FreightWaves Launches Top‑Rated Daily Freight Market Show
FreightWaves Today, our daily freight market show coming in May, is now the most successful ad-supported show we've ever launched at FreightWaves. I will be the host alongside Julie, featuring Zach, Malcolm, Charles, and our team of market experts. Each day, we will interview the most influential people in the freight market. We are consolidating many of our other shows including State of Freight, Freightonomics, and Bring it Home into a single show to cover all of the important headlines. The show will is set for noon - 2PM and will help you navigate the daily happenings in the market and on the floor. It will be available via streaming and Sirius XM daily.
H100 GPUs Skyrocket in Price, Supply Remains Scarce
Lots of SKUs of H100 commanding much higher prices. Inference has moved to N-2,3 etc compute hardware. And we don’t have nearly enough.
Procurement Misses 10‑25% Savings Without This Tool
I've spent two decades in supply chain and procurement. And in that time, I've watched the same pattern play out repeatedly. The procurement team works hard. They run RFQs, manage suppliers, and negotiate contracts. They do everything right. And yet — they...
Inevitable Conflict Drives Need for Self‑Sufficient Supply Chains
We’ve never been good at fixing things we blew up and we are the world’s best at blowing things up. It was never a matter of if we’d get into a kinetic conflict with Iran, but when. All the more...
China’s Decade-Long Push for Energy Self‑Sufficiency as Defense
China has been planning for over a decade to be cut off from global energy resources. Sustainable Energy is National Defense
Zero‑Carbon Policies Spark Australia’s Fuel Shortage Crisis
Australia faces a massive gasoline and diesel shortage, which is a travesty of its own making. NIMBYism and zero carbon policies are killing first world economies https://t.co/zOWEhNZ4qm
Decades of Navy‑Merchant Marine Split Now Costing Hormuz
"The United States has spent seven decades severing every operational link between the Navy and the Merchant Marine, and the Hormuz crisis is the bill coming due." 🎯NAILED IT 🎯 https://t.co/l9z9PP9W7P
Trump Says No Immediate Iran Ground Invasion Despite Troop Buildup
EXCLUSIVE: The Trump administration is signaling to allies that it has no immediate plans for a ground invasion of Iran, even as it deploys thousands of troops to the Middle East, people familiar with the matter said. @nwadhams https://t.co/YZRj1gwl2H
Kill Data Debt with Perfion PIM for 10k SKUs
Managing 10,000+ SKUs shouldn't be a horror story. Kill "Data Debt" with Perfion PIM and ditch messy spreadsheets. 📈 #PIM #Perfion #Distribution #SupplyChain #DataManagement #ERP Schedule a meeting with me: https://t.co/ZsEwnG4p2n https://t.co/tRldYvC7rO
Strait Reopening Prevents Catastrophic Fallout
"but the catastrophic consequences of the Strait remaining closed won't happen if the Strait reopens" https://t.co/iULTzt6N2d
India's Export Bans Could Sway Global Rice, Sugar Prices
Decent odds we see some export bans for key commodities where India can move global prices (eg rice, sugar)
European Car Makers Shift to Defense to Save Jobs
Europe’s beleaguered automakers & their parts suppliers are turning to defense production for viable alternative sources of income. “Without a new revenue stream, they face factory closures and job cuts.” Via @Jordyn_Dahl @Politico https://t.co/Ub0CxTDJYj
Trump’s Tariffs Were Symbolic, Global Trade Endured
Factful Friday is up! After a book-writing hiatus, it's back (and based on snippets from my forthcoming eBook, World War Trade). 👉Why didn’t Donald Trump’s tariffs melt down the world trade system? This Factful Friday, based on snippets from my...
Rubio Says No Ground Troops Needed, but Preserves Trump’s Options
NEW: Secretary of State Marco Rubio tells me at the airport before leaving France that the US does NOT need to deploy ground troops to accomplish its objectives in the #IranWar. But part of the cabinet's job is to always give...
Truckers Praise Sec. Duffy as First Supportive DOT Leader
@SecDuffy is a rockstar among truckers who feel that he is the first DOT Secretary that has their back...
Truckstops Exploit Tax-Driven Diesel Price Gaps; West Coast Policies Blamed
The major truckstops already do this arb. They will move their diesel purchases between PADs to take advantage of price deltas at the rack. But a good portion of the diesel cost delta is actually tax and transportation related. The...
US Apathy Sparks Panic, May Force Strait Reopening
Over the past 24 hours, I’ve talked to a number of leading shipping and energy sources in Europe and Asia. Overall mood: panic. Talked to dozens of key people in the USA. Overall mood: ¯\_(ツ)_/¯ Allied navies might have to reopen the strait...
Empires Rose on Ships and Salt; Britain Now Lacks Both
If you study the rise and fall of empires the two most important things are ships and salt. Now the UK barely has either.
Port of LA Volumes Surge 3% in Two Hours
Sharing some charts from the Port of LA's Port Optimizer Signal platform. Volumes into the port are rising in the two weeks ahead (notably that week 14 number literally rose 3% from 9 am ET this morning to when I...
New Map Shows Diesel Cost Per Mile by Location
We've created a new map, which tracks the estimated cost per mile for buying diesel, depending on where you purchase fuel. https://t.co/JKDNneabWc
UK Faces First Ever Net Salt Imports
For the first time in history, the UK could become a net importer of salt. https://t.co/LebKeoPpE6 https://t.co/SJkfWqLqVr
U.S. Pivots to Western Hemisphere Energy, Partnering with Venezuela
My view in the @EpochTimes on the US reducing reliance on Middle Eastern oil: “There is a strategic shift toward a more resilient Western Hemisphere energy bloc... through tighter integration of supply chains ... with Venezuela." https://t.co/DLlkE38yYS
Address Chronic Shortfall in Domestic Weapon Procurement
We should get back to the topic of chronically insufficient procurement of weapons that we can produce and could have been easily contracted.
Flatbed Load Rejections Hit 50% This Weekend
Flatbed rejections remain extremely elevated as we head into the weekend. Half of all flatbed loads are being turned down by operators. https://t.co/RMKQZhvvwh
Let SAP Business One Agents Automate Your ERP Tasks
2026: the year your ERP starts doing the work. Stop staring at dashboards: let SAP Business One agents handle the heavy lifting 🤖 $SAP #SAPBusinessOne #ERP #AI #Automation #Wholesale #Distribution Schedule a meeting with me: https://info.quaintbusiness. https://t.co/s1WiQMkWva
Iran War Cripples Hormuz, Triggers Unprecedented Oil Shock
"The biggest supply disruption in history." The war in Iran has closed the straight of Hormuz, damaged energy infrastructure across the region, and sent shockwaves across the global oil & gas industry. It's so big, it's hard to get your...
Iran Redirects COSCO Vessels, Signaling Hormuz Tension
Looks like all is not well between Iran and China/COSCO as two of their ships were turned around at the toll gate. "COSCO’s ships are a new gauge for Hormuz crisis" https://t.co/i9oWIPHi5V https://t.co/266IvJBUES
Cosco Avoids Hormuz Route Despite China‑Iran Ties
Cosco. Chinese container line. Does not sail in the Strait of Hormuz. Why not with China being an oil customer and ally to Iran? What is the back story?
Trump Claims US Oil Independence, Dismisses Hormuz Strait
President Trump says that “we don’t need the Hormuz Strait. We have so much oil, our country is not affected by this.” TRUMP = CLEARLY UNHINGED = HAS LOST TOUCH WITH REALITY. https://t.co/VFVUQDKzXd
EU Faces Trade Turbulence From US and China
From Liberation to other trade threats is the US with the EU. Now here comes China to the EU. Trade upheaval? Maritime? What lies ahead?
Helium Shortage Threatens Semiconductor Production, Says CEO
NEW ODD LOTSL The helium shortage @tracyalloway and I talk to Nicholas Snyder, CEO of North Americah Helium about a commodity with a surprising number of industrial applications, including and especially the semiconductor industry https://t.co/QjwqFhMsdO
Iran’s Gas Attacks Threaten Persian Gulf Aluminum Production
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters. Full Newsletter: https://t.co/HA7AqLgHqP...
Supply Chains Must Reprice Diesel and Diversify Before Q3 2026
𝗙𝗼𝘂𝗿 𝗦𝗶𝗴𝗻𝗮𝗹𝘀 𝗘𝘃𝗲𝗿𝘆 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗟𝗲𝗮𝗱𝗲𝗿 𝗠𝘂𝘀𝘁 𝗔𝗰𝘁 𝗢𝗻 𝗕𝗲𝗳𝗼𝗿𝗲 𝗤𝟯 𝟮𝟬𝟮𝟲 The compounding crises of March 2026 are not temporary noise. They are permanent signals. Here's what the data says about where supply chains must evolve — and how fast. 𝗜𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲...
America Must Secure Supply Chains by Reshoring Production
This is the primary reason that I am adamant about moving production back to the Americas. It’s more expensive, but without it, we are incredibly vulnerable. If kinetic war breaks out in Asia, our supply chains are at substantial risk....
China Slashes LNG Imports, Pivots to Domestic Gas
China is cutting LNG purchases as the Middle East conflict boosts prices 🇨🇳🚢 📉 March imports are poised to fall to lowest level in 8 years ⚠️ Instead of LNG, China is turning to domestic/pipeline gas. This will help free up supply...
Iran's Strategic Blunder: Chinese Ships Reroute Before Hormuz
Onshore media just reported that: "Two container ships under China's COSCO Shipping Lines have turned back toward the Persian Gulf and have not yet passed through the Strait of Hormuz." I think this is a strategic mistake by Iran.
Iran-India LPG Trade Resumes as Strait Reopens
Iran-India fuel trade begins after strait open sesame, first LPG cargo due this week https://t.co/834nbwZFHx via @ETEnergyWorld
JSW Cuts Costs, Risks by Owning Coal Transport Tracks
Owning the tracks means JSW no longer has to rely on third-party infrastructure for coal evacuation, significantly reducing logistical risks and operational costs.
Saudi Crude Exports Surge From Western Ports
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Aramco Redirects 4 M Bpd, Fastest Global Mitigation
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
SMIC Supplies Chip Tools to Iran's Military, Sparks US Concerns
Reuters: SMIC, China’s largest chipmaker, has sent chipmaking tools to Iran’s military, two senior Trump administration officials said on Thursday, raising questions about Beijing’s stance in the month-old U.S.-Israeli conflict with Iran. https://t.co/5g4DGtQLIB
Hormuz Closure Threatens Systemic Oil Supply Collapse
This is not a normal supply shock—it’s a systemic break, writes @Rory_Johnston You don’t replace Hormuz with bypass pipelines, SPR releases & sanction waivers You either reopen it—or break the system Markets are betting on a quick fix—but reality says otherwise. https://t.co/J4ZbSY2K9u #Oil #Hormuz...
11 Days of Delay Add 400M Barrels Lost
Time is irreversible damage Trump has kicked the can till April 6 11 more days of disruption = 120MM additional barrels shut in ==>cumulative losses ~400MM, notes @ericnuttall That’s how a “temporary” disruption becomes a lasting supply shock. #Oil #Hormuz #SupplyShock #EnergyCrisis #Inventories...
Iran Targets New Chokepoints, Bab Al‑Mandeb Enters Play
Bab al-Mandeb is now in play Another chokepoint, another layer of disrupt Iran doesn’t need to win militarily. It just needs to expand the number of places it can break the system. https://t.co/k876kDiu36 #Hormuz #BabAlMandeb #Oil #Shipping #Geopolitics #EnergyCrisis #RedSea #Suez #Iran #OOTT
Rubio: Hormuz Could Reopen Tomorrow if Iran Stops Threats
I asked Sec. Rubio planeside if the Strait of Hormuz can be reopened without US boots on the ground. He said it's a Dept. of War question, but "It can be open tomorrow if #Iran stops threatening global shipping, which is...
Dad Worries Defense Funds Protect North From Russian, Chinese Missiles
My children live on this continent and ya’ll are failing to protect the entire top half. You know… the part facing Russian and Chinese missiles. How Carney spend your defense dollars is VERY MUCH my concern as a dad.
Truckload Van Rates Set to Beat 2021 Record
The record truckload van spot rate is $3.55/mile, hit in late 2021. I have conviction that we will surpass that this year. If we don’t, I will go to Turkey and get this haircut. https://t.co/vzD4gUx7Xc
Marco Rubio Arrives in France for G7 Foreign Ministers Meeting
Secretary of State Marco Rubio has landed in France for a #G7 foreign ministers' meeting https://t.co/18CTA1igot
Auto Rail Shipments Near All‑time Highs Amid Economic Uncertainty
Despite the noise in the economy, auto shipments via rail are near all time highs https://t.co/JLtQ05WOqa
US Chemical Rail Shipments Set New Historic Record
Last month, the US shipped more chemicals via rail than any other time in history. With a week to go, March will break that number... https://t.co/uOZuXMwy6j