Starship and V3 Test Flights Expected Within Six Weeks
Next flight of Starship and first flight of V3 ship & booster is 4 to 6 weeks away https://t.co/tg4OQQ7pyI
Sailing Itself Caused Massive WW2 Atlantic Shipping Losses
In other news the root cause of the sinking of hundreds of thousands of tons of merchant shipping in the Atlantic in WW2 was the decision to sail.
Tesla Expands Japan Footprint, Boosting Model Y L Appeal
Macro Tesla targets Japan imports lead via store & service buildout. 35→60 stores, service 14→30; Model Y L adds family appeal. Risk: slow EV uptake, German-brand share. Trade: buy TSLA. — Viktor Kopylov PhD CFA More insights: t.me/si14Kopylov
Kremlin Says Strait of Hormuz Open for Russia
MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.
Omani‑linked Groups Own Tankers
The tankers are not going to Oman @ryan_czm They are owned by groups from or linked to Oman. I wanted to understand who was willing to take this risk.
Auto Dispatch Networks: Logistics’ Next Big Breakthrough
The Next Big Thing in Logistics: Auto Dispatch Networks #B2BLogistics #AIinLogistics #SupplyChainInnovation #Automation #FutureOfLogistics https://t.co/1C89sdWgpv
Rail Beats Shallow Rivers for Nationwide Freight Efficiency
1. We do use them (left photo is of cargo vessels on inland waterways) 2. Rail covers more of the country more efficiently (right photo is U.S. Class 1 freight rail) 3. Most rivers are 10-50 feet deep and that is too...
Driving Is Subsidized; Walking, Transit, Housing Save Money
One of the biggest disinformation campaigns ever applied to cities involves the constant claims that “driving pays its way.” It’s actually MASSIVELY subsidized, while things like walking, biking, public transit & supportive housing for the unhoused actually SAVE PUBLIC MONEY....
MAG Adds Two Routes, Resumes Fukuoka with B737‑8
MAG Update: 2 new destinations + 1 resumption to Fukuoka all will be operated by Malaysia Airlines using its B737-8 aircraft from July-September. MAG President & CEO Captain Nasaruddin said depending on the demand to Fukuoka and timely delivery of...
Optimized Warehouse Layout Boosts Inventory Flow Efficiency
Warehouse design is a key part of inventory management. How you stage raw materials near unloading or manufacturing, and group finished goods for easy shipping, impacts the entire flow of goods. Optimize your warehouse layout for efficiency. #WarehouseManagement #Inventory https://t.co/IpPHv1KuGb
SONAR Maps Now Feature Quick Top‑Pick Datasets
New enhancements to the SONAR maps. Rather than digging through the thousands of datasets, we have added these as quick "top picks." https://t.co/iFOfqpZLDM
Malaysia Aviation Adds Shenzhen, Changsha, Fukuoka Routes
Malaysia Aviation Group just announced 3 destinations today: Shenzhen, Changsha and Fukuoka More info to follow.
India’s First Iranian Oil Shipment Rerouted to China
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
Supply Chains Shift to Redundant, Costlier Model
"Supply chains will have to pivot from "just-in-time" efficiency back to "just-in-case" redundancy. Inflation returns as safety costs money. Trade routes diversify away from vulnerable chokepoints. The global friction tax becomes permanent."
Ever Given's Suez Blockade Halted Global Trade for a Week
A video showing the 2021 incident where Ever Given blocked the Suez Canal, one of the biggest shipping disruptions in recent years. The vessel ran aground and blocked the canal for nearly a week, holding up hundreds of ships and...
Congress Incentivizes Airlines to Hide Fees in Baggage Charges
United Raises Checked Bag Fees To $50 — Congress Rewards Airlines For Shifting Fares Into Untaxed Fees - View from the Wing https://t.co/B1gWRe3CSt
Supply Chains Thrive on External Economic and Geopolitical Data
Beyond internal data, a robust supply chain needs external insights. Monitor economic shifts, geopolitical events, supplier insolvency, and logistics issues. #SupplyChain #DataAnalytics https://t.co/8bazaMHoRU
Texas: The Obvious Choice for Bullet Train Routes
The award for the most obvious bullet train routes goes to… Texas. (Todd R Jones)
Used EVs Now a Bargain; Buyers Taking Note
Used EVs are a bargain right now — and buyers are noticing #energysky -- via Canary Media: https://t.co/AFPgjVhUC9
Omani‑flagged Tankers Navigate Strait Hugging Coastline
Three tankers broadcasting Omani ownership appeared to enter the Strait of Hormuz today by hugging Oman's 🇴🇲 coastline Two oil supertankers and a liquefied natural gas vessel headed east into the strait today - Bloomberg
Waymo Highway Ride Smooth and Safe, Drop‑off Imprecise
My first Waymo highway ride was smooth & easy. The highway part was perfect. Got dropped off a few buildings away from the actual destination address though, so still some room for improvement. But felt totally safe. https://t.co/tKXJFImzw8
Supply Chains Are Complex Networks, Not Simple Lines
This is a great way to visualize the upstream supply chain. Size. Complexity. Suppliers feeding suppliers. Not a simple linear feed.
FMCSA Official to Reveal New Freight Fraud Crackdown
The speaker roster for the Freight Fraud event in Cleveland just got even better. We will have a senior official from the FMCSA to speak about the efforts that the regulators are making to stop freight fraud and cargo crime....
New GMC EV OS Makes Unpairing Phones Hard
That shiny new 2026 @GMC Hummer EV, and every 2027 GMC EV, has its own, new infotainment OS. Everything's changed. Deleting an already paired phone? Not so easy. Here's how to do it, just for the record: https://t.co/3sDS8631E1 #cars #auto...
Record Hormuz Outflow: 4 Million Barrels, War‑Era Peak
Everything suggests that at least ~4 million barrels of crude exited the Strait of Hormuz today. Largest outflow since the 1st day of the Third Gulf War. (... And yes, that's a fraction of the 20 million barrels a day...
Legal Language Mandates Shutdown Load, but Never Enforced
The confirmation sheet says plant shutdown load and mentions contingent liability, but the shipper said they’d never enforce that language. It’s just required by legal.
Weighing Risks of Flying Through Dubai or Doha Hubs Now
Would You Fly Through Middle East Hubs Like Dubai Or Doha Right Now? I’m Torn… https://t.co/xsOY0EVpNh
JetBlue App Double‑charges and Fails to Confirm Seats
@JetBlue your app really screwed me today though I usually love you. I had extra cost boarding pass and tried to upgrade again for MORE money. Apparently it FIRST released my seat THEN found there were no more seats available...
Amazon's Drone Initiative Launched Secretly, Surprised Bezos
Amazon's drone program started in a garage. Without permission. An engineer pitched Jeff Wilke. He didn't ask Bezos. Didn't ask the CFO. Just funded it. Months later Bezos brought up drones and learned a team was already flying. Full...
UK Leads Self-Driving Rollout, Featured on German TV
Day of criss-crossing across London... Amidst all that had a TV interview for German🇩🇪 ZDF television broadcaster talking #selfdriving vehicles & the upcoming deployment in the UK. The world is taking notice of the UK🇬🇧 & privileged to have an opportunity...
Fuel Discount Programs Offer Historic Rack‑to‑Retail Savings
If you are a motor carrier and aren't buying fuel on a discount program, get one today. Rack to retail discount near historical highs. https://t.co/dPpwT6v2cE
U.S. Navy Ready to Reopen Hormuz; Europe Stalls
tl;dr The U.S. Navy can reopen the Strait of Hormuz. It just won’t happen until Europe sits down, shuts up, and lets our kids cook…
Travelers Tolerate Long Lounge Waits for Free Perks
LGA TSA is waiting <5 mins delta lounge 45 mins people will put up with a lot of pain for free stuff
Mass Robotaxi Outage Sparks Collisions and Traffic Chaos in China
Collisions, delays and traffic chaos have been reported due to a mass robotaxi outage in China. https://t.co/anTZD8yFmL
Tesla Deliveries and Future Demand Discussed on BBC
Great to be with @BenThompsonTV on @BBCWorld discussing Tesla’s deliveries and the demand path ahead 📺🎯🍿👇@BBCBreaking https://t.co/77g6Px5deV
RC‑135 Surveillance Jet Spotted Stripped of Paint
RC-135 Rivet Joint Surveillance Jet Caught ‘In The Nude’ In Texas It's not common to see America's workhorse electronic intelligence collection jet stripped of its gray-and-white paint scheme. https://t.co/WJg8TqG1jU
No Deal Imminent; Hormuz Likely Stays Closed This Weekend
I hope I’m wrong, but I don’t think we’re anywhere close to having a “deal” or the strait of Hormuz opening anytime soon. This 3 day weekend could be a absolute sh-t show and almost expect it to be...
US Blames China for Harassing Panama‑Flagged Ships
The US accused China of harassing and detaining #Panama-flagged ships after the Central American nation struck down contracts with a Hong Kong conglomerate operating ports on both sides of the Panama Canal. https://t.co/l49JKUezz4
Tesla Abandons Model S/X to Prioritize Autonomous Future
Tesla officially kills off the once-pioneering Model S and Model X, as it focusses its future on autonomy. https://t.co/Uoc8oiJmrL
Retail Diesel Rises, but Less Sharply than WTI
WTI is important for diesel pricing, but retail diesel is set on on ULSD heating oil contract traded n NYMEX, which already saw these levels over last 10 days. Retail diesel will move up in price, but nearly as dramatic...
Enforced $50K Penalty Could Deter Hiring Revoked CDLs
The $50k employer penalty for hiring revoked CDLs is a big deterrent, assuming it gets enforced https://t.co/z0Mw4dFKAt
Overbidding to Lose Business Can Unexpectedly Boost Volumes
Hearing that RFP season is chaotic for shippers. A mega fleet CEO told me that they wanted to get rid of a block of business that didn’t fit their network, so they bid 30% higher than the market rate, expecting...
United Poised to Overtake Delta as Top U.S. Airline
Delta Built America’s Best Airline — United Is About To Take The Title Away - View from the Wing https://t.co/oR3klASFdS
Tech Giants Wield Supply Chains to Crush Competition
Not just Apple making it hard on competition via supply chain power, but NVIDIA and Broadcom also. I outlined all this in my Master of the Supply Chain report. https://t.co/9ZCdGgQZVs
Iran's Strait Fees Threaten Global Shipping Costs
Iran. Will impose fees for using the Strait. How long will the fees last? Financial impact for all the affected shippers/receivers for the different vessel and end use markets? Will some supply chains collapse?
SONAR Thrives with Deep Logistics Analytics Amid Market Squeeze
In markets like this one, companies understand the value of high frequency market analysis, backed by the deepest team of market experts in logistics. Alternative data platforms are failing clients in a tightening market. This is why SONAR just had...
Tesla's Missed Delivery Hints Strong Underlying EV Demand
$TSLA is down because they slightly missed March delivery expectations.That doesn't change the takeaway. March deliveries were the first solid read on underlying demand; they grew without the help of tax credits, and growth going forward should quicken. Over the past...
Tailor Inventory: Stock More High‑Volume, Trim Slow‑Movers
Managing inventory isn't one-size-fits-all. Tailor your strategy: keep more of high-volume or critical items, less of slow-moving ones. Optimize with warehouse management software to hit your goals. #InventoryManagement #SupplyChain https://t.co/w83bAQ8Ayd
Prediction Validated: Multiple Supply Chains Confirm Forecast
This was what I predicted. I've heard the same as well via multiple supply chain channels.
Truckers Wield Pricing Power as Diesel Costs Rise
Trucking capacity remains extremely tight, with tender rejections hitting 15.47%, a new cycle high. All eyes on diesel, where prices could jump $.40/gallon, costing truckers $.06/mile. The good news is that truckers have major pricing power and are able to...