Fuel Spike Forces 18% Trucks to Park, Cuts Miles
DAT Freight & Analytics survey of 540 trucking firms: About 18% had parked trucks due to the surge in fuel prices because of the Iran war. About 45% were driving fewer miles, while 44% were avoiding particularly heavy loads that eat up fuel. - Today's WSJ Logistics email.
Mac Mini, Studio Face up to Four‑month RAM Delays
It looks like Mac mini and Mac Studio PCs have been hit by the 'RAMpocolypse', with delays of up to four months. https://t.co/Wb6NgpKAjt
US Reliant on Chinese Minerals; Trump Misreads Oil Leverage
The US needs critical minerals that China controls @gbrew24 Trump has consistently failed to understand that oil leverage is equal or greater He’s very bad at the art of the deal https://t.co/kB0Qw5QWR4
Broadcom Expands AI Chip Deal with Google, Anthropic
Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration https://t.co/yHCXipodGy
Bridge Collapse Seen as Deliberate Supply Chain Sabotage
I don’t buy this was an accident. If the bridge had fallen into the water and shut down the canal, it would have a massive impact on the American supply chains. Too perfect of a hit to be an accident, considering...
Kloeckner Acquires Camalloy to Broaden US Metal Distribution
Kloeckner acquired Camalloy to expand aluminum and stainless steel distribution across key US industrial markets. https://www.metalnomist.com/2026/04/kloeckner-camalloy-acquisition-expands.html
Industry Crippled by Total Supply Chain Component Shortage
It’s an unfortunate time for the industry to run out of every single important component in the supply chain.
ATI Boosts Jet Engine Alloy Supply with New NC Furnace
ATI will add a new VIM furnace in North Carolina to expand nickel superalloy capacity for jet engine demand. https://www.metalnomist.com/2026/04/ati-nickel-superalloy-capacity.html
CATL Appoints Former Zijin Mining Founder as Mining Adviser
Top EV battery maker CATL has tapped the founder and ex-chairman of Zijin Mining as an adviser for its growing mining business, according to people familiar with the matter https://t.co/bIslk5SVG8
Regional Blocs Form New Multi‑Hub Global Trade Order
In case you missed the posting of my new eBook over Easter weekend👇https://t.co/AzOGN20mu3 The April 2025 US tariffs triggered global trade conflict. This column introduces World War Trade: Conflict, Containment, and the Emergent World Trading Order, a new CEPR Rapid...
Demand Forecasting Is Only First Step in Supply Chain
Forecasting customer demand is just the start. You also need to map out the raw materials and components required for production. For example, making an iPhone involves sourcing thousands of parts – from chips to glass. #SupplyChain #Procurement #DemandForecasting https://t.co/zBDBcUm8Py
Prepare Now: 2026 Hormuz Shock Will Upend Budgets
We‘ve Only Just Begun in the words of Carol Carpenter. This is a long game. Risk managers need to be preparing their boards now for a traumatic 2026. Ditch your budget from 2025 and your growth targets. Run a strategy...
China's Secret Grip on Strait of Hormuz Challenges US
🤔😱😨I just heard something that left my head spinning: China has outmaneuvered the US and seized effective control over the Strait of Hormuz. If true, it explains why direct military action against Iran won’t reopen the strait, why the Trump team is...
Strait Opening Won’t Quickly Resolve Aluminum Supply Disruptions
The opening of the strait doesn't automatically fix the supply problems. As with oil - aluminium. EGA's is saying its giant aluminum plant could take a year to start back up after the strikes a few days ago. The strikes...
China Buys Iran's Oil, Sustaining Sanctions‑busting War Funding
How China Helped Iran Cushion the Blow of Sanctions and Fund Its War Machine—Over the past half decade, China has provided Iran with a financial lifeline by buying most of its oil @RoryWSJ @BrianSpegele @austinramzy https://t.co/36s4JdH6hU https://t.co/36s4JdH6hU
Panama Canal Remains Open Despite Shore Tank Explosion
Okay...the Panama Canal is not closed. They halted traffic through the canal at the north end, but shipping is still moving under the Bridge of Americas. MV Luna Maersk is outbound right now. The explosion appears to have come...
Foldable iPhone Faces Engineering Snags, May Delay Shipments
Ouch for Apple. Another big scoop from @Lauly_Th_Li & @ChengTingFang from @NikkeiAsia Foldable iPhone hits engineering snags, shipment delays possible: sources https://t.co/8cqnC2fxl4
IRGC Aims to Block Qatari LNG, Boost US Supply
Ok, I get it, so...the IRGC wants to choke China and help the US LNG industry by preventing Qatari LNG from reaching China. https://t.co/ERTjvf1YSU
Allies’ Trust in U.S. Plummets, Eyes Turn Away
It will be a while before America can look another ally directly in the eye Source: Visual Capitalist https://www.visualcapitalist.com/sp/ig02-countries-losing-trust-in-the-u-s/
War Delays Petrochemical Recovery for Years, Not Weeks
"12 to 20 percent of global petrochemical output that is now offline will not return until the war ends.. heat exchangers are manufactured, & the utilities are rebuilt. That timeline is not weeks. It is years. And Tuesday is today" Looks...
Checking Status: Has the SAVE or SHIPs Act Passed?
So, I’ve been busy, have we passed the SAVE Act yet? What about the SHIPs Act?
Orion's $40bn DRC Deal Could Redefine Western Copper Supply
Orion’s possible 40pc purchase of Glencore’s DRC mines could reshape western copper and cobalt access. https://www.metalnomist.com/2026/04/orion-glencore-drc-stake-sale-could.html
Trucking Demand Outpaces Capacity, Creating Goldilocks Balance
We could be moving towards a Goldilocks trucking economy, where demand ramps, but capacity increases grow much slower.
Amazon's USPS Deal Still Drives $6B, 1B Packages
"The new deal [~20% volume cut] would still have the USPS deliver more than 1 billion packages for Amazon a year... Amazon shipped nearly 15% of all packages that the USPS delivered in the country last year, translating to about...
Transformer Shortage Extends US Manufacturing Upcycle
The lack of power generation transformers and infrastructure is a good thing for American manufacturing, especially with the incentives under the Big Beautiful Bill - pent up demand will drive the manufacturing upcycle longer
Railcar Storage Plummets, Signaling Strong Freight Demand
SIG: "Railcars in storage experience the largest two-month decline since COVID." When the railcars come of storage, it is a very bullish sign for freight, as it means that shippers are seeing strong demand trends and want more rail car...
Waiver Misses Domestic Oil Boost, Exports Surge
JUST IN: Trump's shipping waiver failed to increase domestic oil flows, but US fuel exports are surging.
Broadcom to Build Custom TPUs for Google AI Racks
Broadcom $AVGO just said it has entered into a long term agreement with Google $GOOGL "for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to...
Panama Canal Delays Threaten 40% Freight, 20% Energy Exports
Bridge day not going as planned 40% of US container freight passes through the Panama Canal and 20% of US oil and natural gas exports do as well
Air NZ Raises Fares, Trims Flights as Fuel Costs Soar
Air NZ hikes fares, cuts more flights as fuel costs more than double on Iran war https://t.co/msfW4XmyyV
Marine Shipping Rates Hit Record Highs Amid Recession
Marine shippers are probably closing at new all-time highs because no one is moving anything around and recession. https://t.co/KvRDQ6H3nn
Who NOT to Trust with Hormuz: Endless Exclusions
I don’t know who should control the Strait of Hormuz if Iran falls but I’ve got a very firm list of who absolutely should not be allowed anywhere near it…. UN NGOs China World Bank NATO Marxists Any Nation in Europe except Poland CIA NSA Diplomats Any World Economic Forum member USAID Soros-funded...
Iran Seeks Stablecoin Payments for Hormuz Transits
I’ve seen reports that Iran is demanding payment in stablecoins for Hormuz transits. Does anyone know the addresses or chain details?
Turning LNG Into Fertilizer Secures Domestic Agriculture Sustainability
"We can take that LNG, turn it into the nitrogen that the farmers need for the long-term sustainability and the protection of our own country" Why is she talking about LNG in the context of domestic fertilizer production and domestic agricultural...
China’s CXMT IPO Casts Doubt on Memory Upcycle
China’s CXMT IPO clouds memory upcycle outlook Rising supply risks threaten pricing power of Samsung, SK hynix, Micron Clouds? Shortages everywhere you look.... https://t.co/VfzNQDNgtZ
Simplified Process Comes at Cost: 15% Grid Tariffs
"So yes, the process has been simplified, but only through making many goods subject to heavier tariffs." 15% tariffs on electrical grid equipment at time of rising electrical bills (and rising AI needs) is quite the choice. https://t.co/fR9FByhdMA
Are Procurement Professionals Truly Eradicating Modern Slavery?
Various forms of modern slavery are common in the supply chains of cos. we buy stuff from. Are we in the procurement & supply chain profession really doing our best to stamp out slavery in our supply networks? ➤ https://t.co/NskQmorM5N #modernslavery #procurement #supplychain...
Compact Six-Axis PiPER Arms Deliver Industrial Precision
PiPER #Robotic Arms: Compact Powerhouses with Six-Axis Precision and Industrial Versatility by @IntEngineering #Robots #EmergingTech #Technology #Innovation https://t.co/DnnQrtejJz
Amazon Taps USPS for 80% of E‑commerce Deliveries
Post Office reaches deal with Amazon. Maybe 80% of $AMZN’s e-commerce last mile deliveries. Parcels have been the USPS target for growth. Can they handle the volume and meet Amazon’s order delivery standards?
Battery Ships Prove Fossil Fuel Independence Is Real
900 battery-powered ships and counting: It isn't a test case anymore, it’s a declaration of independence from being fossil fuel hostages: With battery costs down 99% since 1991, the "too expensive" excuse is officially dead for shipping Sovereignty is renewables https://t.co/hLuo1lUUXz
China's Oil Supply Half Threatened by Hormuz Slowdown
Just FYI, with reduced traffic through the Strait of Hormuz (it cannot be objectively assessed as fully closed), China risks losing roughly 40 to 50 percent of its oil imports, which come from Gulf producers whose exports transit the Strait,...
Outsourcing Production Erodes America’s Core Economic Power
US firms outsourcing their manufacturing and upstream supply chain. Those c-suites took away the core of America’s economic value. And what was a key to winning WW2–the ability to mass produce.
Smart Drones Transform All-Weather Medical Delivery
Jedsy X #Drone Revolutionizes Medical Deliveries with Smart, All-Weather #Logistics via @WevolverApp #MedTech #HealthTech #TechForGood #Tech https://t.co/lzfmUqxUcT
U.S. Petroleum Exports Hit Record, Reaching New Markets
U.S. weekly petroleum product exports surged to a record 7.9 mb/d for the week ending March 27, according to EIA. While weekly figures are volatile, multiple sources have reported U.S. product exports increasing to Asia, Africa and other areas. Trade...
Shipping Alerts Could Have Saved Cuban Cigars, Zyn
I am just saying that @citrini could have saved the Cuban cigars and Zyn, and just subscribe to What's Going on With Shipping to get this information. https://t.co/PvJjMTpAaz
Middle East Oil Loss Spikes Global Oil Prices
Yes...we do get something from the Persian Gulf. 8% of US imports come from the Middle East. More importantly, when you lose Middle East oil, all other oil goes up in price and demand.
Effective Logistics Drives Timely Global Product Delivery
Logistics is key to supply chain management: getting finished products to customers via ships, planes, or trucks. It's about managing cargo across countries and different transport modes to ensure timely delivery. #SupplyChain #Logistics https://t.co/U7E0sqpiOq
China, Russia Supplying Iran Chemicals Fuels Missile Threat
Suspected Chemical Shipments From China to Iran Raise Concerns Over Potential Missile Expansion. Both Russia and China are helping Iran. Continue to ask why Trump removed sanctions and let the war criminal, Putin, get needed revenue for Russia? https://t.co/JZZHQgLJxY
Tariffs Mostly Shifted to Foreign Exporters, Not Consumers
Fun paper from Fed/Georgetown economists: A chunk of what was thought to be price increases driven by 2018-19 tariffs is attributable to smaller purchase orders due to tariffs. Their conclusion: tariffs were primarily borne by foreign exporters. https://t.co/wxoheNJ8PO
Houthis Grip Bab Al-Mandeb, Threaten Global Shipping
The Bab el-Mandeb Strait is the gateway into the Red Sea, en route to the Suez Canal. Houthis CONTROL THE STRAIT. Ships avoid the strait because of danger & punishing insurance rates. If Trump escalates in Iran, the Houthis will squeeze the chokepoint...