Houthis Threaten Bab Al-Mandeb, Risking Saudi Pipeline Bypass
The Houthis of Yemen have entered the war, claiming the launch of a ballistic missile against Israel. The more important aspect of their involvement is whether they try to disrupt traffic in the Bab al-Mandeb Strait, effectively jeopardising Saudi efforts to bypass the Strait of Hormuz via their East-West pipeline. So far, we have not seen any Houthi activity in the Bab al-Mandeb. But that doesn’t mean it isn’t coming. As now, oil tankers continue to cross the strait.
Dallas Surge Redirects Trucks, Balances National Capacity
When a big market like Dallas surges, large carriers prioritize loads inbound to take advantage. This takes trucks from other parts of the country, but smoothes out the capacity map across the US.
Saudi East-West Pipeline Hits Full 7 Million‑Barrel Capacity
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
Dallas Shifts From Backhaul Nightmare to Extreme Tightening
I'm old enough to remember when Dallas was a backhaul market and one of the worst places to send trucks to. That is has not been the case for many years and certainly not now. The Dallas market is experiencing...
Texas Capacity Tightens; Dallas Rejections Hit 19% High
Capacity out of Texas is tightening faster than any other market. Rejections out of Dallas surged to 19%, the highest levels since 2021! https://t.co/0Um53N20C4
Electric Assist Boosts Natural Walking Glide
An Electric Walking Assist System That Enhances Natural Gliding Movement via @ZappyZappy7 #Wearable #Technology #Innovation #EmergingTech https://t.co/1QzvuFtRKy
Truckload Volume Index Hits 4‑Year High, Up 12% YoY
SONAR Truckload Volume Index continues to climb. +12% YoY, highest levels in 4 years https://t.co/7CorH9A2bO
Delta Turns Empty First-Class Seats Into Breakdance Contest
Delta Had Empty First Class Seats — So The Gate Agent Held A Break Dance Contest - View from the Wing https://t.co/ed9Hc5bPcW
Gulf Tensions Trigger Maersk Outage, Freight Volatility Surge
Gulf tensions rise, hitting flows. Maersk halted Salalah after crane damage; 48h outage. Risk: supply delays, Strait Hormuz disruption. Trade: hedge shipping via freight volatility. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Nearshoring and Agentic AI Redefine Supply Chains by 2027
Five Predictions That Will Define Supply Chains by 2027 From agentic AI to the end of labour arbitrage — SCMDOJO's intelligence desk synthesises expert forecasts into the signals every supply chain leader must act on now. 6–12 Months · Geopolitics Nearshoring accelerates from...
US LNG in High Demand After Qatar Plant Shutdown
Many such cases 🇺🇸 🚢 Asian and European LNG buyers are chasing the limited number of shipments still available from US suppliers after the world’s largest export plant in Qatar was shut Importers from Japan and Germany are among those in...
Houthis Threaten Cape Route, Exacerbating Energy Shortages
With Houthis entering the war, Cape of Good Hope may soon be the Cape of Only Hope. Countries already facing physical energy shortages are staring at even longer transport schedules, and higher costs. Some useful background from 2024 here: https://t.co/K1abD0tYoN.
China’s 90% Model Redefines Global Supply Chains
@KirkusReviews , 𝐭𝐡𝐞 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐛𝐨𝐨𝐤 𝐫𝐞𝐯𝐢𝐞𝐰 𝐦𝐚𝐠𝐚𝐳𝐢𝐧𝐞 𝐟𝐨𝐮𝐧𝐝𝐞𝐝 𝐢𝐧 1933, 𝐰𝐞𝐢𝐠𝐡𝐬 𝐢𝐧 𝐨𝐧 𝐂𝐡𝐢𝐧𝐚’𝐬 90% 𝐌𝐨𝐝𝐞𝐥. Kirkus describes the book as “𝐚𝐧 𝐞𝐧𝐠𝐚𝐠𝐢𝐧𝐠 𝐚𝐧𝐝 𝐮𝐧𝐬𝐞𝐭𝐭𝐥𝐢𝐧𝐠 𝐧𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞 𝐨𝐟 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤.” The review highlights how China has built industrial capacity to meet 90%...
US Steps Back, Lets Others Pay Iran's Strait Fees
But of course. It's not the US' problem. Literally saying, "now let the rest of the world fight it out with Iran. We're done here." Interesting new angle, though: Is it all just about money for Iran? What about their...
Thailand Secures Safe Strait of Hormuz Passage for Tankers
Thailand has reached a deal with Iran to allow Thai tankers through the Strait of Hormuz. “An agreement has been reached to allow Thai oil tankers to transit safely through the Strait of Hormuz," Thai Prime Minister Anutin Charnvirakul said...
GE Forecasts Boosted 2026 LEAP Deliveries Amid Recovery
GE expects higher LEAP engine deliveries in 2026 as supply chain recovery and strong MRO demand support growth. https://www.metalnomist.com/2026/03/ge-leap-engine-deliveries-set-to-rise.html
Cargill’s Eco‑Ships Face Drone and Missile Threats
Quick question for @Cargill: With drones and missiles flying across major sea lanes, are you planning to keep these giant bullseyes mounted on your “eco” ships? https://t.co/BWiyOEbXKV
Duffy Should Prioritize Transport Safety over War Propaganda
Maybe Secretary of Transportation Duffy should spend less time doing war propaganda and more time on making transportation safe https://t.co/56qGkElLy2
FreightWaves Launches Low‑Cost National Freight Market Monitor
FreightWaves will be introducing a brand new low-cost data, new, and research platform of national freight market summary data for website browsers next week. We call this FreightWaves Market Monitor. It is a roundup of our national data, making it...
High Prices May Accelerate Oil Demand Peak
Unlikely, IMHO. On pre-war path we were still 5+ years away from the likely global peak of oil consumption. But if the crisis extends high prices for years, and accelerates switching to electric transport, that will accelerate. Too soon to...
Revive Prohibition‑Era River Cruises for Nighttime Jazz Trips
America should bring back Prohibition-era river cruises. I'd totally take a 10-hour overnight ride from Sacramento to San Francisco full of cocktails, jazz, and gambling. https://t.co/eLcJb4fYtl
Trump Postpones Iran Strike; Hormuz Tension Rattles Oil Markets
Trump delays Iran attacks to 6 April, but Strait of Hormuz risk keeps oil and supply chains on edge. https://www.metalnomist.com/2026/03/trump-delays-iran-attacks-as-strait-of.html
Flatbed Rates Surge, Contradicting Miller’s Flat Forecast
Can someone explain this why Jason Miller believes that flatbed spot rates are flat or down slightly in March? Is DAT's flatbed data that far off from Truckstop and SONAR (two completely independent data sources)? Even if you use Miller's...
Next‑Gen Robots Transform Smart Warehouse Operations
How Next-Generation #Robots Are Redefining Smart #Warehouses by @lukas_m_ziegler #AI #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/VvolzaqpF3
2025 Ford Expedition Proves Massive, Spacious, Heavy‑Towing Ready
The 2025 @Ford Expedition is enormous, but that makes is both spacious and capable of towing even the heaviest boats or trailers. Here's my drive experience after a week traveling around Colorado: https://t.co/ur6Py747OB #cars #auto #ford #expedition https://t.co/ic1c8UMCX2
Yearning for K Line Extension to Ditch Traffic, Pricey Parking
Can't wait to someday take the K Line from Midtown to the Hollywood Bowl with my fellow crackheads, instead of sitting in hours of traffic and paying $100 for parking.
Why Tiger Still Doesn't Own a Personal Waymo
Why doesn't Tiger have his own personal Waymo at this point? Who'd be against this?
DOT Actions Finally Boost Truck Drivers' Earnings
The hard working truck drivers are finally able to make hard earned money thanks to the DOT’s efforts
SBA Launches Huge Financing for Specialized Truckers
Reefer, hazmat, and flatbed truckers and logistics service providers were just given a massive financing vehicle by the SBA.
Houthis Warn Red Sea Escalation Amid Iran War
Houthis Threaten Red Sea Escalation as Iran War Risks Spreading to Second Shipping Chokepoint https://t.co/9Nypu2iQHO
ADSB Mandatory: Delay Cost Lives, Act Now
Aircraft operating in civilian airspace need to be equipped with ADSB, which is a critical collision avoidance technology. Fixing this years ago would have saved lives. There is no excuse not to fix it now.
Still Waiting on SAVE and SHIPs Act Passage
I’ve been a little busy… Did we pass the SAVE Act yet? How about the SHIPs Act?
United Media Day Insights: Friends May Be the Real Moat
There was so much to unpack from United's Media Day in LA this week and @crankyflier and I tried to wrap our arms around all of this in this week's episode of The Air Show podcast. Maybe the real defensible...
Tesla Gains as Rivals Slash EV Investment
Beyond the headline of next week’s $TSLA deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla...
TSA Lines Echo the Powerlessness of the Marginalized
FWIW - The feelings of powerlessness and uncertainty that air travellers are now experiencing in TSA lines is all too familiar to those at the very bottom. Hopefully more will begin to appreciate why the divide in confidence matters.
Iran's $2M Ship Fee Fuels Export Surge Amid US Presence
Iran is processing ships at the Imam Khomeini port, located in Khuzestan at the northernmost extreme of the Gulf, near Kharg Island. So, for ships seeking passage approval from Iran, they have to sail all the way to the northern end...
FreightWaves Launches Top‑Rated Daily Freight Market Show
FreightWaves Today, our daily freight market show coming in May, is now the most successful ad-supported show we've ever launched at FreightWaves. I will be the host alongside Julie, featuring Zach, Malcolm, Charles, and our team of market experts. Each...
UN Aviation Limits Passengers to Two Power Banks
UN aviation agency limits use of power banks to two per passenger on flights https://t.co/NOamABM2mX
Trump Directs TSA Payroll Without Congressional Approval
Trump Orders TSA Paid Without Congress — Screeners Get Paychecks Monday - View from the Wing https://t.co/AP25AsOuU1
Foldable E‑bike Fits in a Backpack as Spare
#WhatsNext? A compact e-bike that could serve as a spare tire or be carried in a book bag. (Cheddar Gadgets) #EV #Transportation https://t.co/L66vDnbpue
LGA Precheck Runs Smoothly with ICE Staff
At the risk of disrupting The Narrative, #TSA Precheck at LGA Terminal C this afternoon was 15-minute wait, all check-ins hands by #ICE who were unmasked, professional, and courteous.
Compact Foldable Helicopter Storable in Car Trunk
Foldable Helicopter That Fits in Your Car Trunk by @tweetciiiim #EmergingTech #TechForGood #Innovation #Technology #Tech https://t.co/h80oHBCqCn
Inevitable Conflict Drives Need for Self‑Sufficient Supply Chains
We’ve never been good at fixing things we blew up and we are the world’s best at blowing things up. It was never a matter of if we’d get into a kinetic conflict with Iran, but when. All the more...
Zero‑Carbon Policies Spark Australia’s Fuel Shortage Crisis
Australia faces a massive gasoline and diesel shortage, which is a travesty of its own making. NIMBYism and zero carbon policies are killing first world economies https://t.co/zOWEhNZ4qm
Decades of Navy‑Merchant Marine Split Now Costing Hormuz
"The United States has spent seven decades severing every operational link between the Navy and the Merchant Marine, and the Hormuz crisis is the bill coming due." 🎯NAILED IT 🎯 https://t.co/l9z9PP9W7P
How the U.S. Can Counter China’s Tech Dominance
Rebecca Fannin, author of THE NEW TECH TITANS OF CHINA on how the U.S. can respond to China’s growing lead in several tech areas including batteries, energy, EVs and AI. https://t.co/DFOk3yJikn
Strait Reopening Prevents Catastrophic Fallout
"but the catastrophic consequences of the Strait remaining closed won't happen if the Strait reopens" https://t.co/iULTzt6N2d
Iran's 'Toll Booth' Reveals Selective Hormuz Passage List
"Tehran’s ‘toll booth’: How Iran picks [for now] who to let through Strait of Hormuz." Mentions the late IRGC Naval Commander. Is it just me, or does this read like a target list to deconstruct? ...submit the information to the...
Boom Engine Stands Out Amid Claims of Uniqueness
Boom engine review today. Surprised how often I hear “we just did something no one has done before.” Remarkable engine, designed in a remarkable fashion. https://t.co/0cVuJ4YIFk
BART Hides Equity Consultant Fees Behind Fare Enforcement Claims
BART is claims they always took fare enforcement seriously. Why won't they respond to kane's public records request asking them how much they paid equity consultants to argue it didn't matter (and had "detrimental effects on the community")? https://t.co/wAHE5AYPf5