Sheveluch Eruption Forces Temporary Asia‑North America Freight Diversions
The Sheveluch Volcano in Kamchatka Peninsula causing flight diversions on Asia to North America air freight routes. Expected to be temporary, mostly just sharing bc I like volcanos. https://t.co/06aAWpuJCr
China Solar Cell Prices Drop Third Week Amid Cost Easing
China solar cell prices fall for third consecutive week as upstream costs ease #energysky -- via pv magazine global: https://t.co/Oawb2A3W9W
Manual Counts Cause Shutdowns; Automate Inventory Management
Warehouses battle inaccuracies with manual cycle counts and annual physical inventories. These time-consuming shutdowns require all hands on deck, highlighting the need for efficient inventory management. #WarehouseManagement #Inventory https://t.co/0mOkHp34Rc
Wars Boost US Freight Demand and Economy
Unpopular opinion. Wars are good for the American economy. Freight demand across all modes is ripping and firming up in recent weeks. https://t.co/RUvpTXWcFl
Rail Carloads Jump 4.2% Amid Broad Freight Surge
Freight volume surge is not just a trucking story. Industrials are ripping across traffic modes Rail carload traffic +4.2% YoY The recent traffic strength has caught rail execs off guard which expected a down to flat year. https://t.co/a6UpG8CwWp
NATO Invokes Article 5, Launches Operation Noble Eagle
On September 12th the North Atlantic Council declared that the attacks satisfied Article 5 and established Operation Noble Eagle to coordinate support including NATO AWACS and Canadian CF-18s for air policing. ISAF was established as an Article 4 mission.
US Data Center Buildout Fueled by Imported Components, Ignoring Tariffs
Pretty good Bloomberg look at the imports powering (pun intended) the US data center buildout, but it omits mention of US tariffs (AD/CVD, 232s, etc) - some dating back more than a decade - on large power transformers, electrical steel,...
Supply Chain
Above the Fold: Supply Chain Logistics News (April 3, 2026) - https://t.co/5y0jrTSpVW @MagayaSoftware #TrumpTariffs #IranWar #autonomoustrucks @Amazon #fuelsurcharges #supplychain #logistics
Manufacturing Demand Drives Flatbed Rates to Record High
Flatbeds surge to all time high of $3.95/mile as industrials rip. I would have never guessed this possible with a weak housing construction market, but here we are. Manufacturing pulling the freight market up. https://t.co/1ErbIQE0QL
Catch This Week’s Freight Forward Recap; New Issue
In case you missed this week's Freight Forward, here you go - https://t.co/qmzqgznuCG A new one goes out Monday morning. 🐰🐰🐰
Automation Boosts Last‑Mile Efficiency, Says KEBA Experts
Listen to the Does Logistics Matter? Podcast wherever you get your podcast. In episode 52, Martijn talks to Robert Zehetner, VP Logistics Automation, and Cesar Lapuerta, Sales Director at KEBA, about unlocking last-mile efficiency with automation solutions #lastmile #logistics https://t.co/iLCm9VWC5R
US Plans to Reopen Strait of Hormuz, Timeline Unclear
Great. Trump. US will reopen Strait of Hormuz. How long is “a little more time”?
Cloned Fuel Card Leads to $1,400 Diesel Theft
$1400 worth of diesel stolen with cloned fuel card, authorities also found a credit card cloning device in the truck https://t.co/Utd6XdaBor
Xiaomi Hikes Phone Prices as Memory Costs Soar
Memory crunch bites: Xiaomi lifts handset prices amid supply chain squeeze Price rises of nearly US$30 reflect surging memory costs, with analysts pointing to AI-driven demand and tight supply across the chip sector. https://t.co/ruGtpcExSX via @scmpnews
Middle East Turmoil Threatens Global Industrial Supply Chains
The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry https://t.co/q4PGQdnQp0
Small Colorado Shop Boosts Output with Linear Pallet System
Discover how one small Colorado machine shop achieved BIG success with a linear pallet system with 𝐌𝐚𝐫𝐤 𝐂𝐡𝐫𝐢𝐬𝐭𝐨𝐩𝐡𝐞𝐫! Stream now: 🔗 https://t.co/SH156ufQC0 📽️ https://t.co/Vty5kHu7py 🔗 https://t.co/DmYp21NDA3 https://t.co/b1Cr0XV0xe
Niantic Turns Pokémon GO Data Into AI Gold
The guys behind Pokémon GO just pulled off the greatest pivot in tech. Shaan and I chatted about this on the pod recently. For years, millions of players walked around cities capturing street-level video data. Now the game's hype is gone. But Niantic is...
CMA‑CGM Ship Exits Strait Amid Lapsed Insurance, China Questioned
CMA-CGM container ship comes out of the Strait. How are ships that are moving out of the Strait when insurance coverage has stopped? Is Iran’s ally, China, helping here?
China Challenges Iran at UN over Hormuz Closure
China, Europe and why Beijing took a swing at Iran over the Strait of Hormuz Beijing takes a stand at the United Nations at the closure of shipping lanes Despite all the blather about how China benefits from the conflict... https://t.co/dhDbWjo4ip via...
Weekly Reverse News Launches with Hourly Supply Chain Updates
The weekly Reverse News is out - https://t.co/p3blA1VyyJ While you're on the LTI website, check out more supply chain news updated hourly by Google. If you dig what you're reading, a cup of coffee is always welcomed. 😉 https://t.co/LjdVovaCMg
Europe's Gas Price Surge Makes Hormuz Intervention Urgent
Whatever objections Europe has to helping open up the Strait of Hormuz, it's a matter of urgent self-interest to help sort this situation out. On a similar time scale to 2022 after Russia invaded Ukraine, European natural gas prices are...
Hidden Costs Turn $100 iPhone Into $130
Understanding total landed costs is crucial for your supply chain and product pricing. For example, an iPhone costing $100 from China might actually be $130 after adding freight, customs, and international trade costs. #SupplyChain #Logistics https://t.co/2QyEIxMBmx
Full Hormuz Oil Replacement Unrealistic, 10‑
Ideas Dinner Manhattan: Strait of Hormuz, how to replace 21M bpd oil?? Existing bypass pipelines (Saudi 7M + UAE 1.8M) cover 40-45%. Full replacement? 10–20+ yrs, $40B+, geopolitically brutal, not realistic. Next 5 yrs: expansions might hit 55–65% max. https://t.co/eTeUaAMFgS
Iran Controls Hormuz Shipping, Still Allows Limited Passage
Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to get clearance for safe passage. Full Newsletter: https://t.co/lLVFB8CxL5 https://t.co/WldUQaXc3Y
Okeanis Eco Tankers: Geopolitical
Okeanis Eco Tankers ($OET) is now a geopolitical play. Strong fleet & finances, but its boom hinges on Red Sea disruptions extending voyages. A top-tier bet on volatile trade routes. shipping
Retail Diesel up Slightly While Wholesale Prices Decline
Despite the surge in oil prices on Thursday, retail diesel only went up $.06/gallon overnight to $5.48/gallon. This will cost truckers $.01/mile more for fuel. Interestingly, the rack price (wholesale price for diesel) has actually dropped over the past ten...
Middle East War Will Raise Your Milk Price
The milk in your fridge this week may cost more next month. Not because of the dairy farm. Because of a war in the Middle East that nobody told you would reach this far.
US Asia Imports Drop in February Amid AI Surge
US imports from Asia fell in February despite rising AI buildout demand https://t.co/Hg52XqzW8J via @NikkeiAsia
Simplicity Wins: Minimalist Robots Redefine Warehouse Automation
Less = more? A new “no-maneuvering” class of autonomous robots is redefining pallet transportation. That idea is starting to show up in real operations. What stands out to me is the design philosophy. No complex turning. No wasted space. Just precise, omnidirectional movement. A compact system...
Trump's 25% Metal Tariff Reshapes Supply
Trump’s new metal tariff policy applies a 25pc flat rate on many derivative imports and reshapes downstream costs. https://www.metalnomist.com/2026/04/trump-metal-tariff-policy-reshapes.html
Kardex's Cube Automation Doubles Storage Throughput
Smarter Storage: Kardex Boosts Throughput with Cube-Based #Automation via @WevolverApp #Robotics #Engineering #Innovation #Technology https://t.co/wUrnJR4PKS
Drone Strikes Destroy 40% of Russia's Primorsk Oil Storage
Exclusive: Russia's Primorsk oil terminal lost 40% of storage to drone attacks, satellite images show https://t.co/zqKHubcFrw
Kremlin Says Strait of Hormuz Open for Russia
MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.
Oil Hits 2008 Highs; Supply Shock Warns Food Price Surge
Kita perlu be more transparent on the risk ahead and plan. Harga & supply. Worst in history, highest in nearly 20yrs. NOT FAKE NEWS. IT’S REALITY. Other prices will spike next: FOOD. Harga minyak futures Vs harga actual jauh beza....
Omani‑linked Groups Own Tankers
The tankers are not going to Oman @ryan_czm They are owned by groups from or linked to Oman. I wanted to understand who was willing to take this risk.
Auto Dispatch Networks: Logistics’ Next Big Breakthrough
The Next Big Thing in Logistics: Auto Dispatch Networks #B2BLogistics #AIinLogistics #SupplyChainInnovation #Automation #FutureOfLogistics https://t.co/1C89sdWgpv
Rail Beats Shallow Rivers for Nationwide Freight Efficiency
1. We do use them (left photo is of cargo vessels on inland waterways) 2. Rail covers more of the country more efficiently (right photo is U.S. Class 1 freight rail) 3. Most rivers are 10-50 feet deep and that is too...
U.S. Humanoid Robots Depend on Chinese Component Suppliers
Under the Skin of America’s Humanoid Robots: Chinese Technology—Tesla and others turn to suppliers in China for components in industry seen as strategic in Washington and Beijing @raffaelehuang https://t.co/bV8wAN3UMO https://t.co/bV8wAN3UMO
Export Controls Sparked YMTC's Rapid Innovation Surge
US export controls slowed YMTC for about 6 weeks, then fuelled massive innovation and expanasion....
Optimized Warehouse Layout Boosts Inventory Flow Efficiency
Warehouse design is a key part of inventory management. How you stage raw materials near unloading or manufacturing, and group finished goods for easy shipping, impacts the entire flow of goods. Optimize your warehouse layout for efficiency. #WarehouseManagement #Inventory https://t.co/IpPHv1KuGb
SONAR Maps Now Feature Quick Top‑Pick Datasets
New enhancements to the SONAR maps. Rather than digging through the thousands of datasets, we have added these as quick "top picks." https://t.co/iFOfqpZLDM
India’s First Iranian Oil Shipment Rerouted to China
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
Supply Chains Shift to Redundant, Costlier Model
"Supply chains will have to pivot from "just-in-time" efficiency back to "just-in-case" redundancy. Inflation returns as safety costs money. Trade routes diversify away from vulnerable chokepoints. The global friction tax becomes permanent."
Ever Given's Suez Blockade Halted Global Trade for a Week
A video showing the 2021 incident where Ever Given blocked the Suez Canal, one of the biggest shipping disruptions in recent years. The vessel ran aground and blocked the canal for nearly a week, holding up hundreds of ships and...
US Semiconductor Gas Depends on China’s Tungsten Monopoly
WF6 manufacturers import Chinese tungsten powder, react it with fluorine gas at high temperatures, then distill and purify it into high-purity gas for semiconductor use. China accounts for 80% of global tungsten powder supply. Yet another one no one within the...
Supply Chains Thrive on External Economic and Geopolitical Data
Beyond internal data, a robust supply chain needs external insights. Monitor economic shifts, geopolitical events, supplier insolvency, and logistics issues. #SupplyChain #DataAnalytics https://t.co/8bazaMHoRU
Omani‑flagged Tankers Navigate Strait Hugging Coastline
Three tankers broadcasting Omani ownership appeared to enter the Strait of Hormuz today by hugging Oman's 🇴🇲 coastline Two oil supertankers and a liquefied natural gas vessel headed east into the strait today - Bloomberg
Supply Chains Are Complex Networks, Not Simple Lines
This is a great way to visualize the upstream supply chain. Size. Complexity. Suppliers feeding suppliers. Not a simple linear feed.
FMCSA Official to Reveal New Freight Fraud Crackdown
The speaker roster for the Freight Fraud event in Cleveland just got even better. We will have a senior official from the FMCSA to speak about the efforts that the regulators are making to stop freight fraud and cargo crime....
Empower Internal Champions with Data to Win Procurement
Founders: Your best weapon in procurement negotiations is the internal champion. Arm them with: - ROI analysis - Competitor pricing data - Implementation timelines Let them fight for you internally.