US Oil Price Ripple Effects on Transport Dist
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
US‑built Patrol Boat P484 Arrives Survivors at Galle Harbour
Based on this video, the survivors were landed in Galle Harbour on the southwest coast of Sri Lanka. The patrol boat used in the video, P484, is a Trinity class built in the US. Not sure of the...
Maersk Halts Middle East Routes, Heightening Supply Chain Risk
Maersk suspending two-Middle East services with Europe and Asia because of the war. Global supply chains and risk.
UAE Tug Loss Raises Maritime Death Toll to 11
This appears to be the UAE tug Mussafah 2. Reports are that all eight crewmembers have been lost. The tug was responding to the containership Safeen Prestige which was in distress after being attacked by Iran. This...
Naval Sinking Spikes Shipping Risk, Insurance Premiums Skyrocket
DID THE NAVY JUST SINK SHIPPING? Question for @SecWar, @thejointstaff @CENTCOM @US5thFleet: Was there any discussion about the impact that sinking an Iranian frigate near a heavily trafficked shipping lane would have on global shipping. I am not privy to the...
Shipping Stocks Outlook: Tankers, Containers,
What's Going on With Shipping Stocks with @mintzmyer of Value Investor's Edge @Shipping_VIE 1⃣Tankers 2⃣Containers 3⃣Bulkers Video: https://t.co/KXnrlns4L2 https://t.co/0u0La6Hzvj
AI and Tariffs Reshape
Above the Fold: Supply Chain Logistics News (March 6, 2026) - https://t.co/Ik5UOSH8lS @DescartesSG @apllogistics #IranWar #trucking #supplychain #logistics #AI #TrumpTariffs
Allied Production Needed as U.S. Defense Gears for Short Wars
U.S. defense industry is built for short, sharp wars not long ones. New from @jlmcardle01 in the @CNASdc New American DIB series: allied manufacturing can close the gaps domestic industry can't fill fast enough. Timely w/expenditure rates against Iran. https://t.co/TInxSDERsE
LPG Carrier Danuta I Completes Outbound Strait Transit
This is a significant development. The Liquidied Petroleum Gas careier Danuta I - 80k cubic meters - ran the Strait last night, outbound and laden. https://t.co/hNmPl3pDqE
Hormuz Delay Boosts VLCC Rates, Atlantic Shift Looms
They all said Hormuz closure would be brief. What if they were wrong? ▶️Baltic Exchange’s MEG-China VLCC index reaches new high of $485,959 per day; MEG-Singapore VLCC index is at $507,709 per day ▶️VLCCs are loading Saudi crude at Red Sea pipeline...
Iran's Threat to Oil Tankers Could Trigger Market Crash
Iran is getting bombed to smithereens. If oil tanker traffic through the Straits of Hormuz resumes in any meaningful fashion, Iran has every incentive to blow up a ship. All it takes is one oil tanker and global markets will...
FedEx Resumes Middle East Service, Transit Times Extended
FedEx service alert - FedEx has resumed pickup and delivery services across the Middle East, where it is safe to do so and in line with local guidance. Customers shipping to or from the region will experience extended...
Hormuz Strait Closure Halts Major Global Oil Flow
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
US Pushes Formal Venezuelan Critical Minerals Value Chain
US critical minerals talks in Caracas signal a push for a formal Venezuelan mining value chain. https://www.metalnomist.com/2026/03/us-critical-minerals-supply-chain-in.html
Strait of Hormuz Transits Plummet From 98 to 1
🚨Strait of Hormuz Transits🚨 Feb 28 = 98 Mar 1 = 18 Mar 2 = 7 Mar 3 = 1 Mar 4 = 2 H/T: @UK_MTO @MarineTraffic
Naval Supremacy Decides Wars in Days, Not Years
THIS But the bigger lesson here: naval wars are decided quickly. Sometimes in hours. Japan knew this. That’s why they attacked Pearl Harbor. They just missed the carriers and fuel tanks. That war was decided at Midway. Doesn’t mean the war will be short....
Measure Revenue in 50‑cent Units, Like TEUs
In shipping we measure our volume in half containers (TEUs) and yet everyone looks at me like I’m crazy when I suggest we should measure our revenue in 50 cent pieces.
AI-Driven Plant Networks Require Built-In Cybersecurity
Contributor Spotlight: Shantae Hansen (p. 34) — as AI gets embedded into MES/ERP + IIoT + plant networks, cybersecurity has to be “built-in,” not bolted on. Practical moves: segment OT/IT, least-privilege + MFA, disciplined patching and tested offline backups. #Cybersecurity https://t.co/zvLr3eVkMd
Should the U.S. Navy Rescue IRGC Sailors?
Ship captain here. I’ve spent more time being tracked, followed, hunted, and observed by submarines than 99.999% of people on this app… and I’ve read dozens of books on how those encounters end. So should the U.S. Navy have rescued those IRGC...
Blue States Cite Friedman in Landmark Tariff Lawsuit
"Twenty-Four States Led by Oregon File Lawsuit Challenging Trump's Section 122 Tariffs" https://t.co/SqGRbF04Xc "This may be the first time a lawsuit filed by blue state governments quoted Milton Friedman" 🔥
270k TEU Stranded as Gulf Bookings Halted
Over 270,000 TEU Stranded as Container Carriers Halt Gulf Cargo Bookings. As Penny said on Big Bang—holy crap on a cracker. https://t.co/YA2vB0MmHv
Shipping Rates Surge, Yet Hormuz Crisis Looms
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
US Neglects Red Sea Defenses While Sending Aid Abroad
"failure to beef up relevant defensive measures in a facility located so close to Iran is a curious lapse in planning." Lapse in planning? The major of the veterans on X were screaming and yelling about Biden sending so many of...
Freight Fraud Takes Center Stage at Rock Hall
Nothing says freight fraud like Rock n Roll. So we are going to the Rock n Roll hall of fame in Cleveland, Ohio on May 20th to discuss the surge of cargo crime and freight fraud. Join us! https://t.co/cwOH4KCcUw
No Ships in Hormuz Strait: Explained Why
Why Are There No Ships in the Strait of Hormuz | March 5, 2026, Update Video: https://t.co/tcPFyfGeV8 https://t.co/Wgk4B6EEIp
Fewer Employees, Higher Margins: Insights From Mark Christopher
Less Employees, with higher Margins. No, this isn't some clickbait conversation, it's a deep dive with 𝐌𝐚𝐫𝐤 𝐂𝐡𝐫𝐢𝐬𝐭𝐨𝐩𝐡𝐞𝐫 from 𝘋𝘕 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘈𝘮𝘦𝘳𝘪𝘤𝘢. Stream now: 🔗 https://t.co/SH156ufiMs 📽️ https://t.co/Vty5kHtzA0 🔗 https://t.co/DmYp21N5Kv https://t.co/x6sVGfThRM
War's Ripple: Beyond Russia-Ukraine, Global Complexity Unfolds
There is a lot to be learned from markets following the Russia-Ukraine invasion, except this conflict is larger and more complex. Russia (140M ppl) invaded Ukraine (40M ppl). This conflict involves more countries, supply chains, resources and critical geography.
Honored with ISCEA Top 10 Influencer Award
Thank you very much, @ISCEA - International Supply Chain Education Alliance, for honouring me with the ISCEA Top 10 Influencer Award 👉 https://t.co/M2FGbFLBge Congratulations to respected thought leaders Yossi Sheffi, @RaduPalamariu , @Lora Cecere, Richard Wilding OBE (Professor), @mvollmer1 ....
Railroads Target Trucking Share Amid Tight Capacity
Railroads wanting to win back share from trucking. May explain why intermodal rates haven't moved off the floor, while truckload rates surge. https://t.co/3TM3rE2uEI
Ecom Founders Turn Lunch Breaks Into Growth Lessons
Everyone on their lunch break: Scrolling social media. Ecom founders on their lunch break: Listening to a podcast about supply chain optimisation. Different mindset. Different growth curve.
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
Best-in-Class Supply Chains Boost Profits by Up to 22%
“The correlation between #supplychain mgmt. competence and org. strategic development & operating performance is well proven. Orgs. w/ top-notch SCM capabilities earn as much as 22% higher profit margins than the SCM laggards.” https://t.co/aOD9g3jjRN #procurement #purchasing https://t.co/p2jVSKcEwc
Flatbed Slowdown, Van and Reefer Volumes Rebound
Slight change in direction. Flatbed volumes momentum slowing a tad bit, while van and reefer are starting to wake up again after pausing growth over past 10 days. https://t.co/bpYDZEvodV
Outbound Tender Rejections Near Cycle High at 14.12%
Outbound tender rejection rates trying to make a new high. +32 bps overnight. At 14.12%, the cycle high was 14.16%. https://t.co/mdeQcfAsvu
Iran War Sends Global Ripples Through Container Shipping
The impact of the Iran war on container shipping is reaching well beyond the Persian Gulf, creating ripple effects upstream at ports around the world. 1/ 🧵
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
First Container Ship Hit in Hormuz; Crew Evacuates
First container ship struck by an "unknown projectile" in the the Strait of Hormuz today. The Safeen Prestige, a 1700 TEU ship operated by Global Feeder Systems (owned by Abu Dhabi Port Group) The attack caused a fire and the crew...
MRAs Key to Trade Expansion, Diversification, Resilience
#tradeXpresso: how important are #MRAs for trade expansion, export diversification and supply chain resilience? If you missed it, catch up with the latest insights from an excellent panel of experts at the @wto #TBT thematic session 👇 https://t.co/NMNgTHfYkC
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
South Korea's LNG Reserves Hover at Critical Nine‑day Minimum
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
IRobot’s Supply Chain Turns Into Last Resort
Now playing on @artofsupply > How iRobot’s Supply Chain Became Its Last Resort https://t.co/p5hFTiS2fr https://t.co/nVLSFLgEOt
Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters
BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...
Supreme Court's Power to Reshape Supply Chains Challenges Its Relevance
When nine justices can redirect global supply chains overnight, it’s fair to ask whether the Court’s structure still fits the modern economy. #SupplyChain #GlobalTrade https://t.co/N2tgQ7sgEX https://t.co/kCnjdrx0CX
USPS Hires Advisers to Tackle Mounting Financial Woes
The U.S. Postal Service is hiring restructuring advisers to help address its increasing financial troubles, Postmaster General David Steiner told Reuters in an interview. https://t.co/5x45UAESKf
Media Team's Unexpectedly Strong Takes Surprise Everyone
The crazy thing is… these are the GOOD takes his media team ran with. https://t.co/U8elANjDAP
Anticipated Asset Pullout From Iran Before Confirmation
And, leading up to his confirmation, everyone and their mother told me @USWPColby would pull every asset we have away from Iran.
Supply Chains Shifting Back to Americas, Leaving Middle East, Asia
This is a predictable trend and highlights the importance of companies moving supply chains back to the Americas. Middle East today, Asia tomorrow.
Analysts Keep Downplaying Momentum, Repeating Past Mistakes
I am very confused why they keep downplaying the momentum. They did the same thing in 2020 during the early days of the COVID recovery and were slow to recognize the freight recession in 2022.
