Strait of Hormuz Remains Open, No Legal Closure
Middle East ports operational update: Tuesday March 3: No internationally recognised legal closure of the Strait of Hormuz https://t.co/iXWbXlmInn
VLCC Rates Surge Above $420K, Highest Since 2008
Crude tanker rates in unchartered territory; VLCC index tops $420K ▶️Baltic Exchange’s TD3C MEG-China index assessed at $423,736 per day on Monday; TD2 MEG-Singapore index at $257,986 per day ▶️Global average VLCC index reaches $280,941 per day, highest level since at least...
Iran Keeps Loading Gas Despite Hormuz Threats
Gas loadings continue in Iran despite Hormuz halt ▶️At least three gas carriers seen in Iranian LPG terminals on Monday ▶️An IRGC commander reportedly threatened in a televised speech to ‘set fire’ to ships passing the Strait of Hormuz ▶️LPG shadow fleet gas...
Middle East War Disrupts 10% of Global Container Fleet
Middle East war is ‘black swan’ for liner networks, ‘catastrophic’ for ports ▶️ONE’s Jeremy Nixon estimates that Middle East war affects around 10% of the global containership fleet ▶️Effects are already being felt at Asian ports as cargo is diverted and loadings...
Europe's Gas Reserves Plunge, Refilling Hinges on Middle East Routes
EUROPE has depleted its gas inventories faster than average this winter in the expectation there would plenty of LNG to refill them over the coming summer. EU storage sites are on average just 30% full down from more than 82%...
Optics Become AI Datacenter's New Bottleneck and Gold
- Scale out bottleneck is real - Co-packaged optics to be a “must” - NVDA pouring $$ into Lumentum/Coherent to lock down supply - Yet optical supply chain is still constrained and lumpy Photons are having their biggest moment since long-haul comms:
LNG Supply Shocks Expose Energy Transition’s Fatal Flaw
Qatar LNG offline — unprecedented. U.S. exporters win, importers lose, says @seb_kennedy Ukraine & Iran wars expose a core flaw in the “energy transition” narrative. All energy depends on supply chains — break them, you break energy. No supply chains, no energy. Plan B? #LNG...
Ships Still Transit Strait of Hormuz Despite Closure
Strait of Hormuz Traffic March 2, 2026 The past 24 hour ship passages through the Strait of #Hormuz after #Iran declared its closed.
War Risk Insurance Cancels Coverage Once Conflict Begins
Can someone smarter than me explain why war risk insurance gets canceled when there’s a war? https://t.co/7JR2QurKUO
Iran Declares Closure, Yet Small Tankers Slip Through
🚨Iran Announces Strait Closed; Tankers Say Hold My Beer🚨 So much for Iran's announcement as three tankers are running the Strait. 1️⃣BLOOMING DALE, Aruba-flag, 12k tons (1996), In ballast and outbound 2️⃣POLA, Liberia-flag, 156k tons (2011), In ballast & inbound 3️⃣PUFFIN TWO, Liberia-flag, 7k...
Tariffs Drive U.S. Equipment Production Overseas, Cutting Jobs
"Tariffs Force Down Heavy Equipment Sales and Jobs" https://t.co/gAxfFeOvbe "it is more economical to build a forklift overseas, import it and pay the tariff" "multiple layers of tariffs on inputs have made it even more expensive to build machinery on American soil"...
Insurance, Not Closure, Drives Hormuz Shipping Decline
Iran doesn’t need to physically “shut” the Strait of Hormuz—ship traffic has already plunged >80%. “Insurance availability may now act as a primary gating factor for transit decisions independent of formal navigational closure.” https://t.co/6FxXpLwnJq
Strait of Hormuz: Politics Clash, Captains Hold the Final Say
Iran says the Strait is closed. The U.S. military says it’s open. Reality: you still have to convince a captain to sail it. Ten years ago, shore-side managers could (and did) twist arms. Today? Nobody wants to become TikTok famous for twisting arms...
Tanker Stocks Fall as Key Oil Waterway Shuts
"Sell the News" even works for tanker stocks when the most important waterway for oil is practically (if not actually) closed. https://t.co/1Blk1tLMqJ
DAT's Models Fail in Tight Market, Choose SONAR
Maybe if Ken wasn't so out of touch with the market, he would realize that DAT's models aren't working in a tightening market. His clients see it, he doesn't. When your data models rely strictly on the spot market and...
Insurance Rates Soar for Ships Entering Ukraine, Not Canceled
They didn’t even cancel insurance for ships targeted by Russia for entering Ukraine…. They just jacked up the rates. This is all very unusual.
Red Sea Crisis Hits 834 Days, Hormuz Just Three
“Today is day 834 of the Red Sea crisis and day 3 of the Hormuz crisis,” shipping analyst Lars Jensen
Understanding the Critical Supply Chain Memo Is Essential
“You’d have to have been dwelling deep inside the caverns of the Mammoth Cave for the last two decades or so to have missed ‘The #SupplyChain Memo.’ But getting the memo & grasping its imperative are two different things.” > https://t.co/9vm6ZldSMK #procurement #sustainability...
Hundred Container Ships Stuck at Hormuz Spike Freight Rates
The ships around the Strait of Hormuz include container ships. What does this do to global supply and freight rates?
Critical Maritime Risk: Multiple Vessel Attacks in Hormuz
🚨Strait of Hormuz March 2 UPDATE🚨 The latest from @UK_MTO @CMF_Bahrain Joint Maritime Information Center 1⃣Overall Maritime Risk Level: CRITICAL 🔴 2⃣Confirmed vessel incidents past 24 hours ▶️SKYLIGHT (IMO 9330020) - Attacked at anchor just north of Oman; vessel on fire; crew evacuated...
New Visual Tool Maps Ships, Services, and Ports
I’ve tinkered with this a little over the past week. Honestly, it’s pretty awesome. Being able to easily see ships, services, and ports/terminals is helpful. Could use something like this for the global fleet, not just containerships.
Stop Guessing Freight Prices—Use SONAR for Real‑Time Insight
Our SONAR team just did a one-call close with a Fortune 500 shipper that had DAT because they aren't getting answers on what is happening in real-time in the freight market and feel left astray. Don't guess with DAT. Know...
Nvidia Backs Coherent with $2B, Fuels Optical AI Race
$COHR just landed a $2B equity investment from @NVIDIA plus a multi-year, multi-product supply agreement with a multibillion-dollar purchase commitment. The framework runs through 2030, with revenue contribution starting in CY27. 5 things that matter: 1.This is about co-packaged optics and advanced...
Court Blocks Government Delay, Secures Taxpayer Refunds
As a taxpayer, I greatly appreciate the speed with which the CAFC handled this proceeding and rejected the administration's baseless stalling tactics. Every day that IEEPA tariff refunds aren't paid will cost American taxpayers millions.
E‑commerce Giants Warn of Slower Middle East Deliveries
Yeah, I know...duh...but still, it's an interesting read - Major e-commerce platforms are warning of longer delivery times to the Middle East https://t.co/bdfVcCHO3R
Driver Shortage Myth Fuels Broker Rise, Small Fleet Surge
The truck driver shortage lie has been around for decades. The fleet execs that pushed for it bever imagined that freight brokers would gain such a significant footing and drivers would bypass large fleets and join the smallest.
UPS Drivers Skew BLS Wage Data, Ignoring Small Fleets
Mr Spear’s argument about truck driver pay going up during the truck driver shortage is flawed. He fails to mention that the BLS survey picks up UPS truck drivers, which received the largest bump in pay in their history and make...
IEEPA Refund Delays Cost Taxpayers $700 Million Monthly
Friday, the Trump administration began stalling IEEPA tariff refunds in court. In a new @CatoInstitute blog post, we review US regs on customs duty refunds & find that IEEPA delays will cost taxpayers ~$700M/month (~$23M/day) in additional interest payments owed...
ATA Admits Truck Driver Shortage Narrative Was Flawed
The ATA's Chief Economist has suddenly reversed course on the truck driver shortage after their member fleets realized how damaging this narrative was to their own interests. The ATA has attacked me and accused me of "peddling narratives" to drive...
Strait of Hormuz Crisis Halts Traffic, Tankers Brace
Strait of Hormuz Enters Active Crisis: Five Ships Hit, Traffic Collapses, Tanker Markets Brace for Historic Shock https://t.co/QozOvFyHte
ATA's Driver Shortage Stance Reveals Capture Gone Awry
The ATA's position on the truck driver shortage has never made sense to me. After all, the whole goal of regulatory capture is to restrict new participants from joining the industry. Regulatory capture gone wrong.
US Manufacturing Grows, Input Costs Surge to 2022 Levels
"US manufacturing expanded in February but input prices soared at the fastest pace since 2022, stoking fears of an inflation resurgence even before this weekend’s attacks on Iran." https://t.co/eB5YwfWkhb https://t.co/qeDvw5frvv
Trump's Iran Attack Sparks Trade Uncertainty and Logistical Disruption
Trump. Uncertainty. Disruption. No equilibrium. What would that mean to trade, supply chains, and logistics?
Memory Shortage Persists in ISM Manufacturing Survey
Memory shortage reported back to back months in the ISM Manufacturing Survey. I suspect this will be with us for a while.... https://t.co/RUpjKtiOJ6
Flatbed Truckloads Surge 61% on Manufacturing Demand
YoY truckload volumes, by mode: Flatbed +61% Reefer +17% Van +3% Flatbed volumes are at all time highs, led by manufacturing and heavy industry, not housing https://t.co/qst2cb1rhu
25 German Vessels, Including Two Cruise Ships, Trapped in Gulf
The Association of German Shipowners (VDR) reported that at least 25 ships from seven German companies remain in Gulf waters, including two cruise ships carrying roughly 7,000 passengers who are unable to safely exit the region. https://t.co/Jm1JQWRcIE
Breaking English Monopoly: Live Multilingual Trade Translations Launch
For the last 250 years, English has been the language of global trade. Flexport Translations changes that, allowing importers and exporters to communicate in their own language with live translations (powered by @grok) so they can understand each other. We've...
Suez Canal Transits Slip 7% Amid Middle East Tensions
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?
Iran Strikes US‑Flagged Stena Imperative, Re‑targeting Feb 3 Vessel
Reports that Iran hit the 🇺🇲 flagged commercial tanker Stena Imperative. This was the ship harassed by Iran transiting the Strait of Hormuz back on Feb 3.
Lean Adoption Lags in Logistics Due to Global Service Diversity
“The application of #Lean in logistics has seen a less successful & uniform uptake overall than in manufacturing. Some of the influencing factors relate to the disparate attitudes & service models across the #logistics landscape globally.” https://t.co/icZPxfrwU0 #supplychain
AI Security Teams Must Track Assets, Origins, Behavior
.@Cisco: Securing Autonomous Supply Chains https://t.co/kMD9aMu5KT @SupplyChainD "AI security teams are now being asked three questions at once: what AI assets do we have, where did they come from, and how will they behave in production as agents interact with...”...
Middle East Conflict Cuts 18% of Global Air Freight Capacity
18% of global air freight capacity has been taken out of the market by conflict in the Middle East this weekend.
Middle East Ports Halt Operations After Multiple Ship Attacks
Middle East ports suspend operations as at least three ships are hit ▶️Operations suspended in Dubai, Oman and Bahrain ports, but others remain open ▶️At least three ships have been hit, several crew injured and one seafarer is confirmed dead https://t.co/4zi0CPaAP3 https://t.co/y44cttqBKX
Flexport Atlas’s First Week: Tracking Iranian Ship Sinkings
I keep checking back to see if any of these Iranian flagged container ships get sunk. Flexport Atlas is having an eventful first week of life. https://t.co/Er8bt5adtf
Strait of Hormuz Turns War Zone, Shipping Halts
Here’s what we know so far… The First 36 Hours: Strait of Hormuz Becomes a War Zone, Tankers Hit, Shipping Giants Halt Gulf Transits https://t.co/Qu1u29WNZb
Critical Strait of Hormuz: Multiple Attacks Slash Transits
The @CMF_Bahrain Joint Maritime Information Center's has released their new advisory for the Strait of Hormuz as of 1 March 2026. The situation is deemed CRITICAL. They had three confirmed incidents in the past 24 hours: 1️⃣SKYLIGHT at anchor south of Hormuz, abandoned...
DAT’s Blind Spot Fuels Non‑Compliant Carrier Boom
The ability for non compliant motor carriers to thrive is directly related to activity that takes place on load boards. How can DAT, the largest load board in the country, not realize how pervasive the compliance crisis had become? It’s because they...
DAT's Warning on CDL Rules Proved Market Reality
Let’s hope that no one investing money in trucking stocks listened to DAT last summer when they consistently said that enforcement of English Language Proficiency and non-domiciled CDLs would have a negligible impact on the market.
Proposed Rule Would Put Driver Photos on Trucks
How would you feel about a proposal that along with DOT number, all trucks must have a picture of the driver on the side? https://t.co/pcht3FI0c8
Small Business Owner Refunds Unlawful Tariffs, Calls Out White House
"This small business owner is already giving her customers a tariff refund" https://t.co/958bIzS0SL "if somebody charges you something and it's unlawful, they should give you your money back" Cc: The White House https://t.co/82Lv6OPwJw