Ask Your Burning Questions About MTA's New App
Any thoughts/questions about the MTA's new app? What would you ask the MTA about the app, if you were asking the MTA things about the app?
Used‑car Wholesale Prices Jump 6.2% YoY, Fueling Inflation
"The Manheim Used Vehicle Value Index (MUVVI) rose to 215.3, reflecting a 6.2% increase for wholesale used-vehicle prices (adjusted for mix, mileage, and seasonality) compared to March 2025." https://www.coxautoinc.com/insights/manheim-used-vehicle-value-index-march-2026-trends/ more inflation.
Waymo’s Slow Build Shows Robotaxi Success Takes Time
Waymo started in 2009. They did a whole lot of nothing for many years before they were able to scale to this level. The way they scaled makes Robotaxi look fast. $TSLA cucks would be wise to learn from this.
Southwest Restricts Travelers to One Power Bank per Flight
News: @SouthwestAir to limit passengers to one portable charger, or power bank during flights and require them to keep them under seats or with them https://t.co/1U26AHRvcT
Seeking Intel on Ships that Cleared Hormuz Last Night
Me checking DMs for intel from @MikeSchuler and @mercoglianos on which ships actually made it through Hormuz last night: All my other DMs: https://t.co/NOh3PufPGj
Houthis Threaten Bab El‑Mandeb Closure, Risk Oil Price Surge
The Houthis attempting to close the Bab el-Mandeb strait by again turning it into a shooting gallery would be a massive problem and would send oil prices into orbit. Saudis are moving their oil to Asia via the Red Sea...
Crude and Product Tankers Drive Suez Canal Traffic Surge
Crude tankers and product tankers are resulting in the uptick in passages through the Suez Canal.
Lyft to Operate Waymo Robotaxis in Nashville
You'll be able to get these Nashville Waymos from both Lyft and Waymo app, once the service expands. Lyft will handle the fleet's readiness and maintenance, charging, and depot ops. I'll write more on the dynamics in my Robotaxi Report on Thursday,...
Load‑to‑truck Ratios Inflated by Hidden Ghost Loads
Load to truck ratios are not real because they include ghost loads, which according to former DAT insiders are far more significant than they readily admit
ATA's Driver Shortage Myth Harms Trucking and Blocks Entry
The ATA damaged the trucking industry in countless ways by promoting the truck driver shortage lie, eliminating barriers to entry. The problem is that lie stuck and it’s almost impossible to unwind because it is accepted as fact by those that...
Brazil's Ag Boom Outpaces Truck Capacity, Drives Rates Up
Brazil’s ag boom = pressure on trucks + dry bulk. In Talking Transports, I spoke with Goflux & Alphamar on: • Rising freight rates • Dry bulk demand surge • Fertilizer imports & trade shifts • Aging fleets + fragmentation Big theme: demand > capacity. 🎧 Listen...
Waymo’s New York Rollout Is Effectively Dead.
Hahaha. Waymo rollout is dead in New York. Marxists want to dance in the mud before the moon rather than land on it.
Baltimore Light Rail Land Could Fund Operations 4.5×
A new MTA report showed that there are 839 acres of development potential around Baltimore's Light Rail Line route (8x the size of Disneyland). If those were all developed, it would bring in $260 million in tax revenue, which would...
Airlines Hustle, Passengers Linger Post‑pandemic
Qatar Airways busy on the ramp at Hamad Airport.... planes parked, ground equipment moving. Terminal? Looks totally empty with quiet seating areas. Classic “airline working hard, passengers still slow to return” situation.
El Niño Triggers Historic Panama Canal Drought Restrictions
The last El Niño led to historic drought restrictions in the Panama Canal. Plan on monitoring the situation
Civilian Ferries Dramatically Boost Amphibious Lift Capacity
"Mr Shugart said that while the ferries were not purpose-built warships, their sheer numbers mattered. "Dedicated amphibious ships are limited," he said. "But if you can draw on a large civilian ferry fleet, you expand your lift capacity dramatically."" https://t.co/4hzqrhSqWy
Logistics Tech Thrives While Procurement Stays Stuck
Walk into any modern warehouse: impressive tech, slick operations. Now try finding that warehouse as a shipper: cold calls, outdated directories, gut feel. The internal machinery of logistics is miles ahead of how it gets bought and sold. New episode 👇 https://t.co/VRCyCBQ7lz
Cyclists Outnumber Drivers Stuck in Traffic
The number of peeps on bikes often outnumber the number of peeps pictured parked in roadways of traffic not moving, and pictured parked across intersections of traffic, also not moving
Manufacturing Surge Signals Start of New Cycle
He missed the most important part of the story - the strongest part of the report was upstream, not downstream. Upstream is manufacturing, downstream is retail. Upstream was much stronger than downstream, which was the opposite during the Great Freight Recession. This...
Freight Data Signals Early Manufacturing Upswing Ahead of Indicators
I am not an economist, I simply read off the the high frequency data and our channel checks tell me at the time and relay that info. Freight is upstream to demand, so to a casual observer, it appears as...
Tesla's March Sales in Germany Surge 315%
Tesla just had its best-ever March in Germany with 9,252 registrations, quadrupling year-over-year. +315% YoY +307% MoM +355% vs December & the Q1 2026 was the best quarter for Tesla Germany in the past two years. Read more: https://t.co/aFULt3uVrH cc @elonmusk, h/t @piloly
European EV Sales Surge 50% Across Top Six Markets
"EV sales in the six biggest car markets in Europe. The growth is close to 50% year over year. No further questions, your honor." ⚡️⚡️⚡️ #alwaysbecharging https://t.co/K95RQb1iIc
Car Ownership Will Become Obsolete in the Future
@dkhos talks about how it won't make sense for people to own cars in the future. https://t.co/6sS5KPDUVF
AI Connects Supply‑Chain Data for Real‑Time Traceability
Supply chains generate continuous streams of operational data across production and compliance processes. AI links these signals along the product journey, enabling traceability and faster response when disruptions, regulatory checks, or trust issues appear. Microblog @antgrasso https://t.co/3hL4Zo8l2r
Indian Airlines Face Crisis, IndiGo Plans Massive Fleet Expansion
Enjoyed reading this sharp analysis by @menakadoshi in today's @business India newsletter. 'Indian aviation faces its toughest period yet, exacerbated by regional conflicts and persistent profit pressures, prompting leadership overhauls at the country's two major airlines. The Iran war has shut...
US-to-Asia Oil Shipping Costs Hit Record Highs
The cost of shipping oil from the United States to Asia by sea is hitting record highs. https://t.co/c8BCdLPsi8
Ethics and Leadership Reduce Gray‑Space Freight Brokerage
Read the latest edition of the Art of Supply newsletter: Shrinking 'Gray Space' Freight Brokerage with an Investment in Ethics & Leadership https://t.co/Ml7HPz24Bw https://t.co/Lu86wL4ERt
USPS Keeps 80% of Amazon Parcels, Amazon Eyes Own Network
USPS will retain around 80% of its Amazon parcels, however the ecommerce giant wants to use its own growing network. https://t.co/X2Jt1r4ZoL
Driving Exams May Boost Trust in Autonomous Cars
Can driving exams for autonomous cars increase the trustworthiness of these systems? A recent Focus discusses whether this model could build trust without shifting responsibility away from manufacturers. Learn more in Science #Robotics: https://t.co/iwDfY6PZZb
Cheering the Clash of War and Soaring Freight Costs
Interesting to observe which people are cheering the overlap of bombs dropping and freight prices increasing.
Dark Shipping Boosts Hormuz Oil Flow to 12 Mb/D
Oil tanker traffic through the Strait of Hormuz is up. You don't see that in publicly available data like these from Bloomberg, because ships now transiting are travelling "dark." I'd say we're now at 12 mb/d out of the Persian...
DHS Threatens to Strip Customs From Sanctuary Airports
DHS Secretary Floats Pulling Customs From Sanctuary City Airports — JFK, LAX, O’Hare And SFO Lose All International Flights - View from the Wing https://t.co/ktF2k1YxTq
Outdated 2015 Procurement Strategy Stifles Margins and Speed
Margins are light, decisions take too long and competitors move first – but nothing looks broken. A 2015 procurement strategy is usually why. Here’s what’s happening. 👉 https://t.co/NRZ74HPI5G #Procurement #SupplyChain https://t.co/Gj3zdEqHrH
Fuel Spike Forces 18% Trucks to Park, Cuts Miles
DAT Freight & Analytics survey of 540 trucking firms: About 18% had parked trucks due to the surge in fuel prices because of the Iran war. About 45% were driving fewer miles, while 44% were avoiding particularly heavy loads that...
UK Car Sales Hit Highest Level Since 2019
UK car sales rise to highest since 2019 in resilient showing https://t.co/SdD77s8CtF via @JamieNimmo63 https://t.co/k4WT8h1Gv1
Lynk&Co Charges 40% in Three Minutes
Are We Even Playing? Lynk&Co (GEELY) shows a vehicle charging from 10% SoC to 50% within three minutes, at that point it's still charging at over 900A (805kW) 95kWh battery ⚡️⚡️⚡️ #alwaysbecharging https://t.co/hrq0w5Br9x
Pilots Demand Final Authority on War‑zone Flights
Airline pilots must be given final say on flying in war zones, aviators' group says https://t.co/2GQj075PPF
UK BEV Sales Surge 24% as Petrol
UK BEV sales jump 24% year-on-year in March 2026, the first full month since US/Israel attacks on Iran +47% PHEV in March (+47 YTD) +22% BEV (+15 YTD) +7% hybrid (+6) -6% diesel (-10) -11% petrol (-4) Petrol/diesel have lost 5 points of mkt share in...
Bridge Collapse Seen as Deliberate Supply Chain Sabotage
I don’t buy this was an accident. If the bridge had fallen into the water and shut down the canal, it would have a massive impact on the American supply chains. Too perfect of a hit to be an accident, considering...
Industry Crippled by Total Supply Chain Component Shortage
It’s an unfortunate time for the industry to run out of every single important component in the supply chain.
ATI Boosts Jet Engine Alloy Supply with New NC Furnace
ATI will add a new VIM furnace in North Carolina to expand nickel superalloy capacity for jet engine demand. https://www.metalnomist.com/2026/04/ati-nickel-superalloy-capacity.html
Demand Forecasting Is Only First Step in Supply Chain
Forecasting customer demand is just the start. You also need to map out the raw materials and components required for production. For example, making an iPhone involves sourcing thousands of parts – from chips to glass. #SupplyChain #Procurement #DemandForecasting https://t.co/zBDBcUm8Py
Tesla Pivots Strategy; Microsoft Boosts AI in Japan
MyPOV: R 'Ray' Wang highlights @Tesla's shift in focus going forward https://t.co/jyBoP58dOc @FoxBusiness @VarneyCo @rwang0 of @constellationr discusses Tesla's shift in focus and @Microsoft's AI investment in Japan on 'Varney & Co.'
China's Secret Grip on Strait of Hormuz Challenges US
🤔😱😨I just heard something that left my head spinning: China has outmaneuvered the US and seized effective control over the Strait of Hormuz. If true, it explains why direct military action against Iran won’t reopen the strait, why the Trump team is...
A Conductor’s Touch Turns Vietnamese Buses Into Delightful Journeys
Some of the smallest things bring the highest level of appreciation when traveling. The public buses in Vietnam have a second person working on them. They let you get on and sit down before frantically trying to count your money. Then...
Panama Canal Remains Open Despite Shore Tank Explosion
Okay...the Panama Canal is not closed. They halted traffic through the canal at the north end, but shipping is still moving under the Bridge of Americas. MV Luna Maersk is outbound right now. The explosion appears to have come...
Checking Status: Has the SAVE or SHIPs Act Passed?
So, I’ve been busy, have we passed the SAVE Act yet? What about the SHIPs Act?
EV Tax Credit Outweighs Yearly Gas Price Rise
The EV tax credit that was terminated by the One Big Beautiful Bill Act was $7,500. The gas price increase--if sustained--is about $500 (per car per year).
NYC’s 130k Taxis Dwarf Waymo’s National Fleet
There are 130,000 taxis in New York City alone. That’s 43 times more vehicles than Waymo has in the entire country. https://t.co/1Re5k8pe7s
Disney Destiny: Top Accessible Highlights for Wheelchair Travelers
The Disney Destiny has sooo much to enjoy for wheelchair users, and these were some of my favorite things about it! ♿️🚢 Do you have any questions for me about the Disney Destiny cruise ship from disneycruiseline?? #wheelchairtravel #accessibletravel #wheelchairlife...