Japanese Firms Favor Diplomacy After Past Supply Chain Shocks
Japanese firms that switched their supply chains due to geopolitical shocks in the past are more likely to support diplomacy to address supply chain disruptions over protectionism or diversification subsidies. https://t.co/7utQbiyzIX
Tariff Legal Carousel: Multiple Statutes Keep Rates Alive
✍️Alan Wolff @piie on Trumpian tariffs' legal carousel: 1⃣IEEPA blocked? Use Section 122. 2⃣Section 122 expires? Use Nat'l Defense, Section 232. 3⃣Need a new carte blanche? Try Section 301. PSA: US tariffs are here to stay (but not too high to reduce affordability...
Court Rejects Tariff Claim, Trade Deficit Not Crisis
Shocker: a 2026 trade deficit is not a 1974-style Balance of Payment crisis🤷♂️ 👉”Lawyers representing the businesses bringing the case argued that a trade deficit and a serious balance-of-payments crisis were not the same” ➡️ But probably very little impact on tariffs. ✍️Timothy...
Human Strategy Needed as AI Falls Short of Expectations
✍️ Gillian Tett words of wisdom: @gilliantett @ftopinion 👉“intelligent machines do not automatically deploy themselves either for good or bad. 💥Human strategy is crucial.” 👉A survey from Hyland, for example, says that only 45 per cent of businesses say AI is delivering...
US‑Iran Clash in Hormuz Threatens Global Oil Flow
🇺🇸🇮🇷 US and Iran are fighting again in the Strait of Hormuz. Iran has recently attacked ships and the US has hit back. This area moves 20% of the world’s oil every day. If the fighting gets...
Iran Blames US for Destabilizing Maritime Safety After Tanker Attack
Iran accuses US of ‘destabilising’ maritime safety and security ▶️US jet fired on an Iran-flagged tanker on May 6, damaging its rudder ▶️Incident follows what Iran has called ‘piracy-style’ seizures in the Indian Ocean ▶️Transits through the beleaguered strait have slowed this week...
Trump’s New Tariffs Declared Unconstitutional Despite Legal Loophole
Trump's tariffs—the ones he added because the last ones were ruled unconstitutional—were just ruled unconstitutional My crack team has discovered why. This law allows him to impose temporary tariffs to "deal with large and serious US balance-of-payments deficits." Here it is: https://t.co/UDa8Tp7STS
All‑Mode Freight Earnings Ranked by Bullish Sentiment
We've accumulated earnings call reports from 73 freight-related companies to track major trends, sentiment, common concerns, and quotes about the freight market, across every major mode: Truckload LTL 3PL Rail Parcel Managed Trans Telematics and Tech Payments and Factoring Rail Car Leasing OEMs Warehousing Container...
Court Rules Trump Misused Decades‑old Trade Law for Tariffs
The Court of International Trade found that Trump had wrongly invoked a decades-old trade law when he applied those duties beginning in February. The president imposed the levies after his previous set of punishing tariffs was struck down by the...
America Must Secure Its Geothermal Supply Chain
The Geothermal Supply Chain Is America’s to Gain — or Lose #energysky -- via RMI https://t.co/igYaR7gtP2
Carrier of the Year Awards Overlook Real Safety Risks
Worth the read - Safety assumptions appear misguided in ‘carrier of the year’ honors https://t.co/FA9OMsMFGS via JOC's Ari Ashe.
Oil Shock Persists: Tight Global Fuel Supplies for Months
Oil Shock Far From Over: Energy Giants Warn Global Fuel Supplies May Stay Tight for Months After Iran Deal. And the longer it takes to get a deal? https://t.co/sOpjmIj1ok
Jet Fuel Crisis Exacerbated by Hoarding, Not Supply
✈️✈️✈️✈️✈️✈️✈️✈️✈️✈️ The Global Jet Fuel Crisis: It Would Have Been Mitigated Were It Not for Hoarding Daily Energy Report https://t.co/m1p26knF8S
AI Supply Chain Bottlenecked, Regulation Likely Biggest Constraint
$AMD and $ARM further validated this week that the entire AI supply chain is constrained. Compute, memory, storage, networking, energy, and talent. All the while regulatory may be the biggest bottleneck of all. https://t.co/mezQjhNsfi
Biden Didn't Initiate Iran War Closing Hormuz Strait
Bro. Biden didn’t start a War with Iran that closed the Strait of Hormuz stranding 20% of the world’s oil shipments.
Funding Gap Cripples Mariner Credentialing, Delays Threaten Dominance
You want to hear how messed up the mariner credentialing pipeline is from this funding gap? The National Maritime Center just warned mariners not to send USPS shipping labels with applications because processing delays are now so long the labels...
U.S. Urea Imports Soar to Record, Russia Leads Supply
🇺🇸U.S. imports of urea, a nitrogen fertilizer heavily used in farming, hit an all-time high in March 2026. The shipments were valued at $576 million. Q1 2026 imports were up 15% on the year. Top Q1 suppliers by volume: 🇷🇺Russia 30% 🇶🇦Qatar 25% 🇴🇲Oman...
Stadiums Offer Hourly Truck Parking Through ParkPro
Some stadiums are starting to open their lots up for paid hour truck parking. This isn't via TPC. It's by a company called ParkPro https://t.co/E66PoPHuLD
Optimize Load, Network, and Mode to Control Carrier Rates
Most logistics and supply chain leaders I speak to are fighting the same losing battle. They renegotiate carrier rates. Costs climb anyway. They renegotiate again. Same result. The problem isn't the rates. It's the inputs that shape them — load optimisation, network...
Bulk Rail Data Better Gauge of Economy than Intermodal
Intermodal is down because of soft imports relative to last year. Intermodal was stronger last year because of all the prestocking to front run Liberation day tariffs. Frankly, I am more excited about the bulk rail data, it tells you...
Tender Rejections to Stay Firm as Demand Returns
RXO: Tender rejections will continue to firm through the rest of the year as capacity comes out the market and demand returns https://t.co/XOl8PQM9fX
EU's Sluggish Tech Sovereignty Plan Cedes Ground to US
The #EU’s tech sovereignty push will be a challenge 2 realize—b/c it’s too sluggish. E.g., it: - “has several plans in motion…” - “will seek 2 tweak procurement rules…” ⏳ Meanwhile US cos. solidify their Big Tech dominance. Via @pieter_haeck @Politico https://t.co/cjIpySw9vI
Considering Mining Hormuz After Blocking Their Blockade
We already blockaded their blockade… but what if we also threaten to mine Hormuz …?? https://t.co/V96W6vpcTn
RXO at $10.50 Before Freight Recession Ends
RXO was a $10.50 stock when we first started talking about the end of the freight recession in November https://t.co/IPSD9ophPQ
USGC Crude Rerouted Through Panama to West Coast
Great map of Jones Act-waived intra-US petroleum flows. Some of it is intra-PADD optimization, but as expected we see a big push of USGC barrels transiting the Panama Canal to the US West Coast.
Estimating Timeline Until Hormuz Returns to 50
How much longer, from today, does it take for the Strait of Hormuz to reopen**? **defined as >50% of pre-war transit levels
Energy Crunch Will Continue Despite Iran Peace Deal, Says Maersk
Maersk Says Energy Crunch to Persist Even If Iran Peace Deal Struck. Not surprising. This extended mess will not fix itself overnite. https://t.co/qJBag33bE9
Key AI-Driven Trends From Magaya Momentum 2026
Takeaways from Magaya's Momentum 2026 Conference - https://t.co/UV5WW1I5f2 @MagayaSoftware #freightforwarders #freightforwarding #customsbrokers #supplychain #logistics #AI
Ford Cuts Part Production From 130 to 3 Days
This is what reindustrialization is all about. After 123 years, @Ford is continuing to use our industrial know-how to help support American manufacturing. At @MichiganCentral, we’re seeing startups grow and great ideas scale. Here’s a look at how Ford teamed...
Nickel Market Ignoring Sherritt Exit, Chinese Consolidation Looms
The market is not pricing in the nickel news of Sherritt leaving Cuba. S has material until June. Can the Cuban's manage the mine? What about the tailings issues? If Canada no longer can process material...
Hint Reveals Why Hormuz Reopening Stalls, Questions Unasked
“I’m not trying to solve a puzzle here, Dr. Kimble…” “Well, I am trying to solve a puzzle…& I just found a big piece.” This story offers a hint about what’s taking so long to re-open Hormuz, but no one seems to...
EU E‑commerce De‑minimis Reform Unlikely by July 1
I sincerely doubt the EU removal of de minimis (e-commerce reform) will go ahead on 1 July. At least not in full. Or not in a harmonised way. There simply isn't enough time.
US Bans Chinese Rare Earths in Defense by 2027
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF "On January 1, 2027, new U.S. defense procurement rules under DFARS and 10 U.S.C. §4872 take effect. After that date, Chinese-origin rare earth materials cannot be used in American defense systems. Every major defense...
Shipping Demands Mutual Security Guarantees Before Hormuz Return
Shipping needs security guarantees from both sides and clarity on mines before returning to Hormuz. Just saying
India’s Heavy Sour Crude Imports at 50% of Capacity
🇮🇳Key context: India’s current heavy sour crude imports are running at roughly half of its processing capacity.
API Weekly Report Shows Draws in Crude, Distillate, Gasoline
The American Petroleum Institute Weekly Statistical Bulletin is out showing draws against crude stocks, distillate and gasoline stocks. https://t.co/fp4XONEkmr
Ryan Builds Real Vessels While Others Make Dinghies
While the majority of VC funded “shipbuilders” are busy manufacturing dinghies, BWA’s @rylanhamilton is building properly sized vessels. Be like Ryan.
Samsung Exits Chinese TV, Appliance Market, Keeps Phones, Chips
Samsung Pulling TVs, Home Appliances From China The company will continue to sell smartphones and computer chips in China https://t.co/tcezc9xfqZ
Tesla Semi Is Electric, Not Fully Autonomous
Guys, a battery electric truck is not the same thing as a fully autonomous truck The Tesla Semi that is being sold now is not a fully autonomous truck It is a human operated battery electric semi so there is...
Iran Conflict Disrupts Global Fertilizer Supply, Hits US
The Iran war is already having major repercussions on fertilizer supply, even in the US! Chartbook Top Links of the day just dropped: https://t.co/p0abfkJwEY
Trump's Jones Act Waiver Undermines Security and Economy
🚨 My new @opinion column explains how the Trump administration's lengthy waiver of the Jones Act implodes many of the law's common security & economic defenses - and finally gives critics the data to prove it: /1 https://t.co/g8C9lAMJBO
New Breakthrough Promises Strait Reopening for Trapped Ships
Coming breakthrough for ships stuck in the Strait. What are the details for a reopening? Iran? US?Maritime security and safety?
Trucking Can't Fully Substitute Iran's Maritime Trade, Experts Say
My take in @RFERL on Iran's alternate trade routes: Iran’s alternative trucking routes can supply the Iranian economy, but “cannot replace a maritime container economy one-for-one. Trucking is more expensive and Caspian throughput is constrained by port and fleet capacity.” https://t.co/gRybziaMHm
Naval Choke Point Expertise Missing From Mainstream Podcasts
Wow. Even Dave Chappelle has woken up to the importance of naval choke points. Problem is, how many people around the world are getting their choke point news from a quality source like @gCaptain, and how many are getting it from...
Regulation Delays Driverless Trucks; Sleeker Designs Await
The ones you see now have human safety drivers for regulatory reasons and they use sleepers because they have more space for the computer array When they have regulatory approval, they’ll start looking more like this (supposedly) https://t.co/3SKi968OZu
Better Signage Boosts Efficiency in Global Express Market
A new blog post is posted on the LTI website - Improving Signs in the Global Express Market - https://t.co/ec46Uq3lDg https://t.co/nWgyEYndFg
Tariff‑Heavy Whirlpool Misses Earnings Boost, Faces Inflation Drag
"Analysts at JPMorgan said the lower earnings outlook was driven by higher raw material inflation, a larger net tariff impact and weaker price and product mix benefits." Reminder: Whirlpool heavily lobbied for tariffs and was supposed to be one of the...
Project Vault Turns Public Reserve Into Market Manipulator
"How the Project Vault Mineral Reserve Threatens Markets" https://t.co/UXrFHrqChB "it’s less like an emergency stockpile and more like a state-sponsored market" "it blurs the line between public and private roles"😬 https://t.co/lTOxD2untn
COHR’s InP Ramp Threatens AXTI’s Margin Outlook
This terrible for $AXTI $COHR ramping InP capacity fast reads pretty bad for $AXTI. Here are some cliff notes: 1. COHR accelerated internal 6-inch ramp, now one qtr ahead of schedule, effectively "air-gaps" the merchant market. The biggest buyers are becoming their own...
Shippers Brace for Rising B
Maersk: Cost of bunker fuel. Supply and price. Are shippers ready as Strait of Hormuz remains blocked?