U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
LNG‑Powered Isla Bella Boosts Puerto Rico’s Dedicated Service
The @TOTE_Maritime Isla Bella inbound to the Blount Island terminal @JAXPORT in Jacksonville, Florida. Fast, small, LNG-fueled containerships on a regular service provides Puerto Rico with a dedicated service; backed by @CrowleyMaritime and @TrailerBridge. https://t.co/LSImzznkcf
CEOs Must Prioritize Talent over AI Rollout Hype
“AI rollout is the focus for most leaders at the moment—but it may not be the right priority.” CEOs should be scrutinizing “the capability of the people who are going to be dealing with the AI.” Many good points here via @FT. #technology...
Maersk Reroutes Around Cape, Pushing Rates Higher
Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape. Throw in the chance of a US war with Iran. Their Houthi friends. And staying with the longer transit and what that means to container line rates and excess...
This Exchange Will Define IEEPA Tariff History
When we write the definitive history of IEEPA tariffs, this exchange - and what it represents - should get its own chapter.
Tariff Refunds Spark Unexpected Market Reaction
I run a family account that is very light on profanity, but I'm making an exception here because this is highly relevant re: policy - i.e., the market response to tariff refunds - and is also kinda funny https://t.co/W4w9escVzV https://t.co/5sIpIX72ON
Maritime Alumni Showcase Jacksonville Port Operations
Great couple of days in Jacksonville, Florida. Yesterday I spoke at the @JAXPORT State of the port. That afternoon, classmate of mine from @MaritimeCollege, Captain John Redman took me out for a berth shift on board @McAllisterTugs Janet McAllister under another...
Core Wholesale Prices Jump 0.8% in January, Outpacing Forecasts
"Core wholesale prices rose 0.8% in January, much more than expected" https://t.co/LVa2AuC787 "For the full year, core wholesale prices accelerated 3.6%" Big Jan26 drivers: -professional & commercial equipment wholesaling services -Trade services -metals https://t.co/SIuJIRE7bD
War Historically Fuels U.S. Trucking Demand
I was asked if a war with Iran would be bad for the trucking market. We looked at the data and have yet to find a single American military engagement in the past 50 years that didn’t stimulate goods movement across...
Thin Retail Margins Force Sellers to Pass Tariffs
"Many sellers simply don’t have much of a choice but to pass on the cost of tariffs. 'At a certain point—because retail is, as you know, a mid-single digit operating margin business—if people’s costs go up by 10%, there aren’t...
Illinois Trucking Fraud: State Insurers Allow Under‑insured Carriers
Trucking has become a cesspool of fraud - this time involving the State of Illinois and its insurance pool. Carriers are criminally under insured and the state agency is aware of it. Often, they will own many trucks and only...
Trump Trade Anger Boosts Canadian Domestic Spending and Tourism
Trade is among people, and retaliation can be too: "Anger over President Trump’s trade policy has fueled a notable increase in Canadian spending on domestic products and local tourism, according to research from the Bank of Canada." https://t.co/Nmzo5Yn2ay
Post‑July Tariff Uncertainty May Stall Business Investments
"Meanwhile, new questions about what the tariff regime will look like after July, when Trump’s new global duties expire, could again put many business investments on hold, limiting the productive effect of any more immediate influx of cash." https://t.co/PeFBYyWQqH https://t.co/0oVZHlSMF9
Supreme Court Nullifies IEEPA Tariffs—Use Free AI Auditor
The Supreme Court ruled on Feb 20th that IEEPA tariffs were invalid. CBP stopped charging them on Feb 24th. Expect lawsuits are already filed challenging the tariffs for entries dated Feb 20-23rd. But I expect those won’t actually matter as...
EU Mercosur Deal Boosts Traders Amid Uncertainty
This is indeed good news. It will enable traders ot take advantage of preferential rates at a time of uncertainty and disruption.
Meet Noah Graff: Used Machinery Expert on Swarfcast
Discover the world of used machinery sales with 𝐍𝐨𝐚𝐡 𝐆𝐫𝐚𝐟𝐟, a seasoned expert in used machinery and host of 𝐒𝐰𝐚𝐫𝐟𝐜𝐚𝐬𝐭! Stream now: 🔗 https://t.co/2CnEZKK8BY 📽️ https://t.co/LgvpTRWoMQ 🔗 https://t.co/DmYp21NDA3 #Manufacturing #UsedMachinery https://t.co/gir47VFgcZ
Sometimes Staying Is the only Viable Choice
In middle school we learned about the fall of the Shah and the Iran hostage crisis. I remember the lesson vividly because the teacher was frustrated I asked so many questions. I just could not wrap my head around civilian men with...
Midwest Freight Surge Signals Major Shift From Coastal Decline
Freight from the midwest and rustbelt have been on fire, while the coastal cities have been very quiet. SONAR has been picking this up for the past two months - and it is a massive shift from the freight economy...
Early KNX Investors Would See 50% Gains, Attracting Hedge Funds
If you had bought KNX when we first started to talk about the freight market movement due to the compliance crackdown, you’d be up 50%. That is why SONAR’s fastest growing clients are financial firms and hedge funds. https://t.co/nW6G2BWC6n
Flatbed Trucking Signals Manufacturing Revival Surge
I have zero doubt that we are seeing manufacturing starting to rip. Flatbed is naturally the first mode to signal it, as flatbeds haul heavy industrial raw materials. We talked about greenshoots a few weeks ago, and it was exciting, but...
Chicago Trucking Rejection Rate Hits 18.19%, Conditions Tighten
Trucking conditions out of Chicago continue to tighten, with rejection levels now at 18.19% https://t.co/Hrh76IsdXW
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
Free Flexport Atlas Maps Real Ocean Shipping Routes
Container shipping enjoyers will love Flexport Atlas, our new (free to use) interface for browsing the world's ocean network. Search any two ports to see all the actual routes available and their relative transit times. Still in Beta with...
Weaker Dollar Raises Import Costs, Boosts Export Appeal
"When the dollar falls in value... it takes more of our dollars to buy stuff from abroad." That’s the basic math of a weaker currency: imports cost more, and so do the everyday items with imported parts. The upside is...
North America's Top Overlooked Manufacturing Problem Exposed
We are digging into the Number #1 overlooked problem in Manufacturing today in North America. Stream now: 🔗 https://t.co/Xg07jrZJ0Y 📽️ https://t.co/4kW0s2lFun 🔗 https://t.co/DmYp21NDA3 https://t.co/bHdNCNIzwg
Flexport Unveils 2026 Winter AI for Global Trade
I just presented Flexport's latest AI for global trade in our 2026 Winter Release. Full video: https://t.co/0NmlfAwqFH
US Chipmakers Turn to Sunrise Metals Amid Scandium Shortage
U.S. semiconductor manufacturers are feeling the pinch from Chinese restrictions on scandium exports, @Reuters reports, underscoring the importance of @SunriseMetals’ Syerston Scandium Project as an essential supplier to key U.S. industries. “U.S. chipmakers have experienced delays in receiving new scandium export licenses from...
US Tariff Cut Could Shift China Supply Chains
Lower tariff by US on Chinese goods. What will it mean to import supply chains? And to logistics? Especially container lines? A lot? Or not? Given soft CNY. @Lingling_Wei
Supreme Court Likely Blocks Refunds of Illegal Tariff Payments
NEW from me & @CatoInstitute colleagues, a deep-dive primer on IEEPA tariff refunds and what probably (unfortunately) comes next: "Sore Losers at the Supreme Court: The Government Doesn’t Want to Pay Back Unlawful Tariff Money After All" https://t.co/jHI5Jkd11d https://t.co/0mURjfiJNt
Bloomberg's Messaging Network Remains Irreplaceable Despite Alternatives
There are plenty of offerings that have the same functionality and data as Bloomberg. But thr Bloomberg network (messaging) is the glue. No AI can replace that.
Maersk Launches Real-Time Carrier Performance Portal for Shippers
Maersk E-Commerce, a parcel delivery service from Maersk recently launched a customer portal enabling clients to monitor carrier performance in real time, according to Sam Coiro, head of Maersk E-Commerce, North America. More new capabilities coming....🤔
Brokers Seek DAT Alternative as Prices Soar, Truckstop Leads
There isn't a day that goes by where we don't hear that a large broker is trying to figure out how to fire DAT. A never ending cycle of subscription rate increases, combined with an arrogance in how they treat...
Flexport Winter 2026 Tech Release Live at 8 Am PT
I'm presenting Flexport's Winter 2026 Tech Release at 8 am PT (in 10 minutes). Watch live at this link, and then I'll be taking live questions from the audience after the presentation: https://t.co/BNfvF8nm6x
Protectionism Took a Century to Cripple U.S. Shipbuilding
Trust the process, Dominic. These things take time. I mean, it took almost a CENTURY for protectionism to destroy the US shipbuilding industry. 😏
Customers Love Sharing Screenshots of Their Tariff Refunds
My favorite new thing is customers texting me screenshots of the amount our tariff refund calculator shows they will get back from the government https://t.co/JeiAW7wX99
Freight and Manufacturing Renaissance: Early Signs on Fox Business
I will be on Fox Business' Making Money Today with Charles Payne at 2:25 ET today to discuss the current state of freight and manufacturing renaissance that we are seeing early signs for.
Assess Your Supply Chain’s ESG Regulation Readiness
How Ready Is Your Supply Chain for ESG Regulations? - https://t.co/vQMciV91ga @joinindago @Infor #ESG #ESGcompliance #supplychain #logistics
New Senate Bill May Double Trucking Rates, Boost Wages
The most significant legislation for freight since deregulation has been introduced in the Senate and could set off a trucking rate super cycle. This would create conditions that would bring back living wages to truck drivers, provide massive incentives to...
UPS Becomes World's Largest Express Air Cargo Hub
UPS overtakes FedEx to become world’s largest express air cargo hub https://t.co/4KagOwNarP Report - https://t.co/t55TpPGgln
Trump’s Carbon Tax Repeal Averts Global Tanker Crisis
Can’t say I didn’t warn everyone that the United Nations @IMOHQ’s war on oil tankers was going to end poorly. This would soon be happening to almost every ship globally if Trump hadn’t destroyed the UN Carbon Tax
Importers Sold Claims for 20‑30¢,
Those importers who sold their tariff claims to Lutnick’s sons were only paid 20-30 cents on the dollar. Getting into the trade early? Are real importers concerned about getting refunds? Why? Dragging it out?
Traders Profit From Tariff Refund Chaos as Giants Wait
"Wall Street Traders Are Pouncing on the Tariff Refund Chaos" https://t.co/im6M532qdH "The biggest companies, meanwhile, can foot the legal bills and will be more likely to wait for big payouts." https://t.co/l0NCZUu5ko
China's Duties Keep US Soybeans Off Its Market
US farmers and soybeans exporters not to get more China business? China duty still exists. Supply chains. Maritime.
TSMC Fuels Taiwan's $70B Quarterly Surplus, 33% GDP
A day that was a long time coming -- TSMC's dominance of chip manufacturing led Taiwan to post a $70b quarterly current account surplus in q4. That is $280b annualized, or a surplus of ~ 33% of GDP Never...
President Misstates Hospital Ship’s Destination, Heading West
I know the news cycle has moved on but are we just going to ignore that the President said a hospital ship was “on the way” to Greenland when it’s clearly headed to the Panama Canal and West Coast? ...
Indonesia Likely to Miss US Farm Import Commitments
"Indonesia may struggle to deliver on new US farm import promises, traders say" 😲 https://t.co/EJEVp0S8sc
Maersk's Profit Hinges on Overcapacity and Suez Reopening
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
Choosing the Right Leader Drives ROI and Trust
Discover how selecting the right project leader can boost ROI and build trust within your organization with 𝐑𝐚𝐲 𝐇𝐚𝐫𝐤𝐢𝐧𝐬. Stream now: 🔗 https://t.co/xZpXrFRDa1 📽️ https://t.co/IcAVWuUjlI 🔗 https://t.co/DmYp21NDA3 #Manufacturing #LeadershipDevelopment #ROI https://t.co/HrT69nqwVy
Flatbed Trucking Booms as Manufacturing and Data Centers Surge
Trucking market conditions continue to be very tight, but nothing as significant as flatbed activity. Flatbeds are going hyperbolic, as demand for rust belt industrials (think steel) and manufacturing components heat up. Flatbeds are always on the front end of...
Legacy Cold Chains Can't Meet Modern DTC Demands
Cold chain logistics systems built 30+ years ago can’t support DTC, SKU explosion and two-day frozen delivery. That math doesn’t work. Margins shrink. Service risks rise. There’s a better way... #ColdChainLogistics #ColdChainSolutions https://t.co/RUl27ecRqu https://t.co/RZKvYHq964
