Ship Traffic Pivots From Suez, Hormuz to Cape
This has to be my favorite chart from the Week 12 JMIC Dashboard report on weekly ship transits. Suez down from 497 in 2023 to 248⬇️ Cape of Good Hope up from 348 to 710 ⬆️ Bab el-Mandeb 🍻 down from 377 to 282.⬇️ Strait of Hormuz from 788 to 22⏬ https://t.co/ybAVoDLkKO
Markets Accept Persistent Middle East Conflict If Hormuz Flows
A new geopolitical equilibrium could emerge in the Middle East that includes almost constant kinetic action and YET markets could be OK with that. The 1980 Iran-Iraq war is a good example of that. All that matters is whether ships...
Smart Redesigns Need Regional Chains and Automation
Lisa Anderson & Eric P. Rose discuss smart product redesign, regional supply chains, automation & the realities of bringing new products to market. 🎥 Watch Smart Product Redesign https://t.co/u4EuOwcFKd #SupplyChain #ProductInnovation #Manufacturing https://t.co/UGMQtlxsw1
US‑China Trade War Threatens 2025 Economy; Cooperation Needed
NEW: The US and China put parts of the global economy at risk in 2025 through their trade war over critical minerals & technology. Here I explore a novel path for Washington and Beijing to 'cooperate' over *HOW* they reduce their...
Carrier's Market Persists: Shippers Who Refuse Concessions Lose Trucks
This is a carrier's market. There are zero signs that things are cooling, in fact, in recent days the market has firmed significantly. Many traffic managers at shippers have not seen a carrier's market and are unprepared. If they have...
Acid Prices Surge as Hormuz Sulfur Supply Tightens
Kamoa-Kakula's #copper smelter is currently producing 1,600 tonnes of high-strength sulphuric acid per day. We are currently selling this acid for between $470/t and $500/t to local mining operations in the DRC Copperbelt that critically need the acid to leach...
Trump’s Wavering Stance Shapes Iran Conflict’s Future
As Trump flip flops on his latest ultimatum, now is a good time to look at how the remainder of this conflict may play out and how domestic politics might influence the outcome... Geopolitical Guy | Substack https://bit.ly/3NkAKGD #Iran #OperationEpicFury #StraitOfHormuz #Trump...
First Low‑Carbon Copper Anodes Shipped via Lobito Railway
The first batch of 99.7%-pure copper anodes produced by our new smelter at Kamoa-Kakula was recently delivered to the Atlantic port of Lobito in Angola. This shipment of anodes was the first to be transported along the Lobito Railway Corridor....
Real‑time ERP Visibility Fuels Growth, Not Guesswork
Still digging through spreadsheets? SAP Business One gives you real-time visibility so you can stop guessing and start growing. Simple as that. 🚀 $SAP #SAPBusinessOne #ERP #BusinessGrowth #WholesaleDistribution #SupplyChain #Visibility https://t.co/2DpujWqTEo
Gulf Shut‑ins Could Cut 200 M Barrels in First Month
Current Gulf production shut ins alone, if held at current levels through end-March, will result in roughly 200 million barrels of crude *not being produced* over the first ~30 days of the Iran War Not simply displaced supply, but barrels that...
Trump’s Self‑negotiation Lost; China Won 2025 Standoff
At the height of the tariff stand-off with China in April 2025, Trump was essentially negotiating with himself - threatening escalation and then pulling back - while China stayed silent. We're at that stage now on Iran. China won the...
US‑Israeli Strike Closes Hormuz, Triggers Global Gas Crisis
Thanks to the US-Israeli attack on Iran, the Strait of Hormuz is ‘closed’. As a result, countries worldwide are facing a gas supply CLIFF-EDGE. LNG from Qatar is NOWHERE TO BE FOUND. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/qE8zgTwxgC
Strait Closure Triggers Universal Refined‑petroleum Supply Shock
I spoke with @GaryBohm5 'Metals and Miners' about the closure of the Strait: "It will affect everything that's produced by refined petroleum: the chemical and plastics industry, fertilizer. This supply shock will ripple through everything. There's nothing that isn't touched." https://t.co/SPZ9A1UMhy
AI Blurs VC and PE Lines in Construction Deals
AI: Where VC converges with PE! Historically, outstanding venture capitalists invested in high-growth software. Top-quality private equity firms acquired companies. And the two strategies were distinct. Those two paths may be converging. @generalcatalyst just invested $13.8M to back KP Reddy to launch @ZeroRFI_...
Real‑time SAP Business One Eliminates Xero/Zoho Delays
Stop the Xero/Zoho trap. Minutes matter in distribution. 🕒 SAP Business One gives real-time shop floor to back-office visibility. ⚡ Interested? Let's chat. Connect and let's talk how I can help you solve your problems. #Xero #Zoho #SAPBusinessOne $SAP #SupplyChain https://t.co/AbeWViEFr2
Leadership Lessons at Sea: A Refreshing Ship Captain’s Tale
Everyone’s talking about shipping but most of the books about commercial ships are dry as dust. Once upon a time I read one that wasn’t. No acronyms. No jargon. Just stories about leadership moments at sea by @GoldenStripesLS, a ship captain...
SONAR's Real‑transaction Data Beats Ghost‑load DAT Signals
Ken Idunno Adamo was the cheerleader of team weather in February. He couldn't see that the freight market was cooking because of the sub-prime nature of DAT's data. I don't blame Ken for not taking the $5k bet, knowing that...
Unblocking Hormuz Strait May Avert Global Depression
🤙🏻 Call me, beep me, if you want to unblock the Strait of Hormuz and unwind the largest energy supply shock in history to avoid a global depression.
Averitt Reports Rising LTL Activity
Averitt, a regional LTL provider, is seeing an up-tick in LTL activity. - Transport Topics https://t.co/VUzWyUSgRw
US Oil Use Hits Record Low Amid Global Supply Shock
its the "biggest ever shock to global oil supply", as people keep pointing out, but the US economy is also less oil-intensive than it has ever been.. https://t.co/zk9SxpcEA5
Oil Prices Near Peak Due to Hormuz Risk Premium
In this podcast conversation with @paulkrugman from last week, we debate my view that oil prices are near their peak because large risk premia are priced into oil that embed substantially reduced tanker traffic through the Strait of Hormuz. Watch...
US Tariffs Waste Billions on Steel, Aluminum, Copper
A back of napkin estimate (based on DOD spending on metals and the current price differential bt US and world market prices) indicates that the federal government wastes BILLIONS each year due to US steel, aluminum, & copper tariffs alone:...
Ontario, CA Hits Extreme Tightening as Freight Booms
Ontario, California flipped to "Extreme Tightening" for capacity over the weekend, as the freight economy starts to heat up and Spring shipping starts to cook. Ontario is heart of the Inland Empire, the ocean of warehouses and distribution centers near...
Middle East Conflict Drives Global LNG Exports to Six‑month Low
Global LNG exports drop to the lowest level in six months due to Middle East conflict ⚠️ 🚢 This basically erases supply additions from the US and elsewhere during that period The drop is primarily from Qatar — and to a...
USS John F. Kennedy Construction Drags on 17 Years
“Can take twice as long” Are you kidding me?? We have been building the aircraft carrier USS John F Kennedy for SEVENTEEN YEARS and it’s still not completed.
Qatar Outage Boosts Russia's LNG Sales to Vietnam
The outage at the world’s biggest LNG export plant in Qatar is apparently benefiting Russia 🇷🇺 ⚠️ Russia’s largest LNG producer Novatek has signed a preliminary deal to supply Vietnam, Tass reported citing CEO Mikhelson (Vietnam is struggling to buy LNG...
Spot Rates Rising, Poised to Lift Contract Rates
Trucking spot rates on the move; contract rates stable for now. Spot rates are going to pull up contract rates. https://t.co/ZwPKv4PP3D
Ever Given’s Suez Mishap Sparked a Shipping Saga
Five years ago, MV Ever Given took a right turn in the Suez and rammed Asia and hung its stern up on Africa and started my wild ride with What's Going on With Shipping. https://t.co/43E5IpnOsh
China De
there goes China +1 'de-risking' strategy. almost everyone else is dependent on imported oil to fuel manufacturing, which it turns out is another variable which can be disrupted by rage tweet
Iranian Oil Routes to China via SWIFT Workarounds
Pfft. None of the desanctioned Iranian oil is going anywhere other than China, because only China can shield their payments from SWIFT. All of these masterful gambits assume the Iranians are idiots. They’re evil. Not idiots.
AI Battle Now Hinges on Silicon, Not Models
Musk: $20B chip factory. Amazon: $50B into OpenAI + new Trainium lab. The AI race is no longer about models. It is about who controls the silicon underneath. Current fab capacity covers 2% of what is needed. Two percent. https://t.co/cl1qOf5ih0
ADNOC Cuts LNG Output as Hormuz Closure Tightens Gas Market
Adnoc is now reducing LNG production because Strait of Hormuz is shut, tightening the global gas market 🇦🇪 ⚠️ Adnoc has “made temporary operational adjustments to production of Liquefied Natural Gas” They’re working with customers to fulfill commitments “wherever possible” https://t.co/dLBNlgiLER
Fragmenting Supply Chains Threaten Defense Without China
Global supply chains are fragmenting right now. From a risk perspective this means that every major piece of defense equipment destroyed in the Gulf, may be almost irreplaceable without China’s support. How did team USA get here? Failures of risk...
Taiwan Scrambles with Chip Deals to Win Trump
Fast Chips, Big Money, 3:30 a.m. Calls: Taiwan’s Urgent Quest to Win Over Trump https://t.co/XAPflnhoCQ
Nvidia Warns U.S. Robotics Will Depend on China
Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI Huang says US robotics industry will have to rely on China’s supply chain despite US pioneering market... Yup...3D chess vice one dimensional game within Beltway.... https://t.co/rrFQq5IlpQ
Impending LNG Shock Threatens Europe and Asia for Years
The LNG shock is about to get real The last Gulf cargoes loaded before the war are now arriving After that, Europe & Asia hit the wall This is a major structural shock that may last years https://t.co/Dw60mbEoxn #LNG #Hormuz #Qatar #Pakistan #Bangladesh #Taiwan #EnergyCrisis...
U.S. LNG Gains vs Gulf Instability’s Massive Blowback
Gulf insecurity can serve U.S. LNG and geopolitical interests, writes @anasalhajji This is an alternative view that should be taken seriously My take is that it goes too far in treating strategic benefit as proof of strategic design The blowback to the...
Kharg Island Seizure Won’t Halt Iran’s Oil Exports
[MUST READ] Iran’s Kharg Island - U.S. seizure would not necessarily end exports or re-open the Strait: https://t.co/yRYH1g1UAM
U.S. Shipbuilding Needs Systemic Overhaul, Not Just Money
If you want to bring shipbuilding to the U.S. at the scale of China or South Korea or even Japan its not only going to take massive capital investment, but you also have to fundamentally change the way these businesses...
Century‑Old Jones Act Still Stifles U.S. Shipping
The best parts of this very good @60Minutes segment have gotta be when @cpgrabow tells @LesleyRStahl a few basic Jones Act absurdities, and she repeatedly gasps "NO!" in disbelief - truly shocked that a century-old US law could be...
Weekly NTI Set to Surpass $2.90 per Mile
The national truckload index, daily report, is signaling that weekly NTI is poised to break $2.90/mile tomorrow. Rates firmed sharply late last week. For those following at home or on Blue to Blue, ticker is SONAR: NTID.USA https://t.co/jxA5L55Osk
Saudi Arabia Activates Hidden Pipeline to Secure Oil Flow
Saudi Arabia rolls out key contingency plan to keep the oil flowing: a decades-old pipeline the world didn’t know it needed until today. Fantastic piece from our colleagues, check it out below. 🔉on (And ya, how cool is the power...
Middle East LNG Shipments to Cease in 10 Days
Finacial Times. LNG from the Middle East expected to stop within 10 days. More supply and maritime problems ahead.
US‑backed Iranian Oil Flow Dampens Price Spike
After all the hype over the weekend about escalation, you'd have thought oil prices would spike on tonight's open. But no sign of that. What matters are actions, not words. And those are that Iranian oil is flowing through SoH...
TSMC to Depend Heavily on OSATs for Capacity
I do genuinely enjoy some of the company names on Asian exchanges that literally make clear what they do. Global Wafers is another one. That said, TSMC is going to lean heavily on OSATs for capacity support. Interesting times....
Flatbed Market Lacks Capacity, Housing Season Looms
While it is end of the quarter, I’m afraid this is just a small preview of what’s coming. Zero capacity relief in the flatbed market and we haven’t hit housing shipping season yet. https://t.co/VZsgYs7mmA
Goldman Lifts 2026 Oil Forecasts Amid Hormuz Slowdown
GOLDMAN: “We upgrade our price forecast for two reasons. First, we now assume that Hormuz flows remain at only 5% of normal levels for a longer 6-week period before a gradual 1-month recovery. Second, a recognition of the risks from...
US Gains Massive Advantage From Hormuz Strait Closure
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
Quebec-Queens Hydropower Line Could Light One Million NYC Homes
"Hydropower Line From Quebec to Queens Could Power a Million N.Y.C. Homes" https://t.co/CEfzSRT1cG "Its construction included the underwater installation of more than two million feet of cable imported from Sweden" https://t.co/xqTcpfviM5
Short‑lived Traffic Managers Fuel Impending Carrier Revenge
The issue at many major shippers is that the tenure of the traffic manager is less than two years. They've never seen a carrier's market. They don't know what its like when truckers have the power. Carrier's Revenge is...