U.S. Navy Ready to Reopen Hormuz; Europe Stalls
tl;dr The U.S. Navy can reopen the Strait of Hormuz. It just won’t happen until Europe sits down, shuts up, and lets our kids cook…
Travelers Tolerate Long Lounge Waits for Free Perks
LGA TSA is waiting <5 mins delta lounge 45 mins people will put up with a lot of pain for free stuff
Mass Robotaxi Outage Sparks Collisions and Traffic Chaos in China
Collisions, delays and traffic chaos have been reported due to a mass robotaxi outage in China. https://t.co/anTZD8yFmL
Tesla Deliveries and Future Demand Discussed on BBC
Great to be with @BenThompsonTV on @BBCWorld discussing Tesla’s deliveries and the demand path ahead 📺🎯🍿👇@BBCBreaking https://t.co/77g6Px5deV
RC‑135 Surveillance Jet Spotted Stripped of Paint
RC-135 Rivet Joint Surveillance Jet Caught ‘In The Nude’ In Texas It's not common to see America's workhorse electronic intelligence collection jet stripped of its gray-and-white paint scheme. https://t.co/WJg8TqG1jU
No Deal Imminent; Hormuz Likely Stays Closed This Weekend
I hope I’m wrong, but I don’t think we’re anywhere close to having a “deal” or the strait of Hormuz opening anytime soon. This 3 day weekend could be a absolute sh-t show and almost expect it to be...
US Blames China for Harassing Panama‑Flagged Ships
The US accused China of harassing and detaining #Panama-flagged ships after the Central American nation struck down contracts with a Hong Kong conglomerate operating ports on both sides of the Panama Canal. https://t.co/l49JKUezz4
Tesla Abandons Model S/X to Prioritize Autonomous Future
Tesla officially kills off the once-pioneering Model S and Model X, as it focusses its future on autonomy. https://t.co/Uoc8oiJmrL
Retail Diesel Rises, but Less Sharply than WTI
WTI is important for diesel pricing, but retail diesel is set on on ULSD heating oil contract traded n NYMEX, which already saw these levels over last 10 days. Retail diesel will move up in price, but nearly as dramatic...
Enforced $50K Penalty Could Deter Hiring Revoked CDLs
The $50k employer penalty for hiring revoked CDLs is a big deterrent, assuming it gets enforced https://t.co/z0Mw4dFKAt
Overbidding to Lose Business Can Unexpectedly Boost Volumes
Hearing that RFP season is chaotic for shippers. A mega fleet CEO told me that they wanted to get rid of a block of business that didn’t fit their network, so they bid 30% higher than the market rate, expecting...
United Poised to Overtake Delta as Top U.S. Airline
Delta Built America’s Best Airline — United Is About To Take The Title Away - View from the Wing https://t.co/oR3klASFdS
Tech Giants Wield Supply Chains to Crush Competition
Not just Apple making it hard on competition via supply chain power, but NVIDIA and Broadcom also. I outlined all this in my Master of the Supply Chain report. https://t.co/9ZCdGgQZVs
Iran's Strait Fees Threaten Global Shipping Costs
Iran. Will impose fees for using the Strait. How long will the fees last? Financial impact for all the affected shippers/receivers for the different vessel and end use markets? Will some supply chains collapse?
SONAR Thrives with Deep Logistics Analytics Amid Market Squeeze
In markets like this one, companies understand the value of high frequency market analysis, backed by the deepest team of market experts in logistics. Alternative data platforms are failing clients in a tightening market. This is why SONAR just had...
Tesla's Missed Delivery Hints Strong Underlying EV Demand
$TSLA is down because they slightly missed March delivery expectations.That doesn't change the takeaway. March deliveries were the first solid read on underlying demand; they grew without the help of tax credits, and growth going forward should quicken. Over the past...
Tailor Inventory: Stock More High‑Volume, Trim Slow‑Movers
Managing inventory isn't one-size-fits-all. Tailor your strategy: keep more of high-volume or critical items, less of slow-moving ones. Optimize with warehouse management software to hit your goals. #InventoryManagement #SupplyChain https://t.co/w83bAQ8Ayd
Prediction Validated: Multiple Supply Chains Confirm Forecast
This was what I predicted. I've heard the same as well via multiple supply chain channels.
Truckers Wield Pricing Power as Diesel Costs Rise
Trucking capacity remains extremely tight, with tender rejections hitting 15.47%, a new cycle high. All eyes on diesel, where prices could jump $.40/gallon, costing truckers $.06/mile. The good news is that truckers have major pricing power and are able to...
Focus on Ships that Departed a Month Earlier
This is not in reference to ships arriving in the Strait of Hormuz. This is in reference to the ones that left a month ago…
UK Leads 35‑Nation Virtual Talks to Reopen Strait of Hormuz
"UK to host talks with 35 countries on reopening Strait of Hormuz," @Reuters https://t.co/Hp8s7zc1T7 British foreign minister Yvette Cooper will chair the virtual meeting of about 35 countries including France, Germany, Italy, Canada and the United Arab Emirates around midday in...
Markets Hold Steady Amid Iran-Oman Hormuz Protocol
IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC Interesting that the stock market holding steady today after yesterday's address by President Trump. When stocks stop going down on bad news, worth paying attention.
Final Ships Arrive, Forcing Forgotten Truths to Resurface
The last ships arrive this weekend. Then a lot of hard forgotten truths get relearned. https://t.co/XWTqCzutYT
Smart Charging and Power Conversion Define Modern EV Edge
Why smarter charging, battery management, and power conversion are now the real differentiators in EVs and edge systems. https://t.co/HDQpNF4yJ1 #BMS #automotive #EVs #PMIC #batterymanagementsystems #edgepower #powerconversion #edge
Iran Conflict Set to Ripple Through U.S. Supply Chains
The supply chain impacts from the war in Iran are starting to build up. Americans will likely feel the ripples.
Progress MS-35 Cargo Ship Heads to Baikonur for Sep 9 Launch
Progress MS-35 cargo ship, with a projected launch date of September 9, is on its way to Baikonur Cosmodrome after completion of assembly, according to Roskosmos. Context: https://t.co/kJIE9Wqspo https://t.co/pmHoAslwPB
Detroit Fears Chinese Low‑cost High‑tech Cars Entering US
Detroit automakers fear an onslaught of low-cost, high-tech Chinese cars if Trump allows them to be built in the US. Not/not "cheap"....affordable... https://t.co/RL6s942EcW
Ask What You Need to Know Before Buying Sensors
Most companies start their digital supply chain journey by buying sensors, trackers, and labels. That's the wrong starting point. The right question comes first: what do we actually want to know? New episode of Does Logistics Matter? 👇 https://t.co/DBWWiDVpOg
Iran Turns Hormuz Passage Into Paid ‘Peace’ Toll
Iran’s ‘Tollbooth’ Tightens Grip on Hormuz as Ships Offered Safe Passage—For a Price. Will this be the “peace” of the war? https://t.co/cD3EleDx1i
Tesla Q1 EV Deliveries Rise 6.3% to 358,023
JUST IN: Tesla delivered 358,023 EVs in the Q1, a 6.3% increase from last year
Airlines Scramble as Jet Fuel Scarcity Hits Markets
New Episode: For aviation, a “No Jet Fuel Left” reality is around the corner in several markets, as airlines try to outbid each other for the little Jet A-1 fuel remaining. 🛢️ Here’s what’s happening 👇🏽🎧 #OnAir (available on all...
Tesla Deliveries Rise 7% YoY, Thriving without Subsidies
$TSLA deliveries of 358K were up about 7% year every year. More or less in line with the whisper and a win for the company given it’s the first quarter where we get a true read on underline demand post...
Exploring Rocket Fuels Behind Artemis II’s Moon Launch
With Artemis II blasting off to the Moon, here's a look at the different fuels used to get rockets off of the ground in this edition of #PeriodicGraphics in C&EN: https://cen.acs.org/physical-chemistry/astrochemistry/Periodic-Graphics-Fuels-space-travel/100/i43
Inquiry: Did Sohar LNG Cross So
Hello @TankerTrackers Has "Sohar LNG" crossed the SoH? If yes, did it go through the Omani waters or the international lanes? Thank you.
Joan Ochuodho Leads 1,400 at RAF Wittering
Serving as the newly appointed Station Commander at @RoyalAirForce Wittering, Wing Commander Joan Ochuodho is in charge of a base that employs 1,400 personnel and is populated by expert units fulfilling critical flight-training roles. Her inspiring story: https://t.co/cLkI6HGxuL https://t.co/efxSQOnKMR
Pipelines Pose Greater Security Risks Than Ships
Problem is pipelines are much harder to defend, easier to rupture and cyberattack than ships unless you bury everything far underground which is exceedingly difficult.
Batik Air Trims Capacity 35% Amid Fuel Price Spike
Batik Air Malaysia has temporarily cut its capacity by 35 per cent until April 12 as part of a short-term capacity management strategy amid fuel price volatility and global economic uncertainty, the airline’s CEO tells me when contacted today. Read...
Global EV Surge Accelerates: Q2 Demand Set to Explode
March EV numbers are in for some countries and they're a banger. Just wait for orders placed in March to come through in the 2nd quarter France (Tesla): +203.1% YoY Sweden (Tesla): +144.0% YoY Brazil: +92% YoY (Feb) Colombia: +82% YoY (Jan) Norway: 98% EV...
Logistics Pre‑sales Finally Gets Spotlight After Decades
3PL warehouses run sophisticated WMS software. But how shippers actually find a 3PL partner? Still stuck in the 90s. The pre-sales layer of logistics has been ignored for decades, until now. 🧵 #logistics #warehousing #3pl #podcast 👉 https://t.co/VRCyCBQ7lz
Tesla Gains as BYD Loses: Chinese Consumers Choose Wisely
Tesla is growing in China. Byd is shrinking in China. Chinese consumers are smart. $TSLA
NAUT Delivers Scalable Plug‑Play Ocean Autonomy
NAUT Brings Scalable, Plug-and-Play Autonomy to the Oceans via @WevolverApp #EmergingTech #Technology #Innovation #Tech https://t.co/qABhfBXmYT
Tesla Registrations Surge 96‑178% in Scandinavia After Dip
"In Norway, Sweden and Denmark, Tesla registrations were up by 178%, 144% and 96%." I remember all the grandstanding in DK about how Tesla was irreversibly damaged by Elon because sales dipped for a second. Turns out most were just...
Rising Fuel Costs Accelerate Shift From Legacy Automakers
“As fuel prices rise, the economics become harder to ignore. Payback periods shorten, accelerating decisions already under way. This is where pressure builds on legacy carmakers.” https://t.co/byrC3NEEpi
China's EV Surge Cushions Potential Hormuz Oil Shutdown
China imports the most oil via the Strait of Hormuz but is also one of the best placed to weather its closure. EVs are part of that story. Five years ago China targeted 20% of new vehicles in 2025. They...
Mid‑Air Drone Refueling via Power‑Line Charging
Power-Line Charging #Drone: Aerial #Robotics That Refuel Mid-Air by @x_viral_vibes #EmergingTech #Technology #Innovation #Tech https://t.co/zqevt1jIFP
MAG Locks Jet Fuel Costs Amid 140% Price Surge
Now we know MAG has hedged their jet fuel between US$60-US$80 per barrel for 2026. With the price of jet fuel going up 140% one can only wonder what is happening to airlines that didn’t hedge their jet fuel. Do...
Malaysia's EV Hub Dream Stalled by High Price Cap
Malaysia Wants to Be an EV Hub. But the Rules Say EVs Assembled Here Cannot Be Sold Here Below RM100,000.
Massive Green Line of Saudi Oil Tankers Heads to Asia
Wow — look at that long green line of supertankers carrying Saudi oil from the Red Sea straight to Asia. https://t.co/T1XMsEvyI4
Billions Spent on Fuel Subsidies, Public Transit
Federal & state govts now spending >$1billion a month subsidising fossil fuel - 26.3c excise holiday + state-level fuel concessions Meanwhile the only systematic “relief” for non-drivers and EV owners – free or cheap public transport explicitly ruled out
Efficient Pick, Pack, Ship Drives Warehouse Success
The pick, pack, and ship process in warehouse management involves retrieving items from storage, packing them appropriately for the end customer or shop floor, and then shipping. #WarehouseManagement #Logistics https://t.co/U5rmtMCJ9X