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
US Navy Appears Unhurried to Reopen Hormuz Strait
As I hypothesized a few weeks ago. What if the US Navy is in no rush to reopen the Strait of Hormuz?
600+ New US EV Chargers Added as Gas Prices Surge
US charging networks added more than 600 new stations in the first quarter as high gas prices reignite interest for EVs https://t.co/GuDxViha73
Beijing Launches Robot Arm for Seamless Toll Payments
Beijing Unveils #Robot Arm for Effortless Toll Payments by @levelsio #Robotics #TechForGood #Technology #Innovation #EmergingTech https://t.co/fc7whEciNd
China Upskills, Vietnam Low‑Costs, Mexico Nearshoring Falters
Global trade is rewiring. China is moving into HIGH-VALUE, ADVANCED manufacturing. Vietnam is rising as a LOW-COST HUB. Meanwhile, Mexico’s nearshoring hype has FAILED to deliver. https://t.co/moYJrnHSfE
IMO Seeks Mechanism to Secure Hormuz Ship Transit
IMO sec-gen: "I am already working with the relevant parties to implement an **appropriate mechanism** to ensure the safe transit of ships through the Strait of Hormuz. The priority now is to ensure an evacuation that guarantees the safety of...
Countries Prioritize Clean Transition over Chinese EV Origins
Every time there's chart on here showing some mid sized or small country with a hockey stick curve of EV or e-bus adoption -- and there will be more -- it is almost always because they care more about the...
Tesla's 14.3: Humanlike Self-Driving Saves Your Time
Introducing Tesla Self-Driving 14.3: Self-Driving that doesn't waste your time The most humanlike self-driving you've ever experienced https://t.co/oGeokakWBg
Weekday Ferries Cancelled Due to Crew Shortage, Buses Substitute
Park Island Transport Company has announced the temporary cancellation of six weekday ferry services starting from Wednesday, with the routes to be covered by alternative bus arrangements. Services on Saturdays, Sundays, and public holidays will not be affected. The company...
Jet Fuel Supply May Need Months to Rebound Post-Hormuz Reopening
IATA chief says jet fuel supply could take months to recover after Hormuz reopening https://t.co/9qcnn6QlNE
800 Oil Tankers Await Hormuz Reopening in Gulf
POV: The 800 oil tankers stuck in the Gulf when the Strait of Hormuz opens up again. https://t.co/jmhUZYYjld
Iranian Trade Vessels Near Toll Booth, Not Strait Opening
Two ships are heading towards the Iran Toll Booth - between Qeshm and Larak Islands. The ships are the 37k ton, St Kitts-Nevis flagged bulk carrier, which just loaded at Busheur, Iran and is sailing for India. The other is the...
Watching Strait of Hormuz Traffic Amid Ceasefire Uncertainty
Lots of conflicting messages about the proposed ceasefire between the US and Iran. I am waiting to see if there is any movement of ships into the Strait of Hormuz and not through Iran's Toll Booth. https://t.co/poGvHY51S7
IRGC Slashes Hormuz Flow to a Quarter
15 ships per day thru Hormuz 5 mmb/d of oil (vs 20) 2.5 bcf/d LNG (vs 10) That's a starvation diet. Controlled by the IRGC #LNG #NaturalGas #EnergyMarkets #OilMarkets #Geopolitics https://t.co/ej80nFO2XR
Ceasefire May Reopen Hormuz, 800 Ships Await Release
Shipowners are now scrambling to understand the fine print in a ceasefire that could temporarily open up the Strait of Hormuz 🚢🚢🚢 There are currently more than 800 vessels trapped in the Persian Gulf https://t.co/cDsoyn09pr
Tesla’s 14.3 Update Feels Remarkably Humanlike
Tesla Self-Driving 14.3 is really sick. My gf likes it too. “I usually don’t notice much difference between updates but I can feel this is different right away. The way it stops at stop signs, the confidence… it feels more...
Iran's Hormuz Threat Exposes US Weakness, Endangers Taiwan
Nothing has changed with Hormuz @acranberg Iran makes Hormuz too risky for most tankers to use That's fact. What "everyone" says is wishful thinking Back to the status quo wasn't worth depleting US weapons systems Taiwan is a sitting duck now thx to Trump
Hormuz Rerouting Offsets Shortfall, yet 13 MMbpd Remains
Flow through the Strait of Hormuz doesn't need to re-reach pre-war levels to normalize global balances thanks to rerouting (and constant Iran flow) But we still have ~13 MMbpd of production shut-in That's how much more we'll need to push through Hormuz...
Used Car Prices Soar, Signaling New Inflation Pressures
Used Vehicle Wholesale Prices Jumped. That’s How it Started in 2020 when Broad Inflation Took Off. These new inflation pressures suddenly building up in the pipeline are concerning https://t.co/B4HOh7mQGF https://t.co/9BkcLbGOSG
Tomorrow’s Hormuz Tanker Count Cuts Through Market Noise
Let’s see how many tankers cross the Strait of Hormuz tomorrow. Literally everything else is noise.
Hormuz Ceasefire Permits Mere 10‑15 Ships Daily
From account close to Tehran—not saying it’s correct, but it’s the first real colour we’re getting on what any interim Hormuz reopening during the ceasefire could look like: “During the two-week ceasefire, only about 10 to 15 ships will be permitted...
Future Impacts Already Set Despite Strait Reopening
Even if the Strait fully opens and stays open…the ramifications 6-9 months down the road are already baked in. https://t.co/wlXmGv0rls
Grateful for Easy Train Access, Hope for Wider Opportunity
Sometimes when I'm riding a train I have a giddy moment where I think: "Wow, I live in a city with rail transit; that's pretty cool." I'm lucky to afford to live in a place where I can easily get...
LNG Ships Stalled; None yet Navigating Hormuz
I'm not seeing any LNG ships moving to go through Hormuz yet 🚢🚢 Those two Qatari LNG ships that had aborted an attempt earlier this week are sitting tight (pic below) But of course it is very early days. It will take...
Elon Musk Debuts Tesla Cyber Rodeo at Austin Gigafactory
#ThisDayInTechHistory. April 7, 2022. @ElonMusk makes a grand entrance @Tesla's 'Cyber Rodeo' held at the Austin Gigafactory plant opening. #AutoIndustry #AutomobileIndustry #Manufacturing https://t.co/mBB1kgi2ns
Jamaican Man Indicted for Fake Email Freight Scam
Common method “Romoy Forbes, 31, a Jamaican national living in Deer Park, N.Y., has been indicted for interstate transportation of stolen goods, and conspiracy to commit that offense. Forbes was previously arrested on Feb. 5, 2026 in Long Island, N.Y.,...
Spot Brent Lags Futures Yet Set to Drop Quickly
It takes an oil tanker between 2 and 4 days to go from the Persian Gulf to India, which is where the most severe shortfall exists. The spot Brent oil price (white) will be slower to fall than the futures...
Iran, Oman Authorized to Charge Strait of Hormuz Fees
JUST IN: Iran and Oman can now impose fees on ships transiting the Strait of Hormuz under the ceasefire deal, per a regional official.
Flatbed Rates Surge to $4.05, Rejections Hit 48%
DAT bullish, except for flatbeds, with SONAR signaling flatbed as white hot and the strongest mode at unprecedented strength. Flatbed rates up to $4.05/mile and flatbed rejections at 48%. https://t.co/MaglxTT53T
Strait Reopening Will Eliminate Dark Ship
Heads up that if that Strait *actually* reopens, ships will be crossing with their AIS transponders on so we can cut it with all the contested dark (ie AIS off) transit estimates.
Stay Alert on Tesla Autopilot—Coffee Helps
Please make sure to stay awake when using Tesla Self-Driving. Drink some coffee if you have to
Supply Chain Instability Is Inevitable and Growingly Volatile
The disruptions to supply chains are unfortunately predictable, while the actors and dates are fluid. And here is the preview: supply chain instability is a permanent feature and things are bound to get more volatile https://t.co/qYNbnvbpPZ
AirAsia Fare Surge Threatens SME Margins, Hidden Costs Persist
AirAsia's 30% to 40% fare hike, if you think it’s just a "holidaymaker's problem," then you’ve ignored the immediate crisis it creates for local businesses. With overall fares jumping up to 40% as the airline grapples with soaring jet fuel prices,...
Freight Volumes Set to Stay Strong Amid Lean Inventories
LMI suggesting freight market volumes expected to be robust over next near term horizon as inventories stay lean https://t.co/5XGm9vl5J5
One-Third of Robotaxi Trips Run Unsupervised, Data Shows
One third of Robotaxi rides reported to @RtaxiTracker in the last week were unsupervised https://t.co/Vt2ZqPuLZj
Iran Claims to Guide Ships Through Hormuz, Knows Mine Locations
🚨 Iran says their military will coordinate passage of ships through the Strait of Hormuz during the ceasefire. -probably because they know where the mines are...
Iran Offers Two‑Week Safe Passage Through Hormuz, Coordination Required
Iran says safe passage via Hormuz is “possible” for two weeks 🚨 … but must be via coordination with Iran's Armed Forces and with due consideration of technical limitations (So far, no loaded LNG tanker has gone through Hormuz in over...
Open Hormuz Strait Triggers Massive Eastward Market Rush
If the Strait of Hormuz is open, get ready to watch for a stampede to the East. https://t.co/3rohg52Jti
Iran Agrees to Ceasefire, Reopening Strait of Hormuz Soon
*IRAN ACCEPTS PAKISTAN'S TWO-WEEK CEASEFIRE PROPOSAL: NYT -- "ceasefire will come into force when Iran opens the Strait of Hormuz" -- So, this chart will be at zero tomorrow, and ships can start moving immediately? https://t.co/3VFPp2rq6x
Iran Claims Open Strait, Demands Payment; Trump Disagrees
And this is why it’s hard to believe that Iran has agreed to not regulate passage at this point because it’s Irans primary leverage. In Irans eyes the strait IS open—you just have to pay them & the insurance companies....
Flatbed Rates Hit Record $4.05/mile Post‑Easter
Flatbeds come out of Easter surging to record high of $4.05/mile Up from $3.93/mile before the Easter Holiday. https://t.co/lhIwUSiFya
$2 Million Toll
and the new point of contention? the $2 million+ tolls on traversing the Strait of Hormuz?
No One Cares if Oil Passes the Strait
I guess there's zero interest in whether oil is actually going to move through strait unobstructed ...
Prius Nightshade Prioritizes Style Over Function, Reveals Flaws
There's a lot to like about the 2026 @Toyota Prius PHEV Nightshade, but there are also a lot of issues I bumped into during a week of driving. Has design finally overtaken function with this iconic Toyota vehicle? Maybe so......