Failed Execution Left Strait Open, only Weapons Remain
"We had a plan. We just didn't execute it and that is why the Strait is totally open except for the missiles, explosive UUVs, and maybe some mines."
Navy’s Capability Outpaces Capacity, Leaving Few Ready Ships
Hegseth says the Navy is performing better than expected. He says the Navy had a comprehensive plan for the Strait of Hormuz. He says we have the best warships in the world. He says we have enough munitions. All of that can be true. And...
Gulf Oil Shock Drives Naphtha Prices up 50%
"Gulf oil shock deepens crisis for Asia’s petrochemicals industry" https://t.co/4C3WI6qHaW "Prices of naphtha have jumped by half since last month to $875 a tonne" https://t.co/rNT2eRMXls
Saudi Bypass of Hormuz Spurs Red Sea Supertanker Surge
Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz. The plan and how much the infrastructure can handle. https://t.co/0tUBLK1icp
Chinese Zinc Shipments From Iran Cancelled Amid Conflict
"In the wake of the conflict in Iran, Chinese buyers have been informed that shipments of zinc concentrates set to leave the port city of Bandar Abbas have been called off, according to people familiar with the matter..." https://t.co/jXqFGxfn43
USTR Launches 76 Section 301 Probes, Reviving Tariffs
Quick update on tariffs in light of this week’s new USTR announcement of over 76 new Section 301 investigations that will likely result in new tariffs being put back in place on substantially all of US imports that were taken...
Tehran’s Real Leverage: Shutting Hormuz, Not Drone Control
Everyone wants a Hormuz EZ-Pass but Tehran's primary leverage is keeping the Strait closed to *all* traffic. It's the total supply flow lost—not the destinations— that ultimately matters. And no guarantee that person with whom you're negotiating is controlling the drones. https://t.co/xNoSi9YCh5
Iran’s Missiles, Not Blockage, Are Hormuz’s Real Risk
Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War. https://t.co/kwQ5Ij84KT
Helium Shortage Looms as Qatar Supply Disrupted
Everyone is talking about the impact of closing the Strait of Hormuz on oil and gas. I haven't seen much discussion of the war's impact on helium. Most people think of helium as being a fun gas you use for...
China’s JV Rules Succeed via Approval Leverage, Tariffs, Cheap Currency
This is a critical point -- China's JV requirements worked b/c China had to approve investments (so it had leverage) generally speaking & b/c China had relatively high tariffs (25% on autos) and an undervalued exchange rate so there was a...
U.S. Targets Iran’s Mine‑Laying Threat in Hormuz
Separate messages today from Secretary Hegseth and Gen. Caine about the Strait of Hormuz. Hegseth disputed recent reporting that administration officials had underestimated the war’s likely impact on the strait, saying Iran “always” tries to hold the waterway “hostage.” “As the world...
Fraudster Hijacked Produce Shipments Using Fake Company Credentials
“In one alleged scheme, Canals used a company's name and email signature block without authorization to contact produce suppliers and request shipments. While the produce was en route, he allegedly diverted the deliveries to a different location and never paid...
Extended Hormuz Closure Accelerates Alternative Energy Shift
What are the longer term ramifications of an extended closure of the Strait of Hormuz? Growth in alternative energy sources? What else?
Honda Abandons EVs, Faces $15.7B Cost as Startups Surge
"Honda Scraps Plans for E.V.s While Start-Ups Forge Ahead" https://t.co/UTDXx2aZBk "Honda said it expected the cost of switching direction on electric vehicles to total 2.5 trillion yen, or $15.7 billion, this year and in years to come" 😲 https://t.co/4OREGNQjqN
Suspending Jones Act Could Lower U.S. Fuel Costs
"What the Jones Act does and how a Trump suspension could affect fuel prices" https://t.co/goGJwDm2EN https://t.co/s2CTtPeu6A
Iran Conflict Threatens China's Small-Scale Oil Refineries
NEW ODD LOTS: What War in Iran means for the 'teapot' oil refineries in China. @tracyalloway and I talk to @Erica_Downs_ about what the closure of the Strait of Hormuz means for Chinese energy security. https://t.co/ZdGwLQJV8E
German Chemical Producers Slash Output Amid War‑driven Supply Shortages
German chemical firms see output cuts as war crimps supplies https://t.co/3dmaDk6yyK via @WillWilkesNews @martin_marilen https://t.co/kS9KPiFuqU
Modernizing Kiranas with Optimized Supply Chain and Profit Boost
We are trying to build a startup aimed at modernizing local kirana stores by providing an optimized supply chain, marketing support, and operational efficiency. Our platform enables kiranas to increase margins, streamline inventory, and serve customers better, while creating a...
Trump Admin Weaponizes Forced‑labor Claims to End Tariffs
Trump admin picks another fight: “forced-labor” accusations as means to a tariff end. ❌ Section 301 permits the U.S. to impose tariffs on countries found to have engaged in unfair trade practices without congressional authorization. https://t.co/4pSaGKCo2K
US Ignores Hormuz Closure Risk Amid Iran Bombings
How does the US not plan on the closing of the Strait of Hormuz when it executes a multi-week bombing campaign against Iran. https://t.co/PD1g7fvdte
White House Flips: War to Keep Hormuz Open
I kid you not... The same White House that forgot that didn't realize that Iran might close the Strait of Hormuz, is now arguing (through Ron Vara) that the war is a good idea because it'll prevent Iran from closing...
Discussing the State of Freight on NewsNation
Will be on NewsNation - the Hill on 15 minutes to talk about the State of Freight
Energy Independence Doesn't Mean Price Independence, Oil Can Be Exported
"You've always got the option of putting that barrel of oil on a tanker and sending it abroad." Which is why energy independence ≠ price independence. https://t.co/BmuaLeZWk6
Low Inventory, High Turn Boost Freight Demand Outlook
The LMI is signaling low inventory, high turn retail supply chains. This bodes extremely well for freight carriers, as it means that we will either see: more inventory build in supply chains with slower turns (good for carriers) or a...
Brazil Fears Tighter China Soybean Checks Amid Low Imports
🇧🇷Brazilian trade groups are concerned with the tightening of soybean inspections to China, potentially hampering the top exporters' shipments. Doesn't seem like great timing for China after its Jan-Feb imports hit 7-year lows. Now, Chinese meal futures have hit contract highs....
USNS Catawba Solo Tug Arrives as Salvage Ships Delayed
My buddy @NextNavy makes a great point. The @USNavy and @MSCSealift usually has one fleet tug in the area, the venerable USNS Catawba. But she arrived at Diego Garcia in the Indian Ocean on March 9. The new class of fleet...
Future of Rail: C‑Suite Leaders Shape Next Decade
Trains is hosting its first in-person B2B event about the Future of Rail: The next decade in Chattanooga on July 28, 2026. We are working on an unbelievable lineup of C-suite speakers and senior leaders to discuss the future of...
Oil Price Spike Won’t Slash Consumer Goods Volume
We've been looking at scenarios on the total volume of goods pumped through the economy, based on current geopolitical developments: Our general view is that the impact of high oil prices isn't as dramatic as one would initially fear in...
Jones Act Waiver Sparks Shipping Policy Clash Amid Global Tensions
Stand by for the brawl between the pro-Jones Act supporters @AMPmaritime and those who favor repeal @CatoInstitute over this proposed Jones Act waiver. Whenever there is a shipping crisis, you can count on this issue to be raised and @SecretaryWright should...
Globalist Mole Inside Administration Sabotaged Strait of Hormuz
Not gonna sugar coat this and do not care if it costs me my new Pentagon press credentials and access to this administration. The left smeared my name in a major WAPO hit piece and the right can do the...
90% of Remaining Hormuz Traffic Still Flowing
The Straights of Hormuz are closed? Know~Bull Logistics, Leaders, Innovators, Tech 90% of the 20% that was the volume through the straight is still moving. https://t.co/E7omInSzX4 https://t.co/X0ENIOnzx7
Early Input Pricing Shields Farmers Amid Iran War
Friend of mine that runs a large agricultural operation just texted: "We locked in pricing for farm inputs late last year & early this year before the Iran War started, which is good because now our suppliers will not even provide...
Tom Hanson Shows AI‑Powered Rapid Retooling and Scalable Innovation
Contributor Spotlight: Tom Hanson (p. 16) - retooling at speed, AI-driven resilience and innovating at scale. #Manufacturing #AI #Resilience https://t.co/K6t5frl13c
From Punjab Fields to Global Urea Crisis
I have never heard the word Urea since I left our agricultural fields in Punjab, India, in early 1990s. Iran-US has brought the Urea fertilizer supply chain disruption to major news outlets. Yes, I have done the job of spreading...
Saudi Pays Record Tanker Rates to Ship Red Sea Crude
Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.
Chios Lion Images Show July 2024 Attack, Not Recent
🚨CHIOS LION 🚨 Anyone seeing images of the Houthis attacking the tanker Chios Lion in the Red Sea, this is a PAST attack. This took place off Yemen on July 14, 2024. I have a story from @gCaptain linked below:...
Supply Chain Power Concentrated; Small Players Will Struggle
Ahead of GTC, since $NVDA is a name on this list, publishing this report on the power a few wield in the supply chain that those without that scale will struggle in securing supply for their demand. Masters of the...
Hormuz Disruption Threatens Global Fertilizer and Food Security
The Strait of Hormuz isn’t just about oil and gas. It’s about fertilizer. It’s about the supply chains that feed the world. Disrupt them, and the consequences show up months later—smaller harvests, tighter grain supplies, and higher food prices.
Hormuz Disruption Could Persist for Up to One Month
If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...
Trump Tells Oil, Shipping to Prep For
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu
Renewables Become Only Viable Exit Amid Global Energy Crisis
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
Taiwan's AI Supply Chain Covers End‑to‑End Hardware
2/ Taiwan’s AI supply chain includes companies specializing in: *AI servers *cooling systems *testing equipment *chip packaging *compute racks & trays *fab construction *contract manufacturing
Pentagon's Neglect Angers US Merchant Marine
The easiest ways to infuriate the US Merchant Marine: Not give them advance warning on military action. Not provide naval protection for 🇺🇸 ships (5 are stuck in the Gulf) Refuse to thank them after multiple ships are attacked. Waive the Jones Act. The...
Iran Opens Hormuz to Indian Tankers, Shifts Trade Route
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
Higher Fuel Costs Crush Carrier Margins, Boost Brokers
I agree with this analysis. The gross spot rate that brokers are paying is stable, but the calculated net minus fuel (i.e. carrier margins) is getting crushed due to the surge of fuel prices. Paradoxically, higher fuel costs are...
Hapag Lloyd Ship Hit in Hormuz, Crew Safe
The Hapag Lloyd container ship Source Blessing was hit by projectile fragments in the straight of Hormuz earlier today. Hapag reports that it was not a direct hit, all crew are safe, and they have extinguished the fire on...
Iran Conflict Threatens Global Economy Across All Sectors
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
Unimpeded Tankers: Heading to China or Beyond Seiz
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Carriers Redefine Red Sea Disruption as Permanent Shift
Maersk. Treating the Strait as a long-term situation. The length of the war. How it ends? Iran’s position? Undoing the ship mess in the Strait and Persian Gulf?
AI Boom Fueled by Hundreds of Hidden Taiwanese Suppliers
Everyone talks about Nvidia and TSMC. But the AI boom is actually powered by hundreds of Taiwanese companies most people have never heard of. I built a massive list of the Taiwanese suppliers riding the AI wave. Only at Culpium. https://t.co/KUpxDMev6I