Independent thinking for complex markets and current events
Pakistan looks to buy emergency LNG shipments to ease its energy shortage 🇵🇰⚠️ State-owned Pakistan LNG seeks cargoes for June 13-14 and June 20-21 (very prompt delivery) via tender The Hormuz closure has choked Pakistan's usual LNG flows from Qatar, triggering a gas crunch pic.twitter.com/j6dpjiL64c — Stephen Stapczynski (@SStapczynski) June 10, 2026
This started as U.S. vs Iran… now it’s slowly turning into a U.S. vs China situation, and that’s where things get risky. Follow the oil and it makes sense. China depends on Hormuz for ~40% of its oil and 30% of LNG, so it’s not sitting back. They’ve already sent warships from Djibouti, parked destroyers …
🇨🇺 Ships carrying Russian fuel are heading to Cuba Tankers with gas and oil are expected to reach the island on March 23 and April 4, according to shipping data cited by the Financial Times. One vessel transporting gas sails under a Hong Kong flag, while the oil tanker flies a… pic.twitter.com/id8fhDdB1l — Visegrád 24 …
The US Central Command said it had dropped 5,000-pound (2,267 kg) “deep penetrator munitions” on Iran, targeting Iranian missile sites near the Strait of Hormuz. “Hours ago, US forces successfully employed multiple 5,000-pound deep penetrator munitions on hardened Iranian missile sites along Iran’s coastline near the Strait of Hormuz,” the US military said on X. …
The new government of Slovakia, led by Prime Minister Robert Fico, has ended military aid for Ukraine. The government said it was still ready to provide humanitarian and other aid. “Our aid to Ukraine is important and makes sense because it is above all in our interest, our interest in the stability and peace in …
The latest tariff changes on small purchases, hit shipping like an iceberg, yet the Titanic Treasury market will be at risk if the Supreme Court Reverses Trump’s tariffs. by David Haggith A lot more news streamed in since my Deeper Dive on the labor market, affirming the major recessionary downturn I reported in my analysis. …
Australia Post announced it “would not accept parcels to the U.S. and Puerto Rico lodged on or after that date,” citing tariff confusion and customs chaos. Japan Post followed, halting packages over $100 or containing commercial items. Letters and postcards? Still allowed. But commerce? Frozen. https://www.msn.com/en-gb/money/other/list-of-countries-pulling-package-shipments-to-us-grows-as-trump-s-tariffs-take-hold/ar-AA1LkUZg Germany’s Deutsche Post and DHL Parcel Germany issued a …
The economy breaks to 2 basic industries; MAKERS and TAKERS Do not underestimate the transportation industry as a key economic indicator — The Sagami Letter | Tony Sagami (@anthonysagami) August 20, 2025
The US government is no longer warning, it’s wiring. Reuters confirms federal agencies are embedding tracking devices in AI chip shipments to catch illegal diversions to China. https://www.reuters.com/technology/us-embeds-trackers-ai-chip-shipments-catch-diversions-china-sources-2025-08-13/ If this is in the news it means the FBI likely already did it and if that’s the case $NVDA but most of all $SMCI are in …
Stellantis just confirmed what trade hawks have been waiting for. The company posted a €2.3 billion net loss for the first half of 2025. That’s $2.7 billion gone. The trigger wasn’t vague. It was tariffs. The United States Reciprocal Trade Act went live in April. It authorized 25% duties on imported vehicles not built inside …
"Effective Immediately": Shipping Line Suspends EV Cargo Due To Lithium Battery Fire Concerns https://t.co/GyGrsL32Zu — zerohedge (@zerohedge) July 21, 2025 U.S. shipping and navigation services company Matson surprised customers in recent days by announcing new policies that halt all electric vehicle shipments due to the fire risk posed by lithium-ion batteries. This comes after the Morning …
Copper traders are racing against the clock to move inventory into the United States before August 1, when a 50% tariff on copper imports takes effect. President Trump confirmed the decision on July 9, citing national security concerns. The tariff applies across the board, with no exemptions announced for origin or product type. The U.S. …
(Bloomberg) — Inbound shipments to the Port of Los Angeles — the busiest container hub in the US — dropped as much as 30% in early May as President Donald Trump’s tariffs discourage trade. “Fewer containers mean less work on the waterfront, from the number of labor gangs that are out there responding to the …
BREAKING: 🇪🇺🇨🇳 EU airlines saying they’re going to start buying Chinese COMAC planes instead of American Boeings in response to the tariffs- RCE This was announced by the Irish Ryanair. Reuters reports that US lawmakers immediately began threatening the company. pic.twitter.com/vlRz4C4ttT — Megatron (@Megatron_ron) May 2, 2025 🔴 Japan negotiators firmly opposed US proposal – …
REPORT: Walmart and Other U.S. Retailers Reportedly Notify Chinese Suppliers to Resume Shipments But Tariffs Cost Will be on U.S. Firms. Several Chinese exporters said that major U.S. retailers, including Walmart, have informed some Chinese suppliers to resume shipments after… — Ray Wang (@rwang07) April 26, 2025 "Albertsons tells suppliers to eat the cost of …
(Reuters) – The Trump administration is considering revoking tariff exemptions for low-value shipments from China, known as “de minimis,” as part of Wednesday’s tariff announcement, a source familiar with the plans said. The de minimis rule allows goods valued under $800 to enter the U.S. without tariffs, a loophole that has benefited Chinese e-commerce giants …
The U.S. Postal Service halting inbound packages from China and Hong Kong isn’t just a logistical hiccup—it’s a flashing red warning light for escalating trade tensions. E-commerce businesses, already grappling with supply chain issues, now face another blow. Investors are pulling back from Chinese stocks, sensing the storm ahead. This isn’t just about shipping; it’s …
Investors lose faith in China’s recovery; $18 trillion in wealth destroyed. China iPhone shipments fell by 47% y/y. 🚨INVESTORS LOST FAITH IN CHINA'S ECONOMIC RECOVERY🚨 China's 10-year government bond yield fell below 1.6% for the FIRST TIME EVER. CSI 300 index FELL for the 3rd STRAIGHT day in the worst start to a year in …
The U.S. ordered Taiwan Semiconductor Manufacturing Co (TSM, 2330.TW)to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter. The Department of Commerce sent a letter to TSMC imposing export restrictions on certain sophisticated chips, of 7 nanometer or …
Just received this note from a SpaceX engineer helping on the ground in North Carolina. @FEMA is not merely failing to adequately help people in trouble, but is actively blocking citizens who try to help! “Hey Elon, update here on site of Asheville, NC. We have powered up two large operating bases for choppers to …
Beijing has halted US beef imports from JBS SA’s meat processing plant in Greeley, Colorado, after detecting traces of ractopamine in the beef intended for China. Brazil-based JBS, the world’s largest beef producer, wrote in a statement, “We’re working diligently with US and Chinese authorities to resolve the situation as soon as possible.” Bloomberg said …
President Joe Biden says he will not be providing Israel with any offensive weapons to aid with its expected invasion of Rafah. FOX 5 NY’s Lissette Nuñez has the details.
In the heart of China’s smartphone market, a seismic shift unfolds as Apple grapples with a staggering 19% decline in shipments, marking its worst performance since 2020. The resurgence of Huawei, fueled by new product launches, catapults it to the forefront, challenging Apple’s dominance and pushing it to third place behind Vivo. With market dynamics …
They knew what was coming. Iran is about to stop oil shipments from the middle east. Soon the only choice will be electric vehicles or Public Transportation. Now you know why they’ve been pushing this so much recently. AC
🚨BREAKING: CHINA IPHONE SHIPMENTS FELL ABOUT 33% IN FEB., STATE DATA SHOW $AAPL pic.twitter.com/iRvlJDS2H3 — Smartkarma (@smartkarma) March 26, 2024 Cosco Intl https://t.co/eOLKLLVxza – HK net-net – earnings +77pc YoY– 11pc yield – net cash is now 120pc of mcap Geez! pic.twitter.com/njRLI41zWz — Smartkarma (@smartkarma) March 26, 2024
by confoundedinterest17 Another Biden program bites the dust, this time his big push to encourage everyone to buy an electric vehicle (EV). Meanwhile, Biden keeps going on vacation (as if he REALLY cares about middle America). Cars and light trucks are seeing declining YoY sales in January (-0.7%) as M2 Money growth remains negative. Automotive News was the …
Russian crude shipments take a hit from storms and a drone strike, reaching a two-month low. Adverse weather and geopolitical events impact exports. Russian crude shipments hit by storms and Baltic drone strike Russia’s seaborne crude shipments fell to the lowest in almost two months, undermined by adverse weather and a Ukrainian drone strike that …
BREAKING: ⚡ 🇮🇱 Another major economic blow to Israel Cosco suspends Israel shipments amid Red Sea tensions. Cosco, is controlling 5.2% of global shipping capacity. This comes after other companies such as MSC, CMA CGM, Maersk, and Hapag-Lloyd have done the same. This… pic.twitter.com/FYjIWSUjDL — Megatron (@Megatron_ron) January 7, 2024 ALBAWABA – In a noteworthy …
BREAKING NEWS RED SEA ATTACKS THREATEN TO CUT GLOBAL SHIPPING CAPACITY 20% 20%. Supply chains… — Gold Telegraph ⚡ (@GoldTelegraph_) December 23, 2023 “NEW YORK — The series of ship attacks by Iran-backed Houthi rebels in the Red Sea could curtail global shipping capacity by 20%, according to experts, in a fresh blow to supply …
via Mike Shedlock: There’s some sad news today in the trucking business today that unfortunately has some people cheering. Digital Startup Convoy Is Winding Down Its Freight Business Digital freight startup Convoy, a business founded by former Amazon.com executives that has drawn a star-studded lineup of tech investors, has suspended operations and is winding …