Iran Warns Oil Tankers to Tread Carefully in Hormuz
Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran foreign ministry warns: CNBC $USO $XLE
France Deploys Warships, Europe Stays Engaged Amid Oil Surge
france sending warships to the med/red sea and potentially toward hormuz — framing it as “strictly defensive” and about freedom of navigation. message: europe won’t be (completely) sidelined as us–israel–iran escalation hits shipping lanes and pushes oil toward $100+.
New Pipeline Could Ease Hormuz Strait Oil Disruption
Read @JavierBlas on the oil pipeline that could ameliorate the closure of the Straight of Hormuz https://t.co/hfkrPgLpIy https://t.co/BIgHZhk6rA
Thermal Grizzly Loses $46K to Fake Metal Suppliers
Thermal Grizzly scammed out of $46,000 by Alibaba metals suppliers — company spread the risk across two copper and aluminum suppliers, only for both to send cheaper, fake materials https://t.co/7liDuS2RIf
Nowcast Shows Shipping Volumes Collapse, Dragging Economy
Some weekly inputs are coming into our nowcast-model today, and it looks pretty painful to be honest. Especially in growth terms. The shipping/trucking/export/import volumes look bad. Really bad. So this is starting to impact the economy (already)..
Stop Forecasting Oil, Start Preparing for Price Swings
Don’t Predict Oil Prices, Prepare for Them - https://t.co/MNGa0kJy3v #oilprices #peakoil #supplychain #logistics #riskmanagement #decisionscience
Tankers Poised for 20‑30% Surge Despite Market Blindspot
Tankers should be surging, but broad market again missing forest (insanely strong markets, cascading inefficiency) for the trees (worry abt handful of ships at anchor). Top two public #shipping trades: $DHT ($18.36) $STNG ($77.75) Bookmark, check in a month. 20-30%+ potential.
Beyond Price Control: New Roles for a Full US SPR
People recoil at the idea of using the SPR just to damp prices. But now that the US has plenty of domestic oil, what other purposes would it serve? What other conditions would be an appropriate time to use it?
Uncertainty Over Chinese Type 055/052 Escort Role
I know that the Chinese Navy has a Type 055 and 052 in the area, but I am not sure if they are escorting.
Taiwan Tensions Threaten Global Supply Chains
How will Xi play Taiwan? How will Trump respond? What will it mean to the odds of China blockading or attacking Taiwan? And your supply chain?
Oil Prices Surge Above $119 Amid Iran Conflict
Oil Prices Hit Highest Since 2022 at More Than $119 a Barrel on Iran War. Price keeps rising. Logistics and supply chain risk keeps rising. https://t.co/OKkcOWm7OV
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Energy Crunch at Hormuz Threatens Global Supply Chains
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
Tariffs Linked to 240k Job Losses in Manufacturing and Transport
"Tariffs may have affected manufacturing employment, which declined by 119,000 in 2025. Likewise, the trade sensitive transportation and warehousing sector declined by 123,800." https://t.co/ed9bs6nNSn
Italian Frigate Leads Limited Red Sea Escort Operations
Here is your example of escorts in operations. But this is @EUNAVFORASPIDES in the Red Sea. Note the limited number of ships and the fact that they are owned or operated by an Italian form with an Italian frigate. There are 5 US...
Fujairah Outage Forces Costly Global Ship Refueling
This is significant to shipping as Fujairiah is not just a loading port but a MAJOR bunkering port for ships. Without it, this will force refueling around the world where stocks are limited and more expensive.
NRF Abandons Sustainability, RL Team Laid Off
Sadly no Freight Reverse today. NRF's focus is shifting away from RL/sustainability. As a result, the RL folks, including me, were let go last week. But, I'll continue to share RL articles here for now. 🙂
Hormuz Closure Threatens India's Energy Supply
A 33 km waterway which is 3000 km away from you can decide how much you must pay for petrol, cylinder etc. A 33 km waterway between Iran–Oman called the Strait of Hormuz. 20% of global crude oil passes through this route,...
Pre‑emptive Oil Purchases Could Offset Iran Bombing Price Spike
I don't think you have to Nostradamus to figure that bombing Iran might raise oil prices. And it seems pretty obvious that buying oil in advance of causing an oil price spike might just save Americans a lot of...
Invest in Industry, Control Weapon Costs, Not Choice
Mass Versus Exquisite Weaponry is a Partially False Dichotomy, I write for @RUSI_org on how we have agency in determing the relative unit price of weaponry by investing in our industrial base: https://t.co/zSsbav6DjE None of it is cheap without the...
AI Surge Fuels Chip Shortage, Raising Device Prices
The AI boom has tech giants buying memory chips like never before, creating a shortfall that will make phones, computers and cars more expensive https://t.co/dgw5wQhGxY
Apple Shifts to 3D‑printed Aluminum for Greener MacBooks
Dematerialization: "MacBook Neo’s Manufacturing Involves A New Process That Saves As Much Aluminum As Possible, Now Apple Is Moving To The Next Step; 3D Printing The Same Metal" https://t.co/7YvmvjZD5Q https://t.co/Ft8yo52n3x
Refunding I
From this morning's WSJ Logistics email - 4.4 million man-hours required under the current system to refund each of 53 million entries by more than 330,000 importers for IEEPA tariff payments, according to U.S. Customs and Border Protection
War-Fueled Tanker Boom Drives TEN’s Profit Surge
TEN expects profit windfall amid war-fuelled tanker boom ▶️Tankers on time charters with profit-sharing arrangements include seven suezmaxes and two VLCCs ▶️War risk insurance rates have jumped by as much as 500% in a week, according to leading owner ▶️New York-listed owner triples...
Iran's Tanker Strike Claim Disproved; Vessel Off Mozambique
"Iran Claims to Strike Tanker for Running Strait of Hormuz Blockade" Unfortunately, @Mar_Ex is following this trend of believing the IRGC. The tanker Prima is off the coast of Mozambique and no where near the Persian Gulf or Strait of...
ASML's Lithography: The Hidden Backbone of Modern Tech
This diagram might be the most honest picture of the modern tech stack. Look closely. ↳ Unpaid open-source developers holding everything together ↳ AWS + Cloudflare doing most of the heavy lifting ↳ AI layered on top ↳ Microsoft… vibing aggressively somewhere in the middle It’s...
California Gas Prices Spike, Prompting Trump EO Talk
Californians: what prices are you seeing at the pump? Could be the right moment for @realDonaldTrump to issue $SOC EO. Getting oil through Hormuz past the Iranians easier than getting it to California past @CAgovernor et al.
Greek Gunslinger Halts 94% of Petrochemical Traffic
One Greek Gunslinger does not make a global petrochemical supply chain... 94% of traffic is shut
Rising Singapore Bunker Fuel Hits Exporters Harder than Importers
Singapore Bunker Fuel Prices 🚀 (From @ShipandBunker) Container ships on the main services to/from North America burn about 150-200 tonnes per day. Exports are going to be hit a lot harder than imports as fuel makes up a larger portion of their...
Closing a Route Moving 20% of Global Supply Triggers Chaos
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
Small Truckers May Idle Rigs Amid Fuel Price Volatility
If past oil surges are a guide, we could see small trucking operators park their rigs, waiting for fuel prices to stabilize.
Strait of Hormuz: Global Economy’s Vital Artery at Risk
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
Strait Closures Trigger Sulfur Shortages, Slowing Nickel and Copper Output
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
Gulf Nations Navigate Blocked Exports to Keep Energy Flow
How does a major energy exporter cope when its main oil and gas export routes are cut, storage tanks fill up, associated gas stops, & refineries scramble to adjust? How the Gulf countries must juggle their energy logistics to sustain their...
Iran Likely Accessed Tunnel Materials Months Earlier, Evidence Shows
A good thread. One thing I would add -- we saw cranes and other heavy equipment at the tunnel entrances in late October 2025. I think its safe to assume Iran has had access to the material for months.
India’s Fertilizer Reliance Highlights Asia’s Supply Vulnerability
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
Marine Nationale Likely to Escort French Ships in Contested Waters
Any bets that the @MarineNationale will do what they did in @EUNAVFORASPIDES and escort French vessels through the contested waters for their shipping lines.
Action Expected in the Strait This Week
This week, is when we will see some action in the Strait. Good or bad, we should see some movement.
Supply Chains Remain Uncertain—Are You Ready?
The only supply chain certainty has been and will be is uncertainty. Are you prepared? https://t.co/8IU0Hklve5
Iran War Triggers Gulf Insurance Pull, 1,000+ Containers Stuck
The impact of the Iran war is spreading. 1,000+ containers at Chittagong. War risk insurance pulled for the Gulf.
Reluctant Support for Extended Iran Deployment, Questioning CENTCOM Funding
For the record, I’m not thrilled about this whole Iran thing. I was in the camp of bulldozing @CENTCOM to fund moving @Southcom back to the Panama Canal. But if we must be there a few weeks longer… maybe… just...
China's Navy Built for Global Commerce Defense, Gulf Escort Possible
Everyone has always wondered what the PLAN (Chinese Navy) was configured for. We may see this come to fruition if they send a squadron to the Persian Gulf to escort their ships. The PLAN is perfectly sized and...
Beyond Oil: Gulf War Shook Global Container Trade
If you thought oil and energy was the only thing impacted by the Gulf War, hang on to your containers.
Royal Navy's Mediterranean Failure Mocked by Royal Irony
Everyone’s shocked the Royal Navy can’t get a warship to the Mediterranean, let alone the Persian Gulf. But remember, King Charles also commands Canada’s Royal Navy. Surely he can dispatch her broken subs and battle kayaks for backup. https://t.co/Yo6gQLLxR6
Supply Exists, But Delivery Bottlenecks Threaten Gulf Imports
Technically, yes @SecretaryWright. But if the oil and natural gas can't get from the suppliers to the consumers it doesn't really matter to those who rely on imports from the Persian Gulf
U.S. Public Backing International Trade Hits Record High
American support for international trade is at an all-time high (and, no, not just among Democrats) https://t.co/QayxCkWNFn
Singapore’s Oil Anchor Hub Threatened, Hormuz Gains Crucial Role
Everybody is watching the Strait of Hormuz, but they should also be watching Singapore. The image on the right are all the laden tankers sitting in an around Simgapore. The one in the left, with less ships, are loaded Very...
High‑Stakes Billionaire Competition Resurfaces Amid Hormuz Crisis
For those who want an overview without watching my full hour+ long video on the Strait of Hormuz Crisis https://t.co/QDALtGFKiC
U.S. DFC Launches $20 Bn Gulf Maritime Reinsurance Plan
"U.S. DFC unveils $20BN plan for maritime reinsurance in the Gulf" The CEO of the DFC looks like someone who would sell you $20B worth of insurance. https://t.co/QRhFuzBtx0 https://t.co/0v78TH7CKl