Iran's Strait of Hormuz Leverage Ensures Persistent Economic Power
“Iran holds a lot of cards with the Strait Of Hormuz.” That’s the quote to remember. Geography can be economic power, and “that vulnerability remains pretty much forever.” https://t.co/OoCOYi8LMc
Coastliner Captures United’s Nostalgic, Futuristic Flight Vision
"Coastliner" is an epically great name for @United's new airplane. It evokes the old, great age of flight—which is gradually getting rebuilt anew. I'm looking forward to flying on one of these.

Rising $5 Diesel Squeezes Truckers, Hits Economy
"$5 Diesel is Crushing Truckers. It Will Soon Be Felt Across the Economy." https://t.co/u6Z4qcVLci https://t.co/m3UrTU1L2r
F-15EX Becomes Sensor King with Triple‑Pod Suite
Pod party on this F-15EX: Sniper targeting pod, AAQ-13 Nav pod w/terrain following radar, and Legion IRST pod. F-15EX is the bolt on sensor king of fighters.

Freight Data Reveals Unprecedented Manufacturing Surge Since COVID
The freight data doesn't lie... It has been signaling incredibly strong manufacturing conditions for months. I am seeing some of the strongest freight volume charts tied to industrial activity I've seen since COVID. https://t.co/jJXPO8D1OQ
Iran's Transit Fee Hikes Oil, LNG, and Shipping Prices
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.

Japanese Automakers Turn to Russian Aluminum Amid US‑Israeli Conflict
As a result of the US-Israeli war on Iran, Japanese carmakers are looking to BUY ALUMINUM from RUSSIA. RUSSIA = THE BIG WINNER OF TRUMP & NETANYAHU'S WAR. https://t.co/JIiV9xOkFp
Iran's Toll Booth Threat Could Shut Global Trade
Strait of Hormuz Crisis: Iran’s “Toll Booth” Plan Threatens Global Trade This is a big one, folks. Prof Rob Huebert, @UCalgary, discusses international maritime law and the closure of the Strait of Hormuz. https://youtu.be/nPQMTWEySvE

Flatbed Market Surges, Rates Soar Despite 40% Rejection
Why is DAT trying to talk down the flatbed market? Nothing is fading in flatbed. This is the most extreme surge in flatbed markets we have tracked in many years, with no sign of it cooling. Rejection rates remain above...
Trump's STB Shows Lukewarm Stance on UP‑NS Merger
This is interesting, the Trump STB does not seem excited about the Union Pacific-Norfolk Southern mega-merger. https://t.co/PZAfunTJBD
Trucking Spot Rates Hit 2022 Highs, Capacity Tightens
Trucking spot rates continue to rip, with daily trucking spot rates at their highest levels since March 2022. The flatbed market is showing some of the highest weekly spikes we have tracked, outside of COVID, a sign that industrials are...
1970s Grassroots Activism Turned Netherlands Into Cycling Nation
Neither were the Netherlands 🇳🇱 always a cycling country. A 1970s grassroots movement and responsible politicians made it one.
Generative Design Powers One Click Metal Drone Frame
Generative Design Meets Metal #3D Printing: One Click Metal’s #Drone Frame Takes Flight via @WevolverApp #3Dprinted #Technology #Innovation #EmergingTech #TechForGood https://t.co/94TJLJ6Plc

COVID Fatigue Still Plagues Overworked Air Traffic Controllers
Overworked and burnt out? MUST READ on on how Covid still impacts aviation professionals - and with focus on ATC controllers - highly topical given #LaGuardia crash #avgeek https://t.co/6ZmrPqwGof https://t.co/LTJqIaKnxd

Future Sepulveda Corridor Could Link Expo Station to LAX
Expo and Sepulveda station on the LA Metro E light rail. Could eventually become a transfer station with a connection to the yet to be formally named Sepulveda Corridor heavy rail subway. This section shown here is yet to be approved....
Closing the Strait Threatens Demand, Requires Immediate Action
This is how you begin to destroy demand. Much more will be necessary if the Strait doesn't reopen soon.

Amazon Admits Product Is Junk, Skips Return
I like when is Amazon is like “You know what, you’re right. That item is a POS. Don’t even bother sending it back” https://t.co/8LulMviIIe

Miracle Survival: Flight Attendant Ejected, Lives On
Imagine getting thrown over 100 meters through the air… still strapped to your seat… and surviving. 😱 That’s exactly what happened to Air Canada Express flight attendant Solange Tremblay at LaGuardia. Her CRJ-900 hit a fire truck on the runway.....
Hormuz Closure Threatens 15 Million‑
Is the Strait of Hormuz still closed and will the global oil industry drain down ~15 million barrels of petroleum stocks outside the Middle East today alone because of it? https://t.co/YQqTHgKaN9
Airlines Cite “Wear” For Missing Bag Wheel, Ignoring DOT
American Returned A Checked Bag Missing A Wheel — Airlines Still Hide Behind “Normal Wear And Tear” Despite DOT Warnings - View from the Wing https://t.co/yHV7MAAiQq

Treat Your Supply Chain Like a Team, Not a War
If your supply chain isn’t functioning like a team, it’s fighting a civil war. Most organizations are closer to war than they think. Here’s how to fix it→ https://t.co/acbLuxh1EY #SupplyChain #SupplyChainManagement https://t.co/83xsm5n2jS

Seattle's Wage Law Backfires, Union Seeks Driver Caps
"Seattle’s minimum wage laws backfired on Uber and Lyft. Now the union wants to limit drivers." https://t.co/yyrovnhDDm https://t.co/j3U4RP4jg4

Simulator Recreates LaGuardia Crash for Insightful Learning
CNN segment with pilot and instructor Aaron Murphy using a flight simulator to recreate what the Air Canada Express pilots saw in their final moments before colliding with a fire truck on LaGuardia’s runway 04. Erin Burnett hosted as Murphy...

Capacity Tightening Hits Major Port Cities DFW, DEN, MSP, MEM
This map signals market momentum for rejection rates. The more blue a market, the tighter capacity is projected to get over next few days. The more orange a market, the more capacity conditions are weakening. Conditions tightening in major port...

Kyiv Railway Station: 40 Years of Transformation
Just came across this gem on Telegram: a panorama of Kyiv’s central railway station 40 years ago and now. That’s how it is :)) https://t.co/BJrLoRPUaC

Fake SAP Cleared 1 in 85 CDL Drivers
"One in every 85 CDL drivers who completed the federal return-to-duty process and were cleared to operate a commercial vehicle may have been cleared by a truck driver from North Wilkesboro, North Carolina, who was pretending to be a self-certified...

Iran Blocks Strait, Traps 25 Million Barrels of Iraqi Oil
About 25 million barrels of Iraqi Basrah crude are trapped on tankers in the Gulf. Iran claims control of the passage — so why is it blocking Iraq’s oil? Does Iran want the Iraqi government to go bancrupt? العراق: نحو...

Rising Diesel Costs Neutralized by Higher Linehaul Rates
Despite much higher diesel prices, truckers are enjoying the best cashflows in years. The surge in linehaul rates over the past week have enabled small trucking companies to recover almost all of the increase in fuel costs. Chart: trucking spot...

Flatbed Rates Surge to $3.69/mile, Biggest Jump Since COVID
The flatbed market, the most sensitive to industrial demand, is on fire. Spot rates at $3.69/mile. +$.46/mile since the beginning of March. I haven't seen charts like this since COVID. https://t.co/YAEFIEkC4F

Van Spot Rates Surge to $2.94/Mile Amid Tight Capacity
Van spot rates on the 7-day chart jump to $2.94/mile as demand surges in recent weeks, against tightening capacity. https://t.co/Baw74kKjo8

Trucking Rates Surge to Highest Levels Since 2022
Trucking rates markets are smokin'. +$.03/mile overnight and $.32/mile in the past month. $3.04/mile on the daily chart, the highest level since March 2022, as freight demand firms in a backdrop of tighter capacity. https://t.co/Sabmv22Rjx
World's Smallest Foldable Smart Golf Cart Unveiled
KVV Electric: The World’s Smallest Foldable Smart Golf Cart with Remote Control by @DonaldTunp75739 #Innovation #EmergingTech #Tech #Technology https://t.co/seWiDhFukI

Strait of Hormuz Traffic Plummets 98% Below Normal
GS: We Estimate Based on Reported Vessel Counts that Average Daily Flows Through the Strait of Hormuz Are Down 98% From Their Normal Levels (4-Day Moving Average) https://t.co/af4DPzafNM
Robots Detect Microscopic Rail Flaws, Prevent Outages
Railway maintenance is becoming precise, fast, and increasingly automated. In China, a robot is now repairing track cracks at up to 10,000 RPM, while detecting flaws as small as 0.1 mm. That level of accuracy changes the game. Instead of reacting to visible damage, systems...

BART Faces Shutdown without Sales Tax Approval
Oh wow, shutting down BART entirely is a possibility if the sales tax measure doesn't pass. https://t.co/HALTrAsMxJ

Rapid EV Adoption Slashes Nations' Oil Dependence
When these countries decided to swap to electric vehicles, they just did And it doesn't seem to take long They won't be having much of a crisis of oil (still some, just not as much Graphs by @leRaffl https://t.co/pwbx23EBnH https://t.co/uEcG9YrpIJ
Chevrolet Ends Production of Original Bolt EV/EUV
#TechTuesday. December 20, 2023. Production of the original Chevrolet Bolt EV and EUV officially ended. (Wood TV 8) #EV #Automobile #Industry https://t.co/cIJGyy6WaM

Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Chinese Automakers Outsell Japanese Rivals Globally for First Time
Xinhua: "Chinese automakers have surpassed their Japanese counterparts in global vehicle sales for the first time, marking a significant shift in the global automotive industry." https://t.co/PtNMiJISii
Robin Zeng Claims US EV Market Needs CATL Tech
The Chinese Billionaire Who Says America’s EV Market Is Doomed Without Him—Robin Zeng of CATL can’t build a factory in America, but Ford and GM rely on its technology @Kubota_Yoko @christopherotts https://t.co/tIRVSfDXPe https://t.co/tIRVSfDXPe
Sweden Builds Road that Powers EVs While Driving
Charging on the Move: Sweden’s Road That Powers Electric Vehicles as They Drive by @MikeHudema #Sustainability #ClimateTech #TechForGood #CleanEnergy https://t.co/HSt7CoPtIT
XPeng Posts First Quarterly Profit Amid EV Boom
XPeng turned a quarterly profit for the first time, driven by fast-growing sales and strong margins, making it the latest Chinese electric-vehicle maker to become profitable despite fierce competition in the world’s largest auto market. @ivy_jiahuihuang https://t.co/sgiUhRKE9u

Model T Succeeded After Nine Failed Ford Prototypes
“success did not come easy. the model T was ford's ninth attempt at producing a profitable automobile, after models A, B, C, E, N, R, S, and K all proved relative failures.” https://t.co/afusdFZddJ
Japan's Oil Imports Mostly Middle East, Review Ordered
"Takaichi Orders Review of Entire Supply Chain for Oil Products" I suspect the review will find that about 90-95% of #Japan’s oil imports come from Middle Eastern countries... https://t.co/hjPmFeOPov
Midwest I‑35 Corridor Sees Demand Surge, Coasts Lag
This is exactly what is happening, according to our data. The center of the country, along I35 is experiencing a surge of demand, while the coasts are much slower
Iran Doesn't Charge $2M Per Ship for Safe Passage
A lot of nonsense spreading on social media about Iran charging $2 million per ship for safe passage

Captain Balances Empathy, Crew Privacy, and Routine Safety
Watch this Air Canada captain’s announcement before takeoff: ‘We extend our deepest sympathies to the families of those involved in yesterday’s LaGuardia incident. This is a difficult time for Air Canada. Thank you for your support, and we kindly ask...
Strait of Hormuz: Tiny Passage, Massive Oil Impact
I’m wondering if the news media can muster up an article or report about the Strait of Hormuz, how big it is at its narrowest point and why it’s such a critically strategic waterway to oil trade…. I haven’t heard...
ATC Strain Boosts LaGuardia‑exposed Airline Short Opportunities
Macro:🚨 ATC strain at hubs; Key: controller juggling odor-emergency, runway incursions up; Risks: staffing, fatigue, complexity; Trade: short airlines with LaGuardia exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Questioning Preferential LNG Export Priorities Over Market Bidding
Wait, why are we giving anyone special priority to our LNG exports. Why aren’t we selling it to the highest bidder?