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HomeSupply Chain

Supply Chain

Exports

Historic surge on the transpacific buoys liner profits

June 6, 2025 Stu Turley

Drewry’s weekly World Container Index (WCI) increased 41% to $3,527 per feu yesterday, the second highest leap dollars-wise since the index was created, with the busy transpacific leading the way once again amid a brief […]

ENB Pub Note

Allseas turns to nuclear power for offshore fleet

June 6, 2025 Stu Turley

ENB Pub Note: I am reaching out to their CEO to see about getting an interview for the Energy News Beat Podcast. Investments in this kind of technology and leadership will solve problems.  EuropeOffshore Marine […]

Critical Minerals

China’s Critical Mineral Controls Stall European Auto Parts Production

June 5, 2025 Clark Savage

Energy Security starts at home, and investors need to consider investments with returns and assess how their products may have supply chain constraint potential issues. In the current geopolitical landscape, new trading blocs are forming. […]

COSCO
International News

COSCO launches MPP fleet push with up to 30 newbuilds

June 4, 2025 Stu Turley

China’s COSCO Shipping Bulk has signed up for a massive newbuilding programme in the multipurpose segment that could see up to 30 newbuildings delivered for a total of $1.5bn. The dry bulk arm of the […]

Asia-Europe tradelane
ENB Pub Note

Quarter of all box tonnage now deployed on Asia-Europe tradelane

June 4, 2025 Stu Turley

ENB Pub Note: Supply lines and manufacturing trading blocs are changing even as we speak. However, the insurance carriers remain the ones in control behind the scenes. We will have more on this story later. […]

Electric Vehicles

GM Shifts Gears on New York EV Plant as GOP Rolls Back Democrat EV Mandates

May 30, 2025 Clark Savage

In a bold pivot reflecting the shifting tides of U.S. energy policy, General Motors (GM) has announced a major change at its Tonawanda Propulsion plant in New York. Previously slated to produce electric vehicle (EV) […]

Amomonia

Solar is MORE expensive than Gas (w/ receipts)

May 29, 2025 Andy Del Prado

Daily Standup Top Stories Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive May 28, 2025 Clark Savage ENB Pub Note: This is an outstanding post on LinkedIn from Doug […]

Amomonia

World’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value?

May 28, 2025 Stu Turley

Without subsidies, the projects can’t even get off the ground, and much like wind and solar, they are not fiscally sustainable. So why are we looking to spend this much money? As I write this […]

Phillips 66
Diesel

Phillips 66 to Lay Off Most Workers at Los Angeles Refinery as California’s Refining Woes Deepen

May 25, 2025 Clark Savage

Phillips 66’s decision to shutter its Los Angeles-area refinery by the end of 2025, with layoffs beginning in December, marks another blow to California’s already strained refining sector. The closure, affecting 600 employees and 300 […]

Finance

Trump Approves Nippon Steel Partnership with U.S. Steel, Reviving $14 Billion Deal

May 24, 2025 Clark Savage

In a dramatic turn of events, President Donald Trump has greenlit a “planned partnership” between United States Steel Corporation (U.S. Steel) and Japan’s Nippon Steel Corporation, breathing new life into a $14.9 billion deal previously […]

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