Easier said than done. They have very capable aircraft, but deconflicting air operations and altering planning may be more trouble than it’s worth and invite risk, at least at this stage.
Here’s what we know so far… The First 36 Hours: Strait of Hormuz Becomes a War Zone, Tankers Hit, Shipping Giants Halt Gulf Transits https://t.co/Qu1u29WNZb

The @CMF_Bahrain Joint Maritime Information Center's has released their new advisory for the Strait of Hormuz as of 1 March 2026. The situation is deemed CRITICAL. They had three confirmed incidents in the past 24 hours: 1️⃣SKYLIGHT at anchor south of Hormuz, abandoned...
The ability for non compliant motor carriers to thrive is directly related to activity that takes place on load boards. How can DAT, the largest load board in the country, not realize how pervasive the compliance crisis had become? It’s because they...
Let’s hope that no one investing money in trucking stocks listened to DAT last summer when they consistently said that enforcement of English Language Proficiency and non-domiciled CDLs would have a negligible impact on the market.
How would you feel about a proposal that along with DOT number, all trucks must have a picture of the driver on the side? https://t.co/pcht3FI0c8
The ROI of Scale: Computational Costs vs. Asset Lifecycles - For AI engineers working in sectors like rail, utilities, and energy, the primary challenge has shifted from “Can we build it?” to “Can we afford to scale it?” https://t.co/SjIN9Uk9eF
Flexport now allows importers to use our AI Customs Auditor to audit all the customs entries their other customs brokers have done for them. We find their mistakes and then set you up to claim refunds wherever you overpaid. ...

The connection is clear: Large trucking equities trade based on forward trucking market conditions and the best signal is SONAR's Tender Rejections Chart: SONAR Truckload Rejections vs. JB Hunt Stock Price https://t.co/R8Mc1l5UyF

This SONAR chart: Outbound Tender Rejection Index (blue) vs. Knight-Swift stock price (yellow). There is a reason that hedge funds buy SONAR and it is our fastest growing cohort. https://t.co/erT8QvKIr6
Hapag-Lloyd - Due to the deteriorating security situation in the Middle East region, we have decided – in close coordination with our security partners – to pause future Trans-Suez sailings through the Bab el-Mandeb Strait for the time being. https://t.co/igGhhMHR23
Batik Air Malaysia has cancelled today’s flight to Dubai from KL due to the closure of airspace in the Middle East. The airline said in a statement that it continues to monitor the situation in the region. Passengers travelling on...
Qatar Airways said its flight operations remain temporarily suspended due to the closure of the Qatari airspace. The airline added that it will resume operations once the Qatar Civil Aviation Authority announces the safe reopening of the country’s airspace.
“Helsinki hasn’t registered a single traffic-related fatality in the past year…Citing data that shows the risk of pedestrian fatality is cut in half by reducing a car’s speed from 40 to 30km/hr, city officials imposed the lower limit in most...
🚨 IRAN WAR UPDATE — MARCH 1, 2026 🚨 Khamenei is confirmed dead by Iranian state media. But the bigger story: the IRGC has formally closed the Strait of Hormuz. Shipping firms are instructing vessels to shelter in place. About 20%...

Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025,...

Looks like the Liberian-flagged Aframax 74k deadweight ton ceude oil tanker Capetan Andreas is sailing outbound through the Strait of Hormuz. https://t.co/G0jdY5284V
BMW Brings Humanoid Robots Into Real Car Production – Physical AI Is Here https://t.co/30rtWebkvi via @YouTube #BMW #car #manufacturing #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA @TanyaSinha_ @devaang @AlAmadi1 @jeancayeux @enilev @efipm @mvollmer1...
US automotive production is $180B. US defense manufacturing is $220B. Don’t understimate the impact of defense production on American trucking freight.
Lyft - $47 NYC Subway - $3 and gets there one minute faster Thank god for pickup transit
5% of US maufacturing is related to defense production. Today is a good day for truckers.

Drone hit at Dubai Airport... The destruction and pure chaos everywhere... Dubai airport shutdown, thousands stranded, flights diverted all over. This ain't fixing in a few days...this recovery is gonna drag on for a long time. Brutal
The issue is we literally have no idea who hundreds of thousands of truck drivers are due to the elimination of barriers to entry over the past decade. Organized crime is coordinating illicit activities against our freight networks every single day.
Strait of Hormuz. Closed. The ‘crisis’ will be defined by the length of the war and by risk. Oil supply. Maritime and cargo insurance. Houthis. Freight rates.
Spoke with a senior intelligence official that recommended everyone top their tanks off, not due to a known threat, but the high probability that energy assets are prime targets for terrorists.
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
Major General is just pissed off because he knows the Army is taking a back seat. You may “know more about war than Donald Trump” but you also know the Army can’t invade a nation of that size without a large...

The LPG Tanker Bogazici, outbound the Strait of Hormuz, is trying to fly under the radar by announcing on AIS, "Muslims Vessel is Turkish". https://t.co/Yw3dSA7lxB
SONAR did less than $1m in ARR five years ago, so we win this one by a mile despite DAT’s attempt to exploit their market share in load boards to prevent customers from working with competitive data offerings.
Anyone that has used DAT knows that a signification portion of the postings are ghost loads, hence the reason that DAT’s load to truck ratio data is garbage.
If you believe that DoorDash or MasterCard/Visa could be disrupted by agentic AI, then it’s inevitable that agentic AI could disrupt load boards. Who is building this? We will partner with you on data
You can tell that DAT was never meant to be a data company. Freight market data is secondary to the load board. That is their focus.
A weird irony is that most mid and large trucking fleets make more money with higher diesel prices due to fuel surcharges.

Trucks taken out of service for English Language violations just hit an all time high. 104 trucks per day. https://t.co/fTIcZIXxJi
The Xiaomi Electric Scooter 6 Ultra is the highest tier of Xiaomi’s new scooter series. Featuring a 1200W motor, 12-inch tires and swing arm suspensions plus dual disc brakes, it’s a powerful scooter for getting around the city. I was...
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
Shipping security risk increases dramatically in Persian Gulf Over 750 commercial vessels reported to be inside the Strait of Hormuz as the US and Israel attack Iran https://t.co/Z0VKTvJgQ8

Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
In 2006, Congress mandated that 100% of shipping containers be scanned before entering the US. Today? Less than 4%. If you don’t think attack drones have already been smuggled into this country pre-positioned near our Naval bases, you need your head examined.
The problem with fighting fires on naval bases after an attack is the same power-plants, fuel and pumping facilities targeted also supply firefighting water. And even if the water mains survive fighting fires on multiple fronts consumes more water than any...
Qatar Airlines is pausing cargo operations as the Iran strikes play out. Prices and transit times on Asia to Europe air freight spiking.
Malaysia Airports Holdings Bhd (MAHB) has adviced passengers travelling to, from, or transiting to through parts of the Middle East to check their flight status directly with their respective airlines before going to the airport. The airport operator said airspace...
Malaysia Airlines has announced that its flights to and from Doha, Jeddah and Madinah have been cancelled from 28 Feb - 1 March due to the closure of airspace in parts of the Middle East. Flights from KL to London &...
Next time you see a container ship go to https://t.co/19y8bWxNq0 on your phone to see where it’s been and where it’s going next.
UAE, Qatar, Bahrain, Kuwait airspaces remain CLOSED. (In addition to several other airspace closures elsewhere in region).
Bolivia’s C-130 Hercules crashed right after takeoff from El Alto Airport today... carrying new banknotes, rolled onto a highway, caught fire. At least 15 dead, 30 injured. Locals tried to grab the scattered cash, police had to use tear gas......

During September 11, 2700 Americans died. America implemented massive security procedures for aircraft, fought two wars, and spent trillions to ensure it would never happen again. We created massive surveillance and implemented identity tracking at airports to ensure we know...

The Illinois State risk pool is an insurer of last resort. Unfortunately, due to the massive amount of fraud coming from chameleon carriers and fleets with fabricated safety records, it is bleeding out. https://t.co/PttPnIgNtk
The hearing for one of the most important court cases in the industry is coming up next week