Europe’s 36 Daily Madrid‑Barcelona Trains Prove HSR Viable
Going to Madrid next week, there are 36 daily round-trip trains to Barcelona: 3 hours, ~$60. Then you look at Toronto–Montreal and LA–SF with four combined daily trips and wonder why we still debate the need for high-speed rail?
Fiber Optic Rails Detect Faulty Wheels and Intrusions Instantly
What if optical fiber buried next to rail lines quietly flagged bad wheels, broken barriers, and intrusions in real time? https://spectrum.ieee.org/distributed-acoustic-sensing-trains-railways?share_id=9372974
Shippers Accept New Freight Super Cycle Amid Driver Shortage
JB Hunt's Spencer Frazier did not hold back when talking about the shipper sentiment shift over the past few months. In January, there were a lot of questions among customers about whether there was a permanent or temporary shift in...
CH Robinson Rewards Unsafe Carrier, Ignoring Safety Violations
Grok is not letting em off the hook “CH Robinson’s “Carrier of the Year” award to a non-registered chameleon carrier (15k violations, 500 crashes) is the kind of example truckers point to as willful blindness for margin”
Red Sea Ports Can't Match 7 M Bpd Pipeline Capacity
just because East-West pipelines can carry ~7 million bpd doesn't mean Red Sea ports can handle that volume of exports
Third‑Party Delivery Only Viable If Fully Incremental
We did an economic impact study several years ago on third party delivery. Economically, the only way it made sense was if all the business was incremental, because if not it was just cannibalizing revenue. As noted, it's hard to...
Open Hormuz Now to Stabilize Global Oil Markets
I'm so, so ready for this war to be over, for shipping traffic through the Strait to resume, and to spend the next month or two tracking the nitty gritty of how the short-term shock rippled through the global oil...
Tesla's “Hammer Down” Signals Semi Production Start
Does "Hammer down" mean Tesla is done with Semi prototype runs and starts mass production?
J.B. Hunt Q1 Earnings Surge on Cost Cuts, Volume Gains
New blog post - J. B. Hunt Q1 Earnings Boost By Cost Initiatives & Higher Volumes https://t.co/sGDzdAk30f Nothing fancy - I figured I'd mostly share quotes that I found interesting and also a few bits from Stifel's Bruce Chan's note on...
Delay Outsourcing Fulfillment; Leaders End up Packing Boxes
60% of online retailers already outsource at least part of their fulfilment. The ones who wait too long? They're the ones spending leadership time packing boxes instead of growing the business. Know the signs 👇 https://t.co/r4ctl4lH4h
AI Drives Structural Transformation in Transportation
🚀 Artificial Intelligence is reshaping the future of transportation — from predictive maintenance and smart mobility, to logistics, infrastructure, and customer experience. In my latest article, I explore how AI is becoming a strategic lever for CEOs and entrepreneurs, helping organizations...
Deregulation Driving Airline Failures, Not FTC Action
First, it’s not the FTC who challenged the deal. Second, Spirit was asked specifically if they were in trouble by the judge. They said no. Third, JetBlue is going under as well because of its high debt load. Deregulation needs to...
Midday Fast Charging Leverages Low Solar Prices, Reducing Cost Exposure
Fastned: "Fast charging peaks at midday, exactly when solar generation pushes electricity prices to their lowest. ⚡️throughput naturally avoids the costly morning & evening peaks, creating a structural hedge: more MWh delivered doesn't mean proportionally higher cost exposure." https://t.co/HO96yJFNhp
Price Caps Risk Shortages; Pay‑more Ensures Fuel Access
Forget the oil & gas profits debate, I’d like to be reliably able to fill up my family vehicle and price caps at the pump are a slam dunk recipe for shortages Fuel is a global commodity, and those willing to...
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Freight brokers who wore shorts to the first TIA conference in 1908 were so brutally mocked that they had to interlock arms and walk in solitary amongst their peers https://t.co/vKMXNbtw0z
Lexington Workers Build America's Future Train Infrastructure
🇺🇸 These are the hardworking people in Lexington, North Carolina building the future of trains in America. Here’s a look into the @siemens_mobility manufacturing facility. #paidpartnership with Siemens Mobility
Biden Blocks JetBlue Deal, Opens Cheap Asset Grab
Great work by Biden admin blocking JetBlue acquisition. Now acquire the assets on the cheap so a win for $JBLU ?
Optionality Turns Warehouse Execution From Fragile to Resilient
Most companies think their warehouse execution is optimized. But they break under changing conditions – daily operations these days. Good breakdown from @TompkinsVentures on how optionality supercharges your WMS. https://t.co/DXNL1gMLtq #WarehouseExecution #Logistics https://t.co/I8tZUUS61n
Hormuz Strait: Open Yet Dysfunctional
One of the best headlines I have seen so far: 🪔Hormuz: Not Closed — But Not Working from @MaritimeAn
Delivery Apps Undermine Restaurant Economics, Rival Sysco's Power
A decade after the emergence of third-party delivery, the services have damaged restaurant industry economics. Also, while everybody is complaining about how powerful Sysco is there is little attention at how powerful delivery companies have become. https://t.co/9CxUbZLrQ1
Saudia Partners with NSG IFC for Major Fleet Upgrade
Saudia turns to NSG IFC for “significant” portion of fleet; equipage has already begun https://t.co/hjqDaCcwdV
Flexport's 128% Thailand Growth Fueled by Hard Work
Flexport grew 128% y/o/y in Thailand. I'm here at Flexport Bangkok today to see what we're doing to make this happen. It turns out the answer is "working really hard." https://t.co/ekESaZCNY2
Spirit Airlines May Cease Flights This Week, Sell Assets
Spirit Airlines Could Stop Flying This Week And Sell Off Its Assets - View from the Wing https://t.co/145CNkriZg
Kea Aerospace Soars to 56,000 Feet in Test
Kea Aerospace Reaches 56,000 Feet in Stratospheric Test Flight by @KeaAerospace #Aviation #EmergingTech #Technology #Innovation https://t.co/f65At7Xs62
TravelSky's Booking Fees Stay Low, Unlocking Growth Potential
Think chart is incredible. I don't think the booking fees have gone up much for TravelSky. Think about the potential https://t.co/9dyiCS0oWY
French Media Skips Tesla in Dutch Autonomy Approval
a French news channel covering that autonomous cars were approved in Netherlands but not mentioning once that it was about Tesla. Imagine the siloes people live in, even today.
Qatar's New FIR Grants Critical Airspace Independence
Among the many lessons this crisis is teaching: just how much airspace independence matters. Until just three years ago, Qatar was one of the few countries in the world with no airspace (FIR) of its own. It sat inside the...
Whale Oil Fueled Jets, Not Petroleum, Ended Whaling
Until the mid 1970s aircraft turbojet engines were lubricated at least in part with whale oil. Petroleum didn't kill whale hunting. The jojoba did. Jean-Baptiste Fressoz's book "More and more and More" is a showstopper. https://t.co/rm9vKg4UyV
Pay €1k Extra for 30 kWh More Energy
Two of these cost 1000 euros more than Luc’s iX3 and together offer 30kWh more for you to enjoy 😅 #alwaysbecharging ⚡️⚡️⚡️ https://t.co/VukQVQFH3Q
Boston Should Lead Autonomous Shift to End Auto Deaths
If Boston is going to stay the most family-friendly city in US we should be the first to go fully autonomous and end automobile deaths. We could get there by 2030 with the right incentives/regs. It's the new...
One Chinese 24k TEU Ship Outpaces Entire USAF Airlift
And here’s your monthly reminder that the entire airlift capacity of the USAF - is less than the capacity of ONE Chinese built 24,00 TEU containership.
Greater Bay Airlines Halts Bangkok Flights for 4½ Months
Greater Bay Airlines will suspend all flights to Bangkok for four and a half months from May 11 until the end of September, in response to the volatility in international oil prices. A number of its flights to Taipei will...
Check Visa Requirements Before Boarding International Flights
Imagine spending ₹49 lakh on a dream international trip with your family. You reach the airport on time, only to be told, “You cannot board the flight.” A family from Tamil Nadu, India, had booked 8 business-class tickets from Bengaluru to Peru. Everything...
Ford CEO Plans to Deepen Ties with Chinese Automakers
Ford's $F CEO said the company is looking to expand business ties to Chinese 🇨🇳 automakers - Bloomberg
One-Button Lane Center Assist Now Standard Across Brands
Lane center assist with a push of a button is one of my favorite features in the 2026 @GenesisUSA GV80 Coupe. But it’s not exclusive to this, seeing that it’s available on practically most Kia and Hyundai vehicles too. 👍 ...
Use Existing Outlets, Skip Expensive Home Charger
Get a quote from a few different electricians. Prices can sometimes vary widely. Some electricians will charge more than they need to because they know EV owners tend to have higher incomes and will pay it. A dedicated wall charger...
JB Hunt’s Strong Earnings Signal End to Freight Recession
JB Hunt had one of their strongest earnings calls in years, declaring the Great Freight Recession over. Hunt is a very conservative firm, and CEO Simpson is typically very measured in her comments - this sets the tone for the...
Blaming Immigration Masks Hiring Non‑Compliant Drivers
If a trucking business is failing in this market and they are blaming immigration, they were likely hiring non-compliant drivers and deserve to go out of business.
Australia’s Fuel System Lacks Slack, Fire Exposes Supply Risk
The fire at Australia's refinery is real and significant But there’s no evidence of sabotage. The bigger issue is structural—Australia’s fuel system has almost no slack Events like this quickly turn into supply risk. @SantiagoAuFund
MARTA Journey: Escalator, Train, and Station Views
Pics from MARTA trip today: the escalator at SEC Station, the view from a train, and the view from inside King Memorial Station.
Hormuz Crisis Drives 3‑5% Rise in Indian Luxury Construction
Strait of Hormuz Crisis Threatens Luxury Housing in India. Developers are worried about delayed imports of key materials like aluminium, steel, Italian marble, and tiles. This is causing higher costs and possible delays in construction. Prices of these imported materials have already...
Supply‑Chain Position Determines Winners in War‑Driven Market
While one Malaysian manufacturer collapsed and closed in 15 days (that’s yesterday), another is having its best year. Same war. Completely different outcome. The difference is which side of the supply chain you sit on.
2026 GMC Terrain AT4: Improved Yet Still Underwhelming
The 2026 @GMC Terrain AT4 is an improvement over older models, but it still proves rather humdrum when you're behind the wheel. My detailed review explores the good and the not-so-good of this Compact SUV: https://t.co/uPYvAak3A0 #cars #auto #suv #gmc...
Two VLCCs Face US Naval Blockade After Iranian Load
Day 3 of US blockade tanker watch -- Will these two VLCCs be able to get past the US naval blockade after loading Iranian crude?
Robotaxis Now Deliver Takeout Without Human Drivers
Futuristic Robotaxis Couriers Deliver Takeout Fully Unmanned by @Fabriziobustama #EmergingTech #SmartCity #Tech #Technology #Innovation #TechForGood https://t.co/7G85SoJXSX
Regulate Driverless Rideshares to Preserve NYC Transit Efficiency
Thankfully, NYC doesn't have to manage itself via superficial lukewarm takes. We know from the UberLyft rollout and ensuing price war a decade ago that we will have to carefully regulate and price for-hire driverless vehicles (the term "ridershare" in...
Tesla's First Unsupervised Cars Limited to Robotaxi Zones
Based on Tesla’s stated forecasts, unsupervised on customer vehicles will come first. (but you will have to be in an existing Robotaxi geofence)
First Look: Night Stalker MV‑75 Cheyenne Shows Ops Enhancements
First Look At What A Night Stalker MV-75 Cheyenne Will Look Like A new rendering shows an MV-75 with special operations-specific features like a radar, other sensors, and in-flight refueling capability. https://t.co/c0nj4ABzPk
Atlanta Demands Crosswalk; Mayor's Inaction Endangers Streets
I saw several people cross this deadly 225 block of Peachtree Street today. The Dickens administration has failed to place a crosswalk here despite outcry from advocates & support from Council members. It's hugely disappointing, to say the least. Atlanta...
EU Law Threatens British Car Makers, $94bn Trade
The EU should urgently adjust a proposed law that will discriminate against British automobile manufacturers and undermine $94 billion of annual trade, according to a trade group https://t.co/XnG2unYGQg
