How the Strait of Hormuz Shapes Global Goods Flow
We did an awesome interview on the physical layout and flow of goods resulting from the Strait of Hormuz, with @mercoglianos. Listen here. https://t.co/jmVFr6LS8L
Tackling Microplastics, Safer Nuclear, Massive Battery Recycling Deal
In the latest Current Climate: 🫗Cracking down on microplastics in drinking water ⚛️A cheaper, safer form of nuclear power 🔋A $1.1 billion deal to get nickel and lithium from a “black mass” of recycled battery waste https://www.forbes.com/sites/current-climate/2026/04/06/a-move-to-crack-down-on-microplastics/
Hormuz Oil Flows Remain Severely Reduced, Markets Underestimate Recovery
Hormuz flows aren't coming back to normal despite what you hear, says @CroftHelima Transit will be a fraction of pre-war levels because Iran’s leverage depends on keeping energy markets tight. And even after a deal, the road back is long. Markets are...
Packaging Shift Lets Amazon, Google Embrace Intel Foundry
Pat’s Law of Something: All major vendors and suppliers are always in talks and testing. I do think this will move forward, though. Packaging is an easier commitment than wafers as it doesn’t force a redesign. Not easy but just...
Europe's Half‑hearted NATO Response Left Allies Vulnerable
The point of Article 5 is to coordinate a collective response to a threat facing ALL member states… not just the state that invokes it. The threat was Islamic extremism. We didn’t invoke Article 5 to protect the U.S. alone. We invoked...
Exports Lag Production; Inventory Loads Faster than Restart
Keep in mind that exports ≠ production. Production was shut in because after they stopped loading new tankers inventory capacity was rapidly exhausted—they'll be able to load tankers from that same inventory much sooner than they'll be ablet to get field...
Quarterly Ops Networking: Connect Fulfillment & Supply Chain Professionals
I run a networking thread on LinkedIn every quarter. Bringing it here. Drop what you do and where you're based. Connect with the people who reply. If you work in fulfillment, ecommerce, or supply chain, this is your thread. No pitch. Just operators...
USMCA Negotiations Quietly Shape Future Trade Landscape
While Everyone Watches Oil and Tariffs, USMCA Looms - https://t.co/D7EQGyKCLJ #USCMA #Mexico #Canada #globaltrade #supplychain #logistics
AI Cuts Product Sourcing Time, Boosts Accessibility
Business owners and e-commerce experts told MIT Technology Review that AI tools are making sourcing more accessible and significantly shortening the time it takes to go from product idea to launch.
AI's Memory Crunch Drives Up Raspberry Pi Prices
AI is hogging memory chips and it’s rippling all the way down to Raspberry Pi prices. Our April issue has two pieces on this you'll want to read: one on the HBM shortage reshaping the chip market, one on what...
MercadoLibre’s Integrated Logistics‑Fintech Flywheel Fuels Growth
4 Stocks Dominating E-commerce + Fintech Outside the U.S. 👇 $MELI MercadoLibre is compounding via a tightly integrated ecosystem. Reinvested 5–6 pts of margin into logistics + credit while handling 500M additional deliveries YoY. Brazil unit shipping costs dropped 11% in local...
War in Iran Boosts Specific Ship Types' Profits
If you're a shipowner, here are the most profitable ships to own right now (because of War in Iran 🇮🇷), in terms of size, cargo, & location (+ the stocks that own them): Full interview w/ @ed_fin: Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 1/3 https://t.co/wUuMf9nqGR
Ceasefire Stalled: US Wants Open Strait, Iran Opposes
Okay, so here’s how how the ceasefire cookie crumbles: - A ceasefire without the reopening of the Strait of Hormuz will likely be unacceptable to the US. - A ceasefire with a reopening will likely be unacceptable to Iran. Iran appears serious...
Japan's Future Bright, Europe's Past Fades with US Alliance
Japan’s greatest days are ahead of it, as it recommits to its partnership with America Europe’s best days are behind it, as it moves away from its alliance with the US
German Haulage Firm Electrifies over Half Its Fleet
"The haulage firm Nanno Janssen in 🇩🇪, has already converted well over half of its fleet to electric: 58 out of 90 lorries The first one purchased back in 2024 w/ federal funding, Furthest distance his company travelled with an electric lorry so...
China Shifts Upstream in Global Production Networks
China moves upstream in production networks. More on this in the Chartbook Top Links today. https://t.co/z8YSI2hXDR
Ukraine Strikes Novorossiysk Port, Damages Caspian Pipeline Mooring
MOSCOW, April 6 (Reuters) - Russia's defence ministry said on Monday that Ukraine attacked facilities at the maritime transhipment complex in the port of Novorossiysk overnight, damaging a mooring point for the Caspian Pipeline Consortium.
Israel Disables Iran's Key Petrochemical Hub, Crippling Exports
💥 MAJOR STRIKE ON IRAN Israel just hit Iran’s South Pars petrochemical facility in Asaluyeh. Israeli Defense Minister says 2 key facilities, responsible for 85% of Iran’s petrochemical exports are now disabled. This is Iran’s most important industrial and energy hub. It sits...
Trump Treads Carefully on Fragile China Trade Truce
'Walking on eggshells’: How Trump is managing his delicate China truce “We don’t unwind a generation of outsourcing and product dependency quickly. I mean, you just can’t without such massive disruptions that it’s really not worth it. You’re killing the...
China's Electric Trucks Boom Amid Rising Oil Prices
China’s electric truck revolution: powerful painkiller for the Iran war? Sales of electric heavy-duty cargo trucks surged by 182 per cent in 2025, with more growth forecast as oil and gas prices soar https://t.co/vbLCYckpH0 via @scmpnews
Iran Conflict Set to Reshape Global Supply Chains, Dimon Warns
Jamie Dimon. JP Morgan. Iran war. Change GLOBAL SUPPLY CHAINS. Across industries and market sectors. Oil and its distillates and derivatives. Petrochemicals. Sulfur. Alumina. Fertilizer. More.
Vessel Flow, Not Scarcity, Drives Gulf Oil Dynamics
Oil or vessel scarcity is a relatively minor factor compared with vessel flow @miltradechain Floating storage is irrelevant if there’s no exit from the Persian Gulf
Microsoft, Google Chase Long‑term DRAM Deals with SK Hynix
SK Hynix in talks with Microsoft, Google for long-term DRAM supply Microsoft, Google are also seeking long-term memory supply deals with Samsung; South Korean chipmakers are ramping up capacity https://t.co/qsHPPPLXm1
Tariff on Auto Parts Doubles Consumer Losses, Cuts U.S. Profits
New @nberpubs: "Tariffs, Global Value Chains, and the Incidence of Protection: Evidence from US Automobiles" https://t.co/qydVvo0gkV Extending tariffs to intermediate inputs doubles consumer losses, "and producer surplus for U.S.-headquartered firms declines by about $2.6 billion" 😲
Singapore Fuel Prices Surge, Threatening Shipping Operations
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
Three Tariffs Put U.S. Heavy‑Truck Makers at Disadvantage
"U.S. Manufacturers Of Heavy-Duty Trucks Face A Tariff Disadvantage" https://t.co/ihpfPPczuL "There are three sets of tariffs affecting the cost basis of trucks manufactured in the U.S." https://t.co/l6SoB2YgXQ
Europe's U.S.-Excluding Trade Plans Are Fundamentally Flawed
European efforts to build trade systems that exclude the U.S. are inherently flawed. Full Newsletter: https://t.co/wTTMKJCfX2 #eu #trade #geopolitics https://t.co/gxyaAjNqwT
Decentralized Pallet Movers Could Replace Forklifts Entirely
Interesting direction. Instead of improving forklifts, this approach removes them from the equation. Small, distributed units that move pallets directly could fundamentally change warehouse operations. Less congestion in aisles, more flexible layouts, and potentially smoother material flow without relying on a single...
Baltic Attacks Slash Russia’s $970 M Windfall From Oil Exports
“Moscow’s windfall profits from the Iran war remain high as Brent crude trades above $100 a barrel, but attacks on Russia’s two main export locations in the Baltic Sea may cut into the Kremlin’s windfall. Five attacks on Primorsk and Ust-Luga...
Chinese Airlines Fill Void as Russian Airspace Closes
The Geopolitics of the Skies – Why Chinese Carriers are Redrawing the Global Aviation Map "The closure of Russian airspace to North American and European airlines has forced a rerouting that is as expensive as it is exhausting." https://t.co/HFTgbU023Q
Specify Vessel Routes in Hormuz Reports for Accurate Context
It would add critical context to Hormuz transit reporting if you indicate whether vessels are using the Iran-adjacent route, internationally recognized shipping lanes, etc. That distinction matters greatly. Thank you for your attention to this matter.
IEA Calls for Oil‑Style Security Framework for Critical Minerals
The IEA says critical mineral stockpiles need an oil-style security framework to reduce supply disruption risk. https://www.metalnomist.com/2026/04/critical-mineral-stockpiles-need-oil.html
Diversify Suppliers to Safeguard Your Supply Chain
Don't depend on a single supplier, provider, or port for all your products. Diversify your risk and hedge your exposure to ensure one disruption doesn't derail your entire supply chain. #SupplyChain #RiskManagement https://t.co/N70irLZbu7
India's Russian Crude Imports Surge 94% in March
🇮🇳India’s Russian crude imports rebound sharply — up nearly 94% in March MoM and 10% YoY. https://t.co/O0zIu8LcIi
China's Excess Capacity Fuels Cheap Electrification in the Global South
An interesting question to ponder is whether Chinese overcapacity is essentially indirectly subsidizing the electrification of the "global south". It's similar to countries buying oil on the cheap, typically to stockpile. At the moment, oil is of course not cheap....
Qatar Aims to Resume LNG Shipments via Hormuz
Qatar is attempting to send LNG shipments through Hormuz for first time since the Iran war started 🚨🚨 If successful, this would be the first time a loaded LNG tanker has gone through Hormuz in over a month. ~20% of global...
China Restarts US Oil Imports Amid Middle East Disruption
China imports US oil for Asian fuel markets amid Hormuz crisis @asiatimesonline https://t.co/Iy0aRy8vam China is moving to resume large-scale purchases of United States liquefied natural gas (LNG) and crude oil, as supply disruptions in the Middle East and tightening fuel markets...
Qatar
Dozens of empty Qatari LNG tankers sit idle across Asia 🇶🇦🚢 The world's top LNG export plant in Qatar has been shut for over a month, upending the gas market and leaving the nation's fleet of ships without orders Hormuz has also...
Iran's Threats Make Hormuz Transit Too Risky
Hormuz isn’t controlled. It’s poisoned. There's no blockade & no toll booth. Iran has made transit so dangerous that no rational vessel owner moves. Iran's "approval" through exemptions is bullshit Flows remain stopped except for a few tankers willing to take great risk. #Hormuz #IranWar...
Closing Hormuz Cuts Oil Supply, Money Can’t Fix It
You can paper over financial losses, but you can’t paper over lost barrels, says @LynAldenContact You can print money. You can’t print oil. Shut Hormuz and the problem isn’t financial—it’s physical. No barrels. No flows. No workaround. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #SystemShock
Iran Poised to Weaponize Hormuz Despite Trump’s Dismissal
The intelligence was clear: Iran would retaliate asymmetrically, target regional assets, and weaponize Hormuz. Trump dismissed Pentagon concerns. The President has that right. But don't say “no one told me” when everyone did. https://t.co/akIhHjvwQh #IranWar #Geopolitics #EnergyCrisis #Hormuz #OilMarkets #Strategy
Mines Threat Alone Can Paralyze Hormuz Shipping
A few mines—or just the threat—is enough to close Hormuz Ships stop. Insurers pull back. Flows collapse. Clearing takes weeks to months. That’s the strategy: disruption without closure. #IranWar #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #SupplyChains https://t.co/DlAEMOcmJF
Iran Closing Hormuz Strait: The Ultimate Conspiracy Theory
In case you have not read it. remember, the biggest conspiracy theory is Iran closing the Hormuz strait. Think about it!
Even After Tariffs, China Stays Indispensable Manufacturing Hub
JUST IN: President Trump's tariffs targeted Chinese manufacturing, but one electronics firm concluded after a turbulent 2025 that China remains a hard-to-replace hub if conditions stay stable.
Unverified Chinese Cargo May Carry Missile Fuel Precursors to Iran
Unconfirmed shipping data suggests Chinese-linked cargo may include missile-fuel precursors headed to Iran. “Hundreds of missiles” claim is BS #Iran #China #EnergySecurity #Geopolitics
Ukrainian Drones Torch Russia's Key Novorossiysk Oil Hub
Today, Ukrainian drone strikes SET FIRE to Russia’s major oil export terminals in Novorossiysk. The port handles over half of Russia’s crude and petroleum product shipments. YOU DON'T WANT TO BE SHORT OIL. https://t.co/XlgmcpVhsH
Helium-Atom Lithography Aims Beyond ASML’s EUV Limits
The ASML book author saw the next generation – Lace Lithography, using helium atoms shooting through a holographic mask to scale beyond what’s possible with light, where the wavelength is larger than atomic scale. “ASML is the only company capable of...
War May End, but Oil Supply Disruptions Linger
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
IRGC Warns Strait of Hormuz's New Reality for US, Israel
IRGC. Strait of Hormuz. Previous state. What will it be for all except the US and Israel? And the supply of supply chains?
Explosives Discovered Near Balkan Stream Pipeline, Ukraine Suspected
Serbian police found explosives near the Balkan Stream gas pipeline. It supplies Serbia and Hungary with gas from Russia. PRIME SUSPECT = UKRAINE. Stay tuned. https://t.co/AHjq0mZhzB