%
Mexican govt data & port authorities show that Mexico’s ports handled 2,262,289 vehicles in intl maritime traffic in 2025, down from 2,291,894 units in 2024. Jan 2026 - Mexican ports handled 137,225 vehicles, up 16.9% from the same month in 2025. https://t.co/vfeHmfG2ty
Saudi's Strategic Oil Storage Shields Global Supply
◾️Saudi Arabia deserves more recognition for its prudent, forward-thinking approach—strategically prepositioning oil in storage facilities around the world to hedge against potential supply disruptions. ◾️What @AlexLawler100 missed in this story is going back to previous reports to see that...
Middle East Conflict Squeezes India's LPG Supply, Spikes Black‑market Prices
The primary driver is the escalating conflict in West Asia involving Iran, Israel, and the US. This has effectively choked the Strait of Hormuz, the maritime gateway for nearly 90% of India's LPG imports. While the government has prioritized domestic supply...
Ten Seafarers Dead After 13 Merchant Ship Attacks
Ten seafarers have now been killed in 13 attacks on merchant vessels since the Iran conflict erupted on February 28.
Hormuz Threat Persists: Vessels Still Hit by Projectiles
🚨HORMUZ UPDATE 11 MARCH🚨 ▶️The story in the Persian Gulf and Strait has changed. ▶️The initial shutdown of shipping was due to insurance. That has largely been resolved through commercial contracts. ▶️The issue now is not fiscal security, by the physical security of...
Insurance Secured, Now Focus on Regional Security
According to everyone I have spoken to, the insurance issue has been largely resolved and ships have sufficient war risk coverage. The issue now, is the safety and security of the region, which falls upon @CENTCOM and @US5thFleet and the regional...
Diesel Price Surge Forces Costs Onto Retailers and Factories
"Record Diesel-Price Surge Hits U.S. Truckers, Retailers and Manufacturers" https://t.co/5jBpvH4MCa "Most large trucking companies will pass the added costs on to American stores and factories..." Fortunately, US factories aren't already facing soaring costs, so it's fi- oh. https://t.co/ZU45kzcUbj
Pilferage Accounts for 43% of Cargo Thefts, Climbing.
Pilferage represented 43% of all cargo thefts in 2025 and it is only rising in 2026 https://t.co/lD0SFI1sIt
Romania to Host US Jets for Iran Operations
SCOOP: #Romania is set to approve a US request to temporarily deploy fighter jets at a Black Sea airbase to help with its military operations in #Iran, sources tell @atimu2 and me. The deployment would include as many as 500 additional...
Iranian Naval Attacks Mirror Houthi Red Sea Threats
The Iranians seem as skilled at targeting ships as the Houthis in the Red Sea. https://t.co/K0O7c7Jd1G
Navy Oiler Grounded After Captain Takes Risky Shortcut
Some great timing with the report on the grounding of USNS Big Horn of @MSCSealift coming to light as operations are underway in the same region with USS Lincoln. "A US Navy oiler ran hard aground after its captain urged a...
EU Naval Escorts Secure Red Sea Shipping Since June
Meanwhile, over in the Red Sea and Bab el-Mandeb, the European Union navies of @EUNAVFORASPIDES are escorting European ships through the region against the Houthis, who have not attacked a ship since June. https://t.co/PmfgtJBba8
War on Iran Threatens Global Resources and AI Economy
Sulfur and Helium and Fuel and Fertilizer and Food … needed for the GCC & World… held hostage from Trump-Netanyahu’s war on Iran. Collateral damage: AI ecosystem of Investments, US hegemony and lives.
Post-War Recovery: Trust Lags, Trade and Cooperation Suffer
Even if the war ends fast, “normal” won’t fully return. Trust and relationships are slow to rebuild, and that shows up as less trade, less cooperation, and more expensive risk management. https://t.co/mIgNA1yJph
Maersk's Longer Routes Spike Costs, Reduce Container Loads
Maersk. Ships trapped. Bunker fuel needs. Ships going around Cape of Good Hope and longer transit means more fuel. Mines. Needed products not movings. Fewer loaded containers. Less revenue and higher costs. Shippers paying surcharges.
China's 90% Model Undermines Global Industries
Industries don't collapse overnight. They are systematically pushed out. China's 90% Model works by building production capacity to meet 90% of global demand in a targeted sector. Chinese companies then flood markets and price at or below marginal cost—supported by subsidies, cheap...
Strait of Horm
US political leaders, the oil industry, and traders are waking up to what we advised clients in June: restoring oil and LNG flow in the Strait of Hormuz won't be quick or easy. A load-bearing assumption in global energy is...
Iran Conflict Hikes Transport Costs, Maersk Passes to Consumers
Increased transport costs driven by the conflict in Iran will be passed on to consumers Maersk CEO tells BBC https://t.co/E2W6YMV8EN
Cosco Halts Balboa Port Use After Hutchinson Takeover
China’s Cosco shipping. Suspends its use at Panama’s Balboa port. Because of takeover of CL Hutchinson’s terminals.
Airbus Exceeds 2025 Delivery Target, Ships 793 Jets
Airbus delivered 793 aircraft in 2025, topping its revised target as supply chain constraints eased. https://www.metalnomist.com/2026/03/airbus-delivered-793-aircraft-in-2025.html
West Coast Port Volume Set to Rebound Late March
The West Coast isn’t participating in the tight trucking market, as Chinese New Years was a few weeks later this year. Last year, we had pull forward of imports. We are roughly where we were in 2024. We should do a return of...
AI Agents Shift Supply Chains From Dashboards to Action
𝗪𝗶𝗹𝗹 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻? In this episode 87 of The Supply Chain Show™, we dive deep into how AI agents are actually transforming logistics and supply chain operations. Our guest Nick Douglas (VP, Product & Network Design, project44) We discuss...
U.S. Shipping Irrelevance Drives Major Conference Collapse
In truth this is *supposed* to be the largest shipowner conference in North America. Once it was. Just five or six years ago maritime companies used to buy out every billboard along I-95. Every hotel within 20 miles sold out...
Choosing a Second Option Adds $800 per Load
It’s always good to get a second options Especially when you can make +$800 more on a load
Iran Finally Mines Hormuz, Pentagon Distracted by Lobster
For 47 years world leaders have talked about striking Iran. None did for one reason above all: because Iran always threatened to mine the Strait of Hormuz TodayIran actually did it and the old pentagon press corps is more worried about...
Embedding Unpredictability Into Boxship Supply Chains
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
Aluminum at Hormuz: Supply Chains Won’t Restart Instantly
Add aluminum to the Hormuz choke point. Restarting supply chain trade flows and maritime will not be like turning on a light switch.
G7 Leaders Convene Video Call on Gulf War Energy Crisis
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
Navy Halts Escorts, Raising Hormuz Supply‑Chain Risks
US Navy refusing to escort commercial ships thru the Strait. Saying the risk is too high. Is the end of the war not as close as some infer? Is supply chain risk escalating? Can a prolonged war fracture some of...
Yamaha Exits California, Relocates HQ to Georgia for Profit Boost
"Yamaha pulling out of California after nearly half a century: HQ headed to Georgia" https://t.co/YKZQMRDhJ6 "The motorcycle and motorsports giant says the move is part of major 'structural reforms' meant to boost profits as costs climb — including pressure from...
Energy Secretary’s Deleted Post Fuels Unverified Navy Escort Rumors
Lots of rumors that the US Navy has already started ship escorts. Hard to prove a negative but the source appears to be the Energy Secretary who already deleted the post. https://t.co/9ieYFTNG8E
China’s Rare Earths May Shorten US Iran Strikes
Could China’s rare earth supplies dictate how long US strikes on Iran go on? ..Washington had only two months of rare earths inventory, issue to dominate talks between Trump, Chinese President Xi. No duh. Not "Washington", dozens of US defind companies... https://t.co/NcUbH1CgJX
Kirana Owners Lose Hours to Wholesale Trips; We Automate
India has 12M+ Kirana stores, yet the average owner still spends 4-6 hours a week traveling to wholesale markets just to keep stock. We’re building [Brand Name] to kill that inefficiency. We’re hiring a Head of Supply Chain & FMCG Ops to...
Container Diversions Jump 360% After Hormuz Closure
Container Shipping Diversions Surge 360% Amid Hormuz Closure. And the inland logistics to move all the loaded and empty containers? Including customs https://t.co/xjirN7c7am
West Coast Jet Fuel Shortage Hits Air Cargo, Passengers
Jet Fuel Shock Looms on U.S. West Coast as Asian Exports Dry Up. Air cargo and passengers to be affected. https://t.co/QUO2O9u8dm
Shipping Solves Issues While Riding a Smoldering Powder Keg
“We, in the shipping industry, are in the business of solving problems. But we are fixing problems while sitting on a smoldering powder keg,” Bud Darr, President of the Cruise Line Association https://t.co/i4e1kemoUq
Iran Mining Strait Could Fully Close Vital Shipping Lane
Uh. This would be REALLY bad. Up until now, traffic through the Strait has been functionally halted but it isn’t exactly *closed*, ships can are some are taking the risk. If Iran successfully mines the Strait, it’s *closed* closed.
US Navy Escort Uncertainty Threatens Global Trade via Hormuz
Hormuz Disruptions, US Navy Escort Plans (or lack of) and Impact on Global Trade 1⃣Strait of Hormuz Update: March 10, 2026 2⃣Chairman of the Joint Chiefs of Staff General Caine Statement on Escorts 3⃣UNCTAD Report on Hormuz Shipping Disruptions Video: https://t.co/vS32XQeQDb https://t.co/ZfQwkBUMGW
Own Supply Chains Outpace China’s Speed Advantage
Those companies that build their own supply chains will be able to move at the speed or faster than China. If you’re waiting for someone else’s supply chain, you’ve already lost. That's how @1x_tech under @BerntBornich is staying ahead of the...
Data to Decisions: The Competitive Edge with SIOP
Data is everywhere. Turning it into decisions is the differentiator. Read Lisa’s article, contact LMA to learn more about how to strengthen data-to-decision with SIOP. https://t.co/MMXjHddjOg #Data #SIOP #SupplyChain
