Boeing to Deliver First Production 777‑9 to Lufthansa
On TAC/Intel from @theaircurrent right now: Boeing set to fly first production 777-9 for Lufthansa https://t.co/NzWgdEBYei
DOD Ramps up VIP Transport Purchases Across Services
A minor theme across the DOD budget has been a push to buy more VIP transport and other support aircraft. Here the Marines outline a goal to buy 17 UC-12W+s in 2 years. USAF outlined its C-37 plan, the Army...
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
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...
Cruise Ships: Polluting, Waste‑laden Floating Environmental Hazards
Cruise ships are roiling artificial shitholes dressed up in peptodismal pastels covered in alcohol induced vomit and disease that also pollute the environment and spread human waste to beautiful places.
Travel Turmoil: Hantavirus, Cancellations, Fuel Spike, Airline Shutdown
14 Things in Travel Today: — Cruise Passengers Traced After Hantavirus Death — Delta Cancels Hundreds Of Flights — Jet Fuel Costs Surge 56% In March — Spirit Begins Shutdown Process — Spirit 2.0 Crowdfunding Effort Launches + More https://t.co/Jo2IaZruVw
Lithia Motors' Real Profit Driver: High‑Margin Services, Not New Cars
Day 21 of 30: How $LAD Lithia Motors actually makes money Most people think it's just a traditional car dealership selling new vehicles off a lot. But new car sales are actually their lowest-margin business. Here's the real breakdown of their $9.27B in...
Truck Crash Stats Include Both Legal and Illegal Drivers
That isn't correct. That number is for the number of crashes, fatal, involving at least one large truck (this includes illegal and legal drivers) Here's the chart through 2024 https://t.co/av44bMmZ37
NHTSA’s Stricter ADAS Screening Sets Autonomous Approval Blueprint
Glad NHTSA is screening these systems more carefully. Not all ADAS systems were created equal. Many are just plain unsafe. This is also a blueprint for what federal approval of fully autonomous vehicles could look like.
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
Airplane Cabins Mix Outdoor Air with HEPA Filtration
This is not entirely correct (air changes ARE a meaningful metric independent of filtration), but mostly want to let people know that airplanes have excellent filtration, too - HEPA filters. Airplane cabin air is 50:50 mix of outdoor air and...
British Train Delays Spark Driver’s Quick‑Witted Humor
To say that trains on the West Coast mainline are knackered this afternoon/evening is an understatement. Fair play to the @ASLEFunion driver who I was chatting to at Liverpool Lime St as I explained had to cross London and was...
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...
Trucking Earnings Surge, Record Momentum Into May
We've now bookended trucking earnings season: JBHT to RXO and universally the reports showed increasing market momentum with stronger conditions into May. Summary: One of the strongest set of earnings calls in years.
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
Make‑A‑Wish Mother’s Day Truck Convoy Rolls Out Saturday
Make-A-Wish 37th Annual Mother's Day Truck Convoy is this Saturday Here's the schedule 6 a.m. - 10 a.m.: Truck parking and driver check-in/registration 8 a.m. - 12 p.m.: Silent auction and basket raffle 12 p.m.: Stage remarks and Wish Angel Remembrance 1:30 p.m.: Official...
Bezos‑backed Slate Loses His Board Representative
New from @sokane1 - we were the first to report that Jeff Bezos had backed Slate (a year ago). Now there's a change-up on the board of the EV startup. Bezos' rep has left the board. https://t.co/UG5uA83iXC
No Agreement Reached on Hormuz Passage Terms
To be honest, it doesn’t really look like they agreed on the terms for Hormuz passage this time either
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
M23 Bus Mostly Free; Few Paid, OMNY Complaint Ignored
The M23 bus was "free" for many people yesterday -- I think about 1/10 people boarding in the rear door paid. One lady made a big show about how her OMNY card wasn't working ... she should get a TONY.
Human Rideshares Fail, Robotaxis Needed ASAP
Yesterday I went to the Greek Theater in Los Angeles. Waymo doesn’t go there, so I had to take human driven rideshare. On the way there my scheduled ride cancelled at the last minute and made us late for dinner....
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
Profit Lies in Purpose, Not Just Miles
Where is true profit and success found in trucking? "Then I considered all that my hands had done and the toil I had expended in doing it, and behold, all was vanity and a striving after wind, and there was nothing...
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
AA's New Premium Cabin Wines Finally Worth the Price
American Airlines Finally Fixes Its Premium Cabin Wine Problem — New $30+ Bottles Are Actually Worth Drinking - View from the Wing https://t.co/uGphfiywyx
America's Size Hinders Rail, Yet Midwest Mirrors Spain's Speed
“The USA is too big for rail.” When you compartmentalize each region with another country/economy, it’s actually pretty easy to compare. This is what Spain’s high-speed rail looks like overlaid over the Midwest if Madrid were located where Chicago is.
Waiting for the Absurd Airport Music Executive Order
Still waiting for the executive order that requires all US airports to play “music for airports” on endless loop.
Can Waymo Detect and Avoid Dodge Chargers?
“Daddy do you think Waymos can recognize the shape of Dodge Chargers and purposefully stay away from them?”
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...
Rising Gas Prices Make Tesla $2k Cheaper Annually
Markets are Speaking Gasoline commodity since January: +100% This is what higher gas prices do to EV demand. It's now almost $2000 cheaper to drive a Tesla than a gasoline-powered car per year. cc @elonmusk https://t.co/sx9JHvByFa
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
Electric VTOL Promises Aviation Revolution, Faces Certification Hurdles
Vertical takeoff like a helicopter. Forward flight like an airplane. The Orb Nomad is one of those projects that makes you realize how much aviation could change over the next decade. The idea is simple: combine the flexibility of a helicopter with the speed...
Trump Pushes State Capitalism, Eyes National Champion Merger
Trump's state capitalism w/American characteristics forges ahead. UAL CEO Scott Kirby suggested to Trump merger w/American could create "national champion." US officials discussed taking a stake, @MaggieSeverns @GavinBade @jdawsey1 @meridithmcgraw report. https://t.co/Vsiy5M5lbP
UK Leads Self‑Driving Rollout with Agile Regulation
Spoke with 𝐙𝐃𝐅 𝐌𝐢𝐭𝐭𝐚𝐠𝐬𝐦𝐚𝐠𝐚𝐳𝐢𝐧 (leading German🇩🇪 television programme) on how is the UK standing out as a leader in #selfdriving vehicle rollout... By focussing on technology approval, as well as creating a legal framework for passenger mobility services in an agile...
Trump’s 90% Demand Kills Spirit Airline Bailout
Spirit Offered Taxpayers 80% Of The Airline — Trump Demanded 90% And The Bailout Died - View from the Wing https://t.co/sSfwKTcKma
Shell CEO Warns Prolonged Recovery After Hormuz Closure
Shell CEO Wael Sawan: "The journey back [from the closure of the Strait of Hormuz" will be a long one."
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.
Tesla's China-Made EV Sales Surge
Tesla's China-made EV sales jump 36% in April, extending rebound Yes, adding to the millions of connected vehicles on the road in China, chocked full of sensors. China can deal with this, while US discussion on issue at low level. https://t.co/mDvHnmjt1o
Chinese EV Battery Firms Profit as Car Margins Plunge
China’s EV battery giants thrive while carmakers’ profits shrink amid price wars Carmakers’ profit margin stood at 3.2 per cent in the first quarter, versus 6 per cent for downstream industrial firms, according to CPCA https://t.co/I0VDlo0wf1 via @scmpnews
Tesla Cybercab Chooses Mountains Over City Pickups
But one of them caught our eye... the one in the center. It would neither go toward the pickup spot at the edge of the city nor return to the charging hub. Shortly afterwards, we saw it heading straight toward the...
Scoot Becomes First SE Asian Budget Airline with Embraer E190‑E2
Fun fact ✈️ Singapore’s low-cost carrier Scoot is the first budget airline in Southeast Asia and currently the only one that operate smaller narrowbody aircraft - the Embraer E190-E2. The airline started operating the E2s since May 2024.
US Airlines' March Fuel Costs Surge 30% to $5B
JUST IN: US airlines spent over $5 billion on fuel in March, up 30% compared to last year
Rove Launches 25% Bonus Aeroplan Transfers with Live Search
Rove Adds Aeroplan Transfers — With A 25% Bonus And Live Award Search - View from the Wing https://t.co/bDHl6p7FDR
Scoot Adds 11 A320neos, Total Fleet Reaches 20
Singapore’s Scoot has ordered 11 A320neo family aircraft, comprising five new firm orders and six exercised options from its 2014 order with Airbus. The new aircraft, powered by Pratt & Whitney PW1100G-JM engines, will start arriving from 2028. Following the latest...
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...
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
Safety Over Savings: APU Essential for Passenger Health
And…having the APU powered up makes sure everyone is safe on the airplane, and the airline is meeting Federal Aviation Regulations. Sorry - doesn’t make sense to me to save energy and fuel at the expense to human health and comfort....