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🚨🇺🇸🇮🇷 The Iran war is hitting American wallets and it's only getting started... Gas at $4.09 and climbing. Diesel at $5.53. Mortgage rates up five straight weeks. Airlines hiking fares 24%. USPS slapping 8% surcharges on packages. Amazon adding fuel fees for sellers that will get passed straight to...

82,804 Aufrufe • vor 4 Monaten •via X (Twitter)

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🇮🇷 Everyone’s screaming that the Iran war is about to strangle global shipping, but the actual data says the opposite. Craig Fuller, FreightWaves CEO, dropped this on Bloomberg yesterday: international container volumes, U.S. trucking, and rail are all rising, RIGHT NOW, even with insurance and shipping costs spiking hard. That multi-year trucking freight recession that started in 2022? Officially over since November 2025. The industry is finally breathing again after years of pain. Here’s the real adaptation happening under the surface: Shippers are aggressively shifting freight from truck to rail. The rate spread between the two just hit 34%, near an all-time high. That kind of gap doesn’t get ignored. Railroads and intermodal players (think J.B. Hunt, Hub Group) are quietly taking share while truck capacity stays tighter, and the map itself is starting to rewrite. A Chinese carrier is already running an Arctic route that cuts Asia-to-Europe transit from the usual ~40 days down to 20. Melting ice + Russian icebreakers = a new corridor that completely bypasses the Strait of Hormuz. One more chokepoint becomes optional. Yes, container spot rates are sitting around $7,000. Which feels elevated until you remember the COVID peak was $22,000, so there’s still massive headroom. Even better math for the inflation worry: transportation is only about 3% of the final price of finished goods. Double freight rates tomorrow and the hit to consumers is still marginal, so most of the extra cost is getting eaten in retailer and manufacturer margins (which are at record highs) rather than passed straight through. Ultimately, the demand is real, and the system is rerouting in real time. Old assumptions about permanent dependence on Hormuz and traditional sea lanes are starting to crack. Global trade is proving once again that it can simply redraw the map instead. Source: Bloomberg Television YT / Writer: Val

Mario Nawfal

47,887 Aufrufe • vor 8 Tagen

Global reset. Listen closely — this is one of the most important breakdowns yet of what’s unfolding around the Iran situation. It is a peek behind the curtain to President Trump’s longterm strategy. After Trump ordered U.S. Naval forces to begin a blockade in the Strait of Hormuz, Maria Bartiromo laid out what she says is the broader geopolitical shift now underway. BARTIROMO: “Very big news. We have major developments this morning with the president directing the Navy to begin this blockade of ships in the Strait of Hormuz.” “This is very important because Iran tried hard to extort the global economy and take over securing the Strait of Hormuz.” “It is not working.” “As you just saw, the president’s post this morning on Truth Social, that the U.S. Navy is beginning this blockade right now of the Strait of Hormuz.” “Why is this important? Because the strait is a narrow waterway. Typically, the strait is the choke point where 20% of the oil and gas of the world is traveling through this strait and as a result of what you are seeing this morning with the Navy beginning this blockade, it will be able to stop ships.” “What we are seeing as a result? We are seeing a complete diversion.” “You’re seeing major super tankers change direction and go to the Gulf of America for oil and gas.” “The president was very clear they his address to the nation a week and-a-half ago.” “He said that the United States right now is operating at 95% capacity.” “He said that the United States right now is producing more oil and gas than Saudi Arabia and Russia combined and if you remember, he said it twice, he said let me say that again.” “The U.S. Is producing more oil and gas that Saudi Arabia and Russia combined.” “He directed allies to buy oil and gas from America.” “The U.S. and allies are increasing their naval presence in the Strait of Hormuz right now, to indicate to the world that, yes, Iran wanted the strait closed.” “It will then be closed and all the traffic will be redirected to the Gulf of America where the United States will up its capacity and up its sales of oil and gas to the rest of the world.”

Overton

69,284 Aufrufe • vor 4 Monaten