Global Supply Chain Consultant & Advisor. Real SCM experience. Been there. Seen it. Done it. Penn Stater. Semi-retired. Email: tomc@ltdmgmt.com tomltd@aol.com
Lehigh Valley, PA
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splash247.com/how-the-resili… Since the pandemic through the current wars, supply chain disruptions have become the norm. What it is. Where it is. And, in turn, what it means to maritime—and all the vessel types.
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splash247.com/shipping-earni… Ship earning surge into record territory. Across sectors. Oil VLCC. Gas. Dry bulk. Containers. Different results. Different reasons.
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splash247.com/zim-workers-re… Zim workers reject sweetened offer by Hapag-Lloyd. At some point, will Hapag walk away?
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splash247.com/a-p-moller-cap… AP Moeller. Deal for Euroports. With Maersk order for new ship and this, Copenhagen woke up and is acting.
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gcaptain.com/russia-can-rest… Russia. Can restart Black Sea grain exports if attacks stop. World’s largest wheat exporter. Prices up. Grain buyers want Ukraine to stop. What is in it for Ukraine?
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gcaptain.com/low-rhine-level… Rhine river. May have record lows. Supply chain impact? Climate change. New normal. “Resilience”. Logistics Plan B? Investment in alternative logistics?
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With one game to go, the Milwaukee Brewers have the best record in MLB. A small market team. And the Pittsburgh Pirates will close on another season of no World Series since 1979. A cheap owner and incompetent GM. What a combo.
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Tom Craig retweeted
hard for the united states to maintain a global lead in artificial intelligence when most americans don’t think it will benefit them and don’t trust their leaders who tell them otherwise.
getting the tech right and the people wrong is a recipe for failure.
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Trump rejects Iran proposal. 7 day ceasefire to restart negotiations. And reopen the Strait.
BREAKING: President Trump officially announces that he has rejected Iran's proposal for a 7-day ceasefire to restart negotiations.
This proposal would have reopened the Strait of Hormuz, with both the US and Iran lifting their blockade.
"I reject their proposal," Trump said.
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Xi wants limited support from the US for Taiwan. What will Trump do?
Xi Seeks Lasting Gains on Trade, Taiwan From Trump Truce
Xi Jinping pressed Donald Trump to limit US support for Taiwan while signaling scope for broader progress on trade, following their summit in Washington.
The US and China extended their trade truce, while Beijing did not confirm a US announcement that China would buy at least 10 million metric tons of US coal in 2027 and 2028. The two leaders are scheduled to meet again in November.
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gcaptain.com/gulf-of-oman-sh… Gulf of Oman. Ship to ship oil transfers reach limit as Saudi exports surge
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gcaptain.com/next-disruption… Global trade. Next disruption—bring it on.
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Tom Craig retweeted
Bill Gates has warned that artificial intelligence is 'certainly powerful enough to drive events that, you know, cause a billion deaths'.
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gcaptain.com/us-sanctioned-o… US sanctioned tanker, hijacked in August, is freed from Somali pirates. 👍
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gcaptain.com/qatar-boosts-ln… Qatar. Boosts LNG via Hormuz. Global shortage.
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How can Trump cozy up to Putin, a war criminal?
Exploding parcels. Cut Baltic cables. A drone packed with explosives at Leipzig airport. Putin's shadow war is escalating, and NATO needs a firmer answer that stops short of full-scale war. Here's how: bloomberg.com/opinion/articl…
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Tariffs. Import stockpiling. There is nothing new with doing this. Since Liberation Day, importing ahead of tariffs has been a common practice. Precedence?
Tariffs haven't worked? Time to investigate importers!
"The Trump Administration Takes Aim at Import Stockpiling" cato.org/blog/trump-administ…
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