Supply Chain Social Media and Updates

China’s Chip Imports Surge to $50B, Oil Stalls
SocialMay 9, 2026

China’s Chip Imports Surge to $50B, Oil Stalls

If you want to sell to China, it sure helps to make chips -- at least right now. April chips imports topped USD 50b Note the lack of any bounce in oil imports in dollars terms as well 1/ https://t.co/sc6I5sL5uw

By Brad Setser
China's Vehicle Exports Surge 50% to 12 Million
SocialMay 9, 2026

China's Vehicle Exports Surge 50% to 12 Million

50% y/y growth in vehicle export volumes pushed China's April vehicle exports to an annualized pace of 11.2 million. Full year exports could reach 12m, passenger car exports are on track to to 10m -- 1/2 https://t.co/7rRg8aSumT

By Brad Setser
China's April Exports Rise; Import Growth Slows
SocialMay 9, 2026

China's April Exports Rise; Import Growth Slows

China's April export shipments rose 14.1% while its imports increased 25.3% in April, below the 27.8% in March. https://t.co/NOYBqEfdgZ

By Cathy Morrow Roberson
USPS Mulls Shipping Handguns, Raising Safety Concerns
SocialMay 9, 2026

USPS Mulls Shipping Handguns, Raising Safety Concerns

They wake up every morning asking what terrible thing they can think of next. USPS considers allowing people to ship handguns through the mail https://t.co/dUutrx5FwP

By Jeff Jarvis
US Prioritization Assumption in Hormuz Conflict Proven Wrong
SocialMay 9, 2026

US Prioritization Assumption in Hormuz Conflict Proven Wrong

I agree 100% with @ProfTalmadge and noted this major misstep in my recent @AtlanticCouncil column on the energy security lessons so far from the Iran war. @RapidanEnergy's pre-war modeling of a Hormuz conflict assumed the US military would...

By Bob McNally
Fertilizer Shortage Spikes Potato Prices, Makes $136k Spenders Millionaires
SocialMay 9, 2026

Fertilizer Shortage Spikes Potato Prices, Makes $136k Spenders Millionaires

FACT: If you spent $136,000 on potatoes last month, you'd be a millionaire right now. Potato prices have skyrocketed from €2.5 to €18.5 per 100 kg because fertiliser supplies are drying up after the Strait of Hormuz was closed. https://t.co/vyaLL0pKgh

By That Martini Guy
Iraqi Fuel Trucks Cross Syria, Arrive in Spain
SocialMay 9, 2026

Iraqi Fuel Trucks Cross Syria, Arrive in Spain

Iraqi fuel oil, transported by trucks to the Syrian port of Banyas and then loaded onto an oil tanker, has now reached its final destination in Spain. Hundreds of trucks traveled daily through the western Iraqi desert and across Syria to...

By Anas Alhajji
Record 5,000+ Chinese EVs Arrive in Brazil
SocialMay 9, 2026

Record 5,000+ Chinese EVs Arrive in Brazil

"A ship from China brought over 5,000 electric cars to Brazil at once: it was the largest operation ever recorded by the port, with 5,101 vehicles disembarking in Paranaguá." https://t.co/64NwDDTaSX

By Anas Alhajji
China’s Refined Fuel Exports Hit Decade Low Despite HK Exemption
SocialMay 9, 2026

China’s Refined Fuel Exports Hit Decade Low Despite HK Exemption

China's exports of diesel, gasoline, jet fuel other refined fuels fell to the lowest level in a ~decade in April thanks to the export ban. That probably understates the contraction because the trade figures include HK, which is exempted from...

By Lewis Jackson
Russia Weaponizes Nuclear Supply Chain, Sparking Global Vulnerability
SocialMay 9, 2026

Russia Weaponizes Nuclear Supply Chain, Sparking Global Vulnerability

It is strange how little attention is broadly directed towards how Russia uses nuclear supply chain dominance as a weapon of war and harm. Good piece: https://www.abc.net.au/news/2026-05-08/russia-nuclear-power-diplomacy-and-dependence/106647598

By Ketan Joshi
Protectionism Deepens Poverty in Global Crises
SocialMay 9, 2026

Protectionism Deepens Poverty in Global Crises

Protectionism makes everyone poorer during global shocks via @FT ✍️Dr Ngozi WTO DG @wto https://t.co/FJktdmvyWF

By Richard Baldwin
Disrupting Maritime Publishing, yet Still Blocked by Entrenched Power
SocialMay 9, 2026

Disrupting Maritime Publishing, yet Still Blocked by Entrenched Power

Yep. Started @gCaptain 20 years ago confident we could close down incumbents that charged ship captains insane subscriptions for paper products. One, @LloydsList, was the longest running publication in print and I thought, we are young, we are California bases, we...

By John Konrad
Blocking Iranian Tankers Is Unrealistic, Like Policing Tiny Waters
SocialMay 9, 2026

Blocking Iranian Tankers Is Unrealistic, Like Policing Tiny Waters

It’s not stupid to “let” Iranian tankers get thru the blockade if you’re powerless to stop them @BrettErickson28 This is not like guarding a canal. It’s closer to trying to police a small U.S. state’s worth of water https://t.co/o7uBWIKrky

By Art Berman Blog
Intel Foundry MFN Deal Points to Nvidia, Not AMD
SocialMay 8, 2026

Intel Foundry MFN Deal Points to Nvidia, Not AMD

If you sign with Intel Foundry first, you’ll likely get a MFN deal. Tim Apple is a supply genius. Question is, who will the MFN high performance wafer customer be? Likely Nvidia. (Yes I know the deal they cut but...

By Patrick Moorhead
AI Drives Local Production, Undermining Globalization
SocialMay 8, 2026

AI Drives Local Production, Undermining Globalization

Globalization is a victim of AI (because local production is more cost effective) @marvinjbarth @HooverInst

By Axel Merk
Register by May 14 to Block Industry Fraud
SocialMay 8, 2026

Register by May 14 to Block Industry Fraud

The FMCSA is doing God’s work and trying to get rid of the riff raff, but needs your help. If you are on active motor carrier, be sure to preregister your information in the portal before May 14th. MOTUS comes out...

By Craig Fuller
Trump Prioritizes Strait of Hormuz Over Iran Negotiations
SocialMay 8, 2026

Trump Prioritizes Strait of Hormuz Over Iran Negotiations

President Donald Trump has changed his approach as he tries to end the war against #Iran: reopen the Strait of Hormuz at all costs, and leave thorny negotiations on Tehran’s nuclear and ballistic missile programs until later. My story with @Magdalena_971 https://t.co/WbDdDDfzjA

By Eric Martin
AI Component Shortage Reveals Systemic Supply Chain Fragility
SocialMay 8, 2026

AI Component Shortage Reveals Systemic Supply Chain Fragility

This is yet another example of the far-reaching nature of the AI-driven component crisis. https://t.co/oeB83TsHLc

By TechRadar
Local Supplier Myth: Tier‑2 Risks Still Threaten Supply Chains
SocialMay 8, 2026

Local Supplier Myth: Tier‑2 Risks Still Threaten Supply Chains

Big misconception: “Our supplier is not in the region, so we are fine.” Tier-2/tier-3 dependencies + supplier stress can still hit hard. Need to map exposure + contingencies? LMA can help. #SupplyChain #SupplierRisk #RiskManagement #Procurement https://t.co/7GTitVLBW6

By Lisa Anderson
US Gov't Intel Stake Soars to $55B Amid Apple Deal
SocialMay 8, 2026

US Gov't Intel Stake Soars to $55B Amid Apple Deal

After @WSJ report on @Apple striking preliminary deal to use @intel chips, the US government stake in Intel now worth $55 billion

By David Shepardson
ASML's $400M Machine Monopoly Drives Skyward Breakout
SocialMay 8, 2026

ASML's $400M Machine Monopoly Drives Skyward Breakout

$ASML blue-sky breakout. These guys sell their semiconductor making machines for $400 million a piece...and they're the only people who can make them.

By Hyperstocks
Apple‑Intel Partnership Hinges on 14A PDK Delivery
SocialMay 8, 2026

Apple‑Intel Partnership Hinges on 14A PDK Delivery

Not surprised at all. Apple needs Intel, Intel needs Apple and Apple is one of the few companies with the resources to successfully pull off a real, dual foundry strategy for a single device. An agreement doesn’t mean wafer revenue...

By Patrick Moorhead
Intel Emerges as Vital Second‑source Foundry Amid Capacity Crunch
SocialMay 8, 2026

Intel Emerges as Vital Second‑source Foundry Amid Capacity Crunch

Intel is the only foundry, and a now officially viable foundry second source, who has the capacity to expand to meet this DEEP foundry capacity shortage we have in the semiconductor industry. I'd expect any deal with Apple to...

By Ben Bajarin
Intel's Apple Chip Deal Was Inevitable After U.S. Investment
SocialMay 8, 2026

Intel's Apple Chip Deal Was Inevitable After U.S. Investment

$INTC making chips for $AAPL was inevitable from the day the U.S. became an investor. And here we are. 👀

By Daniel Newman
Staying in Comfort Is Risk
SocialMay 8, 2026

Staying in Comfort Is Risk

4 years ago I had a well-paid sexy job in Dubai, a stable salary, and a career most people would have kept. I quit. I had no product. No revenue. No investors. Just a belief that supply chain professionals deserved better learning...

By Dr. Muddassir Ahmed
Nintendo Faces $640M Hit, Switch 2 Costs Rise $40
SocialMay 8, 2026

Nintendo Faces $640M Hit, Switch 2 Costs Rise $40

Nintendo reporting that it expects a 100 billion yen ($640 million) impact this fiscal year (April 2026 - March 2027) as a result of rising component prices and tariffs. Based on the 16.5m unit forecast for Switch 2, that's around...

By Daniel Ahmad
Latest US‑China Trade Data Signals Shifting Balance
SocialMay 8, 2026

Latest US‑China Trade Data Signals Shifting Balance

Ahead of the Trump-Xi summit, my take on the most up-to-date US-China trade data 🤓 https://t.co/MAnUlGQUFl

By Chad P. Bown
Three Iranian Tankers Struck, Showing Limited Speed and Damage
SocialMay 8, 2026

Three Iranian Tankers Struck, Showing Limited Speed and Damage

For those keeping a scorecard on Iranian tankers hit: 1⃣Hasna 2⃣Sea Star III 3⃣Sevda The ships were all in light condition, inbound to Iran. The video of the two latter ships show them to be moving fairly slow, as there is no appreciable wake or...

By Sal Mercogliano
Tariffs Dominate Business Discussions, Says NC Governor
SocialMay 8, 2026

Tariffs Dominate Business Discussions, Says NC Governor

NC Gov. Stein on corporate investment: "Some of them are still coming, don't get me wrong … but almost every business meeting I have, one of the first topics they bring up is the challenges of tariffs" https://t.co/A8Cfovlh2b https://t.co/NetY7oVnbT

By Scott Lincicome
High-Speed Automation Delivers Precise Package Sorting
SocialMay 8, 2026

High-Speed Automation Delivers Precise Package Sorting

Precision in Motion: High-Speed #Automated Package Sorting in Action by @amazingthings_ #EmergingTech #Technology #Innovation #Tech https://t.co/Hjv7ashwQf

By Ron van Loon
AI-Driven Memory Shortage Spikes Console Prices
SocialMay 8, 2026

AI-Driven Memory Shortage Spikes Console Prices

Sony, Nintendo grapple with memory price surge as AI boom constrains supply More collateral damage from US controls on memory... https://t.co/zUdAvKWJsv

By Paul Triolo
Tyson Beef Faces $350‑$500M Loss Amid Cattle Shortage
SocialMay 8, 2026

Tyson Beef Faces $350‑$500M Loss Amid Cattle Shortage

"Tyson’s beef operations posted a wider loss, and the company expects the segment to lose $350M to $500M in 2026... the severity of the current cattle shortage has sent prices so high that meatpackers are losing money on every animal...

By Scott Lincicome
SEG Solar to Launch 4GW US Plant Q3 2026
SocialMay 8, 2026

SEG Solar to Launch 4GW US Plant Q3 2026

SEG Solar to open new US 4GW module assembly plant in Q3 2026 #energysky -- via pv-tech: https://t.co/QrJjTm3VT6

By Tor “SolarFred” Valenza
US Shoots Down Empty Iranian Oil Tankers
SocialMay 8, 2026

US Shoots Down Empty Iranian Oil Tankers

US has disabled another two Iranian unladen oil tankers, this time by firing into their smokestacks, thereby stopping them from crossing into the Persian Gulf. Two days ago, the US also disabled another empty Iranian oil tanker by firing into...

By Javier Blas
EU Allows Airlines US Jet Fuel Amid Hormuz Blockade
SocialMay 8, 2026

EU Allows Airlines US Jet Fuel Amid Hormuz Blockade

EU to say airlines can use US jet fuel amid Hormuz block https://t.co/ejV7yc5J0O via @E_Krukowska @AlbertoNardelli @JWittels @kate__duffy https://t.co/2oxjn1b2x3

By Zöe Schneeweiss
Weekly Reverse News Highlights: DuPont, FedEx, Stellantis
SocialMay 8, 2026

Weekly Reverse News Highlights: DuPont, FedEx, Stellantis

Reverse News for the week ending May 8 is posted on the LTI website. https://t.co/BNZpj7FrYa This week, articles on DuPont, FedEx Freight, Stellantis and more. https://t.co/MS6Aqib3pz

By Cathy Morrow Roberson
Automation Needed to Return U.S. to Manufacturing #1
SocialMay 8, 2026

Automation Needed to Return U.S. to Manufacturing #1

The U.S. is already the world’s #2 manufacturing powerhouse. To become #1 again, we need better automation. Make factories more productive, safer, and easier to work in. @goformic is leading that charge:

By Shahin Farshchi
Finance Ignores Strait Closure, Prioritizes Abstract Reality
SocialMay 8, 2026

Finance Ignores Strait Closure, Prioritizes Abstract Reality

Financiers do not seem to care if the Strait is open. Their financial reality precludes physical reality.

By Tom Craig
Hormuz Tensions Threaten Supply Chains, Risk Demand Collapse
SocialMay 8, 2026

Hormuz Tensions Threaten Supply Chains, Risk Demand Collapse

US, Iran Clash Near Hormuz as Response on Proposed Deal Awaited. The longer this goes on, the greater the global economic and supply chain disruption. What about the US? Is there a tipping point from supply shortage to demand destruction?...

By Tom Craig
DP World Expands Into War‑Risk Shipping Insurance
SocialMay 8, 2026

DP World Expands Into War‑Risk Shipping Insurance

DP World moves into shipping war risk insurance. Includes Middle East. Covers thru to inland delivery. https://t.co/ADghHSU8zY

By Tom Craig
Buyers' Power Peaks in 2026—Secure Better Deals
SocialMay 8, 2026

Buyers' Power Peaks in 2026—Secure Better Deals

Buyers got a lot more power in 2026… Take advantage of it and get a lot better deals this year. Below are the questions I am asking and things I am doing https://t.co/FLxg2Navyh

By OnlyCFO
Iran Seizes Chinese Tanker Over Iranian Oil Loading
SocialMay 8, 2026

Iran Seizes Chinese Tanker Over Iranian Oil Loading

Anybody have Iran seizing Chinese tanker for loading Iranian oil on their Bingo card? https://t.co/nEod0PmPzB

By Sal Mercogliano
2D NAND Shortage Deepens as Samsung, Micron Exit Market
SocialMay 8, 2026

2D NAND Shortage Deepens as Samsung, Micron Exit Market

2D NAND shortage spirals after Samsung, Micron, and rivals exit market $SNDK only up a cool $53 https://t.co/MmmFu9b70X

By Mark Lehman (MarkFlowChatter)
Iran Plans Rail Route to China to Bypass US Blockade
SocialMay 8, 2026

Iran Plans Rail Route to China to Bypass US Blockade

Iran wants to use rail to China to avoid US port blockade. Now about their oil for China that uses maritime. All the needed tank cars?

By Tom Craig
China’s 90% Model Redefines Global Industry Landscape
SocialMay 8, 2026

China’s 90% Model Redefines Global Industry Landscape

What looks like competition today is actually a shift in how industries are being shaped. In a recent conversation with @shrishtie , we discussed what I call 𝐂𝐡𝐢𝐧𝐚’𝐬 90% 𝐌𝐨𝐝𝐞𝐥. The idea is straightforward. Build capacity to produce up to 90% of...

By Ram Charan
Trade Court Blocks Trump Tariffs After Supreme Court Reversal
SocialMay 8, 2026

Trade Court Blocks Trump Tariffs After Supreme Court Reversal

Trade court says “no” to Trump tariffs set after Supreme Court strikes down tariffs from Liberation Day. No what for supply chains?

By Tom Craig
New Marketplace Simplifies Plastic Procurement and Trading
SocialMay 8, 2026

New Marketplace Simplifies Plastic Procurement and Trading

if anyone owns a plastics factory, pls DM so i can connect you to Bailey he traded millions of tons of plastics and is now building a marketplace to make procurement, trading, credit and freight less painful by moving the...

By Meltem Demirors
US Confirms Iranian Shadow Fleet Tanker Detained Under Sanctions
SocialMay 8, 2026

US Confirms Iranian Shadow Fleet Tanker Detained Under Sanctions

Note the oil tanker Iranian media just said Tehran detained is under US sanctions and belongs to the Iranian own dark fleet. "The Ocean Koi has operated as part of the Iranian shadow fleet since at least 2020," according to...

By Javier Blas
Trump Says U.S. Oil Exports Need No Restrictions
SocialMay 8, 2026

Trump Says U.S. Oil Exports Need No Restrictions

President Donald Trump said there’s no need for any US export restrictions on oil or jet fuel to address US price increases sparked by the war with Iran. “We don’t need them,” he told reporters Thursday in Washington. “And we have...

By Chad P. Bown