AI Security Teams Must Track Assets, Origins, Behavior
.@Cisco: Securing Autonomous Supply Chains https://t.co/kMD9aMu5KT @SupplyChainD "AI security teams are now being asked three questions at once: what AI assets do we have, where did they come from, and how will they behave in production as agents interact with...” - @Chirag_Mehta @constellationr
Middle East Conflict Cuts 18% of Global Air Freight Capacity
18% of global air freight capacity has been taken out of the market by conflict in the Middle East this weekend.
Middle East Ports Halt Operations After Multiple Ship Attacks
Middle East ports suspend operations as at least three ships are hit ▶️Operations suspended in Dubai, Oman and Bahrain ports, but others remain open ▶️At least three ships have been hit, several crew injured and one seafarer is confirmed dead https://t.co/4zi0CPaAP3 https://t.co/y44cttqBKX
Flexport Atlas’s First Week: Tracking Iranian Ship Sinkings
I keep checking back to see if any of these Iranian flagged container ships get sunk. Flexport Atlas is having an eventful first week of life. https://t.co/Er8bt5adtf
Strait of Hormuz Turns War Zone, Shipping Halts
Here’s what we know so far… The First 36 Hours: Strait of Hormuz Becomes a War Zone, Tankers Hit, Shipping Giants Halt Gulf Transits https://t.co/Qu1u29WNZb
Critical Strait of Hormuz: Multiple Attacks Slash Transits
The @CMF_Bahrain Joint Maritime Information Center's has released their new advisory for the Strait of Hormuz as of 1 March 2026. The situation is deemed CRITICAL. They had three confirmed incidents in the past 24 hours: 1️⃣SKYLIGHT at anchor south of Hormuz, abandoned...
DAT’s Blind Spot Fuels Non‑Compliant Carrier Boom
The ability for non compliant motor carriers to thrive is directly related to activity that takes place on load boards. How can DAT, the largest load board in the country, not realize how pervasive the compliance crisis had become? It’s because they...
DAT's Warning on CDL Rules Proved Market Reality
Let’s hope that no one investing money in trucking stocks listened to DAT last summer when they consistently said that enforcement of English Language Proficiency and non-domiciled CDLs would have a negligible impact on the market.
Proposed Rule Would Put Driver Photos on Trucks
How would you feel about a proposal that along with DOT number, all trucks must have a picture of the driver on the side? https://t.co/pcht3FI0c8
Small Business Owner Refunds Unlawful Tariffs, Calls Out White House
"This small business owner is already giving her customers a tariff refund" https://t.co/958bIzS0SL "if somebody charges you something and it's unlawful, they should give you your money back" Cc: The White House https://t.co/82Lv6OPwJw
AI Auditor Uncovers up to 85% Customs Errors, Free Refunds
Flexport now allows importers to use our AI Customs Auditor to audit all the customs entries their other customs brokers have done for them. We find their mistakes and then set you up to claim refunds wherever you overpaid. ...
US Weapon Supply Hinges on Chinese Components Despite Oil Strikes
"Amateurs talk tactics; professionals study logistics." -USMC Gen. Robert Barrow Many rightfully noting US hitting Chinese oil supplies; few noting that US cannot restock weapons without Chinese components. Left headline: Wednesday of last week Right headline: WSJ today https://t.co/N0oRvB87DA
SONAR Tender Rejections Predict Trucking Stock Moves
The connection is clear: Large trucking equities trade based on forward trucking market conditions and the best signal is SONAR's Tender Rejections Chart: SONAR Truckload Rejections vs. JB Hunt Stock Price https://t.co/R8Mc1l5UyF
Hedge Funds Flock to SONAR Amid Rising Tender Rejections
This SONAR chart: Outbound Tender Rejection Index (blue) vs. Knight-Swift stock price (yellow). There is a reason that hedge funds buy SONAR and it is our fastest growing cohort. https://t.co/erT8QvKIr6
Industrial Policy: Faith Over Coherent Strategy in Unknown Territory
"The Incoherence of Modest Industrial Policy" https://t.co/FC72XUqs6v "If policymakers admit they are operating in unknown territory, then the idea that they can steer society in a coherent direction becomes less a policy strategy and more an article of faith." https://t.co/pTa6RJfJnQ
Hapag-Lloyd Halts Bab El-Mandeb Sailings Over Security Risks
Hapag-Lloyd - Due to the deteriorating security situation in the Middle East region, we have decided – in close coordination with our security partners – to pause future Trans-Suez sailings through the Bab el-Mandeb Strait for the time being. https://t.co/igGhhMHR23
Mike Payne Discusses Reviving U.S. Manufacturing Amid Skills Gap
Join our conversation on revitalizing the US manufacturing industry with 𝐌𝐢𝐤𝐞 𝐏𝐚𝐲𝐧𝐞! Stream now: 🔗 https://t.co/aAuD37nCVV 📽️ https://t.co/vDhYvaPyHB 🔗 https://t.co/DmYp21NDA3 #SkillsGap #ProductivityGap #ManufacturingJobs #WorkforceDevelopment #Reshoring https://t.co/xZtbtIeUYz
Supply Chain Turmoil Continues: Tariff Wave Drives Uncertainty
Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025,...
Why the US‑Israel Strike on Iran Matters Now
the us and israel attacked iran. why now and what comes next? i break down the decision, the risks of escalation, and what to watch. with @ted
Liberian‑flagged Aframax Tanker Capetan Andreas Exits Strait of Hormuz
Looks like the Liberian-flagged Aframax 74k deadweight ton ceude oil tanker Capetan Andreas is sailing outbound through the Strait of Hormuz. https://t.co/G0jdY5284V
Nextpower to Provide Steel Frames for JinkoSolar's Florida Plant
Nextpower to supply steel frames for JinkoSolar’s Florida factory #energysky -- via pv magazine global: https://t.co/aFKhKfYdkM
Defense Production Outpaces Auto, Drives Truck Freight
US automotive production is $180B. US defense manufacturing is $220B. Don’t understimate the impact of defense production on American trucking freight.
Copper Shortage Imminent: Prices Set to Hit $15k
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
Defense Manufacturing Tiny; Truckers Thriving Today
5% of US maufacturing is related to defense production. Today is a good day for truckers.
West's Import Dependence Stems From Financial‑First Economy
Visionary investor @ctindale takes on THE big question: How did America and the West become so dependent on imports for almost everything we use? Tindale says the Western focus on the financial economy over the material economy has led to a...
Driver Anonymity Fuels Organized Crime in Freight Networks
The issue is we literally have no idea who hundreds of thousands of truck drivers are due to the elimination of barriers to entry over the past decade. Organized crime is coordinating illicit activities against our freight networks every single day.
AI ERP Revives Lost Brands Through Demand Forecasting
Brands disappear due to supply chain or data blind spots. We use Priority aiERP to revive missed brands with AI demand prediction and manufacturing optimization. Follow our Page for updates. Book a meeting: https://t.co/ZsEwnG4p2n https://t.co/ZJquSTPaww
Intelligence Warns: Fill Tanks; Energy Sites Likely Terrorist Targets
Spoke with a senior intelligence official that recommended everyone top their tanks off, not due to a known threat, but the high probability that energy assets are prime targets for terrorists.
Strait of Hormuz Status Threatens Shipping and Consumers
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
Ask More “Why” To Drive Real Process Improvements
The most meaningful improvements I’ve seen didn’t come from massive investments or shiny new tools. They came from someone brave enough to keep asking why. 👇 Curious—what’s a process in your world that could use a few more “why’s”? #MachineShopTechTalk #Manufacturing https://t.co/usCUdPqyJ8
IRGC Threatens Hormuz Closure, Risking Oil Price Surge
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
General’s Anger Reveals Army’s Logistical Limits, No Invasion Fleet
Major General is just pissed off because he knows the Army is taking a back seat. You may “know more about war than Donald Trump” but you also know the Army can’t invade a nation of that size without a large...
Turkish LPG Tanker Masks Identity on AIS
The LPG Tanker Bogazici, outbound the Strait of Hormuz, is trying to fly under the radar by announcing on AIS, "Muslims Vessel is Turkish". https://t.co/Yw3dSA7lxB
SONAR Surpasses DAT After Starting Under $1M ARR
SONAR did less than $1m in ARR five years ago, so we win this one by a mile despite DAT’s attempt to exploit their market share in load boards to prevent customers from working with competitive data offerings.
DAT's Load-to-Truck Ratio Skewed by Ghost Loads
Anyone that has used DAT knows that a signification portion of the postings are ghost loads, hence the reason that DAT’s load to truck ratio data is garbage.
Agentic AI Poised to Disrupt Load Board Industry
If you believe that DoorDash or MasterCard/Visa could be disrupted by agentic AI, then it’s inevitable that agentic AI could disrupt load boards. Who is building this? We will partner with you on data
DAT Prioritizes Load Board Over Data Services
You can tell that DAT was never meant to be a data company. Freight market data is secondary to the load board. That is their focus.
Higher Diesel Prices Boost Profits for Large Truck Fleets
A weird irony is that most mid and large trucking fleets make more money with higher diesel prices due to fuel surcharges.
English‑language Violations Ground 104 Trucks Daily, Record High
Trucks taken out of service for English Language violations just hit an all time high. 104 trucks per day. https://t.co/fTIcZIXxJi
Iran's Future Hinges on Strike Severity and Regime Damage
Lots of scenarios on polymarket on how today’s developments in Iran will play out.. How this unfolds will depend on the extent, intensity, and longevity of US and Israeli strikes on Iran, and, crucially, the damage inflicted not just on physical...
Navy Admits Limited Gulf Protection; 21M Barrels at Risk
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
Shipping Risk Soars as 750 Vessels Trapped in Hormuz
Shipping security risk increases dramatically in Persian Gulf Over 750 commercial vessels reported to be inside the Strait of Hormuz as the US and Israel attack Iran https://t.co/Z0VKTvJgQ8
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
EU Extends GSP Benefits to Special Economic Zones
News feed cleanse and the nerdiest post you'll see all weekend. The EU's new Generalised Scheme of Preferences (GSP) rules will also apply to goods manufactured in special economic zones and export processing zones. Which is pretty cool.
Container Scans Dropped From 100% to Under 4%
In 2006, Congress mandated that 100% of shipping containers be scanned before entering the US. Today? Less than 4%. If you don’t think attack drones have already been smuggled into this country pre-positioned near our Naval bases, you need your head examined.
Fireboats Essential when Naval Base Water Infrastructure Fails
The problem with fighting fires on naval bases after an attack is the same power-plants, fuel and pumping facilities targeted also supply firefighting water. And even if the water mains survive fighting fires on multiple fronts consumes more water than any...
Qatar Airways Halts Cargo Amid Iran Strikes, Freight Costs Surge
Qatar Airlines is pausing cargo operations as the Iran strikes play out. Prices and transit times on Asia to Europe air freight spiking.
Track Any Container Ship’s Journey Instantly Online
Next time you see a container ship go to https://t.co/19y8bWxNq0 on your phone to see where it’s been and where it’s going next.
Simplify Complex Supply Chains: Real-World Success Stories
“We’ve tied ourselves in knots with the self-created complexity in modern #supplychain networks. And we can’t roll back the hands of time. But we can disentangle ourselves, as many exemplar orgs.—big & small—are proving.” > https://t.co/9vm6ZldSMK #procurement #sustainability https://t.co/k9s6bp1mCL
Truck Deaths Outpace 9/11; We Must Identify Drivers
During September 11, 2700 Americans died. America implemented massive security procedures for aircraft, fought two wars, and spent trillions to ensure it would never happen again. We created massive surveillance and implemented identity tracking at airports to ensure we know...
