Qatar LNG Disruption Pushes US Gas to Asia, yet Bottlenecked
The disruption of Qatari LNG will see an increased of US LNG to Asia. The limitations will be: 1️⃣US ability to ramp up exports 2️⃣Availability of ships to haul the longer ton-miles from the US to Asia vice Qatar 3️⃣The limitations of the Panama Canal, which is limited to about 36 ships, with 10 going through the big lane.
Stand Firm on Pricing; Avoid Extra Discount Demands
Founders: When procurement asks for another discount on top of your agreed price, stand firm. You already factored this into your initial pricing. Remind them you're offering market rates and need sustainable margins to deliver value. Don't enter a reverse auction.
BIS Lists Block Shipping, Not Purchasing, for Chinese Buyers
Being on the BIS UVL or Entity List doesn’t restrict buying “from” it restricts shipping “to”. There could be political pressure but I doubt it, especially if used for Chinese consumers.
Middle East Conflict Escalates, Economic Damage Yet Unfolding
A month ago it was just airstrikes on Iran. Now the Houthis are launching missiles at Israel, Iranian drones are hitting US bases in Saudi Arabia, and two shipping lanes are shut. Lots of economic damage coming. Stay patient. The bottom is...
Company Hides Furnace Restart Cost, Estimated at $30 Million
"The company also did not disclose how much it spent to restart the second furnace in Granite City. McKey estimated it could be around $30 million." https://t.co/4fNwGyi7aw https://t.co/SrSjAIYZ4c
War‑Driven Supply Shock Meets Fading Peak‑Demand, Fueling Post‑Conflict Boom
Gulf War III is far from over. Long-term impacts are très TBD. But it's noteworthy that, just prior to the outbreak, the consensus peak-demand narrative for oil and gas began to crumble. Folks started to realize we're short...
Quarter of Global LNG Supply Offline After Attacks, Cyclone
And just like that, a quarter of global LNG supply is offline 🚢 ⚠️ Hormuz/Iran attacks have disrupted deliveries from Qatar and UAE Cyclone temporarily knocks out plants in Western Australia (Nice graphic from IEA’s Greg Molnar) https://t.co/ymJmTrTZGx
Israel-Iran Strike Threatens Global Supply Chain Stability
Israel’s attack on Iran while there were attempts at “peace” negotiations may have compounded the supply chain and maritime problems that are bordering on supply and economic catastrophe. IMHO
Embrace Chaos: Rethink Tiered End‑to‑End Supply Chains
Six years of supply chain and logistics disruption. The need is to understand the E2E supply chain, especially the tiered, nonlinear upstream supply chain. Forget buzzwords like ‘resilience’. Fresh thinking. Adapt to what will continue—SCM chaos.
Global Freight Thieves Mirror Domestic Tactics, Says Report
Turns out foreign overseas freight theft gangs use the same methods abroad as they do here “The company said the stolen truck had left a factory in central Italy and was making its way to Poland when it was stolen,...
Houthis Threaten Bab Al-Mandeb, Risking Saudi Pipeline Bypass
The Houthis of Yemen have entered the war, claiming the launch of a ballistic missile against Israel. The more important aspect of their involvement is whether they try to disrupt traffic in the Bab al-Mandeb Strait, effectively jeopardising Saudi efforts...
Dallas Surge Redirects Trucks, Balances National Capacity
When a big market like Dallas surges, large carriers prioritize loads inbound to take advantage. This takes trucks from other parts of the country, but smoothes out the capacity map across the US.
Saudi East-West Pipeline Hits Full 7 Million‑Barrel Capacity
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
Reliance and Samsung C&T Seal $3 Bn Green Ammonia Pact
Reliance Industries, Samsung C&T sign $3 billion green ammonia supply deal #energysky -- via pv magazine global: https://t.co/QhgLo7pNfi
Dallas Shifts From Backhaul Nightmare to Extreme Tightening
I'm old enough to remember when Dallas was a backhaul market and one of the worst places to send trucks to. That is has not been the case for many years and certainly not now. The Dallas market is experiencing...
Texas Capacity Tightens; Dallas Rejections Hit 19% High
Capacity out of Texas is tightening faster than any other market. Rejections out of Dallas surged to 19%, the highest levels since 2021! https://t.co/0Um53N20C4
Truckload Volume Index Hits 4‑Year High, Up 12% YoY
SONAR Truckload Volume Index continues to climb. +12% YoY, highest levels in 4 years https://t.co/7CorH9A2bO
Windsor Slump Warns of USMCA Risk, Trim Canada Auto Exposure
Macro: Windsor's slump signals USMCA uncertainty. Key: tariff threats, cross‑border exposure, falling orders. Risk: demand pullback. Trade insight: trim Canada auto-supply positions. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Gulf Tensions Trigger Maersk Outage, Freight Volatility Surge
Gulf tensions rise, hitting flows. Maersk halted Salalah after crane damage; 48h outage. Risk: supply delays, Strait Hormuz disruption. Trade: hedge shipping via freight volatility. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran Conflict Turns Global Economy Into Battlefield
John Keegan’s 'The Face of Battle' is a masterpiece of war literature. He moves from Agincourt to Waterloo, then the Somme, showing the shift from a small hand-to hand battlefield to a larger area defined by the range of cannon...
Nearshoring and Agentic AI Redefine Supply Chains by 2027
Five Predictions That Will Define Supply Chains by 2027 From agentic AI to the end of labour arbitrage — SCMDOJO's intelligence desk synthesises expert forecasts into the signals every supply chain leader must act on now. 6–12 Months · Geopolitics Nearshoring accelerates from...
Energy Shock Triggers Global Plastic Shortage
A plastic shortage is emerging. Asia makes ~60% of plastics & depends on Hormuz-linked oil & gas Less energy = less plastic Less plastic = broader shortages This is how an energy shock hits the real economy. #Oil #NatGas #Plastics #SupplyChains #EnergyCrisis
Houthis Threaten Cape Route, Exacerbating Energy Shortages
With Houthis entering the war, Cape of Good Hope may soon be the Cape of Only Hope. Countries already facing physical energy shortages are staring at even longer transport schedules, and higher costs. Some useful background from 2024 here: https://t.co/K1abD0tYoN.
China’s 90% Model Redefines Global Supply Chains
@KirkusReviews , 𝐭𝐡𝐞 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐛𝐨𝐨𝐤 𝐫𝐞𝐯𝐢𝐞𝐰 𝐦𝐚𝐠𝐚𝐳𝐢𝐧𝐞 𝐟𝐨𝐮𝐧𝐝𝐞𝐝 𝐢𝐧 1933, 𝐰𝐞𝐢𝐠𝐡𝐬 𝐢𝐧 𝐨𝐧 𝐂𝐡𝐢𝐧𝐚’𝐬 90% 𝐌𝐨𝐝𝐞𝐥. Kirkus describes the book as “𝐚𝐧 𝐞𝐧𝐠𝐚𝐠𝐢𝐧𝐠 𝐚𝐧𝐝 𝐮𝐧𝐬𝐞𝐭𝐭𝐥𝐢𝐧𝐠 𝐧𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞 𝐨𝐟 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤.” The review highlights how China has built industrial capacity to meet 90%...
US Steps Back, Lets Others Pay Iran's Strait Fees
But of course. It's not the US' problem. Literally saying, "now let the rest of the world fight it out with Iran. We're done here." Interesting new angle, though: Is it all just about money for Iran? What about their...
Thailand Secures Safe Strait of Hormuz Passage for Tankers
Thailand has reached a deal with Iran to allow Thai tankers through the Strait of Hormuz. “An agreement has been reached to allow Thai oil tankers to transit safely through the Strait of Hormuz," Thai Prime Minister Anutin Charnvirakul said...
No Alternatives Exist: Oil Remains Unavoidable Reality
Hormuz oil "We don't have any alternatives at all, and we should not talk about alternatives," says @asasalhajii Any questions? No. Now, what should we talk about? #Oil #Energy #Reality #Geopolitics
Trump Tariffs Shrink Chinese Imports, Widen U.S. Trade Deficit
How Trump’s Tariffs Are Choking U.S.-China Trade—Chinese share of American imports drops to lowest level since 2001, but overall U.S. goods trade deficit rises @hannahmiao_ @CloudberryRoque https://t.co/tWBXJwnAkx https://t.co/tWBXJwnAkx
Oil Price Ignores Geopolitics, 20% Supply Unchanged
No military operation or policy can replace 20% of global oil supply At some point, price stops listening to narratives, says @JasonBordoff End of discussion #Oil #EnergyMarkets #Hormuz #Geopolitics
Supply Disruptions Reshape Oil, Gas Amid U.S.-Iran Tensions
PODCAST: What’s next for oil, natural gas and the U.S.-Iran war? A great pleasure to join a special edition of the #ColumbiaEnergyExchange podcast with host @JasonBordoff to discuss how supply disruptions are reverberating across the industry. 🎧Listen now: https://t.co/Nfa3nQ6UWm
GE Forecasts Boosted 2026 LEAP Deliveries Amid Recovery
GE expects higher LEAP engine deliveries in 2026 as supply chain recovery and strong MRO demand support growth. https://www.metalnomist.com/2026/03/ge-leap-engine-deliveries-set-to-rise.html
Cargill’s Eco‑Ships Face Drone and Missile Threats
Quick question for @Cargill: With drones and missiles flying across major sea lanes, are you planning to keep these giant bullseyes mounted on your “eco” ships? https://t.co/BWiyOEbXKV
FreightWaves Launches Low‑Cost National Freight Market Monitor
FreightWaves will be introducing a brand new low-cost data, new, and research platform of national freight market summary data for website browsers next week. We call this FreightWaves Market Monitor. It is a roundup of our national data, making it...
Trump Postpones Iran Strike; Hormuz Tension Rattles Oil Markets
Trump delays Iran attacks to 6 April, but Strait of Hormuz risk keeps oil and supply chains on edge. https://www.metalnomist.com/2026/03/trump-delays-iran-attacks-as-strait-of.html
India Mandates LPG-to-PNG Switch Amid Supply Crisis
🇮🇳At least they have this choice in India. Most of the developing world do not have this option. India Orders Mandatory Transition from LPG to PNG Amid Supply Crisis
Flatbed Rates Surge, Contradicting Miller’s Flat Forecast
Can someone explain this why Jason Miller believes that flatbed spot rates are flat or down slightly in March? Is DAT's flatbed data that far off from Truckstop and SONAR (two completely independent data sources)? Even if you use Miller's...
Markets Underestimate Long-Term Impact of Europe's Gas Surge
Gas prices in Europe are running 50-70% above normal, and the Qatar LNG facility attack hit infrastructure will take decades to rebuild. @8eanmurray from @fuseenergy says markets are pricing this as a blip. He thinks they're wrong. @Steven_Ehrlich @bitsandbips https://t.co/DwMsHVSFmY
Next‑Gen Robots Transform Smart Warehouse Operations
How Next-Generation #Robots Are Redefining Smart #Warehouses by @lukas_m_ziegler #AI #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/VvolzaqpF3
Trump Tariffs Are Strangling US‑China Trade, Data Shows
WSJ: How Trump’s Tariffs Are Choking U.S.-China Trade (with AMAZING charts) by @hannahmiao_ & @CloudberryRoque 🤓 👉🏻 https://t.co/vNeIUWWiqm https://t.co/GB3I7d35ly
U.S. Seizing Hormuz Islands Leads to Exhaustion, Not Victory
The U.S. could take the Hormuz islands—but not control the outcome says @MahmoudianArman It would be a casualty-heavy scenario It ends in exhaustion, not victory. #IranWar #Geopolitics #AsymmetricWarfare #Oil
Rubio Says Strait of Hormuz Is Global, Not U.S. Issue
Opening the Strait of Hormuz is not America's problem, says Marco Rubio "The countries that are most impacted by that should be willing to do something about it." "We'll help you." "We're impacted by it a little bit, but the rest of the...
Gulf Aluminum Plants Supply 9% Globally, Tightening Markets
The facilities in Saudi Arabia, Bahrain, Qatar, the UAE, and Oman account for roughly 9% of global primary aluminum. This is going to tighten supply for many key global industries like construction, vehicles, and aerospace. #aluminum #iranwar #geopolitics https://t.co/qO2ERCGHMN
SBA Launches Huge Financing for Specialized Truckers
Reefer, hazmat, and flatbed truckers and logistics service providers were just given a massive financing vehicle by the SBA.
Houthis Warn Red Sea Escalation Amid Iran War
Houthis Threaten Red Sea Escalation as Iran War Risks Spreading to Second Shipping Chokepoint https://t.co/9Nypu2iQHO
Still Waiting on SAVE and SHIPs Act Passage
I’ve been a little busy… Did we pass the SAVE Act yet? How about the SHIPs Act?
Iran War Threatens Global Fertilizer Supply, Endangers Food Security
The Iran war has crippled Middle East production/shipments of fertilitizer and upstream inputs, threatening global food supplies. That could be bad for rich countries - and disastrous for poor ones. https://t.co/YLuPd0NrWM https://t.co/FPLfLjAOYy
China Launches Probes Into US Section 301 Investigations
Beijing’s commerce ministry said on Friday it was initiating two probes of its own looking into the US Section 301 investigations into China. by @leahyjoseph, Tina Hu & @AsiaLens https://t.co/LI97xXyn8V
Chemicals Firms Hike Prices Amid War-Driven Inflation Shock
"Chemicals companies on the front lines of the inflationary shock are aggressively raising prices on disruptions from the four-week-old war... The price increases are already kicking off a chain reaction." https://t.co/E16JDzEqwM https://t.co/Ttbur0ru2f
US China Trade Gap Narrows, Overall Deficit Hits Record
"The U.S. goods trade deficit with China shrank 32% to $202 billion last year..., the narrowest since 2005. Yet the overall U.S. goods trade deficit grew 2.1% to a record $1.24 trillion because U.S. importers shifted rapidly to other markets"...
Iran's $2M Ship Fee Fuels Export Surge Amid US Presence
Iran is processing ships at the Imam Khomeini port, located in Khuzestan at the northernmost extreme of the Gulf, near Kharg Island. So, for ships seeking passage approval from Iran, they have to sail all the way to the northern end...