Saudi Pays Record Tanker Rates to Ship Red Sea Crude
Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.
Chios Lion Images Show July 2024 Attack, Not Recent
🚨CHIOS LION 🚨 Anyone seeing images of the Houthis attacking the tanker Chios Lion in the Red Sea, this is a PAST attack. This took place off Yemen on July 14, 2024. I have a story from @gCaptain linked below:...
Hormuz Disruption Threatens Global Fertilizer and Food Security
The Strait of Hormuz isn’t just about oil and gas. It’s about fertilizer. It’s about the supply chains that feed the world. Disrupt them, and the consequences show up months later—smaller harvests, tighter grain supplies, and higher food prices.
Suggesting a Jones Act Episode for Odd Lots Listeners
@TheStalwart @tracyalloway Have you thought about doing an episode on the Jones Act? I could see Odd Lots listeners being interested in it, maybe having some opinions.
Passenger's Armrest Abuse Sparks Fight, Miami Diversion
Frontier Passenger Used A Stranger As An Armrest — Then Touched His Wife, Started A Fight, And Forced A Miami Diversion - View from the Wing https://t.co/Oogk2Q2LgW
Trump Tells Oil, Shipping to Prep For
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu
Renewables Become Only Viable Exit Amid Global Energy Crisis
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
NHTSA Forum Highlights Growing Support for Zoox AVs
This week, I joined @NHTSAgov Administrator Jonathan Morrison, @TechTekedra, and @chris_urmson for a discussion at the @NHTSAgov National AV Safety Forum. Thank you @USDOT, @SecDuffy, and everyone else involved for your continued support of @Zoox and the future of AVs...
Pentagon's Neglect Angers US Merchant Marine
The easiest ways to infuriate the US Merchant Marine: Not give them advance warning on military action. Not provide naval protection for 🇺🇸 ships (5 are stuck in the Gulf) Refuse to thank them after multiple ships are attacked. Waive the Jones Act. The...
Jones Act Suspension Hints at Looming Oil Export Limits
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...
Iran Opens Hormuz to Indian Tankers, Shifts Trade Route
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
Higher Fuel Costs Crush Carrier Margins, Boost Brokers
I agree with this analysis. The gross spot rate that brokers are paying is stable, but the calculated net minus fuel (i.e. carrier margins) is getting crushed due to the surge of fuel prices. Paradoxically, higher fuel costs are...
Hapag Lloyd Ship Hit in Hormuz, Crew Safe
The Hapag Lloyd container ship Source Blessing was hit by projectile fragments in the straight of Hormuz earlier today. Hapag reports that it was not a direct hit, all crew are safe, and they have extinguished the fire on...
Tesla FSD's First Cannonball Run Shows Driving's Future
The BTS of the 1st successful Tesla FSD Cannonball Run, and my take on the future of human driving. https://t.co/nmJtF5Cw0S
Unimpeded Tankers: Heading to China or Beyond Seiz
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Carriers Redefine Red Sea Disruption as Permanent Shift
Maersk. Treating the Strait as a long-term situation. The length of the war. How it ends? Iran’s position? Undoing the ship mess in the Strait and Persian Gulf?
Binary Labels Mask the Strait’s Complex Phases
At some point (idk when) "the Strait is closed/open" is going to be a bit like "we shut down/reopened the economy for covid" -- a binary that glosses over various phases of the process.
Wide-Beamed Bristol
Here’s a peek at the recovery vessel. She’s not especially yar, but is very wide of beam, with clean spaces and, definitely, ship shape and in Bristol fashion https://t.co/pP9vklQCLt
Intermodal’s Cycle Persists, Yet Remains Freight Backbone
Intermodal is cyclical — but still essential. On Talking Transports, I speak with @stglogistics' CEO Geoff Anderman about restructuring, rail trends, the UP–NS merger, cost discipline & preparing for freight recovery. 🎧 Listen: Apple: https://t.co/BFGLBPxVbm Spotify: https://t.co/qSsGXCEHTb iHeart: https://t.co/t1eLhkFXoB https://t.co/eCb5WV066Z: https://t.co/eA06OJWsu4 Bloomberg Terminal: https://t.co/Ju1Vv2LsIE #Freight #Intermodal #Rail...
From Crowded MATS Line to Modern Trucking Evolution
The line to get into MATS in 2000 The US trucking scene has evolved a lot in the past 25 years https://t.co/cIoMImK7Xe
Port Firefighters Quell Two Tanker Blazes at Once
Look at that, having proper firefighting capability in a port can actually extinguish not one, but two ship fires simultaneously.
Denver Airport Illegally Solicited Gift Cards for TSA
Denver Airport Asked Passengers To Drop Off Gift Cards For TSA Screeners — That Is Illegal - View from the Wing https://t.co/xuXYrsYhrJ
Iranian Threats Freeze Hormuz Shipping, Spiking Insurance Rates
Last week, shipping ground to a halt due to the threat of attacks based on Iranian past actions. This caused insurance to reset and increase its levels. This week, it is the actual attacks and threats that are holding the ships...
Strait of Hormuz Blockade Halts Global Shipping
Good point. There s no viable workaround for the Strait of Hormuz. Ships and supply chains are at a standstill.
Iran Claims Tanker Attack, Shipping Risks Surge Globally
Iran says it hit an American tanker. If true…. Iraq has spent the last few days upping the danger for ships. The global risk keeps increasing for ships, crew, and cargo. The Strait of Hormuz and no safe movement...
Flatbed Rates Surge While Reefer Cools, Van Stays Steady
Spot rate momentum is currently mode-specific: Reefer (slight cooling) - seasonality factors Van- stable Flatbed - very strong https://t.co/1SCZy23TF9
Denver Airport Asks Travelers to Tip TSA Amid Shutdown
Amid a partial government shutdown, Denver Airport is asking passengers to bring grocery store and gas station gift cards for TSA agents. While well intentioned, what a sad state of affairs... https://t.co/387QJl1j5T
Flatbed Rates Surge Nationwide After Regional Spike
Flatbed rates continue to firm across the US. A few weeks ago, we saw the rate pops concentrated to the rust belt and Texas. Now we are seeing sharp flatbed rate increases take over most of the country. Map: shows...
True Supply Chain Strategy Unites Sourcing, Logistics, Technology
Think you have a supply chain strategy? Many firms really have disconnected decisions across sourcing, logistics and technology. That’s not strategy. Here’s how to fix it: https://t.co/fUqesUBg4h #SupplyChainStrategy #Logistics https://t.co/AAJT7UeiiX
French Aviators Might Have Beat Lindbergh Across Atlantic
Two weeks before Lindbergh, two French aviators may have already crossed the Atlantic. In Part 2 of my Miles Ahead series, we follow eyewitness reports in Newfoundland that suggest the lost aircraft L’Oiseau Blanc may have reached North America. Listen now. #WhiteBird #AviationHistory...
Key Takeaways From RAeS Commercial Aviation Summit 2026
New on the @AeroSociety YouTube channel -'Highlights from the RAeS Commercial Aviation Summit 2026' #avgeek https://t.co/KpdnfYbYlA
Iran Leverages Hormuz Attacks to Force US Concessions
The Strait of Hormuz remains essentially closed to ship traffic because of Iran's attacks. Every Iranian attack is a negotiation. Iran knows it has leverage and is trying to end this war on favorable terms. Only way out is for...
Gulf of Aden Swarms with VLCCs, No Houthi Attacks Yet
There are so many VLCCs oil tankers in the Gulf of Aden right now that one could walk from Djibouti to Socrota island wihtout getting their feet wet. (... and no, contrary to some social media posts, the Houthis have...
Uber Launches Global Robotaxi Platform for Street Deployment
Uber Technologies Launches Uber #Autonomous Solutions to Scale Global Robotaxi Services from Lab to Street by @IntEngineering #SelfDrivingCars #AutonomousVehicles #AI #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/4uUQgbfSGz
Middle East VLCC Indexes Hold, Atlantic Rates Plunge
Middle East VLCC indexes are still near peak but Atlantic rates are sinking ▶️Baltic Exchange’s Middle East Gulf indexes are down only 5%-7% vs wartime peak, while Atlantic basin indexes are down 35%-39% ▶️VLCC owner stocks reached multi-decade or all-time highs on...
Malaysia Airlines Extends Doha Suspension Through March 2026
Malaysia Airlines has extended the temporary suspension of its Doha flights until 20 March 2026 due to continued security developments in the region. The route was initially suspended from 28 Feb due to airspace closures. The airline said it is...
South Korea to Discipline Officials Over Delayed Crash Victim Recovery
South Korea to discipline officials over delays in recovering remains of Jeju Air crash victims https://t.co/uHfd61KpA9
Uber, Nissan, Wayve Launch Scalable Robotaxis in Tokyo
Big news from Tokyo 🇯🇵 @Uber and @NissanMotor and @wayve_ai have signed an agreement to deploy supervised robotaxis in Tokyo from late 2026, bringing the Nissan Leaf powered by the Wayve AI Driver to riders through Uber. This is what scalable autonomy...
Iran Conflict Reveals Frailties in Global Airline Networks
Iran war exposes cracks for airlines that connect the world https://t.co/sfn8kfWms1 via @AirEVthingTRNSP @ad_leung @LeenAlRashdan https://t.co/FuTaVOqQi3
Perception, Not Power, Determines War’s Endgame
Let me tell you the secret difference between a Navy and merchant ship captain that goes beyond the obvious. It’s 1AM & I feel sick to my stomach over this war and can’t sleep. I’m at a shipowner conference & I had...
Six Merchant Ships Attacked in Gulf Amid War
Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines https://t.co/pAYt6WBG5O
Iran Continues Massive Oil Shipments to China via Hormuz
🚨Iran is still pushing oil through the Strait of Hormuz: At least 11.7 million barrels of Iranian crude have passed through the strait since February 28, all headed to China. Many tankers have "gone dark," switching off their GPS tracking systems...👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
Iran, Not Trump or Hegseth, Behind Ship Explosions
Who everyone I talked to at the shipowners conference today thinks is blowing up merchant ships: Trump & Hegseth Who is actually blowing up ships: Iran
US Navy Limits Signal Global Trade’s Fragile Future
We are witnessing the end of globalization If the US military with the massive armada assembled within 500 miles can’t protect ships in this region, we stand little chance of protecting our container shipments from Asia in the event of a...
Ship Crew Titles Vary by Flag, Role, and Service
Some are asking me why the people who work aboard ship are called different things. No hard rules but the rule of thumb is… Seafarers: crew that work on ships with flags different than their nationality (e.g. an Indian crew aboard a...
Only Hormuz Reopening Can Avert Global Oil Crisis
Trump has a few days to finish the war before oil finishes him, says @JavierBlas That's wrong. This was finished on March 1 when tankers stopped moving through the Hormuz Strait. Trump has a few days to find a way to get...
Quarter‑billion Barrels Lost From Hormuz Shutdown
We've already lost roughly a quarter *billion* barrels in cumulative oil supply thus far in the Strait of Hormuz stoppage.
Crackdown Clears Riff‑Raff, Qualified Truckers Return
Nature is healing. Qualified and compliant truck driver applicants are starting to increase substantially as the government crackdown happens. Proof that if you get rid of the riff-raff, the good guys will come back.
Shipping Execs Unprepared for Upcoming Carrier Market Revenge
This is true. A lot of the shipping and procurement execs have never lived through a carrier's market and are unprepared for Carrier Revenge.
Merchant Ships Face Turbulent Day in Hormuz Strait
It Was a Bad Day for Merchant Mariners in the Strait of Hormuz | March 11, 2026 Video: https://t.co/dY5IeBnvWF https://t.co/5AFou3YOMp