Trump Increases Tariffs on Steel, Aluminum, Copper
Fact Sheet: President Donald J. Trump Strengthens Tariffs on Steel, Aluminum, and Copper Imports – The White House https://t.co/IXDEgVOFVH
White House Tightens Controls on Aluminum, Steel, Copper Imports
Strengthening Actions Taken to Adjust Imports of Aluminum, Steel, and Copper Into the United States – The White House https://t.co/K1KguBjwkT
Fuel Discount Programs Offer Historic Rack‑to‑Retail Savings
If you are a motor carrier and aren't buying fuel on a discount program, get one today. Rack to retail discount near historical highs. https://t.co/dPpwT6v2cE
U.S. Navy Ready to Reopen Hormuz; Europe Stalls
tl;dr The U.S. Navy can reopen the Strait of Hormuz. It just won’t happen until Europe sits down, shuts up, and lets our kids cook…
Trump’s Absurd Oil Advice Reveals Twisted Pretzel Logic
Trump's "advice" to nations that are suffering from the US-Israeli war of choice that closed the Strait of Hormuz: "Build up some delayed courage, go to the Strait and just take [the oil]. Iran has been decimated... so it should...
US Blames China for Harassing Panama‑Flagged Ships
The US accused China of harassing and detaining #Panama-flagged ships after the Central American nation struck down contracts with a Hong Kong conglomerate operating ports on both sides of the Panama Canal. https://t.co/l49JKUezz4
Retail Diesel Rises, but Less Sharply than WTI
WTI is important for diesel pricing, but retail diesel is set on on ULSD heating oil contract traded n NYMEX, which already saw these levels over last 10 days. Retail diesel will move up in price, but nearly as dramatic...
Enforced $50K Penalty Could Deter Hiring Revoked CDLs
The $50k employer penalty for hiring revoked CDLs is a big deterrent, assuming it gets enforced https://t.co/z0Mw4dFKAt
Overbidding to Lose Business Can Unexpectedly Boost Volumes
Hearing that RFP season is chaotic for shippers. A mega fleet CEO told me that they wanted to get rid of a block of business that didn’t fit their network, so they bid 30% higher than the market rate, expecting...
Tech Giants Wield Supply Chains to Crush Competition
Not just Apple making it hard on competition via supply chain power, but NVIDIA and Broadcom also. I outlined all this in my Master of the Supply Chain report. https://t.co/9ZCdGgQZVs
Iran's Strait Fees Threaten Global Shipping Costs
Iran. Will impose fees for using the Strait. How long will the fees last? Financial impact for all the affected shippers/receivers for the different vessel and end use markets? Will some supply chains collapse?
Trump’s Tariffs Echo Nixon, Yet Turn Grimmer
Trump’s protectionist Nixon redux takes a darker turn than the original This is truly the outstanding column on the anniversary of Trump's April Fools' Liberation Day Tariffs. Must read by Alan Beattie in @financialtimes https://t.co/tQg3yTTDU5
SONAR Thrives with Deep Logistics Analytics Amid Market Squeeze
In markets like this one, companies understand the value of high frequency market analysis, backed by the deepest team of market experts in logistics. Alternative data platforms are failing clients in a tightening market. This is why SONAR just had...
Tailor Inventory: Stock More High‑Volume, Trim Slow‑Movers
Managing inventory isn't one-size-fits-all. Tailor your strategy: keep more of high-volume or critical items, less of slow-moving ones. Optimize with warehouse management software to hit your goals. #InventoryManagement #SupplyChain https://t.co/w83bAQ8Ayd
AI Reshapes Competition; Infrastructure, Power, Talent Limit Entrants
AI isn’t just enabling global trade, it may be reshaping who gets to compete. Infrastructure, power, and talent are the real constraints. New podcast episode: https://t.co/tKNDnOb8bQ https://t.co/eX3Ua07F1E
Truckers Wield Pricing Power as Diesel Costs Rise
Trucking capacity remains extremely tight, with tender rejections hitting 15.47%, a new cycle high. All eyes on diesel, where prices could jump $.40/gallon, costing truckers $.06/mile. The good news is that truckers have major pricing power and are able to...
US Would Export All Its Crude if Gulf Output Shifted
If every country replaced all of the Gulf production with US production, it would mean the US would be exporting 100% of its extracted crude oil.
Iran Conflict Set to Ripple Through U.S. Supply Chains
The supply chain impacts from the war in Iran are starting to build up. Americans will likely feel the ripples.
China to Curb Gas Power, Replace LNG with Coal, Renewables
China’s exposure to the loss of Middle East LNG China will likely reduce its liquefied natural gas (LNG) imports in response to the loss of supplies from the Middle East and higher spot prices mostly by curbing gas-fired power generation and...
Self‑sufficiency Exists, Yet Rewiring Distribution Is Costly
Technically, we have self-sufficiency, but it would be an expensive and lengthy process to re-work our entire distribution & refining system to tap into it. The internal distribution system (shipping, pipelines, etc) would have to be totally rewired to re-route...
Iran War and Hormuz Blockade: A Marathon, Not Sprint
"Pace yourself. The Iran War and Hormuz closure is a marathon, not a sprint." https://t.co/BU5JGk7A7w
Ask What You Need to Know Before Buying Sensors
Most companies start their digital supply chain journey by buying sensors, trackers, and labels. That's the wrong starting point. The right question comes first: what do we actually want to know? New episode of Does Logistics Matter? 👇 https://t.co/DBWWiDVpOg
Iran Turns Hormuz Passage Into Paid ‘Peace’ Toll
Iran’s ‘Tollbooth’ Tightens Grip on Hormuz as Ships Offered Safe Passage—For a Price. Will this be the “peace” of the war? https://t.co/cD3EleDx1i
YMTC Poised to Overtake SK Hynix in NAND Shipments
For you Sandisk'ers $SNDK China's YMTC, having caught up to Korea, secures yield for cutting-edge NAND flash and begins full-scale production expansion. With the launch of a new line equipped with state-of-the-art equipment imminent and mass production of 300-layer high-stacking NAND stabilizing, and rumors...
Airlines Scramble as Jet Fuel Scarcity Hits Markets
New Episode: For aviation, a “No Jet Fuel Left” reality is around the corner in several markets, as airlines try to outbid each other for the little Jet A-1 fuel remaining. 🛢️ Here’s what’s happening 👇🏽🎧 #OnAir (available on all...
Apple Denies Claim that Asian Supply Chain Drove Success
Apple at 50: how Asia fuelled its rise to the top In a statement, Apple took issue with this account of its rise. “The entire premise of this story is false and doesn’t reflect how we work with our supply chain...
Aime Williams Unpacks Post‑Tariff Surprises and Court Impact
The very awesome @Aime_Williams joins the podcast to explain what happened since Trump’s April 2, 2025 TARIFF announcement, including SURPRISES buried in the US import and export data, as well what comes next after that momentous SUPREME COURT...
Inquiry: Did Sohar LNG Cross So
Hello @TankerTrackers Has "Sohar LNG" crossed the SoH? If yes, did it go through the Omani waters or the international lanes? Thank you.
Logistics, Not Tactics, Determines Missile Priority Amid Chinese Supply Crunch
More evidence US and Israeli interceptor missiles are running down faster than Iranian offensive weapons US, Israel, & Iran are all dependent on China’s factory base to replenish their missiles. Who gets priority? Logistics > tactics.
Tech Upgrades Fail without Effective Human Execution
After optimizing business processes and tech in your digital supply chain, the human element is crucial. Without people executing effectively, operational and technological improvements mean nothing. #SupplyChain #DigitalTransformation #Leadership https://t.co/axUSHIj3uJ
Abandoning Hormuz Empowers Iran, Boosts Its Revenue
If the U.S. leaves Hormuz to others, Iran wins, writes @citrinowicz It gives Iran permission to exact revenue from tolls & increase its regional power Another brilliant Trump idea. https://t.co/oo6TbGKBxQ
Nexchip Seeks Hong Kong IPO to Boost Chip Output
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
Pipelines Pose Greater Security Risks Than Ships
Problem is pipelines are much harder to defend, easier to rupture and cyberattack than ships unless you bury everything far underground which is exceedingly difficult.
Macron Calls Military Reopening of Hormuz Unrealistic, Urges Iran Dialogue
French President Emmanuel Macron says it is "unrealistic" to think the Strait of Hormuz can be reopened through military means. "We must be able to reopen this strait because it’s strategic [...] but it can only be done in consultation with...
Hospitals Overspend on Consultants and Supplies, Resist Savings
Why aren’t any of these at risk hospitals publishing their full accounting so everyone can see where they spend their money ? All but one group of hospitals that I have looked at potentially investing in, spend so much on consultants...
Logistics Pre‑sales Finally Gets Spotlight After Decades
3PL warehouses run sophisticated WMS software. But how shippers actually find a 3PL partner? Still stuck in the 90s. The pre-sales layer of logistics has been ignored for decades, until now. 🧵 #logistics #warehousing #3pl #podcast 👉 https://t.co/VRCyCBQ7lz
China Poised to Benefit From Iran War Dynamics
In the days after the Iran war started, Erica Downs and I wrote @ForeignPolicy about why despite large oil and imports through the strait, China could be a counterintuitive winner. This week’s @TheEconomist captures the dynamic well, far beyond...
Read This Essential Take on Trump's Tariff Anniversary
i might end up posting this 17 times today but if you only read one piece on the anniversary of Trump's Liberation Day Tariffs let it be this one, by Alan Beattie https://t.co/R5b5Z5FntW
Natural Disasters Lead Supply Disruptions; Geopolitics Rise in Agri
Natural disasters emerge as the dominant trigger for supply disruptions in agriculture and energy. Geopolitical risks mainly affect energy and precious metals markets and have recently become important also for agricultural commodities https://t.co/vE0F6bepwD
China Launches First Provincial Critical Metals Group in Guangxi
China formed its first province-level critical metals group in Guangxi to strengthen control over strategic materials. https://www.metalnomist.com/2026/04/china-critical-metals-group-signals.html
China's EV Surge Cushions Potential Hormuz Oil Shutdown
China imports the most oil via the Strait of Hormuz but is also one of the best placed to weather its closure. EVs are part of that story. Five years ago China targeted 20% of new vehicles in 2025. They...
Global Strategy Drives Disruptive, Long-Term Geopolitical Conflict
This was never a local conflict. What looks regional is built on years of preparation, alignment, and strategy. Different actors. Shared objectives. Long-term planning. And the focus isn’t just confrontation — it’s disruption at scale: energy flows, shipping routes, and global systems. That’s what makes this different. Not short. Not...
Oil Jumps $5 on Trump's Open-Ended Iran Attack Threat
SINGAPORE, April 2 (Reuters) - Oil prices climbed more than $5 on Thursday, as President Donald Trump said the United States would keep up attacks on Iran without committing to a specific timeline to end the war, fanning investor...
China's Rise: From Free Rider to Pharma Innovator
From free rider to innovator: How China became a global pharmaceutical powerhouse | @cepr_org https://t.co/PBOhOKKbHX
China's Solar Surge Powers the Next AI Race
𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝗔𝗜 𝗿𝗮𝗰𝗲 𝘄𝗼𝗻’𝘁 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗼𝗱𝗲𝗹𝘀. 𝗜𝘁 𝘄𝗶𝗹𝗹 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁𝘀. And right now, one country is moving faster than everyone else. China is not just “going green.” It’s building scale most economies can’t match. What stands out to me is...
Hormuz Closure Shows Economic Cliff Already Arrived
I said this on CNBC: We have nothing to show in Iran. If Hormuz stays closed, the economic cliff isn’t coming… …it’s already here LINK👇 https://t.co/qI2DWnHRoo #Oil #EnergyCrisis #Hormuz #Geopolitics https://t.co/2u6h1XKHmK
Massive Green Line of Saudi Oil Tankers Heads to Asia
Wow — look at that long green line of supertankers carrying Saudi oil from the Red Sea straight to Asia. https://t.co/T1XMsEvyI4
Efficient Pick, Pack, Ship Drives Warehouse Success
The pick, pack, and ship process in warehouse management involves retrieving items from storage, packing them appropriately for the end customer or shop floor, and then shipping. #WarehouseManagement #Logistics https://t.co/U5rmtMCJ9X
Conflicting Narratives Blur Truth on Hormuz and Ukraine
Half my feed says Trump won’t reopen Hormuz because he’s in Putin’s pocket. The other half says the CIA spent the last two weeks helping Ukraine hit Russian refineries and ships. So which is it?
Strait Closure Likely Extends Beyond Two Weeks
My only thought is 2-3 weeks is unlikely to turn into 7-10 days so that’s at least two more weeks of Strait closure.