@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
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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🤞
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splash247.com/maritime-ceo-f… Shipping’s wartime boom tests discipline

Maritime CEO Forum: Shipping’s wartime boom tests discipline - Splash247

Shipping may be enjoying one of its strongest booms in decades, but the extraordinary profits generated by geopolitical turmoil are raising difficult questions about risk, investment and what happens...

splash247.com
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splash247.com/containership-… Containership orderbook heads to 16 million. As world economy continues its six years of chaos. And each and all affect supply chains. Covid . Trump tariffs and war. Ukraine. China trying to take over Taiwan. Next?

Containership orderbook heads towards 16m teu - Splash247

The containership industry’s extraordinary ordering spree is showing no signs of slowing, with the global orderbook now exceeding 15m teu and another wave of megamax contracts poised to push the...

splash247.com
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Trump pandering to Putin?
Julia Davis@JuliaDavisNews19h
Removing sanctions on the multibillion-dollar fund, called the Russian Direct Investment Fund, would be a significant unwinding of the yearslong U.S. effort to use economic pressure to get Russia to change its behavior. xitter.cf/JuliaDavisNews/status/…
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gcaptain.com/russia-ships-le… Russia ships less crude even with key Baltic ports rebound. What will Putin do for revenue to murder Ukrainian civilians?

Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound

Russia shipped the least crude in more than a month, even as operations at its key Baltic port recovered strongly from an earlier halt.

gcaptain.com
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gcaptain.com/global-marine-i… Global marine insurance premiums reach $42.6 billion as competition softens market. Excess capacity. Currency fluctuations.

Global Marine Insurance Premiums Reach $42.6 Billion as Competition Keeps Market Soft

Global marine insurance premiums rose 5.5% to $42.6 billion in 2025, but increased competition, excess capacity and currency fluctuations continued to weigh on the market, according to a new report...

gcaptain.com
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gcaptain.com/yemens-houthis-… Houthis hit Saudi refinery with missile.

Yemen's Houthis Say They Hit Saudi Ras Tanura Oil Refinery With Missile

emen's Iran-aligned Houthis said on Tuesday they had hit Saudi Arabia's Ras Tanura oil refinery, the ?biggest in the kingdom, with a ballistic missile.

gcaptain.com
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gcaptain.com/iran-says-it-wi… Iran threatens action against large oil tanker Sinokor ships in Hormuz.

Iran Says It Will Take Action Against Sinokor Ships in Hormuz

Iran’s Persian Gulf Strait Authority said it would take “legal action” against tankers belonging to Sinokor, the world’s biggest oil tanker owner that has carried millions of barrels out of the...

gcaptain.com
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$UPS. Q4 volume lower than last year. If volume drop holds, what happens to any rate increases?
First Squawk
@FirstSquawkOct 27
UPS CEO SAYS Q4 US AVG. DAILY VOLUME TO BE LOWER YEAR-OVER-YEAR
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Whirlpool. Higher cost/inflation—raw materials, fuel, logistics. And those tariffs. Lower sales.
Scott Lincicome
@scottlincicomeOct 27
"Whirlpool Heading for Full-Year Loss as Costs Mount and Sales Fall" wsj.com/business/earnings/wh… "As for prices, Whirlpool is increasing them by 7% for the fourth quarter. It claims the rest of the industry has done the same."
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gcaptain.com/as-attacks-moun… As attacks mount maritime faces an uncomfortable question—are safety rules fit for war? This question has existed for centuries. Pirate attacks. World wars and submarines.

As Attacks Mount, Shipping Faces an Uncomfortable Question: Are Safety Rules Fit for War?

October has become the worst month on record for attacks on merchant ships in and around the Strait of Hormuz, and oil is now washing onto the beaches of the United Arab Emirates.

gcaptain.com
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splash247.com/wall-street-sp… Wall Street splits tanker boom

Wall Street splits over tanker boom - Splash247

Wall Street’s increasingly divided outlook for the tanker supercycle has taken another twist, with investment bank Evercore ISI dramatically raising its freight forecasts and share price targets...

splash247.com
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Trump is open to a three-party meeting with Putin and Xi. But there is a hitch: China, the prospective host, hasn’t issued an invitation. The obstacle is a fundamental disagreement over what the three leaders would discuss. wsj.com/world/china/xi-wants…

Xi Wants to Play Peacemaker. Trump Has Other Ideas for a Historic Summit.

Plus, Xinjiang goes from blacklisted to global trade hub, Xi’s purges echo Stalin’s, and Kim Jong Un makes a surprise trip to China.|WSJ China for Oct. 27

wsj.com
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World Series. A small market team and a team with a smaller payroll than the Pirates. Sports media blaming small market for the Bucs failures. Blame the 2 incompetents—Nutting and Cherington.
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gcaptain.com/tanker-disabled… Tanker disabled in Hormuz attack. Another vessel on fire. How is this possible when Trump says the Strait is controlled?

Tanker Disabled in Strait of Hormuz Attack, Another Vessel Reported on Fire in Persian Gulf

Two new maritime security warnings issued Monday point to continued dangers for commercial shipping in the Middle East, with one tanker confirmed disabled by a projectile in the Strait of...

gcaptain.com
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Saudi to store crude in Singapore. Puts supply closer to Asia buyers.
Marhelm
@MarhelmDataOct 26
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.
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UKMTO: Tanker struck by projectile. Damaged. Crew safe.
UKMTO Operations Centre@UK_MTOOct 26
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

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SCFI. Shanghai Containerized Freight Index. 26 October. Europe. Rises. $2,197.95.
CN Wire
@Sino_MarketOct 26
🇨🇳 The Shanghai Containerized Freight Index of Europe Service (basic ports) rose by 2% w/w to 2,197.95. $SCFIS #Shipping #China #Shanghai
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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
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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
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Saudi maritime and logistics. Invest into trade advantage. It would also fit with Saudi Vision 2030.
Seatrade Maritime@SeatradeOct 26
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
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