Russian Shadow Fleet Set to Vanish, Shipping Shortage Looms
There's a good chance that the entire Russian shadow fleet could be dismantled within months. Beyond the impacts on Russian, Iranian, and other oil supplies, global shipping could be shifting towards a shortage as the vessels are retired. #crude #crudeoil #geopolitics https://t.co/cJBLsX5Onz
Trump Admin to Loosen Venezuela Oil Sanctions Amid Price Surge
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
Manufacturers Lose Jobs as Workers Demand White House Aid
"U.S. manufacturers are still shedding thousands of jobs, as workers ask White House for help" https://t.co/hX6gW5SPYz Maybe they should stop "helping"? https://t.co/Wr4BjjhYfw
Chinese Aluminum Gains as Middle East Raw Material Routes Shift
"Chinese aluminum producers are set to benefit from a rerouting of raw materials away from the Middle East." https://t.co/1y03SlyLey https://t.co/vALp8dzRls
West's Final Aluminum Smelter Demolition Ends Historic Industry
"The West's last aluminum smelter is coming down, taking a way of life with it" https://t.co/lMTBTxsTWc https://t.co/9NccDrPbTA
Detailed Insights Shared In
As I laid out with great detail in my hour and a half long video last night….
U.S. Must Officially Request NATO Assistance
If the U.S. wants NATO support it needs to ask for it. Have we submitted a formal request for support? Have we filed an Article IV or V request? NATO isn't a government, they can't act on their own. It...
US Merchant Marine Reserve Fleet Essential for Large-Scale Invasion
There can be boots on the ground without ships but a large scale land invasion would absolutely require the US Merchant Marine ready reserve fleet These ships are too big to hide. @mercoglianos is watching them closely. Follow him & hit...
Dalilah’s Law Set to Pass, Avoids Controversial Add‑Ons
Dalilah’s law is up for committee hearing tomorrow. In its current form, it should pass. There has been some temptation to expand the law to include some issues that many drivers would revolt over: such as tracking chips in trucks and...
Reliable Iran War Sources Still Hold Up After Two Weeks
My list of accounts to follow for quality information about the Iran war and Strait of Hormuz holds up two weeks later… 👇👇
LA Rebounds as Post‑CNY Port Volumes Surge
LA is coming back strong from weak conditions earlier this year. As port volumes return from Chinese New Year, we could see a resurgence of momentum.
Iran Keeps Shipping Oil, China Still Receives It
PHOTO(S) OF THE DAY: China is still getting (some of) its oil — and Iran its getting (some of) its money. Three weeks into the war, Iran continues loading oil supertankers from Kharg Island. (No damage visible at this resolution) Photo @CopernicusEU...
Rail Demand Remains Stable Amid Service Gains
Rail demand is muted but stable. On Talking Transports, I speak with @BNSFRailway CMO Tom Williams about service gains, rail vs truck dynamics, tariffs, the $UNP – $NSC merger — and Indiana football. 🎧 Listen - Episode 130 of Talking Transports: Apple:...
Control of Hormuz Determines Global Power Shifts
I’ve found that most wars are filled with surprises, but the stakes of this conflict are obvious: it all comes down to who controls the Strait of Hormuz. We’ve seen this pattern before—with the Dutch in the 17th century and the...
Watch Taiwan Firms for Early AI Server Supply Signals
The best way to get an early heads up on AI server supply is to watch Taiwan companies. What’s even better is that they all report revenue monthly. This week I’ll be emailing out a masterclass on Tracking the Global...
Amazon's 3‑Hour, 1‑Hour Delivery Threatens E‑commerce Competition
Focus on ecommerce? When speed is important for an order, good luck competing with Amazon -> Amazon begins 3-hour deliveries in ~2K US cities and towns and 1-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products...
China’s Fuel Ban Strains Regional Supply, Sparks Contract Disputes
China's fuel export ban last week is already rippling through the region. Bangladesh, which relies on Chinese diesel and jet fuel, has come out and asked Beijing to honour its contracts. Australia imported a third of its jet fuel from China...
Pakistan Faces LNG Shortage Within a Month
Pakistan’s LNG supply at risk of running out in less than a month 🇵🇰 🚢 Officials warn that there may not be enough gas to meet power needs after April 14 Pakistan imports 99% of its LNG from Qatar. But supplies...
Amazon Launches 1‑3‑hour Delivery, Fueling Ultrafast Shipping Trend
Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S. https://t.co/EFa2clCW92
VinFast Resumes US EV Plant, Scaled‑down Amid Growing Losses
"VinFast to Resume US EV Plant Construction as Loss Widens" https://t.co/iDt2io8Uw2 "The US factory’s scale is likely to be much smaller than first envisaged." 🤔🤔 https://t.co/mHd22RogbL
War’s End Won’t Instantly Revive Commodity Output
I think the most dangerous thing that I see in markets currently is this assumption that, as soon as the war ends, commodity production will just switch back on again. It won’t. It can’t. Commodity production is not like a manufacturing...
Healthcare's Future in Malaysia Depends on Logistics
Today, my co-founder and I had a call with our pharmacy partner — and it reinforced something we’re seeing very clearly: The future of healthcare in Malaysia isn’t just about medicine. It’s about logistics. Because you can have the best treatments,...
US Diesel Prices Surge Past $5, Fueling Freight Inflation
CHART OF THE DAY: US retail average diesel prices have topped the $5-per-gallon barrier for the 2nd time ever. That’s freight inflation — and another big hit to the country’s farming economy (and it has received many hit since...
Iran Conflict Threatens Global Chip Supply Chain
Iran war chokepoints begin to cast doubt on global chip supply https://t.co/oHuurB7rl9 via @debbywuintaipei @ckyrious https://t.co/EFKkB6ppV0
IMO Chief: Convoys Unsustainable for Reopening Strait of Hormuz
[MUST READ] IMO chief says convoys are not a long-term or sustainable solution to re-open Strait of Hormuz: https://t.co/5RH72OviGI
US Unveils Section 301 Trade Action Against 16 Nations
The US drops Section 301 trade bombshell on 16 countries | Article | Hinrich Foundation https://t.co/d4DGMQE6Zp
Iranian-Linked Tankers Still Dominate Hormuz Despite Attacks
India- and Pakistan-owned ships transit Strait of Hormuz ▶️Iranian-linked tonnage still dominates Hormuz transits ▶️Attacks on shipping are succeeding in halting crossings ▶️Eastbound transits prevail westbound journeys ▶️US ‘fine’ with Iranian tankers sailing through Hormuz to ‘supply’ the rest of the...
China-Linked Hormuz Traffic Plummets, VLCCs Shift to Red Sea
China-linked Hormuz transits retreat to shipping’s opaque fringes ▶️China-linked traffic through Hormuz has slowed sharply after recent attacks, with transits largely confined to an opaque bulker and one sanctioned VLCC ▶️Mainstream Chinese state-owned tanker fleets continue to stay out, citing safety, insurance...
India Seeks Iran's Guarantee for 30 Hormuz Shipments
India talks with Iran on safe Hormuz passage for up to 30 ships Vessels carrying LNG, LPG and oil earmarked to follow the voyages of two VLGCs https://t.co/3X81uYIrqD
War Risk Premiums Surge as Iranian Attacks Intensify
War risk rates soar as Iranians ramp up ship attacks US reinsurance scheme light on details as convoy plans out of reach for now https://t.co/BoE7xMfsVr
India, Pakistan Provide Escorts for Hormuz Strait Traffic
India and Pakistan Offering Escorts as Ships Pass Through Strait of Hormuz https://t.co/NgQFHd2nAa #maritime #maritime-news
Supply Shocks Could Trigger Crises Bigger Than COVID
If a meaningful fraction of the analyses I’m seeing on major supply disruptions to global energy, food and pharmaceutical inputs is real, the humanitarian crises and government responses that are about to unfold will make COVID mayhem feel quaint.
Drone Strike Threatens Fertilizer Supply, Endangering Global Harvest
Drone strikes fuel truck at Dubai airport. What is happening is more than the Strait of Hormuz and oil. Supply and supply chains. A key product not moving is fertilizer as planting season is arriving. The impact on crop output...
Trump Highlights NATO's Weak Naval Response in Red Sea
During the entirety of the Red Sea operation closure ALL of NATO couldn’t muster more than 3 warships at a time you donut hole An entire German task force sailed around AFRICA to avoid the Houthis They are demonstrably WEAK & Trump...
Trucking Firms Self‑recover Stolen Loads; Police Ineffective
Large trucking companies often run their own processes to recover stolen truckloads. The authorities are almost useless in recovering stolen cargo.
War Historically Boosts Freight Demand, Not Economic Collapse
There are a large number of accounts here that have an issue with the war and want the economy to crash because of it. We have yet to find an American war that didn’t drive more freight demand. I don’t make the...
Strangers Secure Million-Dollar Deals; Friends Struggle with $5k
This is absolutely insane. It’s easier to book a million dollar truckload with someone you don’t know than it is to wire 5000 to someone you do.
Freight Data Signals Ongoing Industrial Rally Amid War Recovery
Industrial production up. The high frequency freight data suggests this rally will continue and it appears to be shaking off the Iran war and high fuel prices
Truck Driver Shortage Myth Used to Push Deregulation
There never was a truck driver shortage. This was a narrative told to Congress to lower the barriers to entry and to fund tax-paid driving schools. It’s always been a lie.
Rising Fuel Costs Boost Big Carriers, Not Hurt Them
Wall Street investors have concluded that spiking oil prices will hurt truckers. It’s not that simple. In fact, the big carriers and brokers often make more money during periods of high fuel prices.
Flatbed Surge Predates Iran Conflict, Tied to Rust‑belt Demand
The surge in flatbeds predated the Iran conflict. I spoke about this at length in early February. The locations of the surge match up to the rust belt, auto, and heavy machinery. No one is moving oil field equipment off of...
Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Iran Conflict Jeopardizes Chip Supply, Hikes TSMC Costs
Iran Conflict Threatens Global Chip Supply Chain, Risks Higher Costs for TSMC - Bloomberg https://t.co/nu9qEGPpB0
Iran Likely Vetting Vessels Before Hormuz Exit
"Ship Tracking Suggests Iran May Be Verifying Ships Before Allowing Hormuz Exit" Ladies and Gentlemen, I give you the Ayatollah Khomeini Memorial Thruway. https://t.co/mT7tw2wjxp https://t.co/VaIa1Vv21k
US‑China Trade Board Unprecedented; Washington Must Prepare
A new US-China “Board of Trade”? The world has never before seen an attempt to manage trade at this scale. If the US government wants to do this seriously, it really has to do its homework. by @AnaSwanson https://t.co/ooAO5hs8Jv
China Curbs Fertilizer Exports, Iran War Spikes Global Prices
"China is tightening its curbs on fertilizer exports as the war in Iran disrupts trade of key crop nutrients, driving up prices globally." https://t.co/X35yEEwYZH
Hormuz Attacks Drive Soaring Tanker Insurance Premiums, US Aid Unclear
"Shipping Insurance Costs for Hormuz Passage Surge After Vessel Attacks" https://t.co/Aq3e4lGXyX "Details of a plan for the US International Development Finance Corporation to help insure tankers are still unclear." https://t.co/mC9xKl2B7o
Cuba Experiences Nationwide Blackout Amid US Oil Blockade
#Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. https://t.co/5NRxiUILHa
Massive Saudi Arab Light Tanker Flotilla Heads to Asia
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
Manufacturers Misunderstand This Process—Danny Sidun Offers Solutions
𝐃𝐚𝐧𝐧𝐲 𝐒𝐢𝐝𝐮𝐧 to talk about why so many manufacturers misunderstand this critical process, and what they can do to get better results. Stream now: 🔗 https://t.co/9vEAAzJDpE 📽️ https://t.co/So0R3DfgII 🔗 https://t.co/DmYp21N5Kv https://t.co/qwxGXKs7UH