U.S. Weapon Restocking Now Requires Beijing's Approval
My take in @FortuneMagazine on the US replenishment of its depleted weapons stockpile: "To replenish weapons stockpiles depleted by America's wars, the U.S. Department of Defense now needs Beijing's permission to restock. The rules of the road are being rewritten in Beijing." https://t.co/mJXUd0nmmS
China's Clean‑tech Firms Target New Markets Amid Iran War Shock
China's suppliers of batteries, solar panels and electric cars are wooing new markets to capitalize on Iran war energy shocks https://t.co/92ERWN5SX9
China Offers Aid as US Builds Walls
My take in @FortuneMagazine on the pivot away from the USA to China: “While Bessent was busying himself on Fox News, China was busy making friends by supplying those in distress with much-needed oil and other commodities…While Washington raises walls, Beijing opens doors.” https://t.co/E4hn2YdcN2
$7 Diesel Cripples Trucking, Exposes US Oil Dependence
$7 diesel. NW Indiana. Bad for trucking. And supply chains. Imagine the price if the US did not have all that oil that Trump talks about.
China Leverages SOEs to Weaponize Import Bans
I am not the first person to observe that when China decides to make a political point by not importing it makes that point forcefully -- by zero'ing out its imports from a specific country. Big SoEs control a...
America's Top Rivers Remain Underused for Freight Transport
Man shows world why America has the best river system in the entire world. Man does not explain why we don’t use it to get more trucks off our highways. https://t.co/rE4wrSVG8B
Build US Factories, Let Chinese EVs Boost Electrification
Allowing Chinese EVs to be sold in the United States would accelerate electrification Just require them to build factories in the United States to sell without any tariffs.
China Launches 24/7 AI‑run Textile Factory
China’s 24/7 #AI-Run Textile Factory Sets a New Standard for #Autonomous Manufacturing by @SpoxCHN_MaoNing #Technology #Innovation #EmergingTech #TechForGood https://t.co/snjE53Fhdb
Sysco's European Counterparts: Metro, Makro, Sodexo, Brakes
If you wanna know what all the Americans are talking about when they say Sysco making all the food in restaurants now and then restaurants heat it up We have exactly the same in Europe but it's called Metro and also...
F3 Returns to Chattanooga with Record Pre‑Booking Momentum
F3 is coming back to Chattanooga this October. Prebooking momentum is at the highest it’s been in years, we are going to have an epic event. Back at the Chattanooga Choo Choo.
Truckload Spot Rate Peaks $3.11, Breakout Expected
The 7-day national truckload spot rate index hits a new cycle high at $3.11/mile. The index has been range bound between $3.04 - $3.10 since April 1st. We expect rates to breakout this week with Roadcheck (the annual DOT safety blitz). https://t.co/POwxl0AzqJ
Costco’s Signature Butter Sourced From New Zealand
"It might surprise consumers to know their favorite schmear is made in a completely different hemisphere. In 2021, Costco began collaborating with Westland Milk Products in Hokitika, New Zealand, to create the signature butter" 🌎🐮 🌏 https://t.co/wDA2uFjdY9
Flawed Strategy, Not Troops, Undermines Trump's Iran Campaign
Trump is not losing the Iran conflict because of bad soldiers or bad weapons. He is losing it because the strategy was wrong from the start. The Strait of Hormuz is still not secured. Iran’s nuclear programme is not contained. The supply...
Firms Reinvest Tariff Refunds Into Growth Plans
"Companies Are Getting Tariff Refunds. Here’s What They Plan to Do With the Money." https://t.co/XNm16mh4Qh Good @WSJ look at a few of the American companies getting some of their own money back from the US government that illegally took it: https://t.co/a1xbURLOXD
Merchant Mariners Power Multi‑Group Naval Operations in Gulf
Big shout out to the hardest working merchant mariners on board @MSCSealift USNS Carl Brashear. The ship was in the Persian Gulf in February and came out, and had worked non-stop to support not one, but two carrier strike groups, along...
Data Center Procurement Teams Face Tech’s Toughest Challenges
i majored in supply chain and did all of my formal internships in procurement (SpaceX, Nest, etc.) the data center procurement teams right now might have the hardest jobs in tech
Hormuz Crisis Blocks Iraq's Regasification, Favors Iran, Hurts US
It is unfortunate that Iraq cannot get the regasification unit because of the Hormuz Crisis (One of the benefits for Iran, loss to the US)
Pakistan, Iran Negotiate Limited Qatari LNG Transit Through Hormuz
Bilateral Hormuz dealmaking continues parallel to any fuller peace deal negotiations: “Pakistan held talks with Iran to allow a limited number of Qatari liquefied natural gas cargoes to transit the Strait of Hormuz, as Qatar sent through its first shipment...
Autonomous Trucks Arriving, Manual vs Auto Debate Ends
Brother, we got autonomous trucks coming. I think the stick vs autonomous transmission horse ain’t coming back in the barn
Fluorine Use in PV Backsheets Plummets Over 30 Years
Fluorine use in PV backsheets dropped sharply over past three Decades #energysky -- via pv magazine global: https://t.co/vjKR6xAMUK
UK Manufacturer Shows Reshoring Success Through Skill Optimization
Successful Reshoring Case Studies with UK Manufacturer Stream now: 🔗 https://t.co/qcr2entAlM 📽️ https://t.co/gD0BA7G0De 🔗 https://t.co/DmYp21NDA3 #Manufacturing #Reshoring #SkillsGap #Machining #Optimization https://t.co/Q4e7QJzMwu
Iran Blockade Lowers Oil Prices, Confirming Original Prediction
When I first started pushing for an Iran blockade, my main point was that the big rise in oil prices already priced the incremental disruption to supply, so the pros outweighed the cons. That's been borne out. Oil prices are...
China Shifts From Low‑Value Manufacturing to High‑Tech Dominance
China is increasingly dominating high-tech industries, while the low-value manufacturing sectors that powered the country’s rise are becoming less important economic drivers https://t.co/z2ny9xep3S via @WSJ
Trump‑Xi Energy Deal Unlikely: China Won’t Depend on US
Unlike their 2020 phase one agreement, I am skeptical Chinese energy purchases will be a *meaningful* deliverable from Trump-Xi 2.0 for three reasons - Why would China increase its vulnerabilities, becoming dependent on a rival for energy - Trump can't commit to...
NYC Tests Delivery Drones Amid Uncertain Viability
Do City Delivery Drones Make Sense? No One Knows, but They're Flying Over NYC https://t.co/Skd8ebPF3D https://t.co/OEgQEXmUun
Logistics Success Demands Advanced IT for Complex Algorithms
“Resolving modern-day logistics challenges entails not only complex transportation and storage network design + analyses, but also hefty IT capabilities to enable the myriad algorithms, permutations, and computations involved.” 🔍 https://t.co/VTXmS1IB2a #supplychain #logistics https://t.co/0K9s1Kp5e3
China’s Food Security Strategies Offer Lessons Amid Global Crisis
Supply Chain Innovation & Technology is the basis on which competitive advantage is won or lost. “Today, the world is facing another global food and energy crisis, caused by the US-Israeli war on Iran and the disruption of supply chains...
US, Chile Launch Critical Minerals Talks for Strategic Supply
US and Chile begin critical minerals talks covering copper, lithium, rare earths and project financing. https://www.metalnomist.com/2026/05/us-chile-critical-minerals-talks-signal.html
Israel Targets Iran Energy, Threatening $150 Oil Spike
🚨 IRAN CONFLICT EXPLODES Israel is now pushing to strike all of Iran’s energy infrastructure within the next 24 hours. Multiple Arab countries are backing the move. According to Israel, the US-Iran peace deal is dead. ...
Enough Food Exists; Distribution, Not Production, Needs Tech Solutions
We have enough food to feed the world's population. Do we have a logistics and distribution problem? Absolutely. Do we have the technology to fix it? Yes, we do, and it's getting better by the day.
Qatalum Maintains 60% Aluminium Output Amid Gulf Shipping Disruption
Qatalum keeps aluminium output at 60% as gas supply continues amid Gulf shipping disruption. https://www.metalnomist.com/2026/05/qatalum-aluminium-output-to-stay-at-60.html
Checking Status: Have the SAVE and SHIPs Acts Passed?
Quick question because I’ve been busy with other things. Have we passed the SAVE Act yet? How about the SHIPs Act?
Apple's Intel Partnership Validates Foundry, Spurs Industry Adoption
Apple using Intel is a big deal, not just because Apple would be using Intel’s 18A-P or 14A process, but because it would give Intel Foundry a major stamp of approval and make it easier for other customers to follow.
Barakah Conducts Fuel Shuttle to Fujariah Anchorage
Barakah probably has been shuttling fuel out to the anchorage off Fujariah and conducting a ship-to-ship transfer.
US Oil Reserves Near Depletion by July If Hormuz Closed
My take on the upcoming oil inventory shortages: "If the Strait of Hormuz remains effectively closed, the US will come close to depleting its inventories of oil by the end of July. When inventories run out, we will face a real...
Trump's Potential Navy Withdrawal Threatens Global Supply Chains
Is Trump going to have the Navy get out of the Strait? Or not? The longer this drags on, the harder on economies. Even the US. Will there be supply shortages meeting demand destructions?
Iran Urges Citizens to Curb Fuel Amid US Blockade
JUST IN: Iranian officials urged people to cut electricity, gas, and fuel use as US blockade measures disrupt shipments, with President Masoud Pezeshkian warning of potential restrictions and Vice President Saghab Esfahani calling for small daily gasoline reductions.
Freight X Debates Parking; LinkedIn Fears DAT Competition
Parking may be the big debate on Freight X, but over on LinkedIn they’ve been freaking out about DAT potentially competing directly against their own customers https://t.co/UyBpmmQNzN
Proposing Disney Truck Parking Club for Essential Workers
Why hasn’t anyone launched Disney Adult Truck Parking Club? Could offer free shuttle service to Disney from nearby lots in Orlando while keeping our nation’s essential workers feeling magical https://t.co/QttBKy41qS
Strait of Hormuz Traffic Remains Unsafe, Normalcy Delayed
Economist Jeff Currie on reopening of the Strait of Hormuz: “If I’m the crew guy, I’m not getting on that boat. If I’m the insurance guy in London, I’m not underwriting one of these ships going through there either.” STRAIT TRAFFIC WILL...
Questioning Whether CENTCOM Struck More Than Three Tankers
Has @CENTCOM hit more than the three acknowledged tankers: Sea Star III, Sevda and Hasna?
Iran's Limited Caspian Route Faces Israeli Strikes, Regional Dominance
The Caspian Sea route is open to Iran, but it should be noted that the ships and cargo possible are not very large. It is a back door, but the Caspian is used more by Russia, Azerbaijan, Turkmenistan and Kazakhstan. Israel...
Smart Plant Design Cuts Labor Strikes, Boosts Value
“the industrial architect who can, by the skill of his physical arrangement of plant facilities and conveniences, lessen the tendency to costly labor dissension and strikes, is performing a needed and valuable service to his client.” https://t.co/Y0KEhsZHQS
Vegas Field Report Highlights Autonomous Trucking Earnings
The latest episode of #AutonomyMarkets is available now. Watch or listen on your favorite podcast player. Vegas Field Report and Autonomous Trucking Earnings $UBER @Waymo @zoox @nuro @motionaldrive https://t.co/K881tzCadd
Speed Wins: Time-to-Compute Becomes Currency
We’ve now mapped more than 25 constraints across the AI compute and power supply chain. Across conversations with operators in nearly every pocket of the industry, the message is consistent: speed is what matters. This may be less about the best...
Fuel Price Surge Threatens Millions of German Flights
German airports. Millions of flights could be cancelled. Price of jet fuels. Strait of Hormuz.
Trade Integration Cuts War Risk, De‑risking Limits Peace Gains
"Why ‘de-risking’ may not deliver a large peace dividend" https://t.co/maK8q2CpW8 "Our estimates show that greater trade integration lowers the probability that a dispute escalates to the highest levels of hostility, which involve use of military force and high-casualty wars." https://t.co/NyNiSm6CC6
Unidentified Attack on Chinese‑crewed Tanker Highlights Global War Spillover
A Marshall island flagged oil tanker manned by a Chinese crew was attacked in the Strait. China has kept fairly quiet on the matter and seems no one knows who hit the vessel. Nations are really trying to keep out...
US Strikes Hit Tankers Beyond Established Blockade Line
The US strikes against the tankers Sevda and Sea Strike III were well past the blockade line set up by the US. According to @TankerTrackers, the ships were spotted to the east of Bandar-e Jask (the ships are dark on AIS)....
Blockchain Adds Traceability, Turning Authenticity Into Product Feature
A product can reach high levels of quality and efficiency, yet without traceability it remains exposed to replication. Blockchain introduces verifiable provenance into supply chains, making authenticity part of the product, limiting counterfeits. Microblog @antgrasso https://t.co/WMhryXJsHf