China’s Scale‑Subsidy Strategy Decimates Global Industries
China didn’t compete. It demolished entire industries through one ruthless strategy: build massive scale, use subsidies and currency manipulation, export at prices no one can match. Furniture, Solar Panels, Telecom Infrastructure, Textiles, Toys, etc. Gone. And 10 more industries are already under attack. My new book China’s 90% Model exposes exactly how this happens — and what to do about it. Pre-order your copy now on Amazon. Link in the pinned post.
US Rolls Out Pax Silica to Safeguard AI Silicon Supply
US launches Pax Silica to secure polysilicon inputs and expand allied semiconductor partnerships for AI growth. https://www.metalnomist.com/2026/02/pax-silica-silicon-supply-chain.html
Import Terminal Repurposed by Fracking Boom
Fun fact: this was originally built as an IMPORT terminal. Then the fracking revolution happened and they had to reverse course. 🇺🇸
Fear Outpaces Greed: New Data Confirms
Flexport's tariff refunds webinar today had 2,305 attendees compared with 2,339 attendees for the Liberation Day webinar after the tariffs were first announced. Fear is a bigger driver than greed, now statistically confirmed.
Uranium Enrichment Capacity, Not Reactors, Limits Supply
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
Hegseth Threatens to Label Anthropic a Supply-Chain Risk
There's a word for this. Starts with an F. "Hegseth said he could label [Anthropic] a supply-chain risk, a move typically reserved for companies linked to adversaries, or invoke the Defense Production Act to force the company to work with the...
Tariffs Boost Steel Jobs, Undermine U.S. Manufacturing
"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
Five Probable Paths to End Ukraine War
As the conflict enters its fifth year, I’ve mapped the most credible pathways to how it ends: ceasefire, collapse, escalation... Five scenarios. Assigned probabilities. Clear drivers and risk implications. My latest Substack is below, or the link is in my bio. https://open.substack.com/pub/geopoliticalguy/p/how-the-war-in-ukraine-ends?utm_campaign=post-expanded-share&utm_medium=web
Germany's De‑risking From China Exposes Costly Dependencies
Germany is finding out that “de-risking” from China is painful when dependencies have previously been knowingly created. Chinese price advantages & deliberate dumping are hurting German cos. via @JamesAngelos @Jordyn_Dahl @POLITICOEurope https://t.co/g7oYgu9xEX
VCs Misuse Dual‑use Hype; Stop Relying on Grants
Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...
US Government Fails to Push Firms Toward Supply‑Chain Security
Great story in the New York Times highlighting the difficulties that the US government has faced in getting the world's most profitable companies to take supply chain security seriously, and reduce their exposure to a crisis in the Taiwan straights 1/...
Europe Must Block Chinese‑Made Cars From Flooding Market
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
Tariffs Spike Costs, Crashing DTC ROAS
Your ad account looks fine: - ROAS is holding - CPMs are manageable - Conversions are flowing But your spreadsheet is screaming. As of February 2026, the average US tariff rate sits at 17% on all imports. For DTC brands...
Lean Teams and Outsourcing Drive Higher Profits
One store owner in @ecomfuel had 35 people on payroll. He made some hard calls. Hired a 3PL. Replaced most full-timers with freelancers. Today he has one employee and eight contractors. His profits have never been higher. And his management stress is...
U.S. Navy Intercepts Sanctioned Tanker Bertha in Indian Ocean
Bertha, don’t you come around here anymore U.S. Chase Ends in Indian Ocean with Boarding of Sanctioned Tanker 'Bertha' https://t.co/Fj8QRsuz6N
Memory Chip Prices Surge 50% in Two Weeks
Wow, a respondent to the Dallas Fed's Service Sector report said that the prices they're paying for memory chips have jumped 50% in the last two weeks https://t.co/RdULT0epp4
FedEx Sues for Tariff Refunds, May Keep Profits
When you get a FedEx parcel from overseas, technically FedEx is the importer of record that pays the tariffs. Then they send you a bill for the tariffs. They’re now suing the government to get a refund on those tariffs. I...
Importers May Front‑Load Amid Flat Trump Tariffs
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
SCOTUS Tariff Ruling: What Actually Changes
Must Read: Important new blog on what the SCOTUS tariff ruling does and does not actually change by @KClausing Obstfeld @PIIE
AI Could Outperform Executives in Designing Resilient Supply Chains
Would AI, instead of the C-suite, improve supply chain design and performance? Especially after five years of disruption and now unpredictability. https://t.co/Z60firMpE4
Supply Chains Brace for Post‑Tariff Uncertainty
What will Trump do with tariff that expire in 150 days? What next? What are China’s countermeasures? What will supply chains do now? After these tariffs expire? Prepare or react?
Dutch and Korean Builders Achieve the Impossible
I visited this ship when she was being built. Truly a “How the F are they going to make this work?” moment. When they work together the Dutch and South Korean shipbuilders accomplish the impossible. And this isn’t even the most...
Cabinet Secretary Dubs US Merchant Marine America’s Secret Weapon
Did a cabinet secretary just call the US Merchant Marine America’s secret weapon? I always wanted to be a secret agent like Commander Bond… but Captain Konrad, Secret Weapon has a better ring to it 😜 Cue the deepest eye roll from...
Karaoke Maker Disrupts Freight Market with Innovation
Read the latest edition of the Art of Supply newsletter on LinkedIn: How a Former Karaoke Machine Manufacturer Shook the Freight Market https://t.co/MaKdkmTAPS
Merchant Marine Essential for Rebuilding US Industrial Base
“We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth in a news conference yesterday.
Cyber Supply Chain Security Is Essential for National Resilience
Cyber supply chain security is no longer optional—it’s essential for resilience, innovation, and national security. Read the full piece: The Cybersecurity Challenges of the Supply Chain by @ChuckDBrooks https://t.co/THnR3VKAJx #cybersecurity #technology #supplychain
Japan's New Rare Earth Find Won't Shift Global Supply
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics https://t.co/2WX7oeO6Jm
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...
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
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
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
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
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...
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
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...
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
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...
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
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.
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...
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
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
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.
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
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...
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,...
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?
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
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
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...
