US Warehouse Launch: Faster Shipping, No Tariffs
🇺🇸 We are now in the USA 🇺🇸 We’ve finally (after filling out and signing a billion forms) opened a warehouse in the US. No more tariffs, no more import duties, no more nasty surprises - just quick shipping 🙌🏻 Check out our new shop at BarkAndJack.com
OPEC+ Poised to Lift Quotas as Hormuz Reopens
OPEC+ eight members meet tomorrow, with an unprecedented situation in the oil market. They will likely consider a quota increase that would signal readiness to raise output once tankers are able to transit the Strait of Hormuz sources say. https://t.co/ppX8SdbsiJ
Storage Costs Halve as Production Doubles, Driving Electrification
Decades of data says the price of storage drops by 19% every time global production doubles. This isn't some marginal gain. It's an unstoppable force of nature You can’t out-compete math this aggressive. This "learning rate" is a one-way street to...
FreightWaves Launches Daily Freight News TV Show
FreightWaves is launching a new TV show, FreightWaves Today, that will cover daily stories from trucking, rail, air, barge, and ocean. SportsCenter meets Bloomberg, but for freight https://t.co/ugYCXSUVy2
IRGC Lets Iraqi Oil Ships Through, yet Attacks Fields
So… the Iranian IRGC exempts ships carrying Iraqi oil and allows them to sail through the Hormuz Strait, but drone attacks on Iraqi oil fields continue. https://t.co/PoAWXPyVEz
Iran Declares Iraq Exempt From Hormuz Restrictions
My thesis is already aging well. "Iran says Iraq exempt from any Strait of Hormuz restrictions" https://t.co/VSTaM2D34T
US 131 Closed After Downtown Grand Rapids Tanker Fire
US 131 North and South bound still closed after tanker fire this morning in downtown #Grandrapids Michigan https://t.co/1X3BrdvG7I
Container Shipping Unreliability Threatens High‑Margin Fast‑Turnover Stock
Is container shipping moving from reliable to unreliable? And their price demands with such service? And the effect on supply chain inventory, especially A items—the high margin and fast turnover ones?
Accurate Demand Forecasting Drives Seamless Supply Chain
An accurate demand forecast is the backbone of the supply chain. It dictates production needs, raw material sourcing, and even subassembly procurement, ensuring everything aligns to meet customer demand. #SupplyChain #DemandForecasting https://t.co/X1ZHkA2Fdg
Airlines Keep Coach Cheap, Double First‑Class Prices
To my non-expert but very experienced eye, it looks like coach airfares have not gone up very much (compared to what I expected). However, first class airfares have doubled or more. Maybe the strategy is to avoid angering the...
Iran’s Island Chain Secures Strait of Hormuz Dominance
"The Islands That Give Iran a Stranglehold on the Strait of Hormuz." Good analysis @WSJ https://t.co/Bq6iyg2c3C
Jones Act Tankers Shield Gas Prices From Market Volatility
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...
Airships Could Scout Below Clouds via Cable‑hung Explorer
My new favourite fact about airships is that if you were lost in cloud and didn't know where you were, you could put a man in a capsule and lower him on a cable below the clouds, so he could...
Hope Jeep Adopts This Design for 4‑ and 2‑door Models
I hope both this & the Buzzcut are the direction Jeep take their 4 & 2 doors.
Jeep Wrangler Rubicon: Ultimate CSAR Training Companion
Our work vehicle for our shoot covering combat search and rescue (CSAR) with the Alaska National Guard, was this 2026 Jeep Wrangler Rubicon. I literally drove it off the showroom floor with 13 miles and then off to a drop...
Back in Love with the 2026 Volvo EX30
Finally back to my favorite EV: the 2026 Volvo EX30! 🤩 @volvocars @VolvoCarUSA #volvo #volvocars #volvolove #volvoex30 #electricvehicles https://t.co/bnoEsIqNb8
13 Vessels
STRAIT OF HORMUZ TRACKER A total of 13 ships have crossed since Friday morning, with 10 exiting the Persian Gulf and three entering from the open seas, according to vessel-tracking data - Bloomberg
Italy Rations Jet Fuel, Cuts Short‑Haul Flights
As I highlighted last week, the jet fuel shortage crisis is already here. Jet fuel rationing in Italy has been declared — priority will be given to flights for medical purposes, government, and long haul. Airlines were told that short...
Air Travel Costs Have Dramatically Dropped over Decades
I love this slide from Air Lease showing how air travel has become affordable over time https://t.co/5CVdwVTxuu
Airline Upgrade Scams Persist; Passengers Keep Falling.
The Dumbest Airline Upgrade Tips Never Die — And Passengers Still Fall For Them - View from the Wing https://t.co/Wn4rBRNpAl
Sovereignty Demands Own Supply Chains, Not Paying Iran
This is an analysis, not my personal preferred outcome. I personally consider it pathetic to pay a toll to the Iranians, for example, but you are not sovereign unless you control your own supply chains in the current environment, as I...
U.S. Manufacturing Renaissance Fuels Record Freight Volumes
The American Manufacturing Renaissance is happening. We are now getting confirmation from multiple freight and supply chain datasets that the industrial recovery is real and manufacturing is on course to enjoy one of the best markets in years. The...
WSJ Validation Sparks Unexpected Self‑doubt over Hypothesis
Just when I was ready to declare victory for my Hormuz Hypothesis, the WSJ agreed with me, which immediately made me question everything I wrote 😂 https://t.co/qaoPHfe9T9
ICE Staffing Speeds up Hartsfield-Jackson Security, Benefits Flyers
Can’t speak to what the TSA situation at airports has been the past several weeks, but I just went through security at Hartsfield-Jackson and it was a breeze — ICE officers checking ID’s made it overstaffed in a way that...
America’s Empty Spaces Reveal Mobility, Not Resource Scarcity
If you fly across the US, you see it's EMPTY. Vast stretches of land where nobody lives... We don't have a scarcity problem, but a mobility and accessibility one.
Shipping Squeeze: Tanker Rates Surge Amid Iran War
OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 https://t.co/3ZLXMZR8p2
Waymo Needs New OEM Partner Before Q4 Deadline
The latest episode of #AutonomyMarkets is out now. Watch or listen on your favorite podcast player. Waymo Needs Another OEM and Q4 Might Be Too Late $GOOGL, $TSLA, $BIDU, $UBER, $HYMTF https://t.co/Ud9C01FcoW
Transit Projects Overengineered: No Need for Academic Justifications
We have never built a bridge as a response to people swimming across a river. Why the justification for better transit needs a master thesis for every project is beyond me.
Europe Sees No Military Fix for Hormuz Crisis
Europe sees no military fix for Hormuz, says @BBC “No upside” to joining the war. The Gulf wants it to continue—until flows resume. Same crisis. Completely different incentives. #Oil #Hormuz #Geopolitics #EnergyCrisis
BoA Survey Confirms Real Freight Market Recovery
BoA’s shipper survey is one of the most reliable datasets to monitor the health of the freight market. In March 2022, it signaled the collapse in the freight market, alongside SONAR’s data. At the time, there was massive skeptism about the...
Canada Acts, Yet Shippers Still Deny Truckers Bathroom Breaks
Canada will do this then shippers will still refuse to let truckers use the bathroom
Tesla Robotaxi Challenges Waymo for Autonomous Taxi Dominance
Tesla Robotaxi vs. Waymo: The Future of Self-Driving https://t.co/1eh5T1x7Np via @YouTube #tesla #robotaxi #selfdriving #autonomouscar #autonomoustaxi #waymo @sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy @pierrepinna @pierrecappelli @pchamard @JeromeMONANGE @thierry_pires @MaiaGabunia @amalmerzouk @NewsNeus @mary_gambara @PawlowskiMario @XavierAncelin @drsharwood @kalydeoo @AnthonyRochand...
First Ships Navigate Hormuz, Redefining Global Shipping Risks
Controlled Passage: First Ships Edge Through Hormuz as Crisis Redefines Global Shipping. Iran vs UNCLOS. Shipping cost and war risk insurance vs value of cargo. Supply chain chaos. Supply shortages and impact—macro and micro. https://t.co/NYGVyblHEB
China’s Urban Rail Investment Slumps 34% in 2026
1/4 Caixin: "Investment in China’s urban rail networks is set to plunge nearly 34% in 2026, the fifth consecutive year of declining capital expenditure, as local governments struggle with mounting operating losses and tighter project-approval requirements." https://t.co/s0B8GEvatW
Netherlands' Booming Maritime Sector Contrasts with Feeble Navy
The Dutch have an extraordinary maritime industry.. ports, technology, engineering, education, etc And yet their navy is so weak & feeble it should be a national embarrassment. But instead of treating that weakness with shame, they celebrate & honor it 🤡...
Renault Revives Retro Charm with Affordable Electric Twingo
Renault continues its run of excellent retro reimagining with the cute, compact Twingo. Affordable electric motoring done right. https://t.co/Lo8UjBbZsl
Long Security Lines Can Cost Travelers Extra Tickets
Traveler Forced To Buy New Ticket After Missing Flight Due To Long Security Line https://t.co/B0MnJkAdit
Emirates A380 Business Class 2026: Still Worth It?
Watch my new YouTube video: Emirates A380 Business Class in 2026 | Still Worth the Hype? https://www.youtube.com/watch?v=Be86A88-AwQ
Effective Inventory Control Drives Timely Service and Cost Savings
Warehouse management hinges on effective inventory control. Knowing what you have, where it is, and when to move it ensures timely customer service and manages critical costs. It's about having the right materials at the right time. #WarehouseManagement #InventoryControl https://t.co/jm8inDJpVr
Robotic 3D Printing Crafts 12‑Meter Ship Hull
Robotic #3D Printing Revolutionizes Shipbuilding with 12-Meter Hull Demo by @lukas_m_ziegler #3Dprinted #Technology #Innovation #EmergingTech #TechForGood https://t.co/Nlr822ugjg
Fuel‑price Surge Drives NZ EV Sales Despite Hybrid‑friendly Policies
New Zealand EV sales leap as fuel prices drive demand defying dumb NZ govt policies favouring hybrids over EVs🤯 3,089 BEVs sold Mar26 Ministry of Transport figures: Petrol - 30.3% Hybrid Petrol - 30.3% Battery Electric - 12.9% PHEV Petrol - 4.3% Hybrid Diesel - 4.3% + thread...
Amazon Launches Noisy yet Speedy Drone Deliveries in Dallas
Amazon’s #Drone Deliveries Take Off in Dallas—Fast, Convenient, and a Bit Noisy by @CollinRugg #Innovation #FutureTech #Tech #SupplyChain https://t.co/SrT6WsbVUR
Smooth AI Driving Depends on Massive Real‑World Data
I was on a Tesla audio space here on X today and got in an argument with a Tesla skeptic. He says how smooth your AI is at driving doesn’t matter. I am on the Freeway as I type this. It does. And you...
China Unveils World's Longest Outdoor Escalator on Yangtze
FT: China has pressed the start button on what is believed to be the world’s longest outdoor escalator system on the steep banks of the Yangtze River, in a mountainous region known for pushing the bounds of architecture. @TomHale_ https://t.co/SjKTVdt0cd
ATA Records Highest Tonnage in Three Years Amid Contract Surge
ATA, which survey's their members on tonnage data, reported the highest level in three years. We discussed the spot market carriers and how strong their markets are; the ATA members tend to operate in the contract market, which is seeing...
US Freight Rail Hits Best Start Since 2019
American Assn of Railroads April report was very strong, showing signs of industrial recovery: "US freight rail traffic posted some of its strongest readings in years, offering one of the clearest signals yet that the goods economy is regaining...
CASS‑Ready Address Software: A Mind‑blowing Experience
I used to work at a company that did premier USPS address correction (CASS certification) software. And oh my God.
Russia's Ammonium Nitrate Export Halt Shocks Supply Chain
This matters—but it’s 11 days old @gaurav_kochar @KellyAlspals Russia halted ammonium nitrate exports (≈40% of global trade). That shock is already moving through the system. If you’re just seeing it now, you’re late. #Commodities #SupplyChain #EnergyCrisis
Reduced Flights Will Curb Global Growth, Hit Emerging Markets
We will have less flights next month than last month. This will have an impact on global growth. This will be more acute in emerging markets.
Oil's Necessity Forces Nations to Negotiate Iran Passage
Reality is setting in. Oil has to flow—and countries will deal with Iran to get it. Ships aren’t passing freely. They’re negotiating passage. That’s the new order. https://t.co/C8UjfpGovY #Oil #Hormuz #EnergyCrisis #Geopolitics
