Sec. Duffy Reviews $2.5B Aid Request for Budget Airlines
New: @SecDuffy just weighed in on the budget airlines request for up to $2.5 billion in aid to offset high fuel costs in scrum with @CNN @theaircurrent and @Reuters. Story at @Reuters

Bab Al-Mandeb Oil Traffic Halves After Houthi Attacks
The Bab al-Mandeb Strait is a strategic waterway just 30km wide and about 100km long, connnecting the Red Sea to the Gulf of Aden and the Indian Ocean. As such, it is one of the busiest shipping lanes in the...
Strait of Hormuz Traffic Vanished After War Began
A reminder ... This is what Strait of Hormuz traffic looked like the day before the war started (February 27). Now compare it to the repost below. @mercoglianos @johnkonrad https://t.co/IS4MCRm6PB

Flight Attendants Face Cramped, Unsafe Conditions on XLR
Now for XLR update: I smelled fumes before takeoff on both legs so that is still an issue on Airbus, the bathroom situation is ridiculous (1 in front & 3 in the back of coach) so we’re constantly moving carts...
Brazil Faces Loss as Russian Diesel Rerouted to Asia
Russian diesel shipments are being diverted from Brazil to other destinations, possibly Asia. 🇧🇷What would Brazil do?
Southwest Receives New MAX 8 with Fresh Livery
The new livery is on a new MAX 8 delivered recently to @SouthwestAir by @Boeing
Southwest 737 Independence's Tail Number Still Missing From FAA Database
The Southwest 737 Independence tail number is appropriately N1776R -- so new still not fully in @FAANews system Aircraft Inquiry https://t.co/QLtA9Edo85!
Southwest’s Independence 1 Livery Raises Industry Bar
.@SecDuffy to @SouthwestAir: I think you set the bar very high on the Independence 1 livery (He is going to see another major carrier livery for 250 this week)
Select Your Driver Profile to Avoid Daily Hassles
I recently got a new car. Each driver has a profile. If you get in and start driving without making sure that your profile is selected, then all sorts of annoying things happen. Your seat and mirrors aren't in the...

Sneak Peek: Robotaxi Report Newsletter Thumbnail
cooked up a thumbnail for today's Robotaxi Report newsletter get it before it drops at https://t.co/D50SrmWYPO https://t.co/ny874kBVRy
Instant Feedback Crucial for Circular Elevator Pods
I was on a cruise ship last week (Star of the Seas), and they had pods of 10 elevators in a circle, where you picked your destination floor on a pad, and it directed you to the correct elevator, which...

More Weight, Higher Cost: Cars Keep Getting Heavier
One reason, under-appreciated, for why vehicles cost more is they simply put more stuff in them. Here is the average weight of a Ford Explorer over time. Weight = materials = higher cost. https://t.co/YVpZbdRae5
Iran-U.S. Deal Prospects Fade as Blockade Persists
Prospects Dimming On Iran-U.S. Deal To Open Strait, End War Tehran has delivered a new offer to Washington that is unlikely to move the needle as blockade aims to cripple Iran's oil infrastructure. https://t.co/r0pwd4rNEh

ROI Depends on Tech’s Cost Savings Over Existing Workflows
ROI assessments hinge on determining whether a new tech can deliver materially greater cost savings than the workflow solutions currently in place. https://t.co/z2TcmaeawM #robotics #warehouse #distributioncenter #AI #AIrobots https://t.co/3dpEN84FJx
Houthi and Iranian Missile Strikes Yield Virtually No Hits
This is the popular take. I’m still waiting for proof. The Houthis fired thousands of drones and anti-ship missiles at commercial shipping in the Red Sea. They managed to sink exactly one ship. One. And that ship, the bulk carrier Tutor, floated for...

U.S. Seeks Eritrea Ties for Red Sea Strategic Foothold
According to the WSJ, the US is looking to re-engage with Eritrea, a FAILED STATE that borders the Red Sea. This is all about gaining a footprint on the Red Sea shipping routes and the Bab al-Mandeb chokepoint. IT HAS NOTHING TO...
Autonomous Wind‑Powered Vessels Build Resilient Shipping Mesh
Starlink telemetry. Wingsail power. Autonomous. Straight of Hormuz, Suez Canal, Port of LA -- ocean shipping is brittle. Clippership solves this with autonomous, wind powered cargo vessels. It's packet switching for ocean freight and enables a resilient mesh shipping network. https://t.co/5jh5nc9sSW
SES to Equip 20 JAL A350‑900s With
Updated to include comment from SES director of program management Rob Baird, who reveals that the firm's GEO/LEO IFC service, as supported by the Gilat Stellar Blu multi-orbit ESA, will be linefit to 20 A350-900s for JAL as part of...

UNECE Final ADS Working Group Sets Stage for WP.29
📍Bangkok 🇹🇭 Kicking off the final @UNECE Automated Driving System Informal Working Group meeting before WP.29 meeting in June when the regulatory text will be tabled. Final steps now on the interpretation document & starting the plans for version 2 of...
Rubio: Iran Won’t Control Access to Hormuz Strait
US Secretary of State Marco Rubio on Hormuz: “If what they mean by opening the straits is, ‘yes, the straits are opened, as long as you coordinate with Iran, get our permission, or we will blow you up and you...
F1 Pushes Electrified Power as Gasoline Burns
The gasoline is being lit... maybe that's why F1 wants to move to a more electrified power unit https://t.co/JRMIlW9bdo

EVs Triumph with Dropping Prices and Lower Ownership Costs
EVs win on both axes if these forecasts turn out to be correct: falling upfront prices and structurally lower lifetime ownership costs https://t.co/MalaEpoNSJ
Aviation Industry Heeds Threat of TSA Pay Disruption
The potential for another disruption of pay for @TSA workers is getting taken very seriously by aviation industry https://t.co/Lc3W6OLnn1

Lilium's Collapse Warns eVTOL Hype's Costly Reality
Lilium is dead. The hyped German “flying taxi” company filed for bankruptcy in late 2024. No rescue came. Their patents went to Archer for €18 million. Over a billion dollars spent… and zero passenger flights. Tough lesson for the entire eVTOL world.
Customers Demand Exact Delivery Times for Better Scheduling
@FedEx you really need a way to track exact time a package will be delivered so can be ready to jump of a zoom call/meeting to go sign for the package.

Seeing Port Operations' Massive Scale and Coordination
ASCM Inland Empire Port Tour 🚢 So valuable to see the scale and coordination behind port operations firsthand. #ASCM #SupplyChain #Logistics #Ports https://t.co/lTqFdqPwq8
Loss of a Plane Sparked Southwest’s 47‑year Profit Streak
This is one of my favorite examples that didn’t make it into the final version of Inside the Box. In 1972, Southwest was almost out of money and had to sell one of its four planes. Instead of cutting routes, they...
Air Travel Tightens, Buses and Trains Stay Unchecked
Flying changed dramatically after 9-11 but buses and trains remain the same; no detectors to get on a bus or train. Tickets aren't even typically checked until you're on the train and seated. Do I want a world where getting...
Humanoid Robot Streamlines Repetitive Packaging in Logistics
Humanoid #Robot Powers Through Repetitive Packaging Tasks in #Logistics Centers via @ZappyZappy7 #Robotics #EmergingTech #Technology #Innovation https://t.co/rE5rBMuDim
Swedish Town Likely to Greenlight One-Year FSD Test
More FSD ripples in Europe: Strängnäs municipality, Sweden, is set to decide whether to approve a one-year FSD test on its roads, which would set it up for regulation approval. The vote is reportedly steering for a yes. Details: https://t.co/13O8UkZpXX h/t @Knytanders
Good To Go’s Flawless Design Falters in Execution
WA Good To Go had all the bones in place to make a good experience for people signing up to pay tolls but just failed execution. Not sure what happened on their end, but once again, after having been a customer...
Cash for Clunkers: 17‑year‑old, Two‑month Program
Cash for Clunkers is from 17 years ago and it ran for only two months (July-August 2009)
AI Adopters Travel 22.5× Faster than Laggards
Most people are falling behind because they’re still riding horses while the AI-enabled have gotten into pickup trucks. They are not only faster; they have multiplied their capacity. Traveling from LA to NYC: Horse: 3 months Truck: 4 days 22.5x faster.

Tesla FSD Detects Crossing Ford Despite Faded Lane Lines
Even with the in-progress resurfacing of I-10 in Phoenix, making the lane lines at night harder to see, Tesla's FSD did manage to see this Ford (Explorer, I think) and moved over accordingly, as they started to cross out of...
Competing Blockades Fuel Piracy Surge and Data Gaps
The Strait of Hormuz Crisis: Week 8 Recap: Competing Blockades and Piracy Surge 1⃣Pirate Action Group off Somalia 2⃣Vessel Transit Data: The Growing Gap 3⃣Targeting the Dark Fleet: Stateless Tanker Boardings 4⃣The Mine Clearance Challenge in Hormuz 5⃣Should the U.S. Surge LCS & Fast Transport...
China Leverages Influence to Free 70 Ships, Thailand Follows
China trying to gain release of 70 of their ships from the Strait. Thailand seeking China’s help to get release of Thai ships.

Inclusive Aviation and Sustainability Are Inseparable Goals
Ensuring that the future of aviation is inclusive of Disabled people is not a separate ambition to sustainability. Following the #PaxEx Conference & #AIX26, @RocketGirlCoach makes the case for why accessibility and sustainability are interconnected. https://t.co/hf5Nx6pEVQ https://t.co/nFoCWK52cW
Trump's Hormuz Blockade Intensifies Historic Shipping Crisis
Trump’s Hormuz Blockade Has Deepened A Historic Shipping Crisis. Does Trump have a strategy? https://t.co/RuMdezwXBM
Hormuz Shipping Traffic Stays Low, No US‑Iran Deal
Shipping Traffic Through Hormuz Remains Muted With No US-Iran Deal in Sight, Data Shows. And the global economic and supply chain effects as this drags on? https://t.co/dRthOukXrK

Tesla FSD Gains Power Through OTA Updates, Nearing Full Autonomy
Tesla FSD is getting more powerful with each over the air update. This could be the future when full unsupervised is released later this year. What about using it like this now?
Container Shipping's 'Long Covid' Drives Capacity, Service Shifts
Container shipping’s ‘long covid’ reshapes capacity. Overcapacity balanced with poor service. And what shippers are buying and the impact on inventory. https://t.co/d99jTdenQY
AI Agent Debbie Scales Driver Tracking with 700k Calls
An AI agent called Debbie has now made 700,000 calls to truck drivers, helping over 420,000 of them get connected to tracking systems. Previously done by human teams. Expensive, slow, impossible to scale. This is what AI actually looks like in logistics...
Shape‑shifting Wheels Enable Wheelchairs to Conquer Stairs
Shape-Shifting Wheels by KIMM Let Wheelchairs Climb Stairs and Conquer Any Terrain by @spaceandtech_ #Innovation #EmergingTech #Technology https://t.co/VuYikbOBi9

Business Reimburses Customers, Battles Customs for Tariff Refund
"I paid my customers back for tariffs. My business has been on the phone with Customs trying to get our refund." https://t.co/Gs8WF3EUhk https://t.co/tau83RVVdI

FT Credits Trump’s Iran Stance for EV Tipping Point
Interesting irony. @FT indirectly credits Donald Trump for the EV ownership “tipping point” via the Iran situation. https://t.co/XTO8NrS1Vd
Budget Airlines Demand $2.5 B Bailout, Risking State Ownership
Now Budget Airlines Want A $2.5 Billion Taxpayer Bailout — With Government Ownership Across The Industry - View from the Wing https://t.co/DRlaUSC7vo
Bottom‑of‑K Passengers, Not Budget Carriers, Need Help
It's not a "Budget Airline" bailout so much as bottom of a K-Shaped Airline Industry assistance. $UAL and $DAL are the arm of the K today. Maybe the real problem isn't the budget airlines but the financial condition of...

Norway Registers 98% Electric Cars, only 12 Petrol Sold
Norway sold 12 petrol cars in February 2026. Out of 7,272 new passenger car registrations, 98% were fully electric. Just 67 diesel & 12 petrol cars were registered. More in my new Substack newsletter coming out every 7 days. Sign up here:...
Supply Chain Margin Rises 0.6% on Procurement Gains
"Supply chain gross margin increased 0.6 percentage points in the first quarter of 2026 as compared to the first quarter of 2025, primarily due to procurement productivity, partially offset by an increase in the cost of the Company’s food basket."...
Zero Tankers in Hormuz Threaten Global Crude Supply
Talk is cheap. The reality is that there are ZERO tankers moving into the Hormuz Strait. We have to separate what might happen from what is happening What is happening is biting the world in its ass HUGELY That's what's happening.