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: https://t.co/mmj6MwM4q2 #Freight #LTL #Logistics #SupplyChain #TalkingTransports
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
Russian LNG Tanker Arctic Metagaz Explodes in Mediterranean
Meanwhile, in the Mediterranean, a Russian LNG tankers exploded. I mean what other SHIP can happen?
U.S. Navy Lacks Capacity to Guard Global Shipping
The US Navy and government are now the protectors of global shipping? So, what does it mean to fly an American flag versus that of Panama, Liberia or the Marshall Islands? The US Navy has stated they dont have the ships...
FlightPath3D Swiftly Updates Maps Amid Geopolitical Disputes
Geopolitical tensions, disputed territories, and legal requirements are just some of the reasons why maps differ worldwide. It’s also why leading aviation map provider FlightPath3D has procedures in place to quickly address any required changes. https://t.co/tQ212Infl5 #PaxEx https://t.co/RdEe1Jfv1h
Rebuilding US Merchant Marine with Navy, Treasury Backing
Here is an idea, offer this to ships in the US registry and you rebuild the US merchant marine with the backing of the US Navy and Treasury.
At a Glance Adds Transit, Market, and Sports Updates
At a Glance's new tricks are great news for commuters, traders, and sports fans Transit Mode integration, better info for market monitors, and live sport scores are part of the deal. ✅ Details - https://t.co/3JE0iWyFCi https://t.co/aROTeq9D7n
1947 Map Reveals Roots of Atlanta’s Racial Sprawl
Mr. Gilmore's Official City Map of Greater Atlanta and Suburbs, 1947. Back when the area didn't go much further than Buckhead, and anything more than 2 miles from the center of Downtown was a suburb. They had no clue how...
US Secures Flights for Americans Seeking Middle East Exit
State Department official says here that the U.S. is securing military aircraft and charter flights for Americans who wish to leave the Middle East. Another U.S. official tells me such flights certainly could occur, but nothing related had moved as of...
Europe Prioritized Red Sea, yet Deployed only Three Warships
It's great that allies are helping. And both France and UK have aircraft carriers that could help. But let's not forget that Europe was a LOT more concerned with keeping the Red Sea open than Biden was... yet, collectively, not...
Choosing Between Apocalypse and High‑Speed Rail Is Nonsense
Spend our tax dollars to "trigger the end times" or build high speed rail. Truly, an impossible choice.
Spain Faces Penalties for Blocking US Military Supply Ships
Spain is already under investigation and is facing severe penalties with @FMC_gov for denying US Merchant Marine ships carrying military supplies access to their ports: https://t.co/34RLfvlbYt
Future Airline Ticket Prices in a Net‑Zero Era
How Much Will a Airline Ticket Cost in a Net‑Zero World? #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/xzQcwe0vS3 https://t.co/uCm2cq4upT
Networks, Not AI, Remain the True Competitive Moat
AI May Disrupt Software, But Networks Are the Real Moat - https://t.co/LqKYpiRYXJ @joinindago @ManhAssocBNL @Appian #SCON #supplychain #logistics #businessnetworks #AI
US Controls GPS, Prompting Rivals to Launch Independent Satellites
Umm… we own the GPS satellites. We can also just turn them off for non-military use. We did it in 2003 at the start of the Iraq war (although officially it was a “malfunction”) That’s the reason the EU, China and Russia built...
China’s Djibouti Base Watches, Could Act in Red Sea
Don’t forget: China has a naval base nearby in Djibouti. They have stood silently by for years watching the US and EU protect ships in the Red Sea without doing anything to help. But they could…
Latest Strait of Hormuz Transit Updates and Shipping News
Dire Strait: Strait of Hormuz Update for March 3, 2026 1⃣Past 24 Hours & @UK_MTO Joint Maritime Information Center Update 2⃣ Ship Transits Strait of Hormuz, Suez & Bab el-Mandeb 3⃣Shipping News @gCaptain & @LloydsList Recap Video: https://t.co/3957FZd05X https://t.co/YOSMJNUSBD
Waymo Driver Excels in Snow, Focusing on Rider Experience
As the Waymo Driver demonstrates strong performance in freezing conditions this winter, we’re moving beyond core technical validation. Driving in multiple snowy cities, we are now refining the rider experience and logistics required for consistent service in snow. https://t.co/5mpmsNszpB
Trusted X Sources for Accurate Maritime & Military News
X is producing the best Iran coverage on earth right now but 90% is slop and most of mainstream media is too focused on political nonsense. As a Pentagon reporter & founder of the world’s most-read maritime news site, here’s who...
Hormuz Closure Halts All Jebel Ali Container Services
To see exactly which ocean container services are disrupted by the closure of the Strait of Hormuz visit Jebel Ali port on Flexport Atlas and look at the list of services calling there. Jebel Ali in Dubai is...
French Navy Poised to Counter Gulf Shipping Threats
The @cmacgm announced they are suspending bookings into the Persian Gulf. The @MarineNationale provided escorts for CMA CGM to sail through the Bab el-Mandeb when the Houthi attacked. What will happen with the French Navy arrives in the Strait of...
Province to Complete Ring of Fire Road Five Years Early
Province says it will finish Ring of Fire road 5 years ahead of schedule https://t.co/g4P6P6VEgs $PTX.V $RYO.V
Appeals Court Sends Tariff Refund Case Back, Deadline Set
The Court of Appeals has sent the tariff refund case back to the Court of International Trade. The court has ordered the government to respond to a motion for tariff refunds by March 17th.
Live Discussion on Globalist Control of Persian Gulf Shipping
Watch me talk live with @BreannaMorello at 10:30 EST Will we be talking about globalist control of Persian Gulf shipping? Yes. We. Will.
SAF Could Raise Airline Ticket Prices Significantly
How much might SAF add to airline passenger ticket flights? We crunch the numbers #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/xzQcwe0vS3 https://t.co/855NGDNbgM
Strait of Hormuz Remains Open, No Legal Closure
Middle East ports operational update: Tuesday March 3: No internationally recognised legal closure of the Strait of Hormuz https://t.co/iXWbXlmInn
VLCC Rates Surge Above $420K, Highest Since 2008
Crude tanker rates in unchartered territory; VLCC index tops $420K ▶️Baltic Exchange’s TD3C MEG-China index assessed at $423,736 per day on Monday; TD2 MEG-Singapore index at $257,986 per day ▶️Global average VLCC index reaches $280,941 per day, highest level since at least...
Strait of Hormuz Traffic Impacted, Still Open
Here is the latest 7-day rolling number from the Strait of Hormuz. Impacted? Yes. Closed? No. https://t.co/paTmzStHh6