US VP: No US‑Iran Deal, Iran Rejects Terms
🚨🚨 Vice President Vance tells us in Islamabad that the US and Iran have NOT come to an agreement after negotiations yesterday and overnight. Iran did NOT accept the US terms, and the US needs to see that Iran commits to not seeking a nuclear weapon. https://t.co/DFv4mrAUMT
Japan's Industrial Hub Poses $23.8T Global Disruption Risk
Big if true: “simulation models $23.8 trillion in downstream exposure from disruption to Japan's industrial cluster, spanning #semiconductors, #robotics, #energy infrastructure, #defense systems, #space, and #quantum computing. Six domains simultaneously dependent on a single allied nation with no strategic redundancy program....
U.S. Navy Defies Panic, Safely Navigates Hormuz Strait
Forty days of panic by everyone in the shipping industry and the vast majority of media and academic military “experts”, and for what? The experts said the Navy was scared to enter Hormuz. They called prudence weakness and restraint failure. They...
US Mine‑Clearing Claim False; Hormuz Access Remains Limited
US warships intent to clear mines isn't a "lie" as you claim @adamscochran The real story is that the U.S. CAN enter Hormuz--IT'S NOT CLOSED Safe passage isn't guaranteed--that's why tankers WON'T pass The spin is about control. The reality is about limits....
Trump’s Misstep Fuels $2M Tolls in Hormuz
Trump's war of choice left the Iranian leadership intact, but now with an actual toll booth in the Strait of Hormuz where they charge up to $2M per supertanker. This is such an epic f*ck up by Trump. What a...
CAPE Process Begins First Phase April 20, 2026
Per CBP's website - The CAPE process is being deployed in phases, and will launch the first phase of CAPE on April 20, 2026. https://t.co/oIZNrwcGBR
Procurement Leads Sourcing, Even with Stakeholder Collaboration
“It’s often appropriate for #Procurement to involve internal stakeholders in sourcing activities. While such collaboration can be effective, ultimate responsibility for supply sourcing must lie with the Procurement function.” 🔍 https://t.co/gy1EdLnhmk #purchasing #supplychain https://t.co/7FICw45RJa
Three VLCCs Mark Iran War’s Biggest Outbound Flow
By volume today's 3 VLCCs represented the largest outbound tanker flow thus far in the Iran War. Rather than vessel count, the Bloomberg chart below shows deadweight tonnage. https://t.co/OG2Rjb6Vtp
CBP's Phase One I
CBP just announced its IEEPA duty refund process. Phase One targets ~63% of eligible entries via ACE with a ~45-day processing goal. But no formal timeline on when money actually hits accounts. Key exclusions from this first phase: liquidated entries,...
VLCC Joins Three Tankers in Iran‑marked Hormuz Lanes
On top of the 3 oil supertankers that exited the Strait of Hormuz today, another VLCC is crossing it (half-way right now) into the Persian Gulf (in ballast, heading toward Iraq to pick up a cargo for Vietnam). All the...
Bypassing Sanctions Mirrors Abandoning the Dollar System
Blood in the water attracts sharks. Bypassing US sanctions to buy oil directly from Iran is akin to bypassing the USD system all together. Will Trump renig on foreign payments too? #TradeDeficit #FiscalDeficit
US, Iran, Pakistan Hold Most Intense Talks
Update from Islamabad: Trilateral talks among the US, Iran and Pakistan are ongoing as of 11pm local time. These are the most intensive discussions between a vice president and an Iranian government since the fall of the Shah in 1979. #IranWar
US 5th Fleet Shifts to Defend Strait, Countering Iran
So, this is a really well thought out operation by @CENTCOM. The US could not free up aerial and naval forces for clearing the Strait during offensive operations against Iran. With the ceasefire in place, @US5thFleet could divert resources and assets to...
Tariffs Promised Jobs, Delivered 150,000 Job Losses
Trump said his tariffs would bring blue-collar jobs BACK TO THE US. Instead, it’s raised costs and DESTROYED MANUFACTURING JOBS. The US LOST 150,000 manufacturing and construction jobs last year. https://t.co/A9EMjCoeP3
SK's Memory Supply Vulnerable: 97% Israeli Bromine
Any Korean semis analysts out there pricing in a Korea/Israel diplomatic crisis. @zephyr_z9 @jukan05? SK relies heavily on Israeli bromine for memory I think 97% comes from them. https://t.co/Q4NeUSDrp8
Rail Grain Shipments Hit 1993 Peak, Driven by Exports
Rail grain shipments have surged this year, hitting the highest levels since 1993, all thanks to exports.
US Warships Transit Strait of Hormuz, Enter Persian Gulf
It looks like USS Michael Murphy and Frank Peterson did sail the Strait of Hormuz into the Persian Gulf and back out. https://t.co/1gEm6RBZGa
Traditional Freight Brokers Scramble to Read Market Trends
Old school freight brokers trying to figure out which way the market is trending https://t.co/4axJ4VrbGb
India Boosts Russian Oil Imports as Sanctions Loosen
With sanctions on Russia being temporarily lifted, India is importing Russian oil at the highest level since June 2023. One of the few benefits from the US-Israeli war on Iran is that the ill-founded international sanctions regime is coming unglued. GREAT. https://t.co/AvoKEQsvds
New Safe Maritime Passage to Boost Global Trade
“Today, we began the process of establishing a new passage and we will share this safe pathway with the maritime industry soon to encourage the free flow of commerce,” said Adm. Brad Cooper, commander of @CENTCOM
Freight Rail
AAR Freight Rail Index (carloads ex-coal & grain) better sequentially, but still down slightly v. 2018 & only up marginally v. 2014. https://t.co/hkyyyWZbjr
Global Trade Faces Redirection Amid Strait of Hormuz Tensions
From Liberation Day thru the Strait of Hormuz, is global trade and its supply chains being redefined, redirected, and reduced? And by how much? Supply chain risk mitigation or kicking the can down the road? And logistics? https://t.co/3oxe5s4MVA
Sea‑Savvy Leaders Needed to Fix Hormuz Ship Delays
Absolutely everyone is getting Hormuz wrong and over a year into this administration the SHIPs for 🇺🇸 Act is far from passing. Should I retardmaxx some ocean? The real problem behind Hormuz, U.S. shipbuilding delays, and the Royal Navy not...
China’s Bureaucracy Embraces Export Controls, Unseen Impacts Loom
China’s bureaucracy has discovered export controls and likes them, we haven’t seen all the effects yet
India's Jag Vikram First Flagged Vessel Through Hormuz Post Ceasefire
LPG tanker Jag Vikram crosses Strait of Hormuz; first India-flagged vessel to transit after Iran-U.S. ceasefire - https://t.co/OIwmmT9Xpw
Supply Chains Face New Test: Hormuz Free Passage or Toll?
Dating back to the pandemic, the world is again learning of supply chains. But the lessons/takeaways if and when the Strait of Hormuz is opened? As free passage or a toll for Iran.
US-Israeli Conflict Severely Disrupts Gulf Fertil
Fertilizer flows from the Gulf continue to be disrupted. THE US-ISRAELI WAR ON IRAN = MAJOR DAMAGE. https://t.co/jiYKxSmV7U
Hormuz Crisis: Shipping Stalled, Energy Flows Disrupted
The Strait of Hormuz isn’t “closed.” It’s worse than that. Shipping isn’t returning. Energy flows are broken. Confidence is gone. Dispatch 107 - Hormuz Reality Check, is out now. Exclusive to gCaptain Club Members: https://t.co/k7iXw2TSrB
AI Boosts Supply Chain Traceability and Transparency
Leverage #AI for Enhanced Traceability and Transparency in the #SupplyChain by @antgrasso #Logistics #MachineLearning #ArtificialIntelligence #ML #DL https://t.co/Nig6HIsyKj
Norfolk Southern Restores Old Fort Loops After Hurricane
🥳 Norfolk Southern has run a train on the Old Fort Loops for the first time since the route was devastated by Hurricane Helene in 2024, marking the completion of rebuilding and repair to this section of the...
Three Supertankers Mark Record Oil Transit Day
Three supertankers appear to move through the Strait of Hormuz, in what may be the biggest day of oil transits since the start of the Iran war. https://t.co/3lv3KUtjOp
5‑Axis Toolpath Enables Seamless Spiral Deposition
Mesmerizing Time-Lapse of Smooth, Continuous Spiral Deposition with a 5-Axis Toolpath via @WevolverApp #EmergingTech #Innovation #TechForGood #Technology #Tech https://t.co/Z3hYSb3UNk
Energy‑GDP Link Means Hormuz Blockade Threatens Global Economy
Here is what data tells over 50 years of my tracking. Energy and world GDP track perfectly 1:1. Full shock incoming if Hormuz still stays choked. War not only risks global shortages, but exposes the fragility we’ve ignored. More information in the...
Germany Mulls €1bn Emergency Gas Reserve for Two‑Week Supply
Good Morning from Germany, which is weighing a strategic natural gas reserve to protect supplies in a worst-case crisis. The proposed emergency reserve would total ~24TWh, equal to ~10% of the country’s gas storage capacity. In the event of a...
S Plus Production Slumps, Edge Model Likely Replacement
Galaxy S Plus is not lasting another generation. Might not even last this one. Production breakdown: S26 Ultra: 1.5 Million S26 Plus: 200K S26: 1.3 Million S26 Plus is getting dangerously close to S25 Edge level production. At this point I'd just launch the S26...
Waymo's Scattered Rollout May Avoid Rapid
Why does Waymo spread their cars across dozens of cities? They should completely saturate one city til they match Uber’s pick up times. I assume they’re trying to lose because winning in self-driving means putting too many people out of work,...
Industrial Boom: Oil, Cheap Gas, AI Drive US Growth
Why aren’t you bullish on the American economy? So many things to be excited about in the industrial economy: High oil exports great for US oil companies and industrial tied to it Low natural gas prices (the industrial fuel) Petrochems and plastics way up...
Two‑Month Hormuz Reopening Too Late for Global Economy
Two months: that’s how long it might be before the Strait of Hormuz opens and resumes transit akin to before the war (from National Economic Council Director Kevin Hassett). Translation: We F’d up so bad and had zero plans to deal...
Hormuz Never Closed; Fear Drives Trump’s Oil Warnings
SM hook: Trump says Hormuz won’t reopen soon But it was never “closed.” It’s the fear factor #Oil #Hormuz #EnergyMarkets https://t.co/93Lwo3pkFS
Ukraine Ready to Open Strait of Hormuz if Ceasefire Collapses
If the ceasefire fails, Ukraine has a plan to unblock the Strait of Hormuz https://t.co/n300ozshow
Midwest Turns From Freight Receiver to Export Hub
For the past decade, the center of the country "received freight", largely from the coasts, as a large percentage of trucking volume were related to imports. For the past few months, that has flipped and now the center of the...
Russia Profits as Europe’s Sanctions Hinge on Energy
Europe might sanction Russia, but when push comes to shove, it depends on Russian energy. As I’ve been saying since Day 1 of the US-Israeli war on Iran, Russia is a big winner. https://t.co/boFO4l8cc7
Neuron Energy to Build 5 GWh Battery Factory in India
Neuron Energy plans 5 GWh battery storage factory in India #energysky -- via pv magazine global: https://t.co/lCGZ48gTkw
China Halts Jet Fuel Exports, Triggering Global Shortage
Jet fuel supply disruptions continue. China has halted jet fuel exports; Asia is running out of fuel. Major shortages could soon spread to Europe and the US. THE US-ISRAELI WAR ON IRAN = MAJOR DAMAGE. https://t.co/1BeaFpUw8i
Six‑Week Gulf Standoff Pushes Oil Workers to Breaking Point
‘Mental breakdown’: oil tanker workers stuck in Gulf for six weeks are reaching their limit https://t.co/Y0T3Q8vOl1
Iran's Minefield Hampers Hormuz Shipping, Lacks Removal Capability
(NYT) - Iran has been unable to open the Strait of Hormuz to more shipping traffic because it cannot locate all of the mines it laid in the waterway and lacks the capability to remove them, according to U.S. officials. @nytimes...
FedEx Freight Adopts AI-Driven Stack for Growth
.@FedEx Freight eyes AI, simplified stack to unlock growth as independent company https://t.co/PzcG5kJdZ4 The technology and AI strategy will simplify operations, reduce customer friction and create an architecture that can leverage AI today as well as future advances. @ldignan
USPS Faces Bankruptcy; E‑commerce Parcels Could Be Salvation
USPS. Run out of money in 12 months. Must deliver to every address. Big drop in mail volume, especially first class. Still has discounted junk mail. Wants parcels. Logistics infrastructure for mail vs parcels. Can #ecommerce be the savior?
Recycled Aluminum Buffers US, Yet Concerns Remain
In the USA we use a lot of recycled aluminum so we won’t be hit as hard as this by some countries, but still, this isn’t good news.
Trump Pushes Massive Shipyard Revival to Counter China
Trump Administration Pushes Biggest Noncombat Ship Upgrade in Decades—Budget proposal aims to revitalize U.S. shipyards, counter China’s maritime dominance with surge in orders for logistics vessels @pdberger https://t.co/YyzHiCyS6E https://t.co/YyzHiCyS6E
