Chinese Tech in Canadian Fisheries Raises Spy Concerns
And there is goes… all of Our North American seafood. What could possibly go wrong bringing Chinese technology and equipment into Canada? How much do you want to bet the CCP gives them free fish finding equipment that also sends submarine charts back to China? https://t.co/GXEDW2x9th
Trump's Volatile Tariffs Cripple U.S. Industrial Competitiveness
The problem was that Trump put the big tariffs on the upstream inputs that would’ve helped America industry be competitive. With those high tariffs it makes American industry less competitive with imports from the other industrial powers like China Korea,...
Seven Ships Exit, Four Enter Strait of Hormuz—Record Traffic
7 ships are estimated to have sailed out of the Strait of Hormuz on Saturday - 1 Oil tanker - 2 LNG tankers - 4 bulk carriers 4 ships are estimated to have sailed into the Strait of Hormuz on Saturday ... this...
Avoid Setup Time Mistakes to Boost Efficiency
⏳ Are these setup time mistakes slowing you down? Learn how to streamline processes and maximize efficiency. #Manufacturing #SetupTime #FactoryEfficiency #ProcessImprovement #LeanManufacturing #ManufacturingEfficiency #MachineShop #Machining https://t.co/W0QXV3zd7e
Houthis Threaten Bab El-Mandeb Closure, Endangering Global Food Supply
Yemeni Houthis has entered the Iran War, they are now considering closing Bab El Mandeb Strait. It is estimated that 12% of the world's trade passes through here. The FAO chief economist has already warned of potential global risks to...
Iran War Undermines Canada's 500% LNG Expansion Goal
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
Closing Hormuz: Strategic Disruption, Not Just Conflict
They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation — it’s disruption: energy flows, shipping routes, and the systems that rely on them. That changes the...
McKinsey Lagging as Trade Wars Trigger Supply Chain Fragmentation
Is McKinsey slow to react to what has and is happening? Global trade war. Iran war and the Strait of Hormuz. A continuation of trade supply chain disruption that may be moving to fragmentation and even devolution.
Hormuz Shutdown Creates Unprecedented Oil Supply Shock
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
New Crisis Mirrors Suez, Yet Isn't
Here’s a suez redux. But it’s not suez, any more than it’s Vietnam or Iraq.
Bridge Denies Shipping Trucks to Venezuela‑Linked ISP
Did @stripe-owned @Stablecoin platform Bridge ship 12 Mitsubishi trucks to an ISP, Thundernet C.A., with links to the Venezuelan government? Shipping records say it did, the company denies it, and the reality is too complicated for a tweet. Full story in Fintech...
Iran's Own Strikes Leave Shipwreck on Its Coast
Poor Iran now has to deal with a wrecked ship on their coast due to their own attacks.
Modern Conflict Mirrors WWII Lend-Lease: Oil Still Flows
The US-Israel-Iran War is reminding me of WW2 where ships loaded in Seattle with Lend-Lease material sailed past Japan and landed in Vladivostok to support the Soviets in their fight against Nazis. Right now, the US and Israel are bombing...
UK's Security Pivot Raises Trade Questions, Trump Watch
UK move away from US for security. Would this also affect trade? What would Trump do?
Supply Chain Teams Mirror Chess: Each Piece Plays Its Part
“Your Supply Chain Team, Explained in Chess ♟️” ♔ King (CEO / Business Head) Moves slow, but if he falls… game over. ♕ Queen (Supply Chain Director) The real MVP — planning, firefighting, strategy, all at once. ♖ Rooks (Logistics & Warehousing) Strong, reliable, keep things...
Rising Diesel Prices Signal Delayed Inflation Surge
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
US Food and Energy Self‑sufficiency Is an Illusion
US is "self-sufficient in food & energy"... ...but US food & energy supply chains are now HIGHLY centralized, fragile, & long (& usually stretch back to China.) "US is self-sufficient in food & energy" is like the man who drowned in a...
Prioritize Real Effectiveness Over Trendy Procurement Buzzwords
“It’s easy to be swept up by the latest buzzwords & slavishly follow ‘best practices’ that claim to transform ur #procurement capability overnight—but they never stand the test of time. Focus on enhancing effectiveness instead.” https://t.co/AwR3NnZV7e #purchasing #supplychain https://t.co/NnBMchjnvy
Ground Forces Needed as Trump’s Air Plan Fails
trump can’t reopen the strait of hormuz with an air campaign. and the iranians aren’t going to accept that outcome willingly. ground troops are coming.
Expensive Plan to Save Steel Plant Sparks Local Outrage
"A costly plan will keep a steel plant in JD Vance’s hometown running. Locals are aghast: ‘It’s horrible’" 🤔 https://t.co/bfrGuaDpW6 https://t.co/pBxxBmFbKI
Iran‑approved Ships Still Avoid Hormuz Despite Clearance
Even ships Iran says are “safe” won’t risk Hormuz. 2 Chinese ships turned back despite permission Permission isn’t safety. Risk still rules Hormuz. #Hormuz #Oil #Shipping #EnergyCrisis https://t.co/yEI8Ew9SQw
Helium Shortage Threatens Chip Production, 40% offlineHelium Shortage Threatens Chip Production, 40% Offline
40% of global helium is offline It's critical for computer chips and there's only a few weeks of inventory https://t.co/NrxRXjRzCl
Australia's LNG Outage Slashes Exports, Leaves Market Bufferless
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
Economic Weakness Erodes U.S. Military Superiority
Bit of a deep dive with a handsome economist (me) on how America's economic vulnerability undermines its military advantage. https://t.co/WZQ5ou95bM
Truckloads Surge as LTL Consolidates in Freight Recovery
The Cass Shipment index is an important barometer of freight activity, but there are some important nuances. The freight market had been in one of the biggest recessions in history. But in late November, we saw a surge of activity that has...
Toyota Shifts to Solid‑State EVs Amid Execution Risks
EV acceleration forces Toyota to pivot to solid‑state batteries, modular platforms and scaled production; execution risk and Chinese cost pressure persist. Trade: buy TYO on pullbacks. Outlook: margins should narrow. ⚡ — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
Chicago Stays Among Nation’s Tightest Housing Markets
Chicago was one of the first markets to tighten. Despite tightness spreading to other major markets, Chicago remains one of the tightest markets in the country. https://t.co/mLkRlRBTH3
Atlanta's Capacity Tightens Sharply, Rejection Rate Hits 13.6%
When capacity first started to tighten, Atlanta stayed out of the rally. In recent weeks, Atlanta has started to sharply tighten. Rejections at 13.62% https://t.co/3hELRXDncJ
Blockchain Unifies Fragmented Supply Data, Cutting Verification Delays
Supply chain data breaks when records stay fragmented across actors, slowing verification and raising dispute costs. Blockchain ledgers align events and lock records since traceability makes each handoff verifiable and audits shorten. Microblog by @antgrasso https://t.co/y5qSY2C5vb
Trump’s Iran Strategy Fuels U.S. Semiconductor Advantage
Trumps hidden win in Iran war How US could gain in semiconductors race https://t.co/YD7keFvYid via @business_today
Nestlé Reports 413,793 KitKat Bars Vanished, Truck Missing
"Nestlé says roughly 413,793 [KitKat] bars went missing after leaving a production facility in central Italy, with the truck still not found" https://t.co/rFkTvqrolc
Oil Shipments Surge Across Gulf Despite US‑Iran War
PHOTO(S) OF THE DAY: Oil loadings across the Arabian Sea, Persian Gulf, and Red Sea during the US-Iran war. From top left clockwise: Fujairah single point mooring (March 28); Kharg island (March 27); Yanbu (March 24); and Al Muajjiz (March...
LNG Shortfall Threatens Global Gas‑Fired Power Generation
Gas-fired generation will be squeezed by LNG shortfall Global gas-fired electricity generation is likely to be among the hardest hit sectors following the closure of the Strait of Hormuz and the loss of production as a result of damage to two...
UK Cuts Gas Imports Despite Energy Security Risks
Latest instalment in the “Miliband is a moron” series Britain’s gas imports to be cut despite energy security threat https://t.co/EsJkZMM8LL
New Oklahoma Aluminum Smelter Set to Revamp U.S. Supply
Century and EGA plan a major Oklahoma aluminum smelter that could transform US primary metal supply. https://www.metalnomist.com/2026/03/century-ega-oklahoma-aluminum-plant.html
Cholera Aid for Africa Delayed by Dubai Hold, War Fallout
Emergency medical cholera supplies destined for Africa are STUCK in Dubai warehouses. US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE. https://t.co/obM6ZY0tKC
US Funding Accelerates Domestic Heavy‑Rare‑Earth Magnet Supply Chain
USA Rare Earth funding could speed up a US mine-to-magnet supply chain for heavy rare earths and domestic magnets. https://www.metalnomist.com/2026/03/usa-rare-earth-funding-could-accelerate.html
Strait of Hormuz Traffic Plummets, Ships Go Dark
Visualizing the Strait of Hormuz shutdown using AIS tracking data. Wild to see the precipitous drop off in transits from 100's of vessels per day to a handful. The craziest part is zooming in to track a single Indian LPG tanker...
Robots Climb Ceilings and Walls in Warehouses
Gravity-Defying #Robotic #Warehouse System: Ceiling- and Wall-Climbing #Automation via @ZappyZappy7 #Robot #MachineLearning #ArtificialIntelligence #ML https://t.co/DqP7EEcmYO
Japan, Australia Currencies Slide Together
The upside to Japan’s risk aversion – ample petroleum reserves The Yen has weakened against the US$ since the Iran war drove the oil price higher, but so too has the AU$. Japan imports most of its energy needs, so a...
Houthis May Keep Bab‑el‑Mandeb Strait Open
In fairness this means the Houthis are also considering not closing the Bab-el-Mandeb Strait, guys. https://t.co/ZiiVU0cw8C
Week 4 Strait of Hormuz Recap
Week 4 Recap of the Strait of Hormuz 1⃣Is the Aya-TOLL-ah Booth Open to Everyone? 2⃣Week 4 @gCaptain headlines 3⃣ @UK_MTO JMIC Update 4⃣ Mar 26 & 27 Replay @MarineTraffic 5⃣ Role of Tripoli Amphibious Ready Group? Video: https://t.co/vwiilPKiZe https://t.co/UPIM7Z8QwU
Future View:
guy in the future: “So, how serious is this, on a scale of just noise to that time the Strait of Hormuz got closed?”
Pentagon's Decades-Long Underfunding Leaves Troops Scrambling for Shelters
Passive defenses — bunkers, hardened shelters, dispersal — aren't glamorous. The Pentagon has underfunded them for decades. Now, with U.S. troops under fire in the Middle East, DoD is scrambling to find vendors who can ship prefabricated shelters within 30...
Risk, Not Geography, Keeps Hormuz Closed
Who is WE @tangobastogne ? The opportunity to secure Hormuz passed in late February Now it’s risk that keeps it closed, not geography How can WE eliminate the risk of drones, mines & fast boats? WE cannot
Digital Machining Pioneer Dr. Erdem Ozturk Returns
🎙️In this throwback episode, my guest is 𝐃𝐫. 𝐄𝐫𝐝𝐞𝐦 𝐎𝐳𝐭𝐮𝐫𝐤, an internationally recognised leader in the digital machining field. Stream now: 🔗 https://t.co/qcr2entAlM 📽️ https://t.co/80kIXr9r5B 🔗 https://t.co/DmYp21NDA3 https://t.co/zmuptGxUmz
Hormuz Controls Global Economy; Oil Flow Secures War Viability
Let me be clear @LukeGromen: Hormuz is the global economy. If you couldn’t secure oil flows, you had no business starting a war that could put the world here. No aspirations. Just hard reality.
Pipeline Transports Crude; Unclear How Much Is Refined
Everything that I've seen about the pipeline is that it can only carry crude. There is refining capacity on that side of Saudi, but - open question - what portion of the pipeline crude coming to Yanbu is being refined...
Five Tankers Load, Dozens Still Queuing in Red
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)