@LTDManagement

Global Supply Chain Consultant & Advisor. Real SCM experience. Been there. Seen it. Done it. Penn Stater. Semi-retired. Email: [email protected] [email protected]

 Lehigh Valley, PA
linkedin.com/in/tomcraig1
Joined August 2009
  • Tweets59.2K
  • Following1.3K
  • Followers2.8K
6.1KMedia
Are container lines, their new builds, and low demolitions facing a bad day at black rock? When only so many global trade/supply chain incidents and long transits can cover revenue.
Joakim Hannisdahl@JHannisdahlOct 9
Why don't add a bit more to the orderbook. Maybe land logistic inefficiencies will absorb these🤞
1
172
Saudi to store crude in Singapore. Puts supply closer to Asia buyers.
Marhelm
@MarhelmData9h
Saudi Arabia plans to store crude in Singapore from H2 2027, using caverns with a capacity for ~9M barrels. The shift brings Saudi supply closer to Asian buyers.
76
UKMTO: Tanker struck by projectile. Damaged. Crew safe.
UKMTO Operations Centre@UK_MTO10h
UKMTO WARNING 182-26 Click here to view the full product.⤵️ ukmto.org/-/media/ukmto/prod… #MaritimeSecurity #MarSec
UKMTO WARNING 182-26

ALT UKMTO WARNING 182-26

73
SCFI. Shanghai Containerized Freight Index. 26 October. Europe. Rises. $2,197.95.
CN Wire
@Sino_Market12h
🇨🇳 The Shanghai Containerized Freight Index of Europe Service (basic ports) rose by 2% w/w to 2,197.95. $SCFIS #Shipping #China #Shanghai
1
1
51
splash247.com/panama-canal-r… Panama Canal reopens last minute slots as traffic recovers. The El Nino water situation and how many ships can be handled has been a yo-yo story.

Panama Canal reopens last-minute slots amid traffic recovery - Splash247

The Panama Canal has restored last-minute transit reservations for ships using its panamax locks, easing one of the restrictions introduced during this year’s drought-related disruption. The canal...

splash247.com
1
52
splash247.com/black-sea-bloo… Black Sea bloodshed outstrips Hormuz

Black Sea bloodshed outstrips Hormuz - Splash247

A relentless series of attacks on merchant ships and port infrastructure over the past four days has underscored the Black Sea’s emergence as the world’s deadliest shipping route, with seafarer...

splash247.com
57
Saudi maritime and logistics. Invest into trade advantage. It would also fit with Saudi Vision 2030.
Seatrade Maritime@Seatrade8h
Saudi maritime and logistics leaders call for united push to turn investment into lasting trade advantage bit.ly/3U29nV8 #maritimenews #shippingnews

Saudi leaders urge unity to turn investment into trade gains

Industry leaders call for stronger partnerships, connected transport networks and investment in the next generation at Saudi Maritime & Logistics Congress

seatrade-maritime.com
64
Black Sea. Deadliest for merchant crewmen.
First Squawk
@FirstSquawkOct 25
THE BLACK SEA HAS BECOME THE WORLD’S DEADLIEST SHIPPING ROUTE FOR MERCHANT SAILORS, WITH MORE THAN 570 VESSELS STRUCK AND AT LEAST 40 SEAFARERS KILLED THIS YEAR, EXCEEDING THE 24 SAILORS KILLED IN THE STRAIT OF HORMUZ OVER THE SAME PERIOD - FT
2
138
Tom Craig retweeted
Vatnik Soup
@vatniksoupOct 25
The US is willing to betray its closest allies in Europe, a market of 450 million people and an economy worth nearly $20 trillion, just to cut shady, corrupt deals with Putin's Russia, an economy roughly the size of Italy's. What an absolutely insane foreign policy.
394
2,604
74
13,336
229,237
Maritime and Hormuz. Shipping is still below normal.
Open Source Intel
@Osint613Oct 25
Shipping traffic through the Strait of Hormuz remains well below normal levels. Close to 500 vessels are stranded outside the waterway. Following recent incidents, further attacks on commercial ships are highly likely. The threat rating for the strait remains "severe." Joint Maritime Information Center
1
85
Helium. Iran war. Supply chain. Semiconductor manufacturing. Energy technology. Certain medical devices. It is about more than oil and its derivatives.
Scott Lincicome
@scottlincicomeOct 25
Not exactly reassuring: "U.S. designates helium a critical material following 60 Minutes report on supply chain crisis" cbsnews.com/news/helium-crit…
5
2
164
gcaptain.com/romania-blames-… Romania blames Russia for cargo ship sinking that killed 1 and 3 missing. Who else but Putin likes killing civilians. The war criminal.

Romania Blames Russia For Drone That Sinks Cargo Ship; 1 Killed, 3 Missing

BUCHAREST, Oct 23 (Reuters) – Romanian President Nicusor Dan accused Russia of escalating its attacks on NATO’s eastern flank on Friday, after a drone strike sank a cargo ship off the Romanian Black...

gcaptain.com
78
What do truckers and farmers say?
The Spectator Index
@spectatorindexOct 24
US average diesel price One year ago: $3.64 Now: $6.33 (AAA)
1
91
UKMTO: Tanker struck by projectile. Continuing to port.
UKMTO Operations Centre@UK_MTOOct 23
UKMTO WARNING 181-26 Click here to view the full product⤵️ ukmto.org/-/media/ukmto/prod… #MaritimeSecurity #MarSec
UKMTO WARNING 181-26

ALT UKMTO WARNING 181-26

2
2
102
Tom Craig retweeted
ian bremmer
@ianbremmerOct 23
data center next to neighborhood in loudoun county, virginia (wouldn’t want this near me, either, in fairness)
106
57
10
690
110,975
Ship attacks in the Strait of Hormuz hit record high in October. So who is in control?
Reuters
@ReutersOct 23
Ship attacks in Strait of Hormuz hit record high in October reut.rs/48ca29K reut.rs/48ca29K

Ship attacks in Strait of Hormuz hit record high in October

October has ​been the worst month for attacks on commercial shipping in the Strait of Hormuz and nearby ‌waterways, according to data compiled by a Washington-based think tank that has tracked...

reuters.com
1
118
gcaptain.com/ustr-proposes-e… USTR looks at extending China ship port extension through January

USTR Proposes Extending China Ship Port Fee Suspension Through January 2027

The Trump administration is proposing to extend its suspension of port fees targeting China-linked vessels for another two months, pushing their potential return into January 2027 as Washington and...

gcaptain.com
2
96
Would this be legal?
POLITICO
@politicoOct 23
BREAKING: DOJ is suing Alaska to block certification of election results if Republican Sen. Dan Sullivan loses. politico.com/news/2026/10/23…

DOJ sues to block election certification in Alaska if Republicans lose Senate race

politico.com
107
Iran. Almost out of oil. Targets seven tankers.
ian bremmer
@ianbremmerOct 22
iran, nearly out of its own oil to sell, targeted seven more tankers in the strait last night brings total strikes against hormuz shipping in 2026 to 130+ (likely an undercount)
Chart titled "Iran’s on-water oil reserves outside the blockade" shows oil reserves in million barrels from March 2026 to October. A significant drop is noted after the U.S. reimposes a maritime blockade on tankers leaving Iranian ports in July, following a period when the blockade was lifted after negotiations. Reserves decrease from around 150 million barrels to 866,000 barrels by October. Source: Kpler.

ALT Chart titled "Iran’s on-water oil reserves outside the blockade" shows oil reserves in million barrels from March 2026 to October. A significant drop is noted after the U.S. reimposes a maritime blockade on tankers leaving Iranian ports in July, following a period when the blockade was lifted after negotiations. Reserves decrease from around 150 million barrels to 866,000 barrels by October. Source: Kpler.

2
90
US manufacturing PMI. Rises. Still above 50. And how it translates to supply chains.
First Squawk
@FirstSquawkOct 23
U.S. MANUFACTURING PMI (PMI) ACTUAL: 56.0 VS 55.9 PREVIOUS; EST 55.5
1
5
184
SCFI. Shanghai Containerized Freight Index. October 22. Drops. $1876.27.
CN Wire
@Sino_MarketOct 23
🇨🇳🚢China Containerized Freight Index dropped by 2.4% w/w to 1,876.27. $CCFI #Shipping #China
1
3
107
Load more