US Diesel Prices Surge Past $5, Fueling Freight Inflation
CHART OF THE DAY: US retail average diesel prices have topped the $5-per-gallon barrier for the 2nd time ever. That’s freight inflation — and another big hit to the country’s farming economy (and it has received many hit since Trump came into office) https://t.co/lIUDbhqsC4
Urban Microcars: Smarter, Smaller, More Maneuverable than Cars
Cities weren’t designed for the size of most modern cars. That’s why concepts like @ÆMOTION’s tilting electric microcar are interesting. It combines the stability of four wheels with the leaning movement of a motorcycle, allowing it to move through tight urban traffic...
Reducing Hormuz Shipping Threat Demands Resources, Political Resolve
I write for the @Telegraph on the military challenges in re-opening the Strait of Hormuz. BLUF: the threat to shipping can be reduced but eliminating it is very resource intensive and can only be made permanent through politics: https://t.co/N9pN5Z9XmD
Asian Airlines Hike Fuel Surcharges as Prices Surge
Malaysia Airlines and Firefly rolled out fuel surcharges in phases from March 11 and March 25, while Batik Air Malaysia and AirAsia X have followed. Across Asia, carriers such as Cathay Pacific and IndiGo are taking similar steps, although Air...
Zip Tie Scooters to Protect Sidewalks and Enforce Responsibility
With just a simple $.05 zip tie you can temporarily disable any lime scooter that’s knocked over and blocking the sidewalk such that the company has to come and retrieve it. It’s everyone’s job to look after the commons and re-internalize...
From Demo to Global Scale: Zero‑Shot AI Driving
Exciting to see how far the industry has come since we gave our first end-to-end AI driving demo a decade ago. But what matters now is scaled deployment. Every day this week we are releasing a new hour long video of...
Iranian-Linked Tankers Still Dominate Hormuz Despite Attacks
India- and Pakistan-owned ships transit Strait of Hormuz ▶️Iranian-linked tonnage still dominates Hormuz transits ▶️Attacks on shipping are succeeding in halting crossings ▶️Eastbound transits prevail westbound journeys ▶️US ‘fine’ with Iranian tankers sailing through Hormuz to ‘supply’ the rest of the...
China-Linked Hormuz Traffic Plummets, VLCCs Shift to Red Sea
China-linked Hormuz transits retreat to shipping’s opaque fringes ▶️China-linked traffic through Hormuz has slowed sharply after recent attacks, with transits largely confined to an opaque bulker and one sanctioned VLCC ▶️Mainstream Chinese state-owned tanker fleets continue to stay out, citing safety, insurance...
India Seeks Iran's Guarantee for 30 Hormuz Shipments
India talks with Iran on safe Hormuz passage for up to 30 ships Vessels carrying LNG, LPG and oil earmarked to follow the voyages of two VLGCs https://t.co/3X81uYIrqD
War Risk Premiums Surge as Iranian Attacks Intensify
War risk rates soar as Iranians ramp up ship attacks US reinsurance scheme light on details as convoy plans out of reach for now https://t.co/BoE7xMfsVr
New Tech Mimics Birds for Ultra‑slow Takeoff
Cracking the Code of Slow Flight: Engineering Bird-Style Takeoff via @ZappyZappy7 #EmergingTech #Innovation #Technology #Tech https://t.co/NJlmpkZBdY
Humanoid Robot Successfully Pilots Aircraft in Test
#WhosNext? Airline Pilots? Scientists Build Humanoid #Robot That Can Pilot a Plane. (Futurism) #AI #Robotics https://t.co/bcdVuA59Ro https://t.co/i6r9BkJ6uY
3,200 Ships Stuck West of Hormuz, Emergency Meeting Called
UN Shipping Agency Says 3,200 Ships Trapped West of Hormuz as Emergency Council Meeting Called https://t.co/JURA89iBEy
Trucking Firms Self‑recover Stolen Loads; Police Ineffective
Large trucking companies often run their own processes to recover stolen truckloads. The authorities are almost useless in recovering stolen cargo.
Lindau’s Trains Outpace All of Texas Combined
The island of Lindau, Germany (pop. 3,000), sees 115 train departures per day. The entire state of Texas and all of its cities combined, by comparison, sees 56 daily Amtrak departures.
War Historically Boosts Freight Demand, Not Economic Collapse
There are a large number of accounts here that have an issue with the war and want the economy to crash because of it. We have yet to find an American war that didn’t drive more freight demand. I don’t make the...
Strangers Secure Million-Dollar Deals; Friends Struggle with $5k
This is absolutely insane. It’s easier to book a million dollar truckload with someone you don’t know than it is to wire 5000 to someone you do.
Freight Data Signals Ongoing Industrial Rally Amid War Recovery
Industrial production up. The high frequency freight data suggests this rally will continue and it appears to be shaking off the Iran war and high fuel prices
Xiaomi Vision GT Merges Supercar Speed with Artistic Design
Xiaomi Vision GT: A Futuristic Supercar Concept That Blends Speed with Art by @XueJia24682 #AutonomousVehicles #Automation #Automotive #Transport https://t.co/5ePl3w5tq5
Truck Driver Shortage Myth Used to Push Deregulation
There never was a truck driver shortage. This was a narrative told to Congress to lower the barriers to entry and to fund tax-paid driving schools. It’s always been a lie.
Truckers Will Keep Jobs without Long‑haul Driving
Good point, they aren’t going to be out of work, even if they don’t drive long haul
Rising Fuel Costs Boost Big Carriers, Not Hurt Them
Wall Street investors have concluded that spiking oil prices will hurt truckers. It’s not that simple. In fact, the big carriers and brokers often make more money during periods of high fuel prices.
Flatbed Surge Predates Iran Conflict, Tied to Rust‑belt Demand
The surge in flatbeds predated the Iran conflict. I spoke about this at length in early February. The locations of the surge match up to the rust belt, auto, and heavy machinery. No one is moving oil field equipment off of...
United Must Disclose No Wi‑Fi, Enforce Two‑seat Rule
@united as your frequent traveler it would be great if you’d say the plane is ancient with no working outlets & no WiFi when we book. As a business traveler, I need WiFi. Also, people who need 2 seats should...
AIS‑active Ships Signal Genuine Reopening Underway
The most important chart right now. Note that this only tracks ships with their AIS (Automated Identification System) turned on, think the GPS on your phone or in your car. More ships are going through, but they turn off their AIS. But once...
Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Immigrant CDL Holders Get 5‑Year Grace Before Citizenship Requirement
This article is misleading. Non-domiciled Immigrants that have current active licenses are given either a 5-year grace period or expiration date of their current CDL (which ever comes first). In that time, if an immigrant wants to continue truck driving,...
Lucid Unveils “Lunar” Robotaxi Concept
Lucid Motors shows off robotaxi concept called ‘Lunar’ by Sean O'Kane @TechCrunch Learn more: https://t.co/Ebg95EvEWR #EV #Automotive #Transport #Technology #Innovation https://t.co/6Y4goAcpB3
Kodiak Teams with NVIDIA to Power Truck‑Scale Driverless AI
The era of Physical AI requires us to solve the hardest problems in unpredictable conditions in real time. @KodiakRobotics is doubling down on its ability to do exactly that. We announced a collaboration with @nvidia today in which our next-generation driverless...
Iran Likely Vetting Vessels Before Hormuz Exit
"Ship Tracking Suggests Iran May Be Verifying Ships Before Allowing Hormuz Exit" Ladies and Gentlemen, I give you the Ayatollah Khomeini Memorial Thruway. https://t.co/mT7tw2wjxp https://t.co/VaIa1Vv21k
Building Trust Crucial for London’s Self‑Driving Future
My first @Waymo robotaxi sighting in London through a London taxi's lens... I asked the Black-cab driver his thoughts & without hesitation he said, "I'm not sure they can handle London". While #selfdriving tech is getting mature, we need to do more...
Iran's Potential Straits Ban Targets Only US, Israel
It’s rumoured that Iran will let any other country’s ships through the Straits apart from the US or Israel. Now THAT would be a boss move
First-Class Etiquette: No Self‑Service
I’m In First Class. I Shouldn’t Be Pouring My Own Drink. Coach Doesn’t Have Room For The Can Either - View from the Wing https://t.co/nIm2bbwTkN
Physical AI to Power Nvidia’s $70B Growth
Physical AI gets its time in the keynote (as expected). I believe physical AI is going to be a meaningful growth driver for Nvidia starting in CY28. Today, only about 1% of Nvidia’s sales are used to deliver physical AI, which...
Lufthansa Secures Certification for Most 787 Business Seats
In a positive development, Lufthansa has finally managed to get most of its Boeing 787 Allegris business class seats certified. This is excellent news for passengers and the airline. https://t.co/mkZ8QXczLF
CudaJet Unveils High‑Performance Underwater Jetpack
CudaJet: A High-Performance Underwater Jetpack Redefining Aquatic Mobility via @WevolverApp #Innovation #EmergingTech #Technology #Tech https://t.co/cF5kNZliKd
Trump's Greenland Hospital Ship Spotted Off Northern California
Meanwhile Trump’s Greenland hospital ship is off Northern California coast sailing north at 12.6kts https://t.co/4VnOx2Xz8R
American Airlines Starts Giving Plain‑English Delay Explanations
American Airlines Will Now Tell You Why Your Flight Is Delayed — In Plain English - View from the Wing https://t.co/Jq8jpQ1Zd2
Hormuz Attacks Drive Soaring Tanker Insurance Premiums, US Aid Unclear
"Shipping Insurance Costs for Hormuz Passage Surge After Vessel Attacks" https://t.co/Aq3e4lGXyX "Details of a plan for the US International Development Finance Corporation to help insure tankers are still unclear." https://t.co/mC9xKl2B7o
Iran’s Alleged Tanker Fees Undermine Claims of Resilience
Lots of pessimists are hanging their hat on Iran being "tough" and "resilient." And yet, there are rumors all over of IRGC essentially letting VLCCs go through... for a fee. Hormuz is either shut or it is not. You're not...
Massive Saudi Arab Light Tanker Flotilla Heads to Asia
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
American Airlines Adds Real-Time Delay Explanations to App
American is making a positive update to its website and app, whereby customers can now see an explanation for why a flight is delayed or canceled, in those situations where there are irregular operations. https://t.co/OARXqYCL2g
Stable BDI Masks Looming Freight Spike From Ship Shortage
The long-term history of the Baltic Dry Index (BDI), the benchmark measure of global dry bulk freight rates. It tracks what it costs to ship commodities like: * Iron ore * Coal * Grain * Bauxite * Steel inputs Because these commodities sit at the very beginning...
Iran Drone Strikes Halt Dubai's Busiest Airport
Iran has launched drone strikes on Dubai International Airport. The BUSIEST airport in the world, with 95.2 MILLION passengers, has now SUSPENDED ALL FLIGHTS. https://t.co/nkHDA8z9yJ
Rare Unsanctioned Russian LNG Heads to Southeast Asia
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
Supertanker Costs vs Cargo Value Expose POTUS Misstatement
Ok, first of all, supertankers cost roughly $125 million new. Fully loaded with 2 million barrels of crude, the total value of cargo is $180 million at $90 per barrel. That’s $305 million total. POTUS doesn’t have his facts straight...
Trucking’s Evolution Driven by Political Push and Indoctrination
If you want to understand how trucking got here, you have to understand that there has been a large political push and indoctrination that has caused this line of thinking
Rising Gas Prices Drive Car Lovers Toward EVs
Gas prices are rising, so to avoid pain at the pump, even petrol-heads are reconsidering EVs https://t.co/bUjKs9ok26
Tanker Forward Rates Hit Record, yet Stocks Slump
FFA (near-term forward rates) curve at multi-year record highs for #tankers, yet $DHT $FRO and others still heavily down… 🤷♂️ #shipping
LNG Shutdown Threatens 1.8 B in Three Poorest Nations
I’ll be presenting this slide during a speech tomorrow to the Texas Agricultural Cooperative Council. Three of the world’s poorest countries — combined population: 1.8B people — will be hammered by the shutdown of LNG shipments through the Strait of...