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
Shipping Risks Draw Full House at CMA Conference
Full house at the CMA Shipowner conference for @loriannlarocco panel on shipping risks. Go visit @gCaptain for her latest articles 1/2 https://t.co/7frbqs68r7
Seeking Clarity on US Tanker Escort in Strait
I have so many questions: 1⃣ Was it into or out of the Strait? 2⃣ What tanker and nationality was it? 3⃣ How was the escort accomplished, warship, aircraft or a combination of both? 4⃣ What about the five US...
Unverified Mine Rumors Force Shipowners to Demand Escorts
Shipowners at CMA tell me there’s evidence of MINES in the Strait of Hormuz. They admitted the rumor is unconfirmed. Problem is, from their perspective, it doesn’t matter. Perception is reality and the risk is too high. They won’t sail without...
Navy Escorts First Tanker; Soybeans Hold as Corn, Wheat Fall
U.S. Navy escorts its first tanker through the Strait of Hormuz. #corn & #wheat prices follow crude oil lower, but #soybeans hang onto modest gains on hopes we'll get final RVOs from EPA any day, with possible exports to China....
Secretary Wright Retracts False Navy Escort Claim
Secretary Chris Wright seems to have deleted his tweeted claiming the U.S. Navy escorted a tanker through the Strait of Hormuz
Maritime Industry Battling Unprecedented Black Swan Disruptions
“Over the past few years, we have experienced disruptions few people imagined… it sometimes feels like the entire maritime industry is under attack by a flock of black swans,” Steve Carmel, US maritime Administrator and Commandant of the US Merchant...
Kirkuk Pipeline Offers Iraq's Sole Hormuz Bypass
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...
Procurement Must Align With Enterprise Strategic Priorities
“Procurement’s focus must always be aligned to enterprise priorities and strategic objectives.” ➤ https://t.co/s48vDbFr5l #procurement #purchasing #supplychain https://t.co/sz4Kj2U6xI
Hormuz Closure Reverses WCS‑WTI Spread Amid Sour Crude Flow
Most of the crude that ships out of the Strait of Hormuz is medium-to-heavy sour Western Canadian Select at Houston vs WTI, which reflects a clean light-heavy quality differential, had weakened (widened) on Venezuela reentering the USGC market—Hormuz closure entirely reversed...
Cut Freight Planning From 30 Hours to 1
30 hours. Every week. Gone. A national electrical supplier was spending 30 hours a week manually planning their freight: dedicated drivers across 8 facilities, local carriers, third-party loads. After implementing EVOS Smarttools powered by BlueGrace Logistics, that same work takes one hour. In...
Chinese‑crewed Marshall Islands Bulker Repeats Red Sea Pattern
The Marshal Islands-bulker KSL Laiyang is running the Strait. She is broadcasting on AIS "China Owners & Crew". This is EXACTLY what we saw happen in the Red Sea against the Houthis. Expect to see more of this. https://t.co/LSCESnEDKI
Japan Sets NdPr Price Floor, Investors Remain Unmoved
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3
DHL CEO Cautions Against AI as Universal Fix
A good DHL quote about AI from its Q4 earnings transcript: "I think for us, what's important we don't have the approach to think that putting a AI sauce source over everything creates great benefit." Tobias Meyer, CEO
Caine's Escort Plans Reveal Lack of Pre‑existing Strategy
General Caine was asked about escorting and his comment was, "on the potential, if tasked to escort, we'll look at the range of options." 1⃣Has @CENTCOM @US5thFleet not have these options already planned out and war gamed? 2⃣So, there is...
India Redirects LPG to Homes Amid Gas Shortage
INDIA GAS SHORTAGE 🇮🇳 ⚠️ India invoked emergency powers to redirect LPG away from industrial users to households LNG supplies to petrochemical and power plants are being curbed The crisis in the Middle East is throttling India’s LPG and LNG supply https://t.co/ujn00XTSnf
China's Jan‑Feb Soy Imports Hit 7‑year Low
🇨🇳China imported 12.55 million metric tons of soybeans in Jan-Feb, the smallest volume for the period in 7 years. The Brazilian harvest was slower, U.S. cargoes were still en route and customs clearing times were extended. Expectations for March are...
Market Easing on Trump Prolongs Strait of Hormuz Crisis
This isn’t over and the current market reaction, by reducing pressure on Trump, is only elongating the duration of the crisis and the physical disruption through the Strait of Hormuz. https://t.co/bMeee4CJjz
24,000 Tons Adrift, Urgent Need for Alternative Ports
As a member of the UAE’s Financial Advisory Council (2008–2014), I made many friends. Here’s some intel one just texted me: "We have some 24,000 tons of material floating on water and need to find alternative ports on the Arabian Sea...
Liege Airport Hosts Dedicated Horse Logistics Hub
TIL there's a hub for horse logistics at Liege Airport in Belgium. SMH for not including this in AEROTROPOLIS. https://t.co/BaUSxHjnBr
Industrial Capacity, Not Politics, Drives EV and Security Future
@ctindale is spot on. Political will cannot summon industrial reality. EVs & electrification demand a massive new material order: mines, refineries, grids, copper at scale, that takes decades to build, spanning across election cycles. Intention without capacity is illusion. The...
MSC Halts Gulf Voyages, Adds $800 Surcharge Amid Iran Conflict
Iran war leads largest shipping line to terminate Mideast Gulf voyages, levy $800 charge: MSC diverting shipments to safe ports https://t.co/pnC0RAgj2Y
Procurement's Shift: Speed and Partnerships Drive Innovation
For decades, procurement meant cutting costs. Negotiate a few cents off the unit price and move on. But in today’s procurement renaissance, speed and supplier relationships determine innovation and competitive advantage. Here’s why: https://t.co/7zkEo6RJ6H #supplychain https://t.co/VuiasOxP6U
Trump Vows ‘Death, Fire, Fury’ over Hormuz Closure
Trump threatens ‘Death, Fire and Fury’ if Iran closes Strait of Hormuz The US President claims the war on Iran is "very complete" but also hasn’t ruled out taking over the Strait https://t.co/xy4DfQoYYm
New Risk Factor Makes Strait of Hormuz Too Costly.
"There's another big reason why shipping companies and insurers aren't willing to risk the Strait of Hormuz" https://t.co/vQRVNaMtNL https://t.co/xPjkCzHB0U
Higher Shipping Costs Prompt Longer Delivery Incentives, Works
With shipping costs on the rise, e-commerce companies like Amazon and Gap are incentivizing consumers to wait longer for packages. It’s working. https://t.co/wjlNTZ282g via @WSJ
Flatbed Spot Rates Surge; Reefer, Van Stabilize Near Peaks
Flatbed spot rates continue to surge with no sign of slowing, while reefer and van catch their breath near cycle highs https://t.co/NAcnZUr2rv
Singapore Logistics Costs May Jump 50% Amid Middle East Tensions
Singapore logistics firms could face 50% cost surge as Middle East cargo stalls amid tensions https://t.co/lsmWGoECEs
US Retail Container Imports Set to Decline Amid Tariff Uncertainty
U.S.-bound retail container import volumes are expected to see annual declines over the first half of the year, due to ongoing tariff-driven uncertainty & potentially the Iran conflict according to the latest Global Port Tracker report. https://t.co/hASNRjFabC
Diesel Prices Jump yet Remain Below COVID Highs
Diesel prices have surged, but still far lower than the peaks set during COVID https://t.co/WJoutp3QcO
Flatbed Rejection Hits Record 48.74%, Boosting Industry
Flatbed rejection rates go hyperbolic, at 48.74%, a new all time high. This is a sign of further strengthening of the industrial economy. https://t.co/PTalyYhFiO
Hormuz Closure Could Push Oil Past $200
HOW OIL COULD SURGE TO $200 AND BEYOND @tracyalloway and I talk with @Rory_Johnston -- typically one of the least-alarmist people in oil -- about how the longer the Straight of Hormuz is shut, the greater the likelihood of an...
China’s Early‑year Exports Jump 22%, EU and SE Asia Lead
China’s exports increased 21.8% year on year in dollar terms in January and February mainly due to shipments to south-east Asia, which increased 29.4%, and to the EU, up 27.8%. Exports to the US fell 11% while imports from the...
Nine Vessels Reroute Bauxite, Alumina, Iron Ore Shipments
More vessels are re-routing from the strait carrying bauxite, alumina and iron ore for the region's aluminium and steel industries. We count at least nine with @Kpler data
USPS Package Zigzags Across States, Highlighting Systemic Chaos
The USPS is a total disaster. A package from Nashville to Cleveland has taken the following route over the past two weeks : Nashville > Horse Cave, KY Horse Cave > West Harrison Indiana West Harrison > a dozen other facilities A dozen...
China Refrains From Detaining Ships Amid US‑Iran Clash
“China could have held these vessels at port, imposed an administrative delay, invented a customs hold – any number of bureaucratic tools, but didn’t,” he said, calling the decision notable at a time when the United States and Iran are engaged...
Scale × Duration Determines Energy Disruption Impact
“Scale x Duration” the formula you need to understand any energy supply disruption. In the case of Hormuz Scale: the scale is large, 16-20 million barrels per day of crude oil. Duration: ~10 days and counting?
Tender Rejections Hit 2022 Highs as Freight Market Soars
Tender rejection levels are now at the highest levels since March 20, 2022. The freight market is incredibly strong. https://t.co/udktseSaGk
Freight Brokers’ Cash Fuels Lucrative Trucking Lawsuits, Hurting All
The freight brokers have money, which will make trucking litigation more lucrative. This will create more lawyers and everyone will be worse off
Certain States Build Economies Resilient to Supply Shocks
It's almost as if some states designed their economies to be more resilient to supply disruptions.
Lawyers Will Blame Brokers for Not Vetting Drivers
If you’ve ever been in a lawsuit, it’s not what you did or didn’t do that matters, it’s what a lawyer can convince a jury that you should have done. The problem for brokers - it will be incredibly easy to...
SCOTUS Broker Liability Case Signals Major Shift for Trucking
If you aren’t familiar with how insane nuclear lawsuits are - listen to Matt break it down for you. This is why the SCOTUS broker liability case is a much watch for anyone in trucking.
Repealing Jones Act Would Instantly Boost U.S. Oil Transport
"On the other hand, repealing the Jones Act, which would allow non-U.S. tankers to transport oil between U.S. ports, would immediately have salutary effects" 🔥 https://t.co/mIuRPyAKFY https://t.co/Rcxft259fv
Oil Surge Prompts Trump to Reevaluate Jones Act
"Oil Prices: Crude's Wild Day Has Trump Rethinking the Jones Act" https://t.co/YKhaomLkrd For the record, it's technically not "trutherism" if it's - you know - the actual Truth. https://t.co/7CZuzc3gja
