Customers Love Sharing Screenshots of Their Tariff Refunds
My favorite new thing is customers texting me screenshots of the amount our tariff refund calculator shows they will get back from the government https://t.co/JeiAW7wX99
Freight and Manufacturing Renaissance: Early Signs on Fox Business
I will be on Fox Business' Making Money Today with Charles Payne at 2:25 ET today to discuss the current state of freight and manufacturing renaissance that we are seeing early signs for.
Assess Your Supply Chain’s ESG Regulation Readiness
How Ready Is Your Supply Chain for ESG Regulations? - https://t.co/vQMciV91ga @joinindago @Infor #ESG #ESGcompliance #supplychain #logistics
New Senate Bill May Double Trucking Rates, Boost Wages
The most significant legislation for freight since deregulation has been introduced in the Senate and could set off a trucking rate super cycle. This would create conditions that would bring back living wages to truck drivers, provide massive incentives to...
UPS Becomes World's Largest Express Air Cargo Hub
UPS overtakes FedEx to become world’s largest express air cargo hub https://t.co/4KagOwNarP Report - https://t.co/t55TpPGgln
Trump’s Carbon Tax Repeal Averts Global Tanker Crisis
Can’t say I didn’t warn everyone that the United Nations @IMOHQ’s war on oil tankers was going to end poorly. This would soon be happening to almost every ship globally if Trump hadn’t destroyed the UN Carbon Tax
Overture Launches First Brand-New Jet in 15 Years
Remarkably, Overture is first all-new airliner since inflight WiFi was invented. If this seems insane, remember that Boeing and Airbus quit developing new jets about 15 years ago. (Yes this is even more insane.)
China's Duties Keep US Soybeans Off Its Market
US farmers and soybeans exporters not to get more China business? China duty still exists. Supply chains. Maritime.
Council Member Calls Beltline a Failure without Rail
💯 "I believe that the Beltline is a failure without rail." — Atlanta City Council member Liliana Bakhtiari, addressing MARTA interim general manager and CEO Jonathan Hunt at Wednesday's Transportation Committee https://www.axios.com/newsletters/axios-atlanta-684bd7a0-bcc0-4b89-ace7-5d7bcfdb784a.html
Rail Freight Remains Essential Amid Market Cycles
Rail freight remains essential — even in a cyclical market. On Talking Transports, I speak with $GBX CEO Lorie Tekorius about railcar demand, margin strategy, tariffs, consolidation & rail’s long-term opportunity. 🎧 Listen on Apple: https://t.co/EbDO5FpQUB and Spotify: https://t.co/7D0t2hC6Ig #Rail #Freight #Logistics #Transportation...
Maersk's Profit Hinges on Overcapacity and Suez Reopening
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
Flatbed Trucking Booms as Manufacturing and Data Centers Surge
Trucking market conditions continue to be very tight, but nothing as significant as flatbed activity. Flatbeds are going hyperbolic, as demand for rust belt industrials (think steel) and manufacturing components heat up. Flatbeds are always on the front end of...
Legacy Cold Chains Can't Meet Modern DTC Demands
Cold chain logistics systems built 30+ years ago can’t support DTC, SKU explosion and two-day frozen delivery. That math doesn’t work. Margins shrink. Service risks rise. There’s a better way... #ColdChainLogistics #ColdChainSolutions https://t.co/RUl27ecRqu https://t.co/RZKvYHq964
Importers Weigh Discount for Guaranteed Immediate Tariff Refunds
If you are an importer, what % discount would you accept to get paid the full amount on your tariff refunds right now with 100% certainty and you keep the money even if there are no refunds.
Outbound Tender Rejections Surge to 14% Cycle High
Outbound tender rejection rates hit new cycle high at 14%. This rally is not slowing. https://t.co/LgTV2YoYEW
English Violation Rate Hits Record 103 Daily
The compliance momentum is increasing. English proficiency out of service violations are up to 103 per day, the highest in history. https://t.co/3Zplufl4lC
Last Tickets: Fireside Chat with RXO CEO on Freight Market
Still some tickets left to our first event of the year. We have a great speaker lineup and I am very excited to speak with RXO’s CEO in a fireside chart to discuss state of this crazy freight market.
Burning Out on AI, Missing Family, Game Release
I have this insatiable urge to work 100 hour weeks to deploy the latest AI @flexport, and struggling to find time to be with my family and then they have to go and drop the most perfect video game ever...
Shippers Pull Freight From Load Boards, Favor Direct Carriers
We have spoken with large brokers and hearing a trend - some shippers are demanding that their freight is not posted on load boards for fear of theft or compliance shutdowns. This is an emerging policy. The winners in this are asset...
ExecuJet Haite Gains Multi‑Authority Certification for G700 Maintenance
ExecuJet Haite Aviation Services China Co., Ltd (ExecuJet Haite) has secured certifications from the Federal Aviation Administration (FAA), Qatar Civil Aviation Authority (QCAA) and Civil Aviation Authority of Vietnam (CAAV) to perform line and heavy maintenance on the Gulfstream G700. The...
Flydubai Posts $531m Profit, Hits Record Passengers
flydubai posts US$531m profit after tax for FY2025, reinforcing the momentum behind its expanding network strategy. The Dubai-based carrier reported US$591m pre-tax profit on revenues of US$3.7b, up 6% year-on-year. A record 15.7 million passengers flew with the airline, with Business...
AI Boom Fuels Data Demand for Small Innovators
SONAR is having the best quarter in years. One of my board members asked if I were concerned about the rise of AI and if it would be a drain our data business. I told her that we are seeing...
USNS Mercy Heads Toward Panama Canal, Not Greenland
Hospital Ship Update: Latest AIS data shows USNS Mercy making a steady south-southeast run across the central Gulf towards the Yucatán Channel — pointing to the Panama Canal, not Greenland. https://t.co/LOKjvzQxcI
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
Trucking Fleets Peaked June 2023, Now on Decline
The number of trucking fleets increased over the past 20 years, without slowing down. That all changed in June 2023, when the number of fleets peaked and has dropped ever since. We expect that number to continue to shrink over...
Compliance Crackdown Reshapes US Carrier Market, Says RXO CEO
RXO CEO: the compliance crack down is the biggest structural change to the U.S. carrier market since industry deregulation https://t.co/72I5GCAt7d
Dalilah Law Could Double Trucking Rates, Cut Drivers
Trucking rates could enter a super cycle if The Dalilah Law passes in Congress. A doubling of trucking spot rates would be possible and the effects felt almost immediately with approx 20% of the truck driver population being...
Proposed Law Threatens Trucking Capacity by Revoking Non‑Citizen CDLs
This law, if passed, would immediately revoke CDLs for non citizens or those that don’t have lawful permanent residency or work permits. It wills be far more impactful to trucking capacity than any other action, largely because it is immediate and...
Carrier‑engineered Congestion Fuels Blank Sailings, Dropping Rates
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
FAA Mandates Fix for Boeing 737 Overheating Circuit Breaker
FAA issues directive to address Boeing 737 circuit breaker issue that could cause excessively high temperatures in flight deck and cabin https://t.co/N9GmxmYtLu
Trump EPA Withdraws Funding for Electric School Buses
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
South Korea Partnership Boosts U.S. Shipbuilding Capacity
“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
US, South Korea, Greece Unveil Major Shipbuilding Partnership
At DOT with Ambassador Guilfoyl, Alex Wong and US Merchant Marine Commandant Steve Carmel for a big shipbuilding announcement between the US, South Korea and Greece. Stay tuned to @gCaptain for details coming soon. https://t.co/TkMB2MwgEI
Mercy Hospital Ship Heading Toward Panama Canal, Not Greenland
I hate to break it to you, folks… Mercy's AIS Track Points to Panama Canal—Not Greenland—as Hospital Ship Steams South https://t.co/EJNcVSIlSm
Spot Market Overtakes Contracts, Signaling Freight Recession End
The spot market is finally crossing over and passing the contract market. Why does this matter? Because it provides the best data we've seen yet that the Great Freight Recession is ending. Is this a blip or a permanent shift? Is @rxoinc...
Uber Aggregates Robotaxis, Offering a Leveraged AV Bet
Uber isn’t building robotaxis. It’s aggregating them. That changes everything. $UBRL may be a leveraged bet on the entire AV ecosystem. Read why: https://t.co/uYTNGDwJMe @willrhind @graniteshares
Keystone XL Revival Appears in New Filings
New filings suggest the Keystone XL pipeline is being resurrected South Box in Canada & Bridger Pipeline in the U.S. are involved. https://t.co/Gl3HfeV9C5 #KeystoneXL #Pipelines #EnergyPolitics #Oil #Canada #US
Flightradar24 Boosts Tracking with Aireon's Space‑Based ADS‑B
Some partnerships are so synergistic that they simply make perfect sense from the outset. Such is the case with Swedish firm Flightradar24, which has expanded its flight tracking capabilities with the addition of Aireon’s space-based ADS-B data. https://t.co/GDPgnxjSJ1 #AvGeek
Brace for the Next Trade Storm After Tariff Blizzard
After the Tariff Blizzard, Are You Ready for the Next Storm? - https://t.co/syg5yLFZmi @joinindago #TrumpTariffs #IEEPA #SupremeCourt #globaltrade #supplychain #logistics #tradecompliance
AI Turns Reverse Logistics From Cost to Competitive Edge
New article from McKinsey - From cost center to competitive advantage: Modernizing reverse logistics with AI https://t.co/Ukil6mBCjn
Mar
The chokepoint that shows whether we have learnt anything. There are many players in maritime that can affect here. Then there are external factors. Including terrorists and war. Risk mitigation. And not. https://t.co/rVUH537CAZ
Bessent Hints at IEEPA Tariff Refunds, Slams FedEx CEO
Maybe a small bit of good news in Bessent's latest comments on IEEPA tariff refunds (along with a pathetic smear of FedEx's CEO) https://t.co/fhxh3BfgSM https://t.co/TscpCKYG6i https://t.co/9s3Wfx6jGn
Cathay Pacific Unveils Final 80th‑anniversary Livery on 777-300ER
Cathay Pacific just dropped their third and last 80th anniversary livery on Boeing 777-300ER B-KQU at Xiamen Taikoo today... “New Hong Kong Spirit” with extra sticker-art vibes. They covered big parts with white sheets so fans couldn’t snap it immediately.
Hong Kong Disneyland’s Rail Moves 40,000 Guests Daily
Disney World and Disneyland are connected by a handful of bus routes, while Hong Kong Disneyland is connected by the Disneyland Resort Line, a 2.4-mile rail line that connects guests from the park entrance to the rest of the rail...
Tesla's EU Market Share Drops to 0.
Tesla's market share in EU, UK, EFTA in January fell to 0.8% vs 1.0% last year. Tesla BEV market share now at 4.3%.
Streets Cleared to Asphalt Within 30 Minutes
30 mins post snowfall and some streets are already at asphalt. Mayor Mamdani I wasn’t familiar with your game.
Shipping Industry Faces Legal, Political, and Trade Turbulence
What the Ship (Ep139) 1⃣ Supreme Court's Tariff Decision & President Trump's Reaction 2⃣Shipping Stocks 3⃣North American Shipbuilding 4⃣The IMO, Stateless Ships &False Flags 5⃣Container Trade Video: https://youtu.be/oy057GWUxbM
Future‑Proofed LAX Map Highlights New Terminals 9, 0, APM
LAX airport in Los Angeles CA. One of the busiest as well as one of the most internationaly connected airports in the USA I like to future proof my maps so this version shows the airport with several projects completed...
Transit Expansion Must Pair With Near‑Line Density
Atlanta's freeway damage, its 1970s-era MARTA rail footprint, and the way forward...Expanding transit is worth the enormous cost, but realistically we need to put an equal weight on adding density near existing transit lines. https://atlurbanist.substack.com/p/atlantas-freeway-damage-its-1970s
Supreme Court Blocks Trump's Transit Tariffs, Saving Agencies
The U.S. Supreme Court just now struck down Trump's tariffs, saying that he overstepped his authority. 🙌 Among other things, this is good news for transit agencies which were faced will big increases in the costs of vehicles. https://www.planetizen.com/news/2025/11/136296-trumps-10-tariff-buses-could-raise-transit-costs-across-north-america