Maersk Halts Middle East Routes, Heightening Supply Chain Risk
Maersk suspending two-Middle East services with Europe and Asia because of the war. Global supply chains and risk.
UAE Tug Loss Raises Maritime Death Toll to 11
This appears to be the UAE tug Mussafah 2. Reports are that all eight crewmembers have been lost. The tug was responding to the containership Safeen Prestige which was in distress after being attacked by Iran. This...
Naval Sinking Spikes Shipping Risk, Insurance Premiums Skyrocket
DID THE NAVY JUST SINK SHIPPING? Question for @SecWar, @thejointstaff @CENTCOM @US5thFleet: Was there any discussion about the impact that sinking an Iranian frigate near a heavily trafficked shipping lane would have on global shipping. I am not privy to the...
Shipping Stocks Outlook: Tankers, Containers,
What's Going on With Shipping Stocks with @mintzmyer of Value Investor's Edge @Shipping_VIE 1⃣Tankers 2⃣Containers 3⃣Bulkers Video: https://t.co/KXnrlns4L2 https://t.co/0u0La6Hzvj
AI and Tariffs Reshape
Above the Fold: Supply Chain Logistics News (March 6, 2026) - https://t.co/Ik5UOSH8lS @DescartesSG @apllogistics #IranWar #trucking #supplychain #logistics #AI #TrumpTariffs
LPG Carrier Danuta I Completes Outbound Strait Transit
This is a significant development. The Liquidied Petroleum Gas careier Danuta I - 80k cubic meters - ran the Strait last night, outbound and laden. https://t.co/hNmPl3pDqE
Hormuz Delay Boosts VLCC Rates, Atlantic Shift Looms
They all said Hormuz closure would be brief. What if they were wrong? ▶️Baltic Exchange’s MEG-China VLCC index reaches new high of $485,959 per day; MEG-Singapore VLCC index is at $507,709 per day ▶️VLCCs are loading Saudi crude at Red Sea pipeline...
Iran's Threat to Oil Tankers Could Trigger Market Crash
Iran is getting bombed to smithereens. If oil tanker traffic through the Straits of Hormuz resumes in any meaningful fashion, Iran has every incentive to blow up a ship. All it takes is one oil tanker and global markets will...
Emirates Hits 60% Capacity, Eyes Full Network Soon
Emirates is already at ~60% capacity and expects full 140-destination network “within days”. 106 daily return flights to 83 cities, 30,000 passengers out Thursday alone, heavy boost on UK (11 daily/5 airports), India (22 daily/9 gateways), US (7 destinations). From shutdown...
FedEx Resumes Middle East Service, Transit Times Extended
FedEx service alert - FedEx has resumed pickup and delivery services across the Middle East, where it is safe to do so and in line with local guidance. Customers shipping to or from the region will experience extended...
Hormuz Strait Closure Halts Major Global Oil Flow
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
Transit Switch Offers Peace of Mind Over Speed
I love to see it! For those who have access to MARTA, switching from a car commute to a transit (or hybrid) one can be a real relief. Is MARTA going to be faster than driving all the way to work?...
Strait of Hormuz Transits Plummet From 98 to 1
🚨Strait of Hormuz Transits🚨 Feb 28 = 98 Mar 1 = 18 Mar 2 = 7 Mar 3 = 1 Mar 4 = 2 H/T: @UK_MTO @MarineTraffic
Naval Supremacy Decides Wars in Days, Not Years
THIS But the bigger lesson here: naval wars are decided quickly. Sometimes in hours. Japan knew this. That’s why they attacked Pearl Harbor. They just missed the carriers and fuel tanks. That war was decided at Midway. Doesn’t mean the war will be short....
Measure Revenue in 50‑cent Units, Like TEUs
In shipping we measure our volume in half containers (TEUs) and yet everyone looks at me like I’m crazy when I suggest we should measure our revenue in 50 cent pieces.
Should the U.S. Navy Rescue IRGC Sailors?
Ship captain here. I’ve spent more time being tracked, followed, hunted, and observed by submarines than 99.999% of people on this app… and I’ve read dozens of books on how those encounters end. So should the U.S. Navy have rescued those IRGC...
270k TEU Stranded as Gulf Bookings Halted
Over 270,000 TEU Stranded as Container Carriers Halt Gulf Cargo Bookings. As Penny said on Big Bang—holy crap on a cracker. https://t.co/YA2vB0MmHv
Shipping Rates Surge, Yet Hormuz Crisis Looms
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
US Neglects Red Sea Defenses While Sending Aid Abroad
"failure to beef up relevant defensive measures in a facility located so close to Iran is a curious lapse in planning." Lapse in planning? The major of the veterans on X were screaming and yelling about Biden sending so many of...
Freight Fraud Takes Center Stage at Rock Hall
Nothing says freight fraud like Rock n Roll. So we are going to the Rock n Roll hall of fame in Cleveland, Ohio on May 20th to discuss the surge of cargo crime and freight fraud. Join us! https://t.co/cwOH4KCcUw
New Economy Cars Under $20K Vanishing
As the economy car market shrinks, it’s becoming impossible to find a new vehicle for less than $20,000. https://t.co/rHCJYJoyBn
No Ships in Hormuz Strait: Explained Why
Why Are There No Ships in the Strait of Hormuz | March 5, 2026, Update Video: https://t.co/tcPFyfGeV8 https://t.co/Wgk4B6EEIp
Tesla Wins FCC Nod for Ultra‑Wideband Wireless EV Charging
Tesla Secures FCC Approval for Ultra-Wideband #Wireless #EV Charging by @IntEngineering #Innovation #EmergingTech #Tech #Technology https://t.co/UWndlAbFZ1
Travel Booking Thrives on APIs, Not Browser Demos
booking travel is the classic browser agent demo, but APIs make more sense here companies like @duffelhq and @selfbookhq are good for this. the latter seems to have leaned into AI based on their site, but their X account is inactive
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 ....
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 ...