Sanctioned Tanker Data May Be Inaccurate, Map Shows
Passed This is a sanctioned tanker... The info transmitted by the tanker may not be accurate. Map from @Kpler https://t.co/crHLlPZIwD
Australia Faces Diesel Shortage After Hormuz Crisis
Australia is uniquely vulnerable to disruptions in diesel supply,leading to a real diesel Armada heading there in the wake of the crisis in the Strait of Hormuz. Chartbook Top Links of the day just dropped: https://t.co/phVWZTM4Em
China Demands Free Strait Navigation Despite Allied Blockade
China wants “unobstructed navigation” thru the Strait. There are two parties blocking Hormuz. China is an ally of one of them.
Qantas' First A350‑ULR Rolls Out, Flights 2027
The very first Qantas A350-1000ULR for Project Sunrise just got its RR Trent XWB-97 engines installed in Toulouse . This aircraft (MSN 707) has now rolled out of final assembly and will start flight testing soon, with delivery expected late...
TSA Prioritizes PreCheck Over Clear at GoggleMania
Waiting at #GoggleMania ... One of the days where @TSA favors PRE clearly over @Clear as t #SAN https://t.co/YUOTScQATk
America's Mobility Costs Rise, Affordable Cars Vanish
The rising cost of mobility is central to the American affordability crisis. The story isn't just about prices at the pump, but also the death of the affordable American car. This is a great essay on what happened to all...
Self‑driving Updates Lag: Safety Trumps Speed
I think they will make it happen, but I always assume everything will be a little late when it comes to self-driving software updates. Unlike other kinds of software, if it’s not ready you can’t really release it.
From Basic Autopilot to Full F
For Tesla owners in the Netherlands who got FSD, how did it feel to go from 6 year old basic Autopilot to the latest version of FSD with one software update?
United's “Cheap” Business Class Lacks Credits and Miles
United's Cheapest Business Fares Even Worse Than First Reported — No Flight Credit, And For Many Travelers No Miles - View from the Wing https://t.co/I2LvM8C8XM
V14 Lite Enables International FSD for HW3 Cars
International support was added in 13 and 14. This means version 12, the latest hardware 3 version cant run internationally although it can run in some countries like the US and Mexico Once V14 lite is released this summer, HW3...
Europe's Cheapest Autonomous SUV Hits €40K
The Cheapest "Autonomous" SUV in Europe: Paul's Standard RWD Y was registered on Feb 2 2026 for a price of €40K road tax ~€1K/year #alwaysberiding ⚡️⚡️⚡️ Congrats Elon&team, while the €25K Model 3 might not exist, we're quite close to a 🇪🇺 miracle https://t.co/GX5ddZIMpO
Self‑Driving Can Thrive on $999, Not Billions
Everyone says self-driving needs billions. Comma ai built a very uncomfortable counterexample for $999. That is what makes this story so interesting to me. While Waymo, Cruise, and others spent billions building robotaxis, custom vehicles, and tightly controlled systems, George Hotz took a...
Satellite Shows Iran Loading Multiple Oil Tankers at Kharg
PHOTO OF THE DAY: Fog of war over Kharg Island (literally). Iran was loading two oil tankers on Saturday (April 11th) as seen on this @CopernicusEU Sentinel 2 🛰️ satellite picture. Another tanker is seen near the jetty, plus another two...
JNEO Lands £1.7m Order; Still Fairly Valued
#JNEO won £1.7m of Purchase Orders for passenger displays "for a large local authority in the south of England". ShareScope has Fwd p/e 12.9; strip out cash and it's still a pretty reasonable rating. I don't hold.
Cordel Secures District Line LiDAR Deal Amid Rail Digitisation Surge
Macro: urban rail digitisation accelerates; Cordel wins District Line LiDAR+AI rollout after Central Line success; key: TfL adoption and in‑tunnel geo‑location; risk: execution; trading insight: initiate a small long in CRDL on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Delhi's EV Mandate Secures Market for Local Manufacturers
This draft introduces a "stick." By mandating that 100% of new two-wheeler registrations must be electric by FY29, the Delhi government is effectively guaranteeing a captive market for players like Ather, Ola, and TVS.
Tesla’s Flexible Charging Powers Coachella EV Showcase
Love seeing everyone bringing their Teslas and Cybertrucks to Coachella. Tesla charging is what makes it possible. The ability do deploy flex capacity like this for events is awesome.
U.S. Sells Just 300 Engine‑capable Sailboats Last Year
Wow. This may be the bleakest stat I’ve heard all year: In the entire United States, the richest nation on earth, only 300 new sailboats big enough to carry an engine were sold last year. A country this large used to build...
Action, Not Ads, Drives Global Electrification Shift
Sustainability expert Prof @PeterNewmanCUSP @CurtinUni says adverts for behavioural change don't work What will work is action to speed up the transition to electric transport A "no-brainer" Let's lead the world in electrification, not in how much fossil fuel we store https://t.co/kfoBW5GXA4
White House Delays Hormuz Reopening, No Rush
As I was saying weeks ago… the White House is in no rush to reopen Hormuz
Lobito Corridor Accelerates Traceable DRC Copper, Cobalt Exports
EGC and Trafigura shipped copper and cobalt through the Lobito corridor, opening a faster export route for traceable DRC minerals. https://www.metalnomist.com/2026/04/lobito-corridor-copper-and-cobalt.html
Tanker Owners Shift Any Crude, Paid for Floating Storage
Thanks exactly right @dlawbailey Tanker owners need to move crude. It doesn't matter if it's US light that's not fit for purpose. They're getting paid. Some if it will be used. The rest is floating storage. https://t.co/IW1YHmy5g5
Iran Holds Untapped Leverage Against US Maritime Blockade
JUST IN: Iran's official warns Tehran has untapped leverage to counter the US maritime blockade.
FMCSA Funding Halved as Carrier Numbers Surge 60%
The FMCSA is criminally underfunded. Funding to investigate carriers has dropped 40% over the past 15 years, yet the number of motor carriers is up 60%. The ATA sold the public on a truck driver shortage that never existed, while their...
Chameleon Carrier Fraud: Trucking’s Biggest Unseen Threat
I strongly recommend turning into 60 minutes or watching on-demand. Rob Carpenter puts on a masterclass on the Chamelon carrier fraud problem. I’d like to suggest that is the only major issue trucking has, but it’s just scratching the surface.
Fast-Track Your First 1500 Flight Hours
If you haven't had an opportunity to listen to the "Stories about Flying" podcast, why not begin with this episode. We investigate a few interesting ways for new pilots to reach that all important 1500 hour mark in their career....
US Hormuz Blockade Sparks Surge in Oil, Gas Prices
US military says it’ll begin a Hormuz blockade at 10am ET Monday. Oil prices +8%, NatGas +13% early Monday in Asia. Also, vessel traffic through the Strait of Hormuz shows the “highest” volumes since the war began (“highest” is of course...
Fun to Drive, Perfect for Lazy Days
The most fun vehicle you’ve ever driven, but also the best vehicle for when you don’t want to drive Get a vehicle that can do both
Self‑driving Cars Boost Walking and Biking Rates
Autonomous vehicles will actually increase the number of people who choose to bike or walk, because they will be able to do so safely.
Consumers Prefer Car Access Over Ownership, Subscription Wins
People actually don’t want to own cars. They just want to *have* a car. Today car ownership is complicated. You have to arrange financing, pay for the financing, pay for the car, pay for the insurance, pay for fuel, pay...
Tesla FSD Passes My Childhood Cycling Route in Nijmegen
Oh no @elonmusk tweeted Tesla FSD driving around Keizer Karelplein in my hometown Nijmegen where I bicycled for like 20+ years every day, everything is coming together 🥹😭😭😭 It even has the street where I would bicycle at Friday night...
AI Data Centers Will Generate 5.6M Truckloads by 2031
The AI data center and its affiliated power construction projects are going to drive a lot of freight over the next 5 years. Our estimates are for 3.6m truckloads this year involved in these projects, ramping to 5.6m truckloads by...
Data Center Boom Set to Surge Freight Demand
SONAR is launching an in-house research division that will provide world-class research on major freight and supply chain topics, leveraging our team of market experts and high-frequency data. We call our reports a "SONAR Sitrep." Our first research report will...
Blockade Excludes Non‑Iranian Ports, Allowing Global Oil Access
An important nuance: The blockade doesn't apply to ships that enter or leave non-Iranian ports. So China and everyone else are free to pick up barrels in Saudi Arabia, the Emirates, Qatar, Kuwait... unless *Iran* tries to stop them.
Waymo Logs 500,000 Driverless Rides Weekly
This is an interesting conversation with Dmitri Dolgov of Waymo. They are doing something like 500,000 driverless rides per week. https://t.co/ZWz4nwbUGR
U.S. to Block All Iranian Port Shipping Monday
U.S. says will start blockading all maritime traffic from Iranian ports (both in the Persian Gulf and Gulf of Oman) from Monday, April 13, at 10am Eastern Time.
Hormuz Offset Claims Exaggerated, Real Capacity Far Lower
Bunch of people have asked so to answer directly: these Hormuz offset numbers are entirely bunk. Absolutely fair to be optimistic about the war ending and Hormuz reopening, but it’s fundamentally flawed to say we’re offset the Hormuz supply loss and...
Geopolitical Crisis Finally Drives Mass EV Demand
The Strait of Hormuz crisis is doing something a decade of subsidies and mandates struggled to achieve: making millions of people want an EV who previously discounted them. https://t.co/q4BJ7iKHE3
GDOT Builds Bike Lane Ten Times Faster than Atlanta
I can't get over how cool it is that GDOT is building a protected bike lane on 14th Street, and they're doing it about ten times the speed it took the City of Atlanta to build the Juniper Street bike...
Tiny Reliability Gains Unlock Fully Autonomous Tesla Driving
The improvement in 14.3 is actually pretty noticeable (for people who drive FSD a lot like me), but just because you can’t see an upgrade doesn’t mean it’s not important As we go from 99.999% reliability to 99.9999% reliability, you...
All Tanker Types Mapped: Dirty, Clean, Gas Carriers
Since folks seem to love tanker maps, here's ALL the tankers, courtesy of @Vortexa. Blue are dirty tankers (crude, fuel oil, etc.), white are clean product tankers (gasoline, diesel, etc.) and orange are gas carriers (LNG, LPG, etc.) https://t.co/FNC46mr4l2
Big Interchanges Belong in Urban Cores, Not Crazy
Don’t ever feel crazy for thinking an interchange like this in a US major city’s urban core is crazy. (Louisville, Smarkreily)
Transparency Needed: Release Raw Data for NYC AV Tests
"FFS, are we going to toss out all the NYCDOT reports about how their bike lanes improve safety? Are we going to toss out the decongestion pricing reports because they were written by the transit employees who want transit to...
Airline Forces Extra Fuel Surcharge on Ticketed Travelers
Airline Tells Already-Ticketed Passengers To Pay Extra For Fuel As Oil Prices Soar — Or Be Denied Boarding - View from the Wing https://t.co/GgBtTy5mis
2027 Mercedes CLA 250+ Redefines Intuitive Self-Parking
I don’t use the auto park assist feature in many cars since I can park faster on my own manually, but the 2027 Mercedes-Benz CLA 250+ has one of the most intuitive self parking features I’ve come across. @MercedesBenz @mercedesbenzusa @raybanmeta...
US‑Iran Deadlock Threatens Strait, Awaiting First Attack
So the US and Iran can't come to an agreement, and the solution is to ensure no traffic makes it through the Strait. We're just waiting for a vessel to be attacked by either side and the ceasefire will truly fall...
Congestion Pricing Hasn't Cut Manhattan For‑hire Trips
There's been no real change in total for-hire vehicle trips in, to, and from core Manhattan since the 1/25 implementation of congestion pricing (although there is some movement within categories). They *are* still down since before COVID-19, illustrating the confounding...
East Coast Urban Corridor Deserves Japan‑Style High‑Speed Rail
It seems pretty reasonable to me that the dense urbanism that extends from Boston to Miami should be connected by high-speed rail, as in Japan. https://t.co/oPwSqixSot
Southwest’s Boarding Went From Logic to Chaos
Southwest Airlines then: let’s create a fair and orderly boarding process based on logic and customer needs. Southwest Airlines now: let’s put the entire plane in “boarding group 2” and see what happens. 🤷🏻♂️
Hormuz Blockade Threatens US Humiliation and Warship Losses
Attempting a Hormuz blockade will be a humiliating defeat for the US Iranian drones and anti-ship ballistic missiles will potentially damage or destroy US warships #StraitOfHormuz #OilMarkets #EnergySecurity #NavalWarfare #Geopolitics #MiddleEast #GlobalRisk #EnergyCrisis #ShippingLanes #MilitaryStrategy