Capacity Tightening Hits Major Port Cities DFW, DEN, MSP, MEM
This map signals market momentum for rejection rates. The more blue a market, the tighter capacity is projected to get over next few days. The more orange a market, the more capacity conditions are weakening. Conditions tightening in major port cities, DFW, DEN, MSP, and MEM.
Kyiv Railway Station: 40 Years of Transformation
Just came across this gem on Telegram: a panorama of Kyiv’s central railway station 40 years ago and now. That’s how it is :)) https://t.co/BJrLoRPUaC
Fake SAP Cleared 1 in 85 CDL Drivers
"One in every 85 CDL drivers who completed the federal return-to-duty process and were cleared to operate a commercial vehicle may have been cleared by a truck driver from North Wilkesboro, North Carolina, who was pretending to be a self-certified...
Iran Blocks Strait, Traps 25 Million Barrels of Iraqi Oil
About 25 million barrels of Iraqi Basrah crude are trapped on tankers in the Gulf. Iran claims control of the passage — so why is it blocking Iraq’s oil? Does Iran want the Iraqi government to go bancrupt? العراق: نحو...
Rising Diesel Costs Neutralized by Higher Linehaul Rates
Despite much higher diesel prices, truckers are enjoying the best cashflows in years. The surge in linehaul rates over the past week have enabled small trucking companies to recover almost all of the increase in fuel costs. Chart: trucking spot...
Flatbed Rates Surge to $3.69/mile, Biggest Jump Since COVID
The flatbed market, the most sensitive to industrial demand, is on fire. Spot rates at $3.69/mile. +$.46/mile since the beginning of March. I haven't seen charts like this since COVID. https://t.co/YAEFIEkC4F
Van Spot Rates Surge to $2.94/Mile Amid Tight Capacity
Van spot rates on the 7-day chart jump to $2.94/mile as demand surges in recent weeks, against tightening capacity. https://t.co/Baw74kKjo8
Trucking Rates Surge to Highest Levels Since 2022
Trucking rates markets are smokin'. +$.03/mile overnight and $.32/mile in the past month. $3.04/mile on the daily chart, the highest level since March 2022, as freight demand firms in a backdrop of tighter capacity. https://t.co/Sabmv22Rjx
World's Smallest Foldable Smart Golf Cart Unveiled
KVV Electric: The World’s Smallest Foldable Smart Golf Cart with Remote Control by @DonaldTunp75739 #Innovation #EmergingTech #Tech #Technology https://t.co/seWiDhFukI
Strait of Hormuz Traffic Plummets 98% Below Normal
GS: We Estimate Based on Reported Vessel Counts that Average Daily Flows Through the Strait of Hormuz Are Down 98% From Their Normal Levels (4-Day Moving Average) https://t.co/af4DPzafNM
Robots Detect Microscopic Rail Flaws, Prevent Outages
Railway maintenance is becoming precise, fast, and increasingly automated. In China, a robot is now repairing track cracks at up to 10,000 RPM, while detecting flaws as small as 0.1 mm. That level of accuracy changes the game. Instead of reacting to visible damage, systems...
BART Faces Shutdown without Sales Tax Approval
Oh wow, shutting down BART entirely is a possibility if the sales tax measure doesn't pass. https://t.co/HALTrAsMxJ
Rapid EV Adoption Slashes Nations' Oil Dependence
When these countries decided to swap to electric vehicles, they just did And it doesn't seem to take long They won't be having much of a crisis of oil (still some, just not as much Graphs by @leRaffl https://t.co/pwbx23EBnH https://t.co/uEcG9YrpIJ
Chevrolet Ends Production of Original Bolt EV/EUV
#TechTuesday. December 20, 2023. Production of the original Chevrolet Bolt EV and EUV officially ended. (Wood TV 8) #EV #Automobile #Industry https://t.co/cIJGyy6WaM
Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Chinese Automakers Outsell Japanese Rivals Globally for First Time
Xinhua: "Chinese automakers have surpassed their Japanese counterparts in global vehicle sales for the first time, marking a significant shift in the global automotive industry." https://t.co/PtNMiJISii
Robin Zeng Claims US EV Market Needs CATL Tech
The Chinese Billionaire Who Says America’s EV Market Is Doomed Without Him—Robin Zeng of CATL can’t build a factory in America, but Ford and GM rely on its technology @Kubota_Yoko @christopherotts https://t.co/tIRVSfDXPe https://t.co/tIRVSfDXPe
Sweden Builds Road that Powers EVs While Driving
Charging on the Move: Sweden’s Road That Powers Electric Vehicles as They Drive by @MikeHudema #Sustainability #ClimateTech #TechForGood #CleanEnergy https://t.co/HSt7CoPtIT
XPeng Posts First Quarterly Profit Amid EV Boom
XPeng turned a quarterly profit for the first time, driven by fast-growing sales and strong margins, making it the latest Chinese electric-vehicle maker to become profitable despite fierce competition in the world’s largest auto market. @ivy_jiahuihuang https://t.co/sgiUhRKE9u
Model T Succeeded After Nine Failed Ford Prototypes
“success did not come easy. the model T was ford's ninth attempt at producing a profitable automobile, after models A, B, C, E, N, R, S, and K all proved relative failures.” https://t.co/afusdFZddJ
Japan's Oil Imports Mostly Middle East, Review Ordered
"Takaichi Orders Review of Entire Supply Chain for Oil Products" I suspect the review will find that about 90-95% of #Japan’s oil imports come from Middle Eastern countries... https://t.co/hjPmFeOPov
Midwest I‑35 Corridor Sees Demand Surge, Coasts Lag
This is exactly what is happening, according to our data. The center of the country, along I35 is experiencing a surge of demand, while the coasts are much slower
Iran Doesn't Charge $2M Per Ship for Safe Passage
A lot of nonsense spreading on social media about Iran charging $2 million per ship for safe passage
Captain Balances Empathy, Crew Privacy, and Routine Safety
Watch this Air Canada captain’s announcement before takeoff: ‘We extend our deepest sympathies to the families of those involved in yesterday’s LaGuardia incident. This is a difficult time for Air Canada. Thank you for your support, and we kindly ask...
Strait of Hormuz: Tiny Passage, Massive Oil Impact
I’m wondering if the news media can muster up an article or report about the Strait of Hormuz, how big it is at its narrowest point and why it’s such a critically strategic waterway to oil trade…. I haven’t heard...
ATC Strain Boosts LaGuardia‑exposed Airline Short Opportunities
Macro:🚨 ATC strain at hubs; Key: controller juggling odor-emergency, runway incursions up; Risks: staffing, fatigue, complexity; Trade: short airlines with LaGuardia exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Questioning Preferential LNG Export Priorities Over Market Bidding
Wait, why are we giving anyone special priority to our LNG exports. Why aren’t we selling it to the highest bidder?
Press Ignoring Critical US Maritime Crises and Casualties
From the 3 Americans who died because of Biden’s Gaza Pier, to the US Merchant Marine ships under a barrage of fire by Houthis in the Red Sea, to decades of under reporting the shipyard crisis. I can list dozens of...
Post‑CNY Container Surge Set to Strain US Trucking
Ocean container imports are just starting to roll in from CNY. This index tracks container at the point of bookings, which take about 3 weeks from bookings date to hit US ports. It is updated daily. In coming weeks, we will...
Drivers Cheat Drug Tests Through “Bruh” Service
1 in 85 truck drivers that had previously failed their drug tests went to "bruh" to get cleared. He turned in "clean" drug tests so that the drivers could return to work. The problem? Most of them wouldn't have passed.
Robotic Vessels Skim Waves Like Water Striders
These #Robotic vessels glide over waves like water striders by @gigadgets_ #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/CwrgjcQYes
Weekly Maritime Brief: Hormuz Tensions, Shadow Fleet, US Shipbuilding
What the Ship (Ep140) 1⃣Hormuz Update 2⃣Shadow Fleet 3⃣ @60Minutes Talks US Shipbuilding 4⃣ China Summons Panama 5⃣5 Years of WGOWS Video: https://t.co/A4P0Z5DR3D https://t.co/vVTOnAfVdm
Brokers May Mislead You About Carrier Safety
Brokers will look you dead in the eye and tell you this carrier is safe https://t.co/jVhiZ5gu2z
Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
Sal Explains Why the US Navy Won’t Clear Strait
Sal gives us a clinic on the reason that the US Navy has not cleared the Strait.
AI Boosts Productivity for 96% of Transport Firms
🚛"... 96% of transportation companies reported productivity improvements from AI over the past 12 months, typically in the 1–20% range. For an industry characterised by fragmented systems, labour intensity and thin margins, AI is becoming a central lever for operational...
Middle Eastern LNG Delayed to June, Oil Hoarding Risks Rise
Middle Eastern liquified natural gas (LNG) might not come to Europe till June, and why speculative hoarding of oil is a serious concern going forward, per top shipping/energy hedge fund in shipping and energy trading A must watch
Sweden Trials eRoadArlanda: Charging EVs on the Move
Sweden Tests eRoadArlanda Electrified Road That Charges #EVs While Driving by @_fluxfeeds #EmergingTech #Technology #Innovation #Tech https://t.co/beRq3hfFwZ
NYC Collision Shows Verbal Routing Is Dangerously Outdated
The aircraft collision in NYC could have been easily avoided. We fact that we still route aircraft just with verbal communication is absurd. Routing could all be automated and even the piloting of the aircraft could be automated.
Roadrunner: One‑Wheel Biped Redefines Micro‑Mobility
Meet Roadrunner 🏁 A new wheeled biped that stands, balances on one wheel, and adapts in real time. A glimpse of where micro mobility is going. More stable. More accessible. More human. Small device, big shift. 🤖 @rai_inst #Robotics #MicroMobility https://t.co/ZlMiuMkoTi
Hanwha’s US Shipyard Builds One Ship Yearly, Korea Weekly
"The Hanwha Philly shipyard delivers around 1 ship a year. A South Korean Hanwha shipyard delivers 1 a week." https://t.co/OwUFfT0mmc
Son at LGA; Flight Attendant Ejected Survives
My son is at LGA right now. Here’s the view. It’s sad what happened. I can’t believe it happened. So happy to hear the flight attendant who was ejected from the plane survived. https://t.co/2KY0wwxweb
Supply Chain Flaws Become Visible only During Crises
We don’t find out we have a supply chain problem when everything is fine; we find out when we’re in a crisis and the shelves are empty. https://t.co/I0LD02tiAd
Report Misused to Push Oil Sands Expansion, Ignoring Key Data
New Pipeline Report Misused by Danielle Smith to Justify Oil Sands Expansion Economists Peter Tertzakian and Mark Parsons (atbfinancial) ignore key variables that undermine, perhaps negate, projected gains. Was it intentional? You decide. #abpoli #ableg https://markhamhislop.substack.com/p/new-pipeline-report-misused-by-danielle
NY Jet Crash Kills Two; Trump Sends ICE to Airports
Two dead in New York jet collision, Trump deploys ICE to strained US airports https://t.co/HmjG2ChYUq
Empty Detroit TSA Reveals Broken System, Congress as Pawns
TSA in Detroit was virtually empty at McNamara. Didn’t see the agents I usually see. Had a quick convo about how effed up the situation is and Congress is still getting paid and for the second time this year, they’re...
Delivery Bugs Revealed Zipline’s True Product‑market Fit
Keller Rinaudo Cliffton from Zipline thought making the drones would be the hardest part. It was only 15% of the problem. The company spent 9 months figuring out delivery for one hospital. Weeks of all-nighters. Building inventory software in a...
Human ATC Errors Cost Lives; Automation Needed
Unpopular opinion: Today two pilots lost their lives because we have an air traffic control system inherently vulnerable to human error. Even great humans make mistakes sometimes. Machines should be issuing clearances, not human controllers.
Overconfidence Fuels New Crises in Air Travel
It's been a long time since I've seen widely shared feelings of invulnerability turn into parallel crises like we're now seeing in air travel.
Politicians' Stress-Testing Risks Lives, Must End
Would the LGA crash or last year's Reagan crash that killed 67 have happened if ATC wasn't so stressed? I don't know. I do know politicians are stress-testing vital systems with our lives. Enough is fucking enough. This is no way...