From Golden Gate Hike to Waymo's Autonomous Ride
I hailed a Waymo self-driving car for a ride back to my hotel from the Golden Gate Bridge after a 14 mile hike left me footsore. It’s awe-inspiring to live in the future-present, riding inside of a robotic car that has moved from science fiction to science fact.
68% of Truck
They never went anywhere in trucking 68% of truckers are still burning heaters according to the NIH https://t.co/G3dLCEGhAT
Buc‑ee’s EV Tour Highlights Need for Texas Expansion
100% Last year I did a Buc-ee's EV tour of the Texas Triangle and it was great. There are 2 Buc-ee's with superchargers on each leg of the interstates between Austin-Houston-Dallas-Austin. Seamless road trip. Now we just need Buc-ee's to expand...
United Trims 5% Capacity as Oil Hits $175 per Barrel
United Airlines planning for oil to reach record $175/barrel, cutting 5% capacity https://t.co/SC3sCiQctU (via TAC/Intel)
Dalilah’s Law Threatens 200k Drivers, Sparks
The Compliance Crackdown has eliminated approximately 12k drivers from trucking over the past year. Rates and tender rejections have recovered to the same levels they were before the Great Freight Recession. Dalilah’s law could eliminate 200k+ drivers and deliver the biggest capacity...
Barrier Removal Fuels Unsafe Carriers, Hurts Lawful Shippers
Non-compliant motor carriers have thrived, while compliant motor carriers have suffered untold economic hardship. This is the travesty caused by eliminating the barriers to entry.
Kamala Would Flood Trucks, Driving Rates to Near‑zero
🤣 We’d have a bottomless pit of capacity and trucking spot rates would be trending towards a dollar
US‑Flagged Service Links Savannah to Jebel Ali, Boosting Exports
This is the US Flagged UMX/MUS/MECL service that calls the port of Jebel Ali. The service originates in Savannah before going to Norfolk, New York, and then across. It is a very popular service for US Exports as well as USGOV...
DoorDash Poised to Dominate Physical‑world Robotics Delivery Network
DoorDash will win the race to own the physical world robotics service network they already have drivers and the ability to deliver any type of services anywhere and are well positioned with the best leadership team
DOT's New Allergy Rule Endangers Flight Safety
How the new DOT ruling on food allergies threatens air travel safety http://dlvr.it/TRcKjc Conditions #AllergiesImmunology
AVs Will Reach Global Slums Faster Than Tesla
Just had a ride in the NVIDIA autonomous vehicle. I could argue that the Tesla is slightly smoother, but that is missing the point. The point I learned this week by hanging out with a bunch of different companies building autonomous...
Fare Gates Cut Transit Crime
Fare gates are the easiest way to reduce crime on public transit. After BART installed gates, violent crime dropped 36%. Overall crime dropped 41%. NYC got the same result in 1990. Enforcement, not hand-wringing about "root causes," works. https://t.co/bh2lDWF8jA
Robust Fleet Essential; Can't Force Ships Through Hormuz
We may be getting a reminder just how much it matters not to have a robust commercial shipping fleet - no matter what we say, we can’t make other countries’ merchant ships go through the Strait of Hormuz if they...
Delta Launches Austin‑Phoenix, American Faces Dual Front War
Delta Just Added Austin-Phoenix — And American Airlines Now Has A Two-Front War To Fight - View from the Wing https://t.co/nirDAUcOGS
Removing Bike Lane Worsens Traffic, Endangers Everyone
Rationale for ripping out a beloved stretch of DC bike lane: allow more cars to pile up at the cherry blossoms – an already gridlocked hellscape. The data shows cutting off bikers at this stretch could get cyclists AND drivers...
Freight Broker Sued for Ignoring Verification, Enabling Cargo Theft
FREIGHT BROKER SUED OVER CARGO THEFT: "Zurich American Insurance Company filed suit on March 18, 2026, in the US District Court for the Central District of California, targeting TForce Worldwide, Inc., a licensed freight forwarder it accuses of ignoring its...
Dalilah Bill Split Could Spark Trucking Super Cycle
Two versions of the Dalilah's bill are in Congress: House - Out of committee and up for a vote. Non-dom CDLs expire within 12 months. Senate - Still in committee. Non-dom CDLs expire within 6 months. TD Cowen estimates that...
Spring Reset: Refresh Supply Chain Assumptions and Data
First day of spring/equinox = a supply chain reset: refresh assumptions, clean data, align priorities. Want more predictability? Contact LMA. #SupplyChain #SIOP https://t.co/T9DVT39eRQ
Airlines Brace for Jet Fuel Shortages, Not Price Spikes
Global airlines are preparing for "shortages", i.e. there simply is no jet fuel available. But they are talking about prices as a completely separate matter... Wow... https://t.co/FPxwGrm5c0
Air India’s 14‑Hour Flight to Nowhere Lacked Oxygen
Air India Made Passengers Endure A 14-Hour Flight To Nowhere — It Sent An Ex-Delta Plane Without Enough Oxygen For The Route - View from the Wing https://t.co/uvGIqJWgIP
China’s $250B Marshall‑Plan Fuels EV Surge in Emerging Markets
This is exactly what James Gutman predicted on the latest episode of @EnergyEmpirePod. EVs are selling out in the top 50 emerging markets given the $250B “Marshall Plan” being rolled out by China. https://t.co/75BxCTbmpS
Shipping Blind Spots Drive Sticky Inflation and Price Shocks
What if I told you inflation is sticky because nobody is watching the ships? What if I told you nobody can predict the effect of Hormuz on energy price shocks because nobody understands shipping? What if I told them, they could...
Navan, Perk, Ramp Overt
It's the wild west when it comes to travel. So many companies, regardless of size and stage, still let employees book directly on the web. But when it comes to travel management systems, Ramp has made massive strides for companies...
Class 8 Truck Orders Surge 157% Year‑over‑Year
Fleets are starting to feel a little feisty... Class 8 truck sales coming in STRONG (157%+ YoY)
AI and Geopolitics Reshape Global Supply Chain
Above the Fold: Supply Chain Logistics News (March 20, 2026) - https://t.co/6N5W6UvR9N @FedEx @amazon @DescartesSG #AI #supplychain #logistics #transportation #IranWar #Trumptariffs #trucking
Truck Driver Attacked on Interstate, Motives Unclear
Awful story and I don’t know why his time got reduced or what this really has to do with Trump “Summers, a wife, mother, and grandmother, was driving a truck for RTR Transportation in Tennessee and had been a truck...
Century City: California’s Tallest Building Gets Subway Link
Section of west LA showing the Century City neighborhood. Outside of SF and DTLA, Century City has the tallest building in California. It will soon have its own subway station on the D (purple) line. The red skyscraper in the...
Carriers Back Truckstop Consolidation to Boost Fuel Margins
Little secret: The large truckload carriers love a consolidated truckstop industry. When Pilot and Flying J were contemplating a merger, the DOJ reached out to the largest carriers and asked their opinion. They were generally supportive. They wanted consolidation in retail fuel. Why? Less...
Pilot Walks Away From Incident, Fails to Squawk 7700
This caught-on-camera incident was the feature of this week's episode of @flywithaopa's excellent There I Was podcast series. Great job by the PIC to walk away from it. The only thing I noted was it didn't seem he squawked 7700, which...
Freight Rates Surge as Capacity Constraints Hit
We are well past the major weather disruptions to freight - the bears have run out of reasons to avoid rate inflation. The market melt up is real.
Trucking Spot Rates Stay Elevated Amid War, Fuel Worries
Despite concerns about the war and fuel, the clearing price for trucking spot rates (i.e. what a broker must pay to move a load) has remain elevated the entire time. https://t.co/qu4A4SUtFm
Lifting Sanctions Boosts Iran's Oil Profits, Not Global Prices
Iranian oil has been sanctioned for many years. The 140 million barrels he is referring to are part of the "dark fleet" that has been shipping Iranian oil to Asia (mainly China) for years. Iran gets money for oil, and...
Iran War Fuels Asian Surge in EV Demand
The energy crisis caused by the war in Iran is strengthening the case for electric vehicles. The oil price shock drives EV demand in Asia. https://t.co/5yRSoiCS6O https://t.co/aKMZB28ruw
Ken's Data Lacks Conviction, Misleads on Fuel‑Driven Rates
Your reminder than Ken has such little conviction using DAT's data that he wouldn't take a $5k bet, but expects you to bet millions using his data and analysis. He can throw shade all he wants, but doesn't have conviction in...
Southern California Tender Rejections Hit 2022 Highs, Signaling Bullish Outlook
Tender rejection rates out of Southern California have surpassed 2022 levels, the start of the Great Freight Recession. This is extremely bullish because volumes are at their softest levels out of LA we will see all year, as S Cal...
Bullish Freight Market Forces Shippers to Accept Higher Rates
The freight market is growing more bullish as we head into one of the busiest parts of the trucking calendar. And we are starting to see the West Coast pull up. Shippers that refuse higher rates risk having trucks not...
Multiple Disruptions Deepen Global Shipping Crisis
Qatar LNG damage, Yanbu strikes and Hormuz toll threats deepen shipping crisis https://t.co/dzTlspObS5 via @splash_247
Weekly Reverse Logistics Update: CEVA, DHL, Harrod's Highlights
For those folks into #reverselogistics, the weekly Reverse News is out - https://t.co/8wE4VjmGLh News from CEVA Logistics, DHL Supply Chain, Harrod's and more. 🙂
China Constructs a Train Station in Just Nine Hours
Now compare this to China Building an entire train station in 9 hours 😂 * Just spent 10 days traveling china and I Believe it! 👇👇👇 https://t.co/HxTR49SYiF
24‑Hour Flight From Auckland to Melbourne: Unexpected Nightmare
What a nightmare… Who would have thought it would take over 24 hours to fly from Auckland to Melbourne 😅 Share your story in the comments so we can whinge together haha
State‑run Railway Strives to Restore UK Train Service
State-run railway aims to get the UK’s train service back on track https://t.co/uUvKa5i18W via @PhilAldrick @JacobReid02 https://t.co/oyV0bG2UkE
SIA Launches A380 Service on Singapore‑Melbourne Route 2026
Singapore Airlines (SIA) will operate its Airbus A380 on Singapore–Melbourne flights from March 29 to October 24, 2026, replacing the Boeing 777-300ER on this service. SIA’s A380 aircraft are configured with 471 seats, comprising six Suites, 78 in Business Class, 44...
SIA Boosts London Gatwick Service to Daily Flights
Singapore Airlines (SIA) has extended the suspension of its Singapore-Dubai flights to April 30, 2026 and will add more flights to London Gatwick from 3x weekly (March 31-July 02) to daily flights (July 3-Aug 29). The flights will revert back...
Pre‑conflict Contracts Shield Now; Future Rates Rise
For brands that locked in rates before the conflict, the immediate hit is cushioned, but those contracts expire, and the spot market is where the new baseline is set. https://t.co/I3U08aqByK
Robotic System Turns Trucks Into Mobile Drone Bases
#Robotic Takeoff and Landing System to Transform Trucks into #Drone Mobile Bases via @ZappyZappy7 #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/j3oIWV4AOM
First Daylight Aircraft De‑icing at Helsinki Airport
Have always been fascinated by the aircraft de-icing process. But in all my travels till date... First time witnessing de-icing in broad daylight with the Sun shining in all its glory...☀️ 📍@HelsinkiAirport #traveldiaries🇰🇷 #worktravels https://t.co/CwAaQf7C7P
Zipline Revolutionizes Global Delivery Using Autonomous Drones
How Zipline Is Transforming Global Delivery with #Autonomous #Drones by @zipline #SupplyChain #Automation #Logistics https://t.co/9ugQN3qYXp
Subway Spaces Transform Into Unexpected Urban Art
Even the subway Can be a work of art h/t Bulovas
Japanese Taxis Ignore Maps, Prioritize Wandering over Efficiency
The lack of use of maps in taxis in Japan should be studied. What do you mean you aren’t looking for the most efficient route and just driving around?
Voter Threatens to Fund Challengers over TSA Delay
I’m going to donate to the primary challengers of ALL of my sitting representatives in the Congress and Senate if they do not get our TSA funded by the end of the month. I will try to get all of them,...