West Coast Jet Fuel Shortage Hits Air Cargo, Passengers
Jet Fuel Shock Looms on U.S. West Coast as Asian Exports Dry Up. Air cargo and passengers to be affected. https://t.co/QUO2O9u8dm
Leftist Pro‑Competition Advocates Shockingly Back Jones Act
It will never stop being hilarious/telling that certain "pro-competition" lefties openly support the Jones Act.
Shipping Solves Issues While Riding a Smoldering Powder Keg
“We, in the shipping industry, are in the business of solving problems. But we are fixing problems while sitting on a smoldering powder keg,” Bud Darr, President of the Cruise Line Association https://t.co/i4e1kemoUq
ONE Nears Controlling Stake in Seaspan Ship Lessor
ONE Moves Closer to Controlling Stake in World’s Largest Ship Lessor Seaspan. Poseidon corp. https://t.co/5AykPtXZq6
Iran Mining Strait Could Fully Close Vital Shipping Lane
Uh. This would be REALLY bad. Up until now, traffic through the Strait has been functionally halted but it isn’t exactly *closed*, ships can are some are taking the risk. If Iran successfully mines the Strait, it’s *closed* closed.
Hormuz Closure Nullifies OPEC+ Supply Pledges
The Strait of Hormuz carries 20% of global oil demand. It's still closed. OPEC+ pledged 206K bpd in April. Middle East producers are cutting because storage is full. Supply math doesn't work when the pipe is shut. https://t.co/EMaJvlSk4u
US Navy Escort Uncertainty Threatens Global Trade via Hormuz
Hormuz Disruptions, US Navy Escort Plans (or lack of) and Impact on Global Trade 1⃣Strait of Hormuz Update: March 10, 2026 2⃣Chairman of the Joint Chiefs of Staff General Caine Statement on Escorts 3⃣UNCTAD Report on Hormuz Shipping Disruptions Video: https://t.co/vS32XQeQDb https://t.co/ZfQwkBUMGW
Shipping Risks Draw Full House at CMA Conference
Full house at the CMA Shipowner conference for @loriannlarocco panel on shipping risks. Go visit @gCaptain for her latest articles 1/2 https://t.co/7frbqs68r7
Unverified Mine Rumors Force Shipowners to Demand Escorts
Shipowners at CMA tell me there’s evidence of MINES in the Strait of Hormuz. They admitted the rumor is unconfirmed. Problem is, from their perspective, it doesn’t matter. Perception is reality and the risk is too high. They won’t sail without...
Tesla's App Buying Eliminates Car‑sale Hassle
The last car we bought was a @Tesla Model Y. Painless purchase process. No salespeople, no showroom, no upsells, no games, no haggling, no pressure. Just a personal choice on my own time, and a simple few-minute process handled entirely...
Oil and LNG Traffic Through Hormuz Appears Minimal
Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA
Traditional Automakers Missed Autonomous Future; Nvidia Leads
The funny thing is that Volkswagen sponsored the Stanford University department and building where @waymo started. Yet didn't invest in building an autonomous vehicle itself. Just like all the other traditional automakers. It's like Eastman Kodak, which invented the digital camera,...
Unverified Tanker Claim Lacks Details and Proof
Big IF True... "a large oil tanker went through 36 hours ago" but doesn't specify the tanker then says "Navy successfully escorted" but doesn't provide proof. #Hormuz #Iran https://t.co/WKay8jJ3hD
Clarifying: US Navy Warship or Aviation Escort in Hormuz?
Did the US Navy send a warship through the Strait of Hormuz? Or was this an aviation escort?
Maritime Industry Battling Unprecedented Black Swan Disruptions
“Over the past few years, we have experienced disruptions few people imagined… it sometimes feels like the entire maritime industry is under attack by a flock of black swans,” Steve Carmel, US maritime Administrator and Commandant of the US Merchant...
Navy Escort Through Hormuz Eases Supply Fears, Oil Falls
This Bloomberg headline crossing now may explain the new downturn in crude oil prices (repost) --- *US NAVY ESCORTED AN OIL TANKER THROUGH THE STRAIT OF HORMUZ
US Naval Embargo Uncertainty Exposes Presidential Rhetoric Gap
what is happening to this oil after it leaves the Persian Gulf? Are US ships going to stop embargo it or will they let it go? If they don't capture the ship then there's a series disconnect between what the President...
Kirkuk Pipeline Offers Iraq's Sole Hormuz Bypass
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...
Cut Freight Planning From 30 Hours to 1
30 hours. Every week. Gone. A national electrical supplier was spending 30 hours a week manually planning their freight: dedicated drivers across 8 facilities, local carriers, third-party loads. After implementing EVOS Smarttools powered by BlueGrace Logistics, that same work takes one hour. In...
Chinese‑crewed Marshall Islands Bulker Repeats Red Sea Pattern
The Marshal Islands-bulker KSL Laiyang is running the Strait. She is broadcasting on AIS "China Owners & Crew". This is EXACTLY what we saw happen in the Red Sea against the Houthis. Expect to see more of this. https://t.co/LSCESnEDKI
Archer on Track for US Passenger Flights, Eyes UAE Launch
Archer is “on track” to begin carrying passengers above select US cities later this year, as part of a government pilot program, and remains focused on “rapidly progressing” its plan to launch flights in the UAE — despite war-related uncertainty...
EVs Leap Forward: 777km Range, 12‑Minute Charge
Re-reading the excellent Energy A Human History by Richard Rhodes and I'm struck by how much has changed re: EVs since it was published in 2018. BYD just announced a 777km range battery that charges in 12 minutes. Car's fast...
US EV Demand Surge Could Boost Lithium Stocks
In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
Airline Mishandles Fragile Bag, Offers Token ₹500 Compensation
A Bengaluru man travelled from Delhi to Bengaluru by flight received his luggage bag in damaged condition. The airline offered him ₹500 as compensation. He complained to the airline about it, mainly regarding the trolley bag having a fragile tag. Despite having a...
Strait of Hormuz Disruption Threatens 20% of Global Oil Flow
🎙️ I was thrilled to rejoin @TheStalwart and @tracyalloway on the Odd Lots podcast to discuss the historic and ongoing disruption of traffic through the Strait of Hormuz, through which ~20% of the world's oil flows. This is it. This is...
SAS A320neo Mistakenly Attempted Takeoff From Taxiway, Report Reveals
Scandinavian Airlines had an alarming incident, whereby an A320neo tried to take off from a taxiway. An initial report about the incident has just been published, shedding some light on how this happened. https://t.co/fmMkqJBHNg
IndiGo CEO Pieter Elbers Resigns; Interim Leadership Appointed
IndiGo’s CEO Pieter Elbers has stepped down with immediate effect the airline said without giving a reason for his departure. The carrier said in a statement today that managing director Rahul Bhatia will oversee the airline’s operations on an interim basis...
24,000 Tons Adrift, Urgent Need for Alternative Ports
As a member of the UAE’s Financial Advisory Council (2008–2014), I made many friends. Here’s some intel one just texted me: "We have some 24,000 tons of material floating on water and need to find alternative ports on the Arabian Sea...
Swiss Launches SWISS Senses, Revamping A330 Long‑haul Cabins
SWISS is introducing a new long haul passenger standard, in a project known as SWISS Senses. The airline will soon start reconfiguring its A330s, with all new cabins. https://t.co/YHphVdCRxA
Norway's $520M Hydrogen Ferry Contract Faces Cell Longevity Crisis
Today's #HydrogenSoufflé comes to you from Norway. In 2022 the Public Roads Administration awarded a 4.9bn NOK ($520 million) contract for 2 #hydrogen ferries. Internal documents found by NRK show the fuel cell lifetime may be <10% of the 7.5...
Liege Airport Hosts Dedicated Horse Logistics Hub
TIL there's a hub for horse logistics at Liege Airport in Belgium. SMH for not including this in AEROTROPOLIS. https://t.co/BaUSxHjnBr
Southwest Restricts Jumpseat Rides to Specific Staff
Southwest Airlines has updated its policy regarding which type of employees can fly in jumpseats. There's an interesting backstory to this policy change. https://t.co/Z9VIBO9xn0
United Slashes Mileage for Non‑Cardholders, Ads Devalue Passengers
United Is Cutting Mileage If You Don’t Have Their Credit Card — Now It’s Running Ads That Say You Matter Less - View from the Wing https://t.co/kOlqIZQIHx
MSC Halts Gulf Voyages, Adds $800 Surcharge Amid Iran Conflict
Iran war leads largest shipping line to terminate Mideast Gulf voyages, levy $800 charge: MSC diverting shipments to safe ports https://t.co/pnC0RAgj2Y
Berkshire Targets Major Operating Ratio Boost for UNP, BNSF
Operating Ratio comparison for UNP and BNSF Greg Abel, 2025 Berkshire Hathaway Shareholder Letter: "The gap to the industry’s best remains too wide... We will be disappointed if we do not deliver a substantial [operating ratio] improvement over the next few...
New Risk Factor Makes Strait of Hormuz Too Costly.
"There's another big reason why shipping companies and insurers aren't willing to risk the Strait of Hormuz" https://t.co/vQRVNaMtNL https://t.co/xPjkCzHB0U
Higher Shipping Costs Prompt Longer Delivery Incentives, Works
With shipping costs on the rise, e-commerce companies like Amazon and Gap are incentivizing consumers to wait longer for packages. It’s working. https://t.co/wjlNTZ282g via @WSJ
Waymo Robotaxis Burden San Francisco with Hidden Costs
Uncovered records reveal the hidden costs of Waymo robotaxis on San Francisco streets https://t.co/4a5xP3IMq9 via @fastcompany
Flatbed Spot Rates Surge; Reefer, Van Stabilize Near Peaks
Flatbed spot rates continue to surge with no sign of slowing, while reefer and van catch their breath near cycle highs https://t.co/NAcnZUr2rv
Singapore Logistics Costs May Jump 50% Amid Middle East Tensions
Singapore logistics firms could face 50% cost surge as Middle East cargo stalls amid tensions https://t.co/lsmWGoECEs
US Retail Container Imports Set to Decline Amid Tariff Uncertainty
U.S.-bound retail container import volumes are expected to see annual declines over the first half of the year, due to ongoing tariff-driven uncertainty & potentially the Iran conflict according to the latest Global Port Tracker report. https://t.co/hASNRjFabC
Earn Lifetime Executive Platinum with AAdvantage Million Miler
American AAdvantage offers a million miler program, which can earn you up to Executive Platinum status for life. Here's everything to know about how this program works. https://t.co/Opg7F2rQle
Diesel Prices Jump yet Remain Below COVID Highs
Diesel prices have surged, but still far lower than the peaks set during COVID https://t.co/WJoutp3QcO
Flatbed Rejection Hits Record 48.74%, Boosting Industry
Flatbed rejection rates go hyperbolic, at 48.74%, a new all time high. This is a sign of further strengthening of the industrial economy. https://t.co/PTalyYhFiO
UPS Fails to Deliver Correctly and Offers No Human Help
Dear @UPS you keep trying to deliver a parcel to the wrong address, and it is impossible (a) to reply to any of your emails, or (b) speak to a human being. Can you please advise me by DM how...
American Airlines Extends Doha, Tel Aviv Suspensions Amid Iran Attacks
American Airlines Extends Doha and Tel Aviv Suspensions — As Iran’s Attacks Keep Middle East Skies Largely Closed - View from the Wing https://t.co/QZGSE7F4zo
Free Airbus Lecture: Tom Williams Shares Aviation Journey
Free #aviation lecture, RAeS Prestwick Branch, 10 March - McIntyre Lecture: @Airbus – my exciting journey - Tom Williams CBE FRAeS #avgeek https://t.co/OzLtWuyfmr https://t.co/uOfOFIBdtZ
Free Lecture Explores Avro Heritage in Sheffield
Free #aviation lecture, RAeS Sheffield Branch, 10 March, 'Avro Heritage - The story so far' #avgeek https://t.co/EyF9HvVDbZ https://t.co/3n4Mg38bVW
Birmingham Airport’s Efficiency Returns on First Flight
Another day... Another ✈️. First flight from @bhx_official in a long time. I must admit, it is regaining its lost efficiency... #traveldiaries🇳🇱 #worktravels https://t.co/lm7b9Eldao
Singapore's Road Deaths Surge: Daily Near‑Misses Warn
Traffic deaths in Singapore just hit a 10-year high. 149 people lost their lives on the roads last year. When I read this news, it honestly didn’t surprise me. Because as a driver in Singapore, I worry about road safety more often than...