Italy Rations Jet Fuel, Cuts Short‑Haul Flights
As I highlighted last week, the jet fuel shortage crisis is already here. Jet fuel rationing in Italy has been declared — priority will be given to flights for medical purposes, government, and long haul. Airlines were told that short haul flight schedules will need to shrink.
Sovereignty Demands Own Supply Chains, Not Paying Iran
This is an analysis, not my personal preferred outcome. I personally consider it pathetic to pay a toll to the Iranians, for example, but you are not sovereign unless you control your own supply chains in the current environment, as I...
U.S. Manufacturing Renaissance Fuels Record Freight Volumes
The American Manufacturing Renaissance is happening. We are now getting confirmation from multiple freight and supply chain datasets that the industrial recovery is real and manufacturing is on course to enjoy one of the best markets in years. The...
WSJ Validation Sparks Unexpected Self‑doubt over Hypothesis
Just when I was ready to declare victory for my Hormuz Hypothesis, the WSJ agreed with me, which immediately made me question everything I wrote 😂 https://t.co/qaoPHfe9T9
Goldman Sachs Warns of Oil Supply Chain Strain
Golman Sachs. Running out of oil? Supply of supply chains. Derivatives and distillates. How long? Cost? Jobs?
India Resumes Iranian Oil Imports Amid Tight Supply
This is a major signal shift: India a top global importer is openly buying Iranian oil again When supply tightens, politics gives way to reality. #Oil #EnergyCrisis #Iran #Geopolitics
Shipping Squeeze: Tanker Rates Surge Amid Iran War
OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 https://t.co/3ZLXMZR8p2
US Missed Early War‑risk Coverage; Strait Security Remains Lacking
Okay, this is 5 weeks too late. The US should have had war risk coverage in place on Day 1 when the issue was the lack of sufficient money in the pot. Ships have already obtained war risk through commercial means. The issue...
War’s Ripple: Global Delays Highlight Real Fallout
Things are delayed all over the globe. That's the real world fallout from the war. We discussed it on our latest Facts vs Feelings. https://t.co/yVab2TJT0b
Meloni Heads to Doha to Secure Gulf Energy Ties
Italian Prime Minister Giorgia Meloni arrived in Doha Saturday as part of a 2-day diplomatic charm offensive meant to shore up ties with the Gulf and bolster energy supplies hit by the war in Iran https://t.co/qFF0IY3avN via @donatopmancini @ssirletti https://t.co/r8GavWDRH6
BoA Survey Confirms Real Freight Market Recovery
BoA’s shipper survey is one of the most reliable datasets to monitor the health of the freight market. In March 2022, it signaled the collapse in the freight market, alongside SONAR’s data. At the time, there was massive skeptism about the...
U.S. Boosts Hormuz Insurance to $40B to Attract Ships
U.S. Doubles Hormuz Insurance Backstop to $40B in Hopes of Luring Ships Back. War risk—physical vs financial. Who has used this program? https://t.co/uliGuwjTgu
U.S. Intel: Iran Unlikely to Reopen Hormuz, Oil Leverage
U.S. Intel Warns Iran Has No Incentive to Reopen Hormuz as Oil Leverage Grows. Economic vs military advantage. Can and how can Iran’s grasp be stopped? Will there be a protracted military operation? As supply and supply chains struggle. ...
Canada Acts, Yet Shippers Still Deny Truckers Bathroom Breaks
Canada will do this then shippers will still refuse to let truckers use the bathroom
First Ships Navigate Hormuz, Redefining Global Shipping Risks
Controlled Passage: First Ships Edge Through Hormuz as Crisis Redefines Global Shipping. Iran vs UNCLOS. Shipping cost and war risk insurance vs value of cargo. Supply chain chaos. Supply shortages and impact—macro and micro. https://t.co/NYGVyblHEB
Three Unknown Japanese Firms Power All Digital Infrastructure
If these 3 Japanese companies you've never heard of went down, all modern digital infrastructure (and every AI breakthrough) would grind to a halt. Here's the story of JSR, Tokyo Ohka Kogyo (TOK) and Shin-Etsu, the most important companies you've never...
Manufacturers Flood ISM Surveys with Negative Tariff Criticism
"Since Mr Trump took charge, most of the comments from manufacturers that ISM has published along with its surveys have mentioned tariffs. Not one has been positive. Many of the unpublished ones are more forceful still." https://t.co/CPYmAXhPEP https://t.co/01lBtbBHB6
Effective Inventory Control Drives Timely Service and Cost Savings
Warehouse management hinges on effective inventory control. Knowing what you have, where it is, and when to move it ensures timely customer service and manages critical costs. It's about having the right materials at the right time. #WarehouseManagement #InventoryControl https://t.co/jm8inDJpVr
Tariffs Became Missiles, Sparking a Trade World War
The World War Trade 🎙️ podcast is up! 👉"If tariffs were missiles, the whole world would know that a world war started on April 2, 2025. That is the day Donald Trump launched tariffs against almost every nation in the world." 👉"Hours later, China put...
AI Concierge Cuts Hardware Procurement Time to Minutes
Sri @AshwiniVaishnaw Ji, Your call for “Design in India” is both timely and necessary. To make this vision real, our engineering teams need not just incentives, but the ability to move faster from idea to execution. Today, a large portion of engineering...
Amazon Launches Noisy yet Speedy Drone Deliveries in Dallas
Amazon’s #Drone Deliveries Take Off in Dallas—Fast, Convenient, and a Bit Noisy by @CollinRugg #Innovation #FutureTech #Tech #SupplyChain https://t.co/SrT6WsbVUR
People‑First Strategy Drives Successful Supply‑Chain Transformation
Transforming supply chains isn't just about new tech; it's about people. A clear adoption strategy ensures your team understands new processes, technologies, and their evolving roles. Without it, benefits are lost, and panic sets in. #ChangeManagement #SupplyChain https://t.co/JpWGtc3Ove
US Intel Says Iran Will Maintain Hormuz Chokehold
Exclusive: US intelligence warns Iran unlikely to ease Hormuz Strait chokehold soon, sources say https://t.co/s0QE23T6Eu
ATA Records Highest Tonnage in Three Years Amid Contract Surge
ATA, which survey's their members on tonnage data, reported the highest level in three years. We discussed the spot market carriers and how strong their markets are; the ATA members tend to operate in the contract market, which is seeing...
US Freight Rail Hits Best Start Since 2019
American Assn of Railroads April report was very strong, showing signs of industrial recovery: "US freight rail traffic posted some of its strongest readings in years, offering one of the clearest signals yet that the goods economy is regaining...
Hormuz Shutdown Tests Global Supply Resilience, Not Just Prices
A prolonged Hormuz closure is not mainly about whether wealthy countries can tolerate higher prices. It is about how long the global system can keep functioning before shortages begin to appear. https://t.co/ZnTkdfQu09
U.S. Energy Dominance Myth: Still Tied to Gulf
US "energy dominance" was a slogan that doesn't fit reality Global energy markets—and the structure of oil flows—bind the U.S. to the Gulf. The U.S. can’t walk away from Hormuz—even if it wants to. https://t.co/K7rntZRxBf #Oil #EnergyCrisis #Geopolitics #Hormuz
Russia's Ammonium Nitrate Export Halt Shocks Supply Chain
This matters—but it’s 11 days old @gaurav_kochar @KellyAlspals Russia halted ammonium nitrate exports (≈40% of global trade). That shock is already moving through the system. If you’re just seeing it now, you’re late. #Commodities #SupplyChain #EnergyCrisis
Oil's Necessity Forces Nations to Negotiate Iran Passage
Reality is setting in. Oil has to flow—and countries will deal with Iran to get it. Ships aren’t passing freely. They’re negotiating passage. That’s the new order. https://t.co/C8UjfpGovY #Oil #Hormuz #EnergyCrisis #Geopolitics
Flatbed Spot Rates Outpace Diesel Costs Since March
Duke is wrong. Spot rates have shot up way past the cost of diesel. Flatbed spot rates are up $.73/mile since March 1st. Diesel costs are up $.25/mile since March 1st. Flatbed carriers are +$.48/mile since March 1st. https://t.co/3sbGlP4BmJ
ADNOC Underscores Hormuz's Vital Role in Global Energy
Adnoc is buying ads to stress the importance of the Strait of Hormuz for global energy flows Adnoc can’t export LNG and other fuels to customers in Asia and Europe without going through Hormuz https://t.co/F4fehuRnDr
Brazil's PV Module Imports Drop 24% to 17.9 GWBrazil
Brazil PV module imports fall 24% to 17.9 GW in 2025 #energysky -- via pv magazine global: https://t.co/lMs2zSGSOi
Trump Budget Targets Record US Shipbuilding with 34 Vessels
Trump budget proposal tees up yard bonanza by taking US ship orders to historic levels White House gears up to propose budget with 34 ships, including vessels built to commercial standards https://t.co/8MB7cVm1I8
Tariff Chaos Year Review: Disappointing Results, Shifting Goalposts
Excellent review of our recent, chart-filled @CatoInstitute piece on the last year of US tariff chaos, with some also-excellent additional commentary on tariff fans' goalpost-moving, cherry-picking, & misdirection.
White House Simplifies Tariffs, but 50% Rates Stay Punitive
After months of lobbying by companies that were unfairly hit by tariffs, the White House consolidated and simplified metals tariffs. But, tariffs remain SKY-HIGH at 50% on steel, aluminum, and copper. The admin's changes were only window dressing. Tariff rates remain punitive....
Half Global Sulfur Flows Through Hormuz, Fueling Industry
John Dizard nailed this one in The Institutional Risk Analyst w/ @rcwhalen: "Most, around half, of sulfur in the world goes through the Strait of Hormuz. You need sulfuric acid in order to produce copper, steel, nickel...you really need it to...
Capacity Glut Neutralizes Hormuz Shock, Rates Stall
Container Rates Stall as Capacity Glut Offsets Hormuz Shock. War. Geopolitics. Supply chains. Fill the ship with lower rates pricing game. https://t.co/Qli3djw5g9
U.S. Shouldn't Fund Iron Dome; Prioritize Rare Earths
I don't think the U.S. should pay for the Iron Dome system not just because Israel is a bad ally, but also because we need the rare earths for our purposes.
China Leverages Ports and Logistics for Supply Chain Dominance
China. Want supply chain control. Do it with logistics. Look at Cosco shipping. Buying ports. Belt & road. And more.
Walmart Ordered to Pay $100M over Driver Pay Deception
Walmart $WMT has to pay $100 million to Spark delivery drivers. For misleading them on pay and tips. A hit to their e-commerce last mile program.
More Machines Don't Guarantee Faster Production
❌ MYTH: More machines = faster production More machines don't always mean faster production. Find out why and optimize efficiency. #ManufacturingMyths #EfficiencyMatters #LeanThinking #SmartManufacturing #WorkSmarter #SmartProduction https://t.co/0ggFIhxTzT
Trump’s New Steel/Aluminum Tariffs: Expert Session Essential
Yesterday President Trump made major changes to tariffs for steel and aluminum imports. If you import products subject to Section 232 duties on steel or aluminum, you will not want to miss our expert session on those changes.
Control of Hormuz Determines Iran’s Energy Leverage
The war isn’t about nukes anymore. It’s about Hormuz. If Iran controls the strait, it controls the leverage—energy flows, revenue, and deterrence. Lose that, and it loses everything. https://t.co/E8y4o6BWN6 #Iran #Hormuz #Oil #Geopolitics
Europe's War Reluctance Grows Amid China Economic Ties
If Europe wouldn't assist in a war with a regime that every leader has condemned that has been left nearly powerless, there is little chance they would support a war against China where strong economic and supply chain dependancies exist
Freight Leads, Payrolls Follow: Industrial Recovery Confirmed
Freight signals move first with payrolls to follow, confirming that the industrial recovery is real The freight charts are showing COVID like strength, all thanks to manufacturing
Zipline Launches Autonomous Charging Stations for Drone Fleet
Zipline Unveils #Autonomous Charging Stations for Its #Drone Delivery Fleet by @tweetciiiim #EmergingTech #Technology #Innovation https://t.co/qGhjC53ysu
Memory Supply Chain Faces Growing Constraints, Market Unaware
The memory point is not the only interesting comment here, but we have had a range of supply chain chats on memory, and I don't think the market fully grasps what's coming. We are stacking constraints at this point. This...
Truckers Leverage Pricing Power, Spot Rates Outpace Fuel Costs
Lots of questions about whether the surge in diesel is the reason trucking spot rates are also surging. First off, truckers are able to pass off the increased cost of fuel because they have pricing power. This is caused by...
Iran’s Hormuz Grip Threatens Global Oil Supply
What Iran’s Control of the Strait of Hormuz Means for the Global Economy #oott #oil #iran @ACGlobalEnergy https://t.co/zl1MAO5TPp
Global Trade at Crossroads: Autonomy Replaces Win‑Win
#tradeXpresso: Global trade is at a crossroads. Tariffs 📈. Weaponised dependencies. Collapsing WTO norms. The win-win logic is replaced by strategic autonomy & zero-sum thinking. Three futures for global trade. Which path are we on? https://t.co/lGxTVEATfb #TradePolicy30 https://t.co/2eDwAvKjMM