Truckers Praise Sec. Duffy as First Supportive DOT Leader
@SecDuffy is a rockstar among truckers who feel that he is the first DOT Secretary that has their back...
Truckstops Exploit Tax-Driven Diesel Price Gaps; West Coast Policies Blamed
The major truckstops already do this arb. They will move their diesel purchases between PADs to take advantage of price deltas at the rack. But a good portion of the diesel cost delta is actually tax and transportation related. The...
US Apathy Sparks Panic, May Force Strait Reopening
Over the past 24 hours, I’ve talked to a number of leading shipping and energy sources in Europe and Asia. Overall mood: panic. Talked to dozens of key people in the USA. Overall mood: ¯\_(ツ)_/¯ Allied navies might have to reopen the strait...
Empires Rose on Ships and Salt; Britain Now Lacks Both
If you study the rise and fall of empires the two most important things are ships and salt. Now the UK barely has either.
Port of LA Volumes Surge 3% in Two Hours
Sharing some charts from the Port of LA's Port Optimizer Signal platform. Volumes into the port are rising in the two weeks ahead (notably that week 14 number literally rose 3% from 9 am ET this morning to when I...
Newark TSA Line Unusually Short After Two Decades.
No Problem- I’ve been traveling internationally in and out of Newark for close to 20 years - I’ve never seen a TSA line this SMALL. https://t.co/KO41B7uvrz
SecDuffy Returns, Fueled by Loud Truckers' Social Voices
You heard the man, @SecDuffy tells you all to keep tagging him here Back when I interviewed him in June of last year, he told us one of the biggest reasons he came by was because of “all those loud trucker...
New Map Shows Diesel Cost Per Mile by Location
We've created a new map, which tracks the estimated cost per mile for buying diesel, depending on where you purchase fuel. https://t.co/JKDNneabWc
Tesla Model Y/3 Deliveries Expected Flat, Street Overestimates
$TSLA deliveries out next Thursday. The key metric is Model Y/3, which I believe will be flat y/y (324k). The Street is looking for 351k, up 8%. It's the first read on true demand after last September’s EV tax credit...
Official Sources, Not Clickbait, Confirm Major Incidents
UNVERIFIED CLICK BAIT @JimFergusonUK If this happened, it would be announced by shipping trackers, insurers, naval statements, & major wire services NOT by a social media predator
Waymo Grapples with Low-Tier Failures, Calls for Ejector Seats
Waymos are encountering the tyranny of the bottom quintile. This morning’s Waymo smells like someone puked in it and the depot did their best to cover it up. I imagine there are already internal teams spinning up projects to address. I would...
Chinese EV Makers Gain Momentum in Europe, Eye US Launch
China’s Carmakers Return to Growth in Europe With EV Sales When will they be available in the US? https://t.co/kCFXgE8I5r
Flatbed Load Rejections Hit 50% This Weekend
Flatbed rejections remain extremely elevated as we head into the weekend. Half of all flatbed loads are being turned down by operators. https://t.co/RMKQZhvvwh
Air Travel Needs Lightweight Security Like Other Transit
A lot of people think it would be better if we had private security with TSA just setting standards. This is true, but misses the biggest opportunity. We deserve an air travel security system that is as lightweight as for...
Iran Redirects COSCO Vessels, Signaling Hormuz Tension
Looks like all is not well between Iran and China/COSCO as two of their ships were turned around at the toll gate. "COSCO’s ships are a new gauge for Hormuz crisis" https://t.co/i9oWIPHi5V https://t.co/266IvJBUES
Cosco Avoids Hormuz Route Despite China‑Iran Ties
Cosco. Chinese container line. Does not sail in the Strait of Hormuz. Why not with China being an oil customer and ally to Iran? What is the back story?
Supply Chains Must Reprice Diesel and Diversify Before Q3 2026
𝗙𝗼𝘂𝗿 𝗦𝗶𝗴𝗻𝗮𝗹𝘀 𝗘𝘃𝗲𝗿𝘆 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗟𝗲𝗮𝗱𝗲𝗿 𝗠𝘂𝘀𝘁 𝗔𝗰𝘁 𝗢𝗻 𝗕𝗲𝗳𝗼𝗿𝗲 𝗤𝟯 𝟮𝟬𝟮𝟲 The compounding crises of March 2026 are not temporary noise. They are permanent signals. Here's what the data says about where supply chains must evolve — and how fast. 𝗜𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲...
China Immerses Preschoolers in Aviation to Spark STEM
A powerful glimpse into how China nurtures future talent from a very young age. These preschoolers, dressed in professional pilot uniforms, exposed to aircraft on March 27, 2026.... sitting together excitedly exploring a small aircraft up close. It’s hands on exposure...
America Must Secure Supply Chains by Reshoring Production
This is the primary reason that I am adamant about moving production back to the Americas. It’s more expensive, but without it, we are incredibly vulnerable. If kinetic war breaks out in Asia, our supply chains are at substantial risk....
Iran's Strategic Blunder: Chinese Ships Reroute Before Hormuz
Onshore media just reported that: "Two container ships under China's COSCO Shipping Lines have turned back toward the Persian Gulf and have not yet passed through the Strait of Hormuz." I think this is a strategic mistake by Iran.
Check Diesel Prices Before Filling to Avoid Overcharges
Alert Warning ‼️🚨 TrafficSA has advised motorists to check the price before just pouring diesel into your vehicle. R33.30 a litre is just insane. 🤯 We need to advise each other about prices at petrol stations so we do not fall victim...
Iran-India LPG Trade Resumes as Strait Reopens
Iran-India fuel trade begins after strait open sesame, first LPG cargo due this week https://t.co/834nbwZFHx via @ETEnergyWorld
JSW Cuts Costs, Risks by Owning Coal Transport Tracks
Owning the tracks means JSW no longer has to rely on third-party infrastructure for coal evacuation, significantly reducing logistical risks and operational costs.
China Unveils Autonomous Air‑sea Hybrid Drone
TJ-FlyingFish: China’s #Autonomous Air-Sea Hybrid #Drone That Flies and Dives via @WevolverApp #Innovation #EmergingTech #Technology https://t.co/8ZCuWs0Gil
Exide Industries Accelerates Shift to EV Battery Market
This is a significant move for Exide Industries, signaling their aggressive push to pivot from traditional lead-acid batteries to the high-stakes EV ecosystem.
Fuel Quotas Cut 33%: RON95 Squeeze Hits Malaysia
April 1st is judgment day for your fuel tank. The government just slashed Budi 95 quotas by 33% and put diesel on a leash. Are you ready for the RM1.99 squeeze? TLDR List: 1. RON95 quota slashed. 2. Gig workers protected. 3. Diesel limits enforced. 4....
Ex-BYD, Huawei Engineers Launch Compact 32 Km/H Bike Motor
Turn Any Bike Electric: Ex-BYD and Huawei Engineers Unveil Compact 32 km/h Drive System via @Rainmaker1973 #Innovation #EmergingTech #Technology #Tech https://t.co/z9nN0Ue1kP
Valeo's Invisible Trailer Lets Drivers See Through Cargo
Valeo’s ‘Invisible Trailer’ Tech Lets Drivers See Straight Through Their Load by @Khulood_Almani #Innovation #EmergingTech #Tech #Technology #TechForGood https://t.co/DVtIYuOjJj
Saudi Crude Exports Surge From Western Ports
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Aramco Redirects 4 M Bpd, Fastest Global Mitigation
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
Iran Targets New Chokepoints, Bab Al‑Mandeb Enters Play
Bab al-Mandeb is now in play Another chokepoint, another layer of disrupt Iran doesn’t need to win militarily. It just needs to expand the number of places it can break the system. https://t.co/k876kDiu36 #Hormuz #BabAlMandeb #Oil #Shipping #Geopolitics #EnergyCrisis #RedSea #Suez #Iran #OOTT
Rubio: Hormuz Could Reopen Tomorrow if Iran Stops Threats
I asked Sec. Rubio planeside if the Strait of Hormuz can be reopened without US boots on the ground. He said it's a Dept. of War question, but "It can be open tomorrow if #Iran stops threatening global shipping, which is...
Truckload Van Rates Set to Beat 2021 Record
The record truckload van spot rate is $3.55/mile, hit in late 2021. I have conviction that we will surpass that this year. If we don’t, I will go to Turkey and get this haircut. https://t.co/vzD4gUx7Xc
Trump Vows Emergency Order to Fund TSA Screeners
Trump Says He’ll Use An Emergency Order To Pay TSA Screeners — After Letting Airport Security Lines Explode - View from the Wing https://t.co/zIbnzvmk0o
Auto Rail Shipments Near All‑time Highs Amid Economic Uncertainty
Despite the noise in the economy, auto shipments via rail are near all time highs https://t.co/JLtQ05WOqa
US Chemical Rail Shipments Set New Historic Record
Last month, the US shipped more chemicals via rail than any other time in history. With a week to go, March will break that number... https://t.co/uOZuXMwy6j
Rates Surge Above Market Peaks Even Amid COVID
Wowzer... Sherif is see rates far above market peaks, even during the COVID slam https://t.co/7CmmVuEBD6
Debating Military Logistics with Dr. Sal Is Futile
Pro tip: arguing with Dr. Sal about military logistics is like arguing with the gate agent after the plane took off. But go ahead. Maybe you’ll win. Maybe he’ll open the door. We’ll all be pressed against the glass waiting to...
ADS‑B Ground Vehicle Issue Already Resolved, Says FAA Letter
Dear FAA - ADS-B on-board airport ground vehicles problem has already been solved. https://t.co/FR1BGDeqXW https://t.co/RYh36ah7FH
Canada’s Military: Under‑armed, Outdated, and Politically Tangled
So you’re going to arm your sea kayaks? You have: Zero carriers Zero destroyers 3 broken diesel subs 1 that kinda works maybe No navy-owned replenishment ships 2 semi-broken heavy icebreakers, built in 1966 and 1983, to patrol the longest arctic coast on earth Legacy CF-18s F-35s not coming...
Ignore Sensational News; Trust Real Shipping Experts
“Beyond what any sober mind could have envisioned” First of all I don’t drink. Second I envisioned way worse on week one. Third, my envisionment was more conservative than shipping analyst @calvinfroedge Maybe if you turned off the news and listened to...
Turning a Fountain Into a Realistic Offshore Oil Rig
For the Motion Museum, we are going to convert the fish fountain that was inside of the Cabelas to the Gulf of America and put a giant offshore oil rig in the middle of it. Think Maelstrom from Epcot. We...
Hormuz Closure Leaves Quarter of US Farmers Fertilizer‑starved
The closure of the Strait of Hormuz has left 25% of US farmers UNABLE to secure fertilizer for the upcoming planting season. US FARMERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/IGb9NjwDiw
13-Year Streetcar Delay Leaves Empty Lots and Frustration
Several parking lots and at least one empty, boarded-up building line the east end of the streetcar route. Construction for the streetcar began 13 years ago. We've had so much time to make this right. I don't get it.
IAH Airport Chaos Highlights Leadership Failure
What’s going on at IAH Bush airport this week = a failure of leadership/governance at multiple levels. In a week when our city of HoustonTX should be at its best, CERAweek, NCAA basketball, opening day MLB, instead a national embarrassment....
Merchant Marine Shortage Threatens Navy, Advocates Face Attacks
TRUTH The US Merchant Marine shortage is an ENORMOUS problem for the US Navy right now. They have already laid up 17 ships and the manning numbers aren’t getting better. Meanwhile those of us advocating for them online are under constant...
Bab‑El‑Mandeb Threatens Global Oil Supply Chain
The Strait. Bab-El-Mandeb. An almost shutdown. Threats. Oil. And the distillates and derivatives. The other products. Hell in a key upstream supply chain. And the E2E effects.
Future K Line Riders Reap Benefits of This Week's Efforts
Many millions of future K Line riders will benefit from the hard efforts of those who held the line this week.
From China to Hormuz: Tracking Global Shipping Shifts
Monitoring shipping traffic coming out of the Strait of Hormuz in 2026 after monitoring shipping traffic coming out of China in 2025 https://t.co/qJyOPVR3fM
Air China’s 2025 Losses Grow Amid Fare Pressure, Iran Conflict
Air China's losses widen in 2025 as fare pressure weighs, risks ahead from Iran war https://t.co/rytW0V9qbu