White House Plan Cuts 4,500 TSA Jobs at Regional Airports
.@WhiteHouse budget proposal would require all Category 3/4 airports to drop @TSA and use private security impacting 4,500 TSA positions https://t.co/3oJL1Jur2V
Four Core Systems Power a Responsive Supply Chain
The Four Pillars of Your Supply Chain Information System To build a truly responsive supply chain, you must understand the specific software sources that feed your data. In our latest lesson, we dive deep into the four essential systems that power...
United's $300 Offer Fails as Overbooked Passengers Refuse
It’s so weird to me that airlines can accidentally over book flights. United is begging for 2 people to volunteer to be rebooked and receive a 300 dollar credit. No one is budging and the guy is getting more irritated...
Silent EVs Need Artificial Sounds for Pedestrian Safety
EVs don’t have loud engines powered by gasoline, which has an unexpected side effect: it’s harder to hear them approaching. Michael Roan is a sound design expert who researches artificial sounds to make it easier for pedestrians to notice nearby...
United Leads U.S. Airlines in Starlink Adoption
United is adopting Starlink faster than any other major US airline. It's about to be legendarily good wifi. (This tweet posted at Mach 0.75 from previous-gen United wifi.)
Panama Canal Blast Victim Was Undocumented Foreign Worker
“Man killed in explosion was a foreigner and did not have a work permit” Panama Canal explosion is being blamed on an illegal immigrant worker
Iran's Oil Revenues Soar Amid War-Driven Price Spikes
My view on Iran's surge in revenues since the start of the US-Israeli war on Iran with @CoffeeandaMike: "Since the war started, the Iranians have been shipping a lot more crude out of the Strait of Hormuz, they've been selling at...
Etihad Halves Fares as Travelers Shun UAE
Etihad Is Now Selling Seats For Half Price — Because Travelers Are Staying Away From The UAE - View from the Wing https://t.co/9kM3vEzlkI
NYT Exposes Widespread Tariff Fraud Since Last Year
Tariff fraud is rampant since last year. Great NY Times piece exposing the fraud today. https://t.co/FMWKsJMk9V
Iowa’s $257B Economy Gets Fewer Trains than Swiss Summit Daily
Iowa, an economy with a $257 billion GDP, sees fewer trains in a week than this mountaintop station 6,700 feet above sea level in Switzerland does in a day.
Paper Prices Lag Real Commodity Costs Amid Iran War
Supply chains, with the Iran war, they are seeing a difference between paper prices for affected commodities and what they are paying. Paper is lagging reality. https://t.co/oYEHrq6g23
Duffy Hails Boeing 787 Plant as American Manufacturing Comeback
.@SecDuffy at Boeing 787 factory in South Carolina. "This is great American manufacturing... This is a comeback story for Boeing" on CNBC
STARLUX's Metallic Dream: Sorayama‑Designed A350s Unveiled
January 2026: STARLUX unveils the AIRSORAYAMA dream with Hajime Sorayama in Tokyo. March: silver A350-1000 B-58553 rolls out. April: the golden counterpart B-58554 emerges in Toulouse looking like liquid sunlight. Three years of work, one insane metallic vision.
Build Global Energy Corridors to Bypass Hormuz, Says Hochstein
".... The only long-term solution is new infrastructure—making a massive, internationally coordinated investment in energy corridors that bypass the Strait of Hormuz entirely... " -- @amoshochstein https://t.co/hvu4ACTwok
Customers Adjust Prices Amid Rising Fuel Costs
Truckers: how are customers dealing with fuel spikes? Are you getting price adjustments? (Pic from Gary Johnson out of Needles, CA) https://t.co/Hi9h5ywOyg
Bag Fees Are Tiny; Airfare Spikes Dominate Concerns
FWIW - Those focused on bag fees are watching the wrong thing. They're a rounding error compared to what is happening in airfares.
Chinese Airlines Ban Cheap Lithium Power Banks on Flights
Having a whole bunch of cheap Chinese no name lithium power banks on planes is one of my biggest worries when traveling. Airlines in China have begun banning them completely, even in carry-ons. https://t.co/DSi33tN31U
Ask Your Burning Questions About MTA's New App
Any thoughts/questions about the MTA's new app? What would you ask the MTA about the app, if you were asking the MTA things about the app?
Used‑car Wholesale Prices Jump 6.2% YoY, Fueling Inflation
"The Manheim Used Vehicle Value Index (MUVVI) rose to 215.3, reflecting a 6.2% increase for wholesale used-vehicle prices (adjusted for mix, mileage, and seasonality) compared to March 2025." https://www.coxautoinc.com/insights/manheim-used-vehicle-value-index-march-2026-trends/ more inflation.
Waymo’s Slow Build Shows Robotaxi Success Takes Time
Waymo started in 2009. They did a whole lot of nothing for many years before they were able to scale to this level. The way they scaled makes Robotaxi look fast. $TSLA cucks would be wise to learn from this.
Southwest Restricts Travelers to One Power Bank per Flight
News: @SouthwestAir to limit passengers to one portable charger, or power bank during flights and require them to keep them under seats or with them https://t.co/1U26AHRvcT
Seeking Intel on Ships that Cleared Hormuz Last Night
Me checking DMs for intel from @MikeSchuler and @mercoglianos on which ships actually made it through Hormuz last night: All my other DMs: https://t.co/NOh3PufPGj
Houthis Threaten Bab El‑Mandeb Closure, Risk Oil Price Surge
The Houthis attempting to close the Bab el-Mandeb strait by again turning it into a shooting gallery would be a massive problem and would send oil prices into orbit. Saudis are moving their oil to Asia via the Red Sea...
Crude and Product Tankers Drive Suez Canal Traffic Surge
Crude tankers and product tankers are resulting in the uptick in passages through the Suez Canal.
Lyft to Operate Waymo Robotaxis in Nashville
You'll be able to get these Nashville Waymos from both Lyft and Waymo app, once the service expands. Lyft will handle the fleet's readiness and maintenance, charging, and depot ops. I'll write more on the dynamics in my Robotaxi Report on Thursday,...
Load‑to‑truck Ratios Inflated by Hidden Ghost Loads
Load to truck ratios are not real because they include ghost loads, which according to former DAT insiders are far more significant than they readily admit
ATA's Driver Shortage Myth Harms Trucking and Blocks Entry
The ATA damaged the trucking industry in countless ways by promoting the truck driver shortage lie, eliminating barriers to entry. The problem is that lie stuck and it’s almost impossible to unwind because it is accepted as fact by those that...
Brazil's Ag Boom Outpaces Truck Capacity, Drives Rates Up
Brazil’s ag boom = pressure on trucks + dry bulk. In Talking Transports, I spoke with Goflux & Alphamar on: • Rising freight rates • Dry bulk demand surge • Fertilizer imports & trade shifts • Aging fleets + fragmentation Big theme: demand > capacity. 🎧 Listen...
Waymo’s New York Rollout Is Effectively Dead.
Hahaha. Waymo rollout is dead in New York. Marxists want to dance in the mud before the moon rather than land on it.
Baltimore Light Rail Land Could Fund Operations 4.5×
A new MTA report showed that there are 839 acres of development potential around Baltimore's Light Rail Line route (8x the size of Disneyland). If those were all developed, it would bring in $260 million in tax revenue, which would...
Airlines Hustle, Passengers Linger Post‑pandemic
Qatar Airways busy on the ramp at Hamad Airport.... planes parked, ground equipment moving. Terminal? Looks totally empty with quiet seating areas. Classic “airline working hard, passengers still slow to return” situation.
El Niño Triggers Historic Panama Canal Drought Restrictions
The last El Niño led to historic drought restrictions in the Panama Canal. Plan on monitoring the situation
Civilian Ferries Dramatically Boost Amphibious Lift Capacity
"Mr Shugart said that while the ferries were not purpose-built warships, their sheer numbers mattered. "Dedicated amphibious ships are limited," he said. "But if you can draw on a large civilian ferry fleet, you expand your lift capacity dramatically."" https://t.co/4hzqrhSqWy
Logistics Tech Thrives While Procurement Stays Stuck
Walk into any modern warehouse: impressive tech, slick operations. Now try finding that warehouse as a shipper: cold calls, outdated directories, gut feel. The internal machinery of logistics is miles ahead of how it gets bought and sold. New episode 👇 https://t.co/VRCyCBQ7lz
Cyclists Outnumber Drivers Stuck in Traffic
The number of peeps on bikes often outnumber the number of peeps pictured parked in roadways of traffic not moving, and pictured parked across intersections of traffic, also not moving
Manufacturing Surge Signals Start of New Cycle
He missed the most important part of the story - the strongest part of the report was upstream, not downstream. Upstream is manufacturing, downstream is retail. Upstream was much stronger than downstream, which was the opposite during the Great Freight Recession. This...
Freight Data Signals Early Manufacturing Upswing Ahead of Indicators
I am not an economist, I simply read off the the high frequency data and our channel checks tell me at the time and relay that info. Freight is upstream to demand, so to a casual observer, it appears as...
Tesla's March Sales in Germany Surge 315%
Tesla just had its best-ever March in Germany with 9,252 registrations, quadrupling year-over-year. +315% YoY +307% MoM +355% vs December & the Q1 2026 was the best quarter for Tesla Germany in the past two years. Read more: https://t.co/aFULt3uVrH cc @elonmusk, h/t @piloly
European EV Sales Surge 50% Across Top Six Markets
"EV sales in the six biggest car markets in Europe. The growth is close to 50% year over year. No further questions, your honor." ⚡️⚡️⚡️ #alwaysbecharging https://t.co/K95RQb1iIc
Car Ownership Will Become Obsolete in the Future
@dkhos talks about how it won't make sense for people to own cars in the future. https://t.co/6sS5KPDUVF
AI Connects Supply‑Chain Data for Real‑Time Traceability
Supply chains generate continuous streams of operational data across production and compliance processes. AI links these signals along the product journey, enabling traceability and faster response when disruptions, regulatory checks, or trust issues appear. Microblog @antgrasso https://t.co/3hL4Zo8l2r
Indian Airlines Face Crisis, IndiGo Plans Massive Fleet Expansion
Enjoyed reading this sharp analysis by @menakadoshi in today's @business India newsletter. 'Indian aviation faces its toughest period yet, exacerbated by regional conflicts and persistent profit pressures, prompting leadership overhauls at the country's two major airlines. The Iran war has shut...
US-to-Asia Oil Shipping Costs Hit Record Highs
The cost of shipping oil from the United States to Asia by sea is hitting record highs. https://t.co/c8BCdLPsi8
Ethics and Leadership Reduce Gray‑Space Freight Brokerage
Read the latest edition of the Art of Supply newsletter: Shrinking 'Gray Space' Freight Brokerage with an Investment in Ethics & Leadership https://t.co/Ml7HPz24Bw https://t.co/Lu86wL4ERt
USPS Keeps 80% of Amazon Parcels, Amazon Eyes Own Network
USPS will retain around 80% of its Amazon parcels, however the ecommerce giant wants to use its own growing network. https://t.co/X2Jt1r4ZoL
Driving Exams May Boost Trust in Autonomous Cars
Can driving exams for autonomous cars increase the trustworthiness of these systems? A recent Focus discusses whether this model could build trust without shifting responsibility away from manufacturers. Learn more in Science #Robotics: https://t.co/iwDfY6PZZb
Cheering the Clash of War and Soaring Freight Costs
Interesting to observe which people are cheering the overlap of bombs dropping and freight prices increasing.
Dark Shipping Boosts Hormuz Oil Flow to 12 Mb/D
Oil tanker traffic through the Strait of Hormuz is up. You don't see that in publicly available data like these from Bloomberg, because ships now transiting are travelling "dark." I'd say we're now at 12 mb/d out of the Persian...
DHS Threatens to Strip Customs From Sanctuary Airports
DHS Secretary Floats Pulling Customs From Sanctuary City Airports — JFK, LAX, O’Hare And SFO Lose All International Flights - View from the Wing https://t.co/ktF2k1YxTq
Outdated 2015 Procurement Strategy Stifles Margins and Speed
Margins are light, decisions take too long and competitors move first – but nothing looks broken. A 2015 procurement strategy is usually why. Here’s what’s happening. 👉 https://t.co/NRZ74HPI5G #Procurement #SupplyChain https://t.co/Gj3zdEqHrH