Hormuz Shipping Delays Threaten Early Planting Season
Shipping through Hormuz is backed up and the cease fire and reopening already look at risk. @mike_castle2 , what is the best case scenario (ceasefire holds and we restore shipping) for crops given we are essentially at the start of the major crop planting season? https://t.co/g1Isq0vGWD
BYD's 1.5 MW Flash Chargers Add 400 Km in 5 Minutes
BYD's new Flash Charging stations hit up to 1.5 MW peak power. With their Blade Battery 2.0, it adds ~400 km range in 5 minutes (10-70% charge) or 97% in 9 minutes.
Mass‑delivery Apps and Restaurants Avoid Paying Delivery Costs
Why? Why don't the apps as well as restaurants that rely on mass delivery pay for this?
Supply Chain: The Full Journey From Idea to Customer
We break down what supply chain really means for the average person. We explain that supply chain isn’t just about manufacturing and inventory—it’s the entire end-to-end process in any business, from product development through customer service. We walk through the...
Sarcastic Doubt over Immediate Strait of Hormuz Reopening
Yeah right. Just as it also agreed to reopen the Strait of Hormuz immediately and unconditionally.
DAT Flips to Bullish on Flatbed Demand
How does DAT improve their market analysis? Take every possible position. Yesterday: “Flatbed volumes are already pulling back ahead of the typical May peak, and manufacturer confidence is cooling fast” Today: “Flatbed demand is gaining momentum. Flatbed load posts on...
Tariffs and Fuel Costs Cloud US Container Import Outlook
Fuel Costs, Tariffs Cloud Outlook for U.S. Container Imports. Trump tariffs and Iran war. When and how may the war affect imports? https://t.co/OYGyucP66q
Airport Lounges Add Hidden $5.30 Cleaning Fee
Airport Lounge Charged A $5.30 Cleaning Fee At The Door — Drip Pricing Comes To Priority Pass - View from the Wing https://t.co/faJj7bMx0n
Tesla FSD V14.3 First Drives Reveal Superhuman Speed
We've put together a compilation of some of the best Tesla FSD V14.3 first drive clipa that we've seen. Including "inhuman" reaction times and a "more mature" Mad Max mode: https://t.co/B10P58tHfQ
Supply Chains Plan Years Ahead, Not Weeks.
It’s 2026, and I have to wait a month to obtain a basic stripped down Mac Mini. The semiconductor supply chain plans for demand years in advance. It should be able to plan and respond weeks in advance.
Delete Paired Phones on Hyundai ccNC Infotainment System
The latest generation Hyundai vehicles run a custom infotainment system called ccNC. Here's how to delete and forget a paired phone within that environment, critical to know for rentals and loaner vehicles: https://t.co/4RPXgjvFXd #cars #auto #hyundai #privacy @hyundai https://t.co/vIwwprjSSB
Iran Limits Hormuz Traffic to 12 Ships Daily
Iran. Controlling the Strait of Hormuz. Permit a dozen ships a day. Clearing the backlog of ships stuck in the Strait and waiting to enter. How long to rest “normal”?
Commuters Stranded for Hours, Forced to Improvise Travel
We just spent 4+ hours with delays at Stratford International train station. What do people do when they can't get home and live in a commuter village? Sleep at the office? Uber home? We are heading all the way to...
Guest Joins Leah and RoadDogTrucking for Freight Forward Update
That was fun. Thank you again to Leah and @RoadDogTrucking for having me on the show to share this week's Freight Forward news. 😀 Just in case, here's the link to the latest Freight Forward...https://t.co/p8546eE6u3
Uber Fares Often Higher for Women, Repeat Trips?
[Price gouging] I've anecdotally heard friends complaint that their uber prices are always higher than a partner for exactly the same trip -- anyone experience this and notice a pattern? (Some say gender raises prices; some say doing...
New Dreamliner Scrapped After 13 Hours Due to Wing Issues
Imagine building a brand-new Boeing 787 Dreamliner… only for it to fly just 13 hours before getting scrapped for parts 😔 This is N947BA (serial 35507), the 17th Dreamliner ever built.... one of the 'terrible teens' with early structural issues...
Rusal Redirects Aluminum From China to Japan Amid Iran Conflict
Exclusive: Rusal plans to reroute aluminum from China to Japan as Iran conflict reshapes trade, sources say https://t.co/Rn0kOg7gVj
Pilot’s Starbucks Line Causes American Airlines Flight Delay
American Airlines Delayed A Flight Because The Pilot Was Stuck In Line At Starbucks — Lavazza Can't Come Soon Enough - View from the Wing https://t.co/Wy6w5RoLlg
Pipeline Attack Exposes Ceasefire Fragility and Oil Risk
SAUDI ARABIA's East-West pipeline attacked - underscoring fragility of ceasefire and threat to oil supplies without a durable end to hostilities: https://t.co/aWAqTMRNY7
China's AI Robot Patrols Airports, Eliminates Bird Hazards
China Deploys Smart #Robot to Keep Airports Bird-Free 24/7 by @PDChina #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/PEPqJYeOhR
Shipping Stalls in Hormuz Until Iran Halts Attacks
The last plot is through 9:43 AM ET today (April 8th). It is on track to be the highest of the last month. Again, this has to go to zero for shipping to start moving through the Strait. Note that the uptick...
Gulf Shipping Recovery Delayed 6‑8 Weeks, Costs Rise
Hapag-Lloyd Sees Slow Return to Gulf Shipping After U.S.-Iran Ceasefire, Warns of Rising Disruption Costs. Even after stabilization, it will take 6-8 weeks to normalize. https://t.co/emk6r5HOsP
Loss Sparks Innovation: Southwest's 10‑minute Turnarounds
This is one of my favorite examples that didn’t make it into the final version of Inside the Box. Link in bio if you would like to pre-order. In 1972, Southwest was almost out of money and had to sell one...
Hormuz Still Blocked; Shippers Await Post‑ceasefire Safety
The Strait of Hormuz appeared to remain largely blocked on Wednesday, as shipowners try to understand if they can safely transit the vital waterway following a ceasefire between the US and Iran that was announced overnight https://t.co/zdoetY8L6Y
US Avocado Imports Surge to Record 2.6B Pounds
Resiliency: "US Avocado Imports Hit Record 2.6 Billion Pounds on Sports, Cinco de Mayo" https://t.co/X40efQuehA https://t.co/JhBuKnse35
Tanker Silences AIS at Iran, Wins Navigator's Balls
Today's Biggest Navigator's Balls Award goes to Curacao-flagged 105k ton crude oil tanker Star Line owned by a Panama company, blasting its AIS while pier side at Iran's Kharg Island. P.S. Navigator's Balls refer to the compensating spheres mounted...
Shipowners Refuse Payments to Iran; Verify Sources
Interesting that the shipowners are not paying // not considering paying 🇮🇷 Important to follow people with good sourcing
Prediction Markets Now Track Hormuz Traffic, Not Ceasefire
The prediction markets have shifted from assessing when the US-Iran will reach their ceasefire to 'When will traffic at the Strait of Hormuz return to normal': https://t.co/86UZblCs7z
Freight and Small Food Plants Exempt From Carbon Tax
Dear @TheTorontoSun, you keep publishing this and it remains incorrect. Freight transport is not subject to the industrial carbon tax. Also, almost all food processing plants are too small to be covered by industrial carbon pricing. https://t.co/abpQeVfFMS
Orbiting Warehouses Enable Hour‑long Global Deliveries
What if your warehouse was in orbit? Aerospace company Inversion has built a space-based delivery vehicle called Arc that can drop cargo anywhere on earth in under an hour. No airports. No roads. This is what the next logistics frontier looks...
FedEx Freight Mirrors Express Strategy, Pursues High‑Value Sectors
FedEx Freight is targeting high-quality revenue opportunities in SMB, Healthcare, Grocery and Data Centers & Energy. Much of what is being said, from a strategic purpose, sounds similar to what FedEx did for FedEx Express/Ground.
Ceasefire Won’t Instantly Heal Supply Chain Disruptions
🧵 The US-Iran ceasefire is being called a "big day for world peace" — but the supply chain damage is already done. Here's what's broken, what it costs you, and how long it takes to fix. A thread on the...
Iran's New Strait of Hormuz Leverage Sparks Bypass Investments
Hormuz went from free passage to controlled chokepoint overnight, writes @JavierBlas That gives Iran real leverage now—but it also guarantees massive investment to bypass it. https://t.co/3R0l6Irxud #Energy #Geopolitics #Oil
FedEx Freight Targets 10‑12% Profit, 4‑6% Growth
FedEx Freight targets 10–12% operating profit, 4–6% revenue growth post-spinoff; diesel will pressure margins. Trade idea: buy post-listing if guidance sustains. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran Tries to Impose Toll on Hormuz Shipping
🚨Iran demands fees for ships passing Hormuz during ceasefire🚨 This 'agreement' will confirm Iranian control of the Strait of Hormuz 1️⃣Iran has ZERO authority to monitor what sails into or out of the Persian Gulf 2️⃣The requirement to sail through Iranian waters...
Freight Brokers Celebrate Explosive Energy‑drink, Nicotine Supply Chain
“2 million energy drinks, and a lot of nicotine” Freight brokers rejoice at the power of this supply chain
Human-Powered Bike Beats Expectations, Outpaces Cars
This Human-Powered Bike Is Faster Than You Think by @Rainmaker1973 #EmergingTech #Technology #Innovation #Engineering https://t.co/VB0WpHCubh
Shipowners Eye Gulf Exit, Risk Persists Amid Unclear Protocols
Shipowners and charterers prepare to move after US and Iran agree ceasefire ▶️Several shipowners are planning swift exits from the Middle East Gulf in the wake of a two-week ceasefire ▶️Industry security officials warn that moving before new protocols are clarified could...
Shipowners Consider Exit, Yet Remain Cautiously Patient
World’s Shipowners Are Eyeing the Exit, But They’re Not Rushing For It Just Yet https://t.co/50JyQtqKIq https://t.co/tyv7c76iez
Iran, US Mull Hormuz Toll; Oman Warns Legal Fallout
Iran and the US are considering imposing tolls on ships in the Strait of Hormuz, challenging the UN Law of the Sea's free passage principle. Oman opposes the tolls, raising legal and economic concerns that could impact global maritime norms...
Strategic Carrier Networks Transform Logistics Efficiency
The Power of the Network: Enhancing Logistics Through Strategic Carrier Connection - https://t.co/QTyNnNd6Tm @e2open @ShippeoFRA #TMS #transportation #SCON #logistics #supplychain
Hormuz Loses Relevance as Rivals Rush Pipeline Bypasses
COLUMN: No matter what the US and Iran agree over the future of Hormuz, the strait’s status will change. But the waterway will never be as critical as it was six weeks ago: Iran's rivals will rush to build more...
Only Radical Change, Not Slight Tweaks, Disrupts Markets
Uber didn't invent taxis. They made the shitty taxi service obsolete. If your offer is "slightly better," you'll only stay slightly relevant. (until you’re not)
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Only Two Bulkers Move Out, Rest Remain Stationary
Checking @MarineTraffic this morning and there is no large scale movement of ships. NJ Earth cleared the toll booth outbound. Daytona Beach is out of Bandar Abbas Iolcos Destiny and New Ambition, both bulkers, are heading outbound to the toll booth after offloading...
US Blocks Ford's Bid for Aluminum Tariff Relief
"US rejects aluminum tariff relief request from Ford" https://t.co/jFypu1NlqH "While Novelis has been making up for lost production with aluminium from its plants in South Korea and Europe, the imported metal is subject to a 50% duty" https://t.co/KYjObj1b2R
800+ Vessels Trapped in Gulf as Owners Seek Release
More than 800 are stuck inside the gulf. Although the terms for safe passage are still unclear, owners are moving to free up their ships writes WSJ's @CostasParis https://t.co/BQY0GcPPvk
Pro‑Waymo Ignoring 177k NYC Driver Jobs Issue
I feel like I'm going nuts here reading on X about the NYC Waymo discourse because none of the pro-Waymo folks are acknowledging the issue: it's 177k FHV driver jobs in the city. You want to advance? You have to...
Airline Holds Forecast Amid Fuel Price Uncertainty
“Bastian said the airline isn’t walking back its full-year forecast but isn’t updating it either because of uncertainty of fuel prices.”
Delta Faces $2 Billion Fuel Cost Surge From Middle‑East Conflict
Latest: Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the US-Israel war on Iran https://t.co/pfNgi3ALzA