Social•Feb 24, 2026
Tanker Rates Hit Three-Year High Amid US‑Iran Tensions
TANKER RATES for chartering vessels to carry crude (or other dirty products such as fuel oil) have surged to the highest for more than three years as the United States and Iran edge towards war. The Baltic Exchange dirty tanker index has more than doubled in the last eight months. The inflation-adjusted index has averaged 1727 so far in February (97th percentile for all months since 2010) up from 1393 (84th percentile) in December and 933 (30th percentile) in July 2025:
By John Kemp
Social•Feb 24, 2026
FedEx Sues to Reclaim Trump-Era Tariff Duties
A FedEx lawsuit seeks to recover—with interest—the duties the logistics company paid under President Trump’s tariffs https://t.co/bitdrQp2wv via @WSJ
By Cathy Morrow Roberson
Social•Feb 24, 2026
UK Threatens Retaliation After Trump's 15% Tariffs Backfire
In the aftermath of Trump’s new 15% tariffs, the UK threatens it will RETALIATE. TRUMP’S TARIFFS = BACKFIRE. https://t.co/k7gyK9spmB
By Steve Hanke
Social•Feb 24, 2026
Equal Tariffs, but China Parity May Backfire
Memo to self: file under unintended consequences. ✍️ @ft “The tariff structure puts all countries on an equal footing. . 💥”But parity with China is not necessarily good news.” For other countries 🎩📈 @SimonEvenett @IMD_Bschool https://t.co/OCibAcj1Ms
By Richard Baldwin
Social•Feb 24, 2026
US Needs Domestic EV Demand to Counter China’s Rare‑earth Dominance
.@dunne_insights: “China controls roughly 70 percent of rare earth mining and over 90 percent of processing capacity. Without a thriving domestic EV industry creating sustained demand, America lacks the economic incentive to build the…supply chains.” https://t.co/hU5loovdzh
By Jonathan Cheng
Social•Feb 24, 2026
Accelerating Trade Imbalances Will Deepen Global Tensions
Good PIIE paper by Tamim Bayoumi and Joseph E. Gagnon on the consequences of accelerating trade imbalances. They warn that trade tensions are likely to get worse, something I have been saying for years and continue to say. I don't...
By Michael Pettis
Social•Feb 24, 2026
Mexican Civil War Threatens US Supply Chains More than Tariffs
A Mexican civil war would be far more catastrophic to American supply chains than tariffs - Michael Vincent
By Craig Fuller
Social•Feb 24, 2026
DAT Confirms UCC Filings Target Brokers, Not Small Fleets
I spoke with DAT’s leadership tonight. They clarified that the language was not as clear in the Terms and Conditions as it should have been and that it was not intended for fleets. They told me they have not filed...
By Craig Fuller
Social•Feb 24, 2026
Drivers Still Book Loads via Messaging Apps Despite Bans
Arrive may have banned it, but overall it’s still pretty common How many of you are booking loads via G Chat, WhatsApp, Telegram etc? https://t.co/bWAGZB1vRK
By Timothy Dooner
Social•Feb 24, 2026
Trump's Tariff Rate Uncertain: 10% Formal, 15% Unconfirmed
Trump's 10% global tariff was formalized in a proclamation from Friday and goes into effect at midnight tonight. He later said he would raise it to 15% but with three hours to go, is yet to do anything formal to...
By Justin Wolfers
Social•Feb 24, 2026
Section 122 Tariffs Reduced to 10% From 15%
Section 122 tariffs now being collected at 10%, not Trump's weekend 15%. Clearly, a well-oiled tariff machine here. 🤷🤷 https://t.co/5MjbcrZuXD https://t.co/jb72H2AZQ8
By Scott Lincicome
Social•Feb 24, 2026
Small Fleets Should Report DAT UCC Filings to FTC
If you are a small fleet that has struggled to get another factor because of a UCC filed by DAT, you should report it to the Federal Trade Commission.
By Craig Fuller
Social•Feb 24, 2026
Defense Manufacturing Push Highlights Logistics and Infrastructure Gaps
According to a senior defense official I met with today, the primary focus of the Arsenal of Freedom initiative is volume and speed of manufacturing but there are secondary problems they’re working hard to solve. High on that list is...
By John Konrad
Social•Feb 23, 2026
Trillion-Dollar Aid Can't Fix Crumbling Logistics Infrastructure
The Arsenal of Freedom needs trucks, ships, barges, but our infrastructure is crumbling. @PeteButtigieg had a trillion dollars and failed, Army Corps is failing. @PeteHegseth didn’t just answer my question, he beat me to the punch by hours. https://t.co/L63oHDrDlQ
By John Konrad
Social•Feb 23, 2026
Secretary of War: Merchant Marine Essential for Industrial Rebuild
Here it is folks. The moment my 100k followers have been waiting for…. “We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth, Secretary of War 🫡 https://t.co/HYvWum8qFA
By John Konrad
Social•Feb 23, 2026
Trump's Tariff War Sparks Court Battles, Supply‑Chain Uncertainty
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
By Tom Craig
Social•Feb 23, 2026
Winter Greenland Deployment of Navy Hospital Ships Impractical
“Sending the U.S. Navy’s hospital ships USNS Mercy or USNS Comfort to Greenland in late winter would face major obstacles from peak sea ice, a lack of available icebreaker escorts, and ports too shallow for the ships’ deep drafts” https://t.co/xI3xIjrRbh
By Mike Schuler
Social•Feb 23, 2026
AI-Driven Playbook: Build $100M Ecommerce From Scratch
How to build a $100M+ company with AI in ecommerce: Step 1: AI scrapes social media for viral content in a niche It's watching what's trending, what's getting engagement, what people are talking about. Step 2: AI creates organic content around that niche Start...
By Davie Fogarty
Social•Feb 23, 2026
June 13 2026 Deadline Ends Tariff Refund Protests
The key deadline your company needs to be aware of to make sure you're eligible for tariff refunds is June 13, 2026. After that date you will not be able to file protests for entries filed on February 4th,...
By Ryan Petersen
Social•Feb 23, 2026
Flexport's Weekend Upgrade
We updated the Flexport Tariff Refunds process over the weekend and had it featured on CNBC on Monday am. How do you compete with that if you're an old school customs broker?
By Ryan Petersen
Social•Feb 23, 2026
Tariff Shifts Offer Rule‑of‑law Gains, Little Immediate Relief
The economic impact of tariff changes. Me on @cnni with @jimsciutto - a bit of good news on rule of law, not much immediate relief. See @PIIE for more analysis https://t.co/bbkP6I3455
By Adam Posen
Social•Feb 23, 2026
Don’t Overengineer Procurement: Match Solutions to Problem Scale
“Some #procurement change initiatives end up applying a Rolls-Royce solution to a mini-car problem, resulting in the high risk of ineffectiveness.” 🔗 https://t.co/6TgpmcYe7z #purchasing #supplychain https://t.co/k9MI9F8Iuj
By Sigi Osagie
Social•Feb 23, 2026
DAT's Hidden Clause Lets Them File UCCs—Seek Lawyer
This is sketchy even for DAT standards. DO NOT SIGN DAT’s standard agreement without an attorney reviewing. We’ve had multiple reports of DAT filing UCCs against companies that sign their standard agreement. They snuck language into their terms and conditions that...
By Craig Fuller
Social•Feb 23, 2026
Eroded Driver Standards Driving Fatal Truck Accidents Up
Fatal accidents involving heavy duty trucks have doubled on a per mile basis since 2010. This is despite all of the technology and systems implemented that should make trucking safer: anti lock brakes, trailer side guards, collision avoidance systems, automatic transmissions. Many...
By Craig Fuller
Social•Feb 23, 2026
Heavy‑Duty Truck Fatalities Rise 40% Over Decade
You should be. Fatalities involving heavy duty trucks are up 40% in the past decade
By Craig Fuller
Social•Feb 23, 2026
For‑Hire Drivers Leaving Could Trigger Major Capacity Crunch
You aren’t bullish enough. Derek Leathers suggests that a large portion of the drivers that are being forced out of the industry operate in the for-hire segment and the capacity crackdown could be significant. https://t.co/wU6Q1k0USz
By Craig Fuller
Social•Feb 23, 2026
€500k Reward for Info on Missing Dark‑Fleet Tanker
Reward offered for ‘missing’ dark fleet VLCC Posts on LinkedIn claims to offer EUR500,000 for information on the location of false-flag tanker Omra https://t.co/fTaXxotoFD
By Sal Mercogliano
Social•Feb 23, 2026
IEEPA Refunds Require Complex Paperwork, Not Automatic
On the IEEPA ruling and refunds. As we see many posts saying that it will be the importer who gets the money back, it’s good to remember that this will not be an easy process. Just like in the UK,...
By Dr. Anna Jerzewska
Social•Feb 23, 2026
Flexport Simulator Updated, Awaiting 15% Tariff Change
The Flexport Tariff Simulator is up to date with the latest changes to the tariff code. For now we only have a 10% section 122 in place, awaiting official CFR update on the 15% change Trump announced. We made the...
By Ryan Petersen
Social•Feb 23, 2026
Flexport Auto‑enrolls Customers, Files Early Tariff Protests
Existing Flexport customs brokerage customers are auto enrolled in our tariff refund process and we’ll begin filing protests for them well before the deadline.
By Ryan Petersen
Social•Feb 23, 2026
Bootstrapped Coder Battles Freight Fraud with Community Backing
No VC, no outside investors. No marketing budget. Just a dude coding on a mission to stop freight fraud and a community on X that is rooting for him.
By Craig Fuller
Social•Feb 23, 2026
ELDT Undermines CDL Standards, Enables Unqualified Drivers
The ELDT is one of the worst regulation ever created in the history of trucking. It eliminated accountability and created an environment where anyone can get a CDL without ever demonstrating proficiency. Some of these CDL mills do little more...
By Craig Fuller
Social•Feb 23, 2026
Check Domain Creation Dates to Spot Emerging Fraud
This is an emerging fraud. Everything looks legit, until you realize that it isn’t. @garrett_makes you should add a domain creation born on date search to do domain verification.
By Craig Fuller
Social•Feb 22, 2026
Autonomous Trucks Won’t Go Mainstream Until 2035‑40
The folks that believe autonomous trucks will suddenly just show up are the same people that believe that the Tesla Semi is going to be ubiquitous choice among fleets. The way consumers buy cars, is not the way that fleets...
By Craig Fuller
Social•Feb 22, 2026
Automation Won’t Replace Truck Drivers Anytime Soon
This isn’t true. While there will be a lot of automation, we won’t see the elimination of truck drivers in 4 years. Perhaps we will see some local deliveries using robotics, but we are a long way off from point...
By Craig Fuller
Social•Feb 22, 2026
Mercy and Comfort Remain Docked for Maintenance
This photo was post by Alabama Shipyard on Jan 23, 2026. That’s Mercy on the right and Comfort on the left. They are currently in maintenance and not deployed or underway — Mercy in drydock and Comfort alongside the pier,...
By Mike Schuler
Social•Feb 22, 2026
Supreme Court Ruling Unlocks Government Tariff Refunds
Here's almost everything I know about tariffs in light of yesterday's Supreme Court ruling. Watch til the end to learn how to get your company's refund from the government. https://t.co/GFmQbceVox
By Ryan Petersen
Social•Feb 22, 2026
Truckers' $750K Minimum Insurance Outdated, Needs $3M
The minimum insurance policy for a trucker has not changed since in over 40 years and is $750k. If you end up in a serious accident with long-term physical ailments this amount will unlikely cover your or the truck driver's...
By Craig Fuller
Social•Feb 21, 2026
Shipping Industry Faces Legal, Political, and Trade Turbulence
What the Ship (Ep139) 1⃣ Supreme Court's Tariff Decision & President Trump's Reaction 2⃣Shipping Stocks 3⃣North American Shipbuilding 4⃣The IMO, Stateless Ships &False Flags 5⃣Container Trade Video: https://youtu.be/oy057GWUxbM
By Salvatore Mercogliano