Honored with ISCEA Top 10 Influencer Award
Thank you very much, @ISCEA - International Supply Chain Education Alliance, for honouring me with the ISCEA Top 10 Influencer Award 👉 https://t.co/M2FGbFLBge Congratulations to respected thought leaders Yossi Sheffi, @RaduPalamariu , @Lora Cecere, Richard Wilding OBE (Professor), @mvollmer1 . Marcell Vollmer, @KnutAlicke, Sheri Hinish, Dr. Mohammed Al-Surf, Scott Luton for the award nomination. I want to appreciate the collaboration of the ISCEA Team & the genuine leadership of Jorge A. Morales where they 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲𝘀 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝗮𝘁 𝟮𝟬𝟮𝟲 𝗜𝗦𝗖𝗘𝗔 𝗣𝗿𝗶𝘇𝗲 𝗖𝗲𝗿𝗲𝗺𝗼𝗻𝘆 𝗶𝗻 𝗟𝗮𝘀 𝗩𝗲𝗴𝗮𝘀 👉 https://t.co/txLUZTakH1 Thank you to the SCMDOJO community, partners, customers, and team members who continue to show up, share insights, and help move the industry forward every day. This recognition belongs to all of you. #SupplyChain #Leadership #Community #SupplyChainNow #Logistics
Railroads Target Trucking Share Amid Tight Capacity
Railroads wanting to win back share from trucking. May explain why intermodal rates haven't moved off the floor, while truckload rates surge. https://t.co/3TM3rE2uEI
OEMs Accelerate Design, Strengthen Security for New Vehicle Architectures
OEMs are driving faster design cycles and enhanced security amid evolving vehicle architectures and compliance requirements. https://t.co/h9d6HBTGMr #automotive #automotivesecurity
Medellín’s Transit: Tourist Praise vs Local Reality
You've heard tourists praise for the public transit in Medellín, Colombia, but how well does it work for the locals? My deep dive into a fascinating city and network, available in English and Spanish. https://humantransit.org/2026/03/medellin-beyond-transit-tourism.html
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
Flatbed Slowdown, Van and Reefer Volumes Rebound
Slight change in direction. Flatbed volumes momentum slowing a tad bit, while van and reefer are starting to wake up again after pausing growth over past 10 days. https://t.co/bpYDZEvodV
Outbound Tender Rejections Near Cycle High at 14.12%
Outbound tender rejection rates trying to make a new high. +32 bps overnight. At 14.12%, the cycle high was 14.16%. https://t.co/mdeQcfAsvu
Iran War Sends Global Ripples Through Container Shipping
The impact of the Iran war on container shipping is reaching well beyond the Persian Gulf, creating ripple effects upstream at ports around the world. 1/ 🧵
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
Minnesota DOT Rejects Bold Boulevard, Transit Solution
Minnesota’s DOT has the ability to fill in a sunken highway through the Twin Cities with a large boulevard and transit, yet to them it’s a nonstarter. When does this country start thinking big?
First Container Ship Hit in Hormuz; Crew Evacuates
First container ship struck by an "unknown projectile" in the the Strait of Hormuz today. The Safeen Prestige, a 1700 TEU ship operated by Global Feeder Systems (owned by Abu Dhabi Port Group) The attack caused a fire and the crew...
Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters
BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...
Supreme Court's Power to Reshape Supply Chains Challenges Its Relevance
When nine justices can redirect global supply chains overnight, it’s fair to ask whether the Court’s structure still fits the modern economy. #SupplyChain #GlobalTrade https://t.co/N2tgQ7sgEX https://t.co/kCnjdrx0CX
US Doesn't Control Strait of Hormuz, Claim Debunked
This is complete nonsense. Literally the only ships I've seen going through the Strait are Iranian and those indicating their crews are Chinese. And we don't "control" the SoH at all right now. Having Sea Control means that you get to...
Lufthansa Launches Direct Frankfurt‑Kuala Lumpur Service 2026
Lufthansa Airlines will start flying direct 5x weekly Frankfurt-Kuala Lumpur from 25 October 2026. The flight will be operated by its B787-9 with 287 seats in a 3-class configured Alleris cabin. Lufthansa said Kuala Lumpur is the fourth destination for the...
Supply Chains Shifting Back to Americas, Leaving Middle East, Asia
This is a predictable trend and highlights the importance of companies moving supply chains back to the Americas. Middle East today, Asia tomorrow.
Analysts Keep Downplaying Momentum, Repeating Past Mistakes
I am very confused why they keep downplaying the momentum. They did the same thing in 2020 during the early days of the COVID recovery and were slow to recognize the freight recession in 2022.
Trade Trucking Stocks by Timing the Freight Cycle
A lot of X folks that no knowing about the freight cycle simply look at PE ratios in trucking and assume that trucking stocks are way overvalued, but have zero clue how the freight cycle works. When the freight market...
UP‑NS Merger's 2 M Truckload Claim Is Negligible
Union Pacific claims that’s its merger with NS would take 2m truckloads off the road each year. That is approx 6k trucks in total, roughly equivalent to Prime’s fleet. Pretty inconsequential in the big scheme of things.
SONAR Data Reveals Booming Industrial Demand Surge
SONAR has been signaling a manufacturing renaissance since November. Despite a lot of pushback I’ve received over past couple of months, it’s all in the high frequency freight data. Industrial demand is popping.
High‑frequency Freight Data Reveals SONAR’s Real‑time Signals
Not a prediction. I just monitor SONAR’s signals. It’s all in the high frequency freight data
Tanker Stocks Matter, Broader Economy Stays Unaffected
Yes. If you own tanker stocks it is. Not so much for the rest of the economy.
New SONAR Dashboard Tracks Surging Diesel and Oil Prices
In light of the surge in diesel and oil prices overnight, we have added a new fuel dashboard in SONAR. https://t.co/cAWkSzmzsr
War Sparks Force Majeure Across Energy, Shipping, Sourcing Contracts
Middle East. Force Majeure. Will that be the result of the war? Energy contracts? Shipping contracts? Sourcing contracts? More.
Expiring War‑Risk Policies Prompt Shipowners to Prioritize Crew Safety
Remember, many of the war risk policies weren't set to expire until midnight (00:00 GMT) on March 5, six hours from now. Insurance hasn't been the only impediment to Hormuz transits so far. I like to think shipowners are taking...
New Atlas Tool Tracks Iran War Shipping Disruptions
We just updated Flexport Atlas to better track disruption to container shipping from the Iran war. Go to https://t.co/W2RkZnA4nS and use hotkey “D” to toggle it on. Our status calculations (all real time) Stalled: stayed within 30 km radius for 24h ...
ArcBest Invests $175M in AI-Driven Freight Tech
Tech is central to @ArcBestCorp's next chapter. On Talking Transports, I speak with $ARCB CEO Seth Runser about managed transportation, AI-driven pricing, $175M annual tech investment & positioning for the next freight upcycle. 🎧 Listen: Apple: https://t.co/WAP6vhrJzk Spotify: https://t.co/C3HlIvcwW4 iHeart: https://t.co/totfMklli9 https://t.co/eCb5WV066Z: https://t.co/bbX2drmAGG Bloomberg Terminal:...
Cosco Halts Gulf Bookings, Defying Iran Alliance
Cosco suspends bookings on Gulf. China is an Iran ally. Why would a Chinese carrier do this?
Record $470‑483B Grid Investment Driven by Renewables
Grid investment is rising fast. BloombergNEF reports record spending in 2025 of 470 to 483 billion US dollars, up 17 percent on 2024. This reflects structural change: more renewables, electrified transport & heating + rising demand from data centres. https://t.co/4l1nzdMy3j
Asia‑Europe Air Cargo Capacity Drops 39% Amid Gulf Shutdown
The Loadstar - Air cargo capacity on key Asia-Europe corridors has fallen 39% following the shutdown of major Gulf airspace and hubs amid the escalating conflict in the Middle East. https://t.co/XxAzcLFVzn https://t.co/VVlvHRVoSr
Shipping Lines Suspend Bookings, Reroute Vessels over Middle East Threats
Container shipping companies halt bookings, divert vessels due to Middle East risks https://t.co/WzcNxIAkRJ via @WSJ
Freight Brokers Must Safeguard Zyn and Nicotine Products
Freight brokers, what are you doing? You must protect the Zyn and other lip nic products
Industrial Economy Gains Momentum, War Boosts Manufacturing
ISM and flatbed freight data are showing the same thing: the industrial economy is starting to ramp up. The war in Iran will also drive more strength in manufacturing, as military related manufacturing is approx 8% of all US domestic...
Countdown Clock Marks End of Section 122 Tariffs
Because this world needed a countdown clock for the end of Section 122 tariffs: https://t.co/fhDXSjks01 https://t.co/MvpXbuNHh5
Nationwide Tightening Persists; only Atlanta Shows Loosening
As we roll into March, we continue to see signs that the tightening trend has legs. Blue markets = tightening momentum Orange markets = loosening momentum Atlanta is the only major market in the US that is experiencing a...
AI Deployment Becomes Core Operational Strategy, Not Just Tech
Transitioning AI from Code to Infrastructure Strategy - successful deployment of AI within Rail, Transport, Utilities & Asset Management is no longer a technical challenge to be solved in a vacuum. It's s a fundamental shift in operational strategy. https://t.co/LgBJKWUDA4
Easy Transit Access Makes Downtown Evenings Better
Pics from a trip to Downtown this evening. I took the 899 bus to get to the streetcar and rode that to Woodruff Park to meet my wife (she rode the train in) for some food and beer at Anatolia...
Kuwaiti Hornet Shoots Down Three U.S. F‑15
Kuwaiti F/A-18 Hornet Responsible For Shooting Down Three USAF F-15E Strike Eagles: Report The bizarre friendly fire incident resulted in the total loss of all three Strike Eagles, but their crews survived. https://t.co/CRnKlnLVDa
Red Sea Closure Threatens Shipping for Over Two Years
This sort of thing was enough to effectively “close” the Red Sea for 2+ years so we’ll see what happens
Iran Likely to Shut Hormuz Strait, Threatening Global Oil Supply
According to @Polymarket, there is a 67% chance that Iran will close the Strait of Hormuz by March 31. The probability has SOARED in the last few hours. 20% OF THE WORLD’S OIL, AND ~40% OF CHINA’S OIL, FLOWS THROUGH THE...
Requesting Human Driver Intersection Metrics for Comparison
Now calculate this across human drivers during same period. Would also love to see metrics for human drivers going through intersections. Perhaps @GetNexar wants to share insights…
Trump's Plan Forces US Navy Into Hormuz Danger Zone
Trump’s Plan To Escort Ships Through Strait Of Hormuz Would Put U.S. Navy Warships In The Crosshairs U.S. Navy's surface combatants would be tasked with sailing repeatedly through a super weapons engagement zone to get ship traffic moving. https://t.co/1n5UnOw8PH
Class 8 Truck Orders Jump 159% as Fleets Trust Recovery
Class 8 (“semis”) truck orders surged 159% YoY as fleets gain confidence in recovery https://t.co/hmyEmcDtbU
Industry Events Spark Unexpectedly Bullish Channel Outlook
We had teams at multiple industry events this week. Our channel checks came back far more bullish than expected.
Flatbed Haul Length Hits Record Low Amid Rising Demand
Flatbed length of haul is shrinking and currently at the lowest levels we’ve ever seen. This is despite the fact that demand continues to surge. We believe this is because flatbed demand increases are in the rust belt and tied...
Intermodal Rail Slashes Shipper Costs by 25%
Shippers that route freight by intermodal rail versus trucking are saving more than they have since 2022, approx 25% https://t.co/Xrb8PprDhI
Freight Rates Set for Fastest Rise Since 2022
The LMI, a survey of 400+ shipper executives, affirms that freight rates should see substantial increases in coming months as transportation capacity remains tight and should tighten further. “Transportation prices are expected to significantly expand over the next 12 months, with...
Legacy Automakers Block North America's EV Adoption
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
Decarbonisation Likely to End Cheap Airline Tickets
The end of cheap flights? How decarbonisation could up up putting up the price of airline tickets #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/uPfVlkUuNF https://t.co/0RhCg9Gr45
Easter Europe Travel Spikes as Middle East Conflict Drives Demand
Ryanair's O'Leary sees surge in Easter bookings to Europe due to Middle East war https://t.co/TDpGBi7ecF