Dalilah’s Law Cuts CDL Grace Period, Boosts Truckload
Dalilah’s law is a massive pivot from the FMCSA rule. It would mandate that current non-domiciled CDLs are banned 1 year out from the enactment date. The FMCSA offered 5 years. If this passes, go long truckload.
Dalilah's Law Bans Non‑Domiciled CDL Drivers, Limits Foreign Brokers
Not only will Dalilah's law permanently eliminate non-domiciled CDLs, it will also restrict foreign dispatchers and freight brokers https://t.co/zQYNP3Ja4g
US Navy Ready, Needs Private Shipyard Investment From Europe
It’s not even that the US Navy is unwilling to secure world trade, they are eager to do so. We have the people, resources, systems and weapons to do so. What we don’t have is shipyard investment. But guess what? Our...
Rising Oil Prices Spur Medium‑Term Freight Demand
Citi: High oil prices will drive additional freight demand "North American production boosting freight demand over the medium-term." https://t.co/nzbc3PYiKa
DOT Reforms Spark Permanent Trucking Super‑cycle, Boosting Truckload Assets
This would make the efforts by the DOT permanent and set off a trucking super cycle Truckload carriers would be one of the most investible asset-classes
Spot Rates Outpace Fuel Costs by $0.28 per Mile
Trucking spot market over 6 months. Trucking spot rates are up $.50/mile, while fuel up $.22/mile during that period https://t.co/c9g69l8Rkr
New SONAR Index Reveals Truckers' Diesel Cost per Mile
New index inside of SONAR: The cost of diesel per mile for truckers. MPG.USA uses 7 miles per gallon to calculate the cost of fuel for truckers. https://t.co/N8r6Tx66IO
Maritime Dominance Claim Clashes with Hormuz Reopening Failure
We chased commercial tankers half way across the world and called it maritime dominance but can’t reopen the Strait of Hormuz?
No Viable Short‑term Plan to Open Strait without Troops
i’ve yet to hear a workable near term (next 4-6 weeks) plan for how to open the strait that doesn’t involve us boots on the ground.
Old Photo Misleads: Viaduct Now Connected, Track Laying
They keep showing this years old picture. That viaduct is connected and they are now laying track
Jones Act Waivers Push U.S. Shipping Costs Higher
Argus: Early Jones Act waiver fixtures are coming in well above recent domestic benchmarks, signaling a sharp rise in U.S. coastwise shipping costs as foreign-flag tonnage now enters the market. https://t.co/kXsOyRdoaw
Seamless Products Depend on Robust Supply Chain Coordination
Every product has a journey—raw materials ➝ factory ➝ customer. It looks simple, but behind it are constant adjustments, coordination, and problem-solving. When it works, it feels seamless. That’s the power of a strong supply chain. 🚚 https://t.co/CVEBanvR6l
Warehouse Inefficiencies Drain Margins Hidden From Procurement Focus
Most supply chain leaders obsess over procurement savings and demand planning accuracy. Meanwhile, their warehouse quietly bleeds margin — through poor layout, undertrained staff, outdated tech, and safety shortcuts nobody wants to talk about. This edition changes that. https://t.co/abRK9zzCJN via @LinkedIn
Three Weeks of Strait Closure Sparks Ongoing Chaos
Approaching 3 weeks of Strait closure and no end in sight. Crazy things are happening out there.
Iran Attacks Abandoned Malta‑flagged Container Ship Safeen Prestige
Looks like Iran struck the abandoned Safeen Prestige, a 23k ton, Malta-flagged container ship, previously hit on March 4th and abandoned. https://t.co/gs0BwcrHY2
Madagascar‑Flagged LPG Tanker Passes Iranian Checkpoint
The Madagascar?-flagged 74k m3 LPG tankers just entered the Persian Gulf, swinging through the Iranian Checkpoint. https://t.co/flNbjNxP6L
Prepare for Tariff Shock: Actionable Strategies for Leaders
Lisa Anderson will be a panelist on a Tacto Technology webinar: Tariff Shock: What Procurement and Supply Chain Leaders Must Do Now — Wed 3/25/26 at 1pm ET (10am PT). Register today: https://t.co/LRxNSF4jW5 #Tariffs #Procurement #SupplyChain #Manufacturing https://t.co/tYXsBEPIez
US Indifference Threatens Europe’s Strait Reopening
What if the United States doesn’t care about reopening the strait for Europe? My latest gCaptain Op-Ed 👇
Trump Likely to Block Russia's Oil Shipments to Cuba
russia sending two shipments of oil. and gas to…cuba. will president trump order interdiction? i’d say pretty good chance he will.
Fertilizer Supply Chain Fragile, Hinged on Hormuz Gas
The fertilizer supply chain is what Nassim Taleb calls "fragile." Optimized for low cost natural gas, the fragility source is the Straight of Hormuz. https://t.co/Ly2rsT6s4P
War Over Ships and Tariffs, Not Hormuz Opening
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share...
Malaysia Ends US Trade Deal After Illegal Tariffs
Malaysia says it no longer has a trade agreement with the US with the tariffs being declared illegal. Will other countries do it? Will the US have an ongoing global trade war as it moves to Section 301 tariffs?
Foreign‑flag Tankers Raise Domestic Fuel Costs, Study Finds
"A careful look at the current state of international market freight rates shows that, in fact, substituting a foreign flag tanker on a domestic route currently served by a Jones Act tanker would more than likely result in an increase...
Trump Tariffs Spike Diesel, Fertilizer Costs, Threaten Farm Voters
Trump’s tariffs and the US-Israeli war on Iran are sending fertilizer and diesel costs through the roof. Diesel is up ~$1/gallon in a week. Urea fertilizer has jumped from $470/ton to up to $585. This jump in cost spells trouble for Trump and...
Minister Contradicts Himself on Diesel Carbon Tax Exemption
The FP talks here (11:20) about exemptions for diesel from the industrial carbon tax, and yet he published a piece in the Toronto Sun and elsewhere this week on trucking cost implications that assumed the industrial carbon tax applies to...
Court Ruling Threatens Jones Act, Haters Celebrate
And there it is folks. The moment Jones Act haters have been waiting for… https://t.co/BZQNHrjdj5
China Refuses to Tap Reserves for Global Supply
Well, China isn't going to dip into its strategic reserves to help supply the rest of the world ... 1/2
Trump's 60‑day Jones Act Waiver Deemed Ineffective by Shippers
Trump just waived the Jones Act for 60 days. Shipping interests say it won’t help
Hormuz Reopening Dependent on Ceasefire and Neutralizing Iran
"Hormuz Reopening Looks Unlikely Without a Ceasefire" https://t.co/XMIRCwxYZf "Until we’ve neutralized Iran’s layered, asymmetric capabilities- mines, fast attack craft, submarines and drones- we won’t want to put commercial or even escort ships through" - @Bob_McNally https://t.co/ytg2suC6Mi
Strait of Hormuz Turns Into Iranian Shipping Checkpoint
Has the Strait of Hormuz Chokepoint Become a Checkpoint for Iranian Shipping? 1️⃣Maritime Chokepoints Last 5 Years 2️⃣Strait of Hormuz Update 3️⃣Iranian Checkpoint? 4️⃣Was the Strait a US priority? 5️⃣Does Iran controls 35% of global trade? Video: https://t.co/Y6wyU7NtIy https://t.co/yWBvF0lsuB
Shipping Lines Offer Nearest‑Port Drop‑Off Amid Iran Conflict
Container lines have told customers they can leave containers at nearest port. Iran war and the Wild West.
Tariffs Intended to Save Factories Are Actually Crushing Them
"Allen’s experience embodies a growing body of evidence that the tariffs that Trump said would help American factories are, in fact, squashing many of them" https://t.co/IknBPtkn62 https://t.co/mRRcMfRLIv
Israel Hits Iran's South Pars, World's Largest Gas Field
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
When Peptide Suppliers Stop Accepting Credit Cards
You know your peptide supplier is in trouble when they stop accepting credit card payments.
Future Oil Supply Shifting From Hormuz to Canada
The path away from Hormuz doesn’t run through Texas It runs through Canada. Not a quick fix, but a slow shift in expectations about where future supply comes from. LINK👇 https://t.co/2f6ouGWWtL #Oil #Energy #Geopolitics #SupplyChains https://t.co/s7N92RBiUl
Broad Commodity Shock Threatens Entire Industrial System
This isn’t just an oil shock—it’s a full-spectrum commodity shock, writes @glcarlstrom It’s fertilizer, aluminum, helium, plastics, fuel. Block it—and the entire industrial system starts to seize. #Energy #SupplyChains #Commodities #Inflation #Geopolitics
Hormuz Shock Reveals Fragile Energy‑Food System
Hormuz is a SYSTEMS SHOCK, writes @ctindale Energy → fertilizer → food → unrest → state control. This isn’t a disruption. It’s the exposure of a fragile system built on false efficiency. #Energy #Overshoot #Geopolitics #SupplyChains #Inflation
Hormuz Remains Uncontrollable System Favoring Disruptors
U.S. power can strike targets—but it can’t control Hormuz, writes @citrinowicz Hormuz isn’t a target—it’s a system, and it favors the disruptor. #Hormuz #Geopolitics #Oil #Energy
Bob Brackett Returns: War in Iran Reshapes Global Gas Flows
NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. https://t.co/DlSfweVsgl
Europe Swapped Russian Gas for LNG, Still Vulnerable
Europe's LNG imports have gone from 3% of gas supply in 1990 to nearly 50% today. We replaced Russian pipeline gas with LNG at record speed. But we replaced one dependency with another. That's why Europe is so exposed. Answer is transforming demand...
Rosatom Shifts Hafnium Exports From Europe to Asia
MOSCOW, March 17 (Reuters) - Russia's state nuclear company Rosatom, the country's sole producer of hafnium used in high-tech industries, said on Tuesday it had redirected its supplies of the metal from European to Asian markets.
Libya's Biggest Oil Field Shuts, Pipeline Fire Deepens Supply Shock
Libya’s largest oil field is going offline. Sharara exports halted after a pipeline fire—full shutdown within hours. Another supply hit in an already fragile system. #Oil #EnergyMarkets #Libya #SupplyShock
Middle East Conflict Fuels South African Petrol Shortage Fears
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
China's Central Asian Influence Extends Beyond Extractive Industries
I'm afraid China's economic presence in Central Asia went way beyond oil, gas, and mining some time ago. If folks still think it's all just about extractive industries, they've missed quite a bit about the Chinese presence.
Captain Hill Accused of Being Driven Out by Houthis
Paging @ChowdahHill Will Captain Hill please report to bridge. Someone here claims you got “chased away” from the Red Sea by Houthis. 💀
Nvidia Resumes H200 Shipments to China Amid New Orders
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,”...
Experts Doubt Iran Can Sink U.S. Carrier, Bet $100K
We’ve reached the point where serious, smart people I’ve known for 10+ years think Iran can sink a U.S. aircraft carrier. Thank you MSM. Not saying it’s impossible but I’ll put $100K on the other side of that bet right now.
Amazon Slashes USPS Use, Threatening Post Office
Amazon to cut use of USPS by 2/3+. This would be a big hit for the Post Office. How much of it will Amazon deliver? Capital cost for trucks and vans? Additional employees? Savings? ROI? Improved delivery speed? Sales growth...
Gas Prices Likely Remain High Through 2027
Gas prices staying up into 2027? It’s becoming a distinct possibility. Thanks to retired Marine Lt Col @HalKempfer for taking the time to talk supply chain issues, energy security, and the new Great Powers competition. Link below.
Jensen Highlights Mastery of 2,000‑Provider Supply Chain
Jensen also mentioned that their supply chain consists of roughly 2000 providers. As I wrote in this report, they are masters of the supply chain. https://t.co/9ZCdGgQZVs