Supreme Court Ruling Could Obliterate 90% of Freight Brokers
If the Supreme Court rules that brokers can be held liable for accidents, it will be a doomsday event for most brokers. We could see 90% of freight brokers wiped out due to nuclear lawsuits, which they are significantly underinsured to protect against. And it’s not accidents that happen from the decision forward, it’s any trucking accident that is currently in litigation.
Lawyers' Lawsuit Threats Keep Brokers Blind to Truckers' Credentials
Because of lawyers and threat of nuclear lawsuits, the brokers don’t want knowledge of a trucker’s qualifications. It’s wrong, but it’s the ambulance chasing lawyers’ fault.
Maritime Dominance Requires More than Shipyards: Chokepoints, Navies, Finance
President Trump’s push for “America’s Maritime Dominance” aims to break China’s grip on global shipbuilding. But shipyards are only one piece of maritime power. Th real contest runs through chokepoints, naval force, commercial fleets, and the insurance and financial systems...
Premium Delivery Drives Loyalty; Poor Service Breaks Trust
Final mile = customer experience. Lisa Anderson is quoted in Kase’s white glove delivery article on why “premium” is about service depth (appointments, careful handling, install/placement) - and how poor delivery can damage brand loyalty. https://t.co/Nr9pu8LHqM #FinalMile
Tariffs Incrementally Push Retail Prices Higher in 2025
"The Slow Climb: How Tariffs Gradually Raised Retail Prices in 2025" via @federalreserve https://t.co/HJiDIY3j8v "consumers are in fact paying higher retail prices because of tariffs" 😮 https://t.co/SbgM6kbcPA
Pentagon Brands Anthropic with Supply-Chain Risk Label
The Pentagon’s supply-chain risk label — previously used only for foreign firms that present national security threats, like Chinese tech firm Huawei Technologies — is a “scarlet letter designation for Anthropic,” Wedbush Dan Ives wrote in a note https://t.co/gHeLolQfwf @nypost
Iran Strikes Container Ship and Assisting Tug in Hormuz
A tug boat was assisting a container ship that Iran attacked in the Strait of Hormuz. Iran then attacked the tug boat. https://t.co/Fb17MPTaD7
No Jones Act Discussions Allowed on This Platform
Just a quick reminder that I don’t discuss the Jones Act online. Thank you for your attention to this matter.
EU Think Tank Warns Market Weaponization Needed to Counter China
Weaponise EU market against China or face manufacturing collapse: official think tank EUISS study urges bloc to “preserve and create technological chokepoints”, diversify markets away from China – in both instances mirroring long-term moves made by Beijing – to give it...
Military Production’s Nationwide Spread Fuels Trucking Demand
Due to the way that the military industrial complex works, manufacturing is a trucker's dream. Unlike other major manufacturing supply chains, like automotive, military production is highly distributed across the country. Suppliers are literally in all 50 states - so...
Oil Surge Boosts JBHT, HUBG and TFII
If you are looking for the best trucking play for the oil price surge, there are two primary beneficiaries: - Intermodal operators $JBHT and Hub Group $HUBG. Intermodal fuel surcharge is far below trucking fuel surcharges, so the intermodal carriers...
Whole Battery Supply Chain Now Critical for Defense
Defense supply chains have changed and bettery manufacturers need to pay attention The entire supply chain matters now matters for defense systems, not just where battery cell are made *BIG* change that will reshape global supply chains #CriticalMinerals #Defense #USA https://t.co/cF3zGkKEtn
Putin Warns Iran War Could Shut Hormuz Oil Flow
MOSCOW, March 9 (Reuters) - Russian President Vladimir Putin said on Monday that the Iran war had triggered a global energy crisis and cautioned that oil production dependent on transport through the Strait of Hormuz could soon come to a...
LNG Glut Vanishes, Raising Deficit Shock Concerns
And as the forecasted 2026 LNG supply glut disappeared, I couldn’t help but wonder… was I too one supply shock away from flipping into a deficit? https://t.co/gGw2ZO9NRr
Trump Urges Ships to Show Courage Amid Rising Deaths
How about no? Trump Tells Ships to ‘Show Some Guts’ in Hormuz as Seafarer Death Toll Rises https://t.co/jVzMgCqdbF
Higher Diesel Costs Outpaced by Rising Spot Rates
Diesel prices are up $1/gallon or $.14/mile versus a year ago. That is significant for truckers that operate in the spot market, but it is far from catastrophic. Trucking spot rates are up $.51/mile in that same period. Even with the...
Iran Warns Oil Tankers to Tread Carefully in Hormuz
Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran foreign ministry warns: CNBC $USO $XLE
France Deploys Warships, Europe Stays Engaged Amid Oil Surge
france sending warships to the med/red sea and potentially toward hormuz — framing it as “strictly defensive” and about freedom of navigation. message: europe won’t be (completely) sidelined as us–israel–iran escalation hits shipping lanes and pushes oil toward $100+.
New Pipeline Could Ease Hormuz Strait Oil Disruption
Read @JavierBlas on the oil pipeline that could ameliorate the closure of the Straight of Hormuz https://t.co/hfkrPgLpIy https://t.co/BIgHZhk6rA
Thermal Grizzly Loses $46K to Fake Metal Suppliers
Thermal Grizzly scammed out of $46,000 by Alibaba metals suppliers — company spread the risk across two copper and aluminum suppliers, only for both to send cheaper, fake materials https://t.co/7liDuS2RIf
Nowcast Shows Shipping Volumes Collapse, Dragging Economy
Some weekly inputs are coming into our nowcast-model today, and it looks pretty painful to be honest. Especially in growth terms. The shipping/trucking/export/import volumes look bad. Really bad. So this is starting to impact the economy (already)..
Stop Forecasting Oil, Start Preparing for Price Swings
Don’t Predict Oil Prices, Prepare for Them - https://t.co/MNGa0kJy3v #oilprices #peakoil #supplychain #logistics #riskmanagement #decisionscience
Tankers Poised for 20‑30% Surge Despite Market Blindspot
Tankers should be surging, but broad market again missing forest (insanely strong markets, cascading inefficiency) for the trees (worry abt handful of ships at anchor). Top two public #shipping trades: $DHT ($18.36) $STNG ($77.75) Bookmark, check in a month. 20-30%+ potential.
Beyond Price Control: New Roles for a Full US SPR
People recoil at the idea of using the SPR just to damp prices. But now that the US has plenty of domestic oil, what other purposes would it serve? What other conditions would be an appropriate time to use it?
Uncertainty Over Chinese Type 055/052 Escort Role
I know that the Chinese Navy has a Type 055 and 052 in the area, but I am not sure if they are escorting.
Taiwan Tensions Threaten Global Supply Chains
How will Xi play Taiwan? How will Trump respond? What will it mean to the odds of China blockading or attacking Taiwan? And your supply chain?
Oil Prices Surge Above $119 Amid Iran Conflict
Oil Prices Hit Highest Since 2022 at More Than $119 a Barrel on Iran War. Price keeps rising. Logistics and supply chain risk keeps rising. https://t.co/OKkcOWm7OV
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Energy Crunch at Hormuz Threatens Global Supply Chains
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
Tariffs Linked to 240k Job Losses in Manufacturing and Transport
"Tariffs may have affected manufacturing employment, which declined by 119,000 in 2025. Likewise, the trade sensitive transportation and warehousing sector declined by 123,800." https://t.co/ed9bs6nNSn
Italian Frigate Leads Limited Red Sea Escort Operations
Here is your example of escorts in operations. But this is @EUNAVFORASPIDES in the Red Sea. Note the limited number of ships and the fact that they are owned or operated by an Italian form with an Italian frigate. There are 5 US...
Fujairah Outage Forces Costly Global Ship Refueling
This is significant to shipping as Fujairiah is not just a loading port but a MAJOR bunkering port for ships. Without it, this will force refueling around the world where stocks are limited and more expensive.
NRF Abandons Sustainability, RL Team Laid Off
Sadly no Freight Reverse today. NRF's focus is shifting away from RL/sustainability. As a result, the RL folks, including me, were let go last week. But, I'll continue to share RL articles here for now. 🙂
Hormuz Closure Threatens India's Energy Supply
A 33 km waterway which is 3000 km away from you can decide how much you must pay for petrol, cylinder etc. A 33 km waterway between Iran–Oman called the Strait of Hormuz. 20% of global crude oil passes through this route,...
Pre‑emptive Oil Purchases Could Offset Iran Bombing Price Spike
I don't think you have to Nostradamus to figure that bombing Iran might raise oil prices. And it seems pretty obvious that buying oil in advance of causing an oil price spike might just save Americans a lot of...
Invest in Industry, Control Weapon Costs, Not Choice
Mass Versus Exquisite Weaponry is a Partially False Dichotomy, I write for @RUSI_org on how we have agency in determing the relative unit price of weaponry by investing in our industrial base: https://t.co/zSsbav6DjE None of it is cheap without the...
AI Surge Fuels Chip Shortage, Raising Device Prices
The AI boom has tech giants buying memory chips like never before, creating a shortfall that will make phones, computers and cars more expensive https://t.co/dgw5wQhGxY
Apple Shifts to 3D‑printed Aluminum for Greener MacBooks
Dematerialization: "MacBook Neo’s Manufacturing Involves A New Process That Saves As Much Aluminum As Possible, Now Apple Is Moving To The Next Step; 3D Printing The Same Metal" https://t.co/7YvmvjZD5Q https://t.co/Ft8yo52n3x
Refunding I
From this morning's WSJ Logistics email - 4.4 million man-hours required under the current system to refund each of 53 million entries by more than 330,000 importers for IEEPA tariff payments, according to U.S. Customs and Border Protection
War-Fueled Tanker Boom Drives TEN’s Profit Surge
TEN expects profit windfall amid war-fuelled tanker boom ▶️Tankers on time charters with profit-sharing arrangements include seven suezmaxes and two VLCCs ▶️War risk insurance rates have jumped by as much as 500% in a week, according to leading owner ▶️New York-listed owner triples...
Iran's Tanker Strike Claim Disproved; Vessel Off Mozambique
"Iran Claims to Strike Tanker for Running Strait of Hormuz Blockade" Unfortunately, @Mar_Ex is following this trend of believing the IRGC. The tanker Prima is off the coast of Mozambique and no where near the Persian Gulf or Strait of...
ASML's Lithography: The Hidden Backbone of Modern Tech
This diagram might be the most honest picture of the modern tech stack. Look closely. ↳ Unpaid open-source developers holding everything together ↳ AWS + Cloudflare doing most of the heavy lifting ↳ AI layered on top ↳ Microsoft… vibing aggressively somewhere in the middle It’s...
California Gas Prices Spike, Prompting Trump EO Talk
Californians: what prices are you seeing at the pump? Could be the right moment for @realDonaldTrump to issue $SOC EO. Getting oil through Hormuz past the Iranians easier than getting it to California past @CAgovernor et al.
Greek Gunslinger Halts 94% of Petrochemical Traffic
One Greek Gunslinger does not make a global petrochemical supply chain... 94% of traffic is shut
Rising Singapore Bunker Fuel Hits Exporters Harder than Importers
Singapore Bunker Fuel Prices 🚀 (From @ShipandBunker) Container ships on the main services to/from North America burn about 150-200 tonnes per day. Exports are going to be hit a lot harder than imports as fuel makes up a larger portion of their...
Closing a Route Moving 20% of Global Supply Triggers Chaos
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
Small Truckers May Idle Rigs Amid Fuel Price Volatility
If past oil surges are a guide, we could see small trucking operators park their rigs, waiting for fuel prices to stabilize.
Strait of Hormuz: Global Economy’s Vital Artery at Risk
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
Strait Closures Trigger Sulfur Shortages, Slowing Nickel and Copper Output
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
