Podcasts about Maersk

AI can finally write back to the plant floor, but only if you can trust it. Chris Stevens and Annemarie Breu of Siemens explain how orchestration makes that safe.Industrial AI has reached a turning point. Manufacturers can already collect data, contextualize it, and surface insights, but the hardest step has always been turning insight into action on real control equipment. Chris Stevens and Annemarie Breu of Siemens explain how an orchestration layer finally closes that loop. Annemarie frames the tension clearly. Automation depends on determinism, while large language models are probabilistic by design, so the goal is to bring that discipline into AI and validate any suggestion before it changes a set point.Most executive conversations start with return on investment, and two forces are making the case easier to prove. The workforce shortage has stretched the expected payback window from 18 months toward 36 months, and when a line cannot run for lack of people every idle minute costs thousands of dollars. The other driver is overall equipment effectiveness, since most plants run near 70 percent OEE and even a fraction of a percent of gain can justify a project. Energy is a standout case too. A BorgWarner sustainability effort used a digital twin to flatten demand peaks and reportedly paid for itself in under six months, even as data center growth pushes electricity demand higher through 2040.On trust and safety, Annemarie borrows a principle from industrial safety. Just as fail safe IO modules rely on two channel evaluation, every AI suggestion is validated against a state machine, a workflow, or a physics based digital twin before the orchestration layer passes it to a controller. With virtual commissioning and soft PLCs a change can be tested virtually, approved by a human in the loop, and only then written to control, an approach PepsiCo and NVIDIA echoed at CES when they called the digital twin a must have. Making AI real, the pair argue, comes down to discipline, clear scope, acceptance criteria, and focused 90 day challenges, plus the change management and user experience that drive adoption. Their favorite quick win is preventive maintenance driven by machine data, which both BorgWarner and Maersk tied to millions in savings.About Chris StevensChris Stevens is President of US Automation at Siemens, where he leads a roughly one billion dollar business spanning software, services, and hardware. He brings more than 25 years across Siemens Digital Industries, starting in the field selling assembly and test equipment, moving into the software and digital twin world, and returning to automation to bring the hardware and software sides of the business together.About Annemarie BreuAnnemarie Breu is a senior technology leader at Siemens Digital Industries focused on automation software deployment and customer technology partnerships in the US. She began at Siemens about a decade ago as a systems engineer in the San Francisco Bay Area, working with consumer electronics manufacturers on virtual commissioning and digital twins. Her work today centers on bringing the determinism and reliability of automation into industrial AI.Timestamps0:00 Introduction and Automate 2026 preview2:50 Meet Chris Stevens and Annemarie Breu9:30 The first AI question is always ROI14:00 Workforce gaps and OEE drive the business case19:30 Energy management and the data center demand surge23:20 Data, sensors, and contextualization requirements28:00 Guardrails, hallucinations, and two channel validation32:40 The digital twin and the human in the loop37:40 How partners and integrators move up the stack45:30 What it takes to make AI real on the floor55:50 Preventive maintenance as a quick win59:40 Predictions, career advice, and book picksAbout Your HostsVladimir Romanov is a co-host of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to de-risk modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Edge Computing and the Value of AI in Manufacturing Data: https://www.joltek.com/blog/edge-computing-ai-value-manufacturing-dataIT and OT Architecture Integration: https://www.joltek.com/services/service-details-it-ot-architecture-integrationDave Griffith is a co-host of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

On this episode we team up with The View Beyond, a podcast from wealth management group Julius Baer, to discuss how to navigate crises.  Julius Baer's Group Chief Investment Officer Yves Bonzon gives his perspective as someone who has spent decades making high-stakes decisions on behalf of investors. This episode is a collaboration with The View Beyond, the weekend edition of Moving Markets, Julius Baer's daily flagship podcast on the markets, thematic investing, and wealth management. The co-host is Moving Markets host Bernadette Anderko. Listen to the Julius Baer podcasts wherever you get podcasts, and learn more on the Julius Baer Insights Hub: https://www.juliusbaer.com/en/insights/ Related episodes: Financial fragmentation: the $6 trillion cost of breaking the "plumbing" of global finance: https://www.weforum.org/podcasts/radio-davos/episodes/financial-fragmentation/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/ "Everything has changed" - Gita Gopinath on the global economy in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/gita-gopinath-global-economy-2026/ Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

The Closing Market Report from June 9, 2026, details a recent sell-off in commodity markets, with corn, soybean, and wheat prices returning to January lows due to the current absence of a weather premium. The upcoming WASDE report is expected to reflect strong export sales and potential adjustments to old crop carryouts, while technical support levels suggest potential short-term recovery bounces. In agricultural news, the Senate is developing legislation for year-round E15 sales to match a recently passed House bill, and the shipping company Maersk has successfully tested 100% ethanol as a bunker fuel in Rotterdam. Meanwhile, the Strategic Petroleum Reserve is projected to reach its lowest volume since the 1980s, and a Wisconsin farmland auction yielded nearly $22,000 per acre. Furthermore, the rapid expansion of large-scale data centers in the Midwest has prompted significant local and state regulatory pushback regarding energy and water consumption, leading to temporary development moratoriums and the proposed repeal of tax incentives in states such as Illinois and Michigan. Finally, the agricultural weather forecast predicts severe thunderstorms and heat across the northern plains and upper Midwest, which will shortly be followed by a transition to cooler, drier conditions driven by air masses from south-central Canada.- Ag Markets with Naomi Blohm, TotalFarmMarketing.com- WILLAg News Update for June 9, 2026- Lawmakers Rush to Regulate Data Center Development- Ag Weather with Don Day, DayWeather.com ★ Support this podcast ★

The global economy is fragmenting, and it could lead to a hit of $6 trillion to GDP worldwide. That's more than the impacts of the COVID-19 pandemic or the 2008 financial crisis. So what exactly is causing this fragmentation, and can the impacts be mitigated? Finance industry experts join us to explore the forces of fragmentation and examine a new report by the World Economic Forum and Oliver Wyman, which quantifies its impact and details the consequences on the global economy and emerging markets in particular. Guests: Matt Strahan, Private Market Initiatives Lead at the World Economic Forum Daniel Tannebaum, Global Anti-Financial Crime Practice Leader at Oliver Wyman Anne Walsh, Managing Partner and Chief Investment Officer of Guggenheim Partners Daniel Mminele, Chairman of Nedbank Links: Deepening Divides: The Cost of a More Fragmented Financial System: https://wef.ch/financialfragmentation26 Related podcasts: Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/ The rise of industrial policy - why governments are back in the business of business: https://www.weforum.org/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ Welcome to Cold War Two: historian Niall Ferguson on geopolitics in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/niall-ferguson-geopolitics-cold-war/ Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552  

In this episode, we kick things off in Washington, where federal regulators have conditionally accepted the massive Union Pacific-Norfolk Southern merger application, but with major strings attached. The Surface Transportation Board accepted the merger paperwork Thursday, but only on the condition that the railroads submit significantly more information across nine distinct areas of concern by July twenty-seventh. Shares of both companies fell about five percent on the news, while the two Class I railroads argue the proposed transcontinental network will eliminate handoffs, convert two point one million truckloads to rail annually, and kickstart reindustrialization across a sprawling fifty-three thousand-mile network. We also explore how the ocean carrier Maersk is paying a hefty price for billing the wrong parties. The company has agreed to pay a one point nine million dollars civil penalty to the Federal Maritime Commission over detention charges that were billed to third parties who had not agreed to Maersk's bills of lading, service contracts, or tariffs. Under the settlement, Maersk agreed to stop the practice entirely, amend its U.S. tariff rules to strictly limit the definition of "merchant," and provide refunds and waivers to impacted third parties. Finally, we cover the major leadership shakeup at Hub Group following a massive accounting error that continues to reverberate. The logistics company announced Thursday that its chief financial officer and chief operating officer have both departed the company, though both will remain available on a consulting basis during the transition. The exits come as Hub Group is forced to restate results for twenty twenty-three and twenty twenty-four, on top of a previously flagged seventy-seven million dollars understatement of purchased transportation expenses for the first three quarters of twenty twenty-five. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where federal regulators have conditionally accepted the massive Union Pacific-Norfolk Southern merger application, but with major strings attached. The Surface Transportation Board accepted the merger paperwork Thursday, but only on the condition that the railroads submit significantly more information across nine distinct areas of concern by July twenty-seventh. Shares of both companies fell about five percent on the news, while the two Class I railroads argue the proposed transcontinental network will eliminate handoffs, convert two point one million truckloads to rail annually, and kickstart reindustrialization across a sprawling fifty-three thousand-mile network. We also explore how the ocean carrier Maersk is paying a hefty price for billing the wrong parties. The company has agreed to pay a one point nine million dollars civil penalty to the Federal Maritime Commission over detention charges that were billed to third parties who had not agreed to Maersk's bills of lading, service contracts, or tariffs. Under the settlement, Maersk agreed to stop the practice entirely, amend its U.S. tariff rules to strictly limit the definition of "merchant," and provide refunds and waivers to impacted third parties. Finally, we cover the major leadership shakeup at Hub Group following a massive accounting error that continues to reverberate. The logistics company announced Thursday that its chief financial officer and chief operating officer have both departed the company, though both will remain available on a consulting basis during the transition. The exits come as Hub Group is forced to restate results for twenty twenty-three and twenty twenty-four, on top of a previously flagged seventy-seven million dollars understatement of purchased transportation expenses for the first three quarters of twenty twenty-five. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

As the World Economic Forum publishes its latest Chief Economists Outlook, Maersk's Head of Macro & Market Insights Ilaria Maselli gives her view on the state of the global economy. The closure of the Strait of Hormuz, "the aorta of global fossil fuel trade", is one of the "biggest crises" in the history of capitalism, with huge implications for economies around the world, Maselli says. And we discuss how the impact of the Hormuz crisis compares to the shock that the COVID pandemic imposed on the world, in terms of economic growth and inflation. Hosted by Robin Pomeroy; interview by John Letzing Links:  Chief Economists Outlook May 2026: https://www.weforum.org/publications/chief-economists-outlook-may-2026 Previous editions:  https://www.weforum.org/publications/series/chief-economists-outlook/ Related podcasts: The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/ The rise of industrial policy - why governments are back in the business of business:  https://www.weforum.org/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ "Everything has changed" - Gita Gopinath on the global economy in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/gita-gopinath-global-economy-2026/ Chief Economists' Outlook January 2026: reassuring resilience and a 'good' bubble?: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-barclays-christian-keller/ Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Transpacific rates are grinding higher into peak season while the Hormuz crisis shows no sign of resolution, and a new weather risk is quietly building for the Panama Canal.In this episode, Lars Jensen and guest host Don Davis cover:NYFI spot rate momentum on Asia-US West Coast and Asia-Europe, and what futures rates suggest for the next two monthsIran's tightening grip on Strait of Hormuz traffic, including vessel seizures and a potential threat to subsea data cablesCMA CGM and Hapag-Lloyd suspending Cuba bookings following new US sanctionsA NOAA upgrade placing a 67% probability on a strong or very strong El Niño, and what that means for Panama Canal capacity heading into 2027Q1 2026 carrier results: Maersk gained market share; Hapag-Lloyd volume declined year-on-year

GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/wam USE Code WAM to save 25% plus free shipping! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 EXCLUSIVE replays of hour plus long live shows are available here at $5 a month or more! BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs! GET 10% OFF ON SHILAJIT FROM DR. KAUFMAN WHEN YOU USE CODE WAM10 HERE: https://medauthentica.com/discount/WAM10?redirect=/products/authentica-shilajit%3Fsca_ref=10867124.wrNV3jkYSaMg9 HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Josh Sigurdson reports on the massive supply chain crisis effecting essentially the entire world as shipping giants Maersk, Hapag-Lloyd, MSC, CMA and CGM create a new shipping route by-passing the Strait of Hormuz by dropping off boat loads, driving across the country and then loading everything back on to other boats. Costs are about to skyrocket but it's far worse than just costs. The ability to obtain food, fertilizer and oil are about to collapse in a way never before seen in modern history. They are manufacturing a famine to force people into a ration-based digital ID system complete with social credit. Costs of potatoes alone went from 2.5 Euros to 18.5 Euros per 100kgs in a single month due to fertilizer shortages which farmers have been warning about for quite some time. Sulfuric acid is at a major deficit currently which leads to shortages of fertilizer as well as tools needed for mining and manufacturing across the board. This alone can cause a famine. On top of this however, we were already seeing an attack internationally on farmland as well as 73 year shortages of cattle head. Farm bankruptcies are up 46%. 70% of farmers cannot afford fertilizers. Diesel prices are up 60% in a year. President Trump recently said in an interview with Sean Hannity that high gas prices are the price we pay for Iran not having nuclear weapons. This is insanity. Meanwhile, engine oil is scarce and data centers are being built everywhere to complicate matters more. Water shortages will be a major problem in cities near data centers as people like Mike Adams has warned about on Natural News. This will hurt farms and industry while the data centers collect everyone's information in a massive surveillance database. They're creating a Hive Mind to help "solve" the very shortages they created in the first place. It just so happens that back in July of 2025, the DOE (Department of Energy) warned that we will see a 100x increase in blackout risks by 2030. That year isn't a coincidence. The United Nations planned for this years ago. It also just so happens that government run grocery stores are being established in New York and proposed in California and cities like Chicago. In the UK where they are pushing forward a digital ID mandate, they are attempting to police what foods you buy. This is one of the many steps towards the digital gulag system to come. From banks to energy and food, this system which the WEF has pushed for years is being adopted, quickly. It's up to you to actually take the warning and do something about it or sit there on your hands awaiting you dark fate. Stay tuned for more from WAM! GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2026

When Panama's Supreme Court ruled that Hong Kong-based conglomerate CK Hutchison's operation of two ports on either side of the Panama Canal was unconstitutional, President Jose Raul Mulina said at the time that he wasn't too concerned about China retaliating. Now, several months later, Mulina and other Panamanian officials are becoming increasingly concerned that this is precisely what's happening after China detained dozens of Panamanian-flagged vessels or "inspections." Separately, China called on the two shipping companies, Maersk and MSC, slated to take over operations of the Panamanian ports vacated by CK Hutchison, to reconsider — insinuating there could be severe consequences if they don't comply. Pedro Armada, managing partner at Armada Risk Consulting, is following the events closely from Panama City and joins Eric to discuss the increasingly difficult position the government finds itself in between the U.S. and an increasingly assertive China.

Pacific rates are flatlining but peak season signals are building, with freight futures pointing to a $900 per FEU jump on Asia-North Europe by July. Meanwhile, the Strait of Hormuz remains effectively closed, global container demand fell 2.4% year-on-year in March, and Maersk posted a second consecutive quarter of negative EBIT.In this episode, Lars Jensen and Caroline Weaver cover:Rate movements across Asia-US West Coast, Asia-US East Coast, and Asia-North Europe, including what freight futures are signaling for peak seasonThe latest Hormuz developments including two new vessel attacks and the short-lived US military escort operationMarch global demand data: why the headline -2.4% masks a world that is otherwise still growing at 5-8%Maersk Q1 results and what two consecutive quarters of negative EBIT signals for carrier health

Rod and Karen are joined by Rod’s mom to discuss the Bruno Mars concert, Michael Jackson, Hakeem Jeffries responds to Trump, Trump administration ramps up denaturalization campaign, The CEO of Maersk, which ships 14% of everything you buy, said the Iran war is adding $500 million in monthly costs it’s trying not to pass down, Ne-Yo Reveals He Lost Major Deals Over His Polyamorous Lifestyle “The World Is Mad”, Tasha K Says “We Lost the War” as Judge Reportedly Reinstates Full $4M Judgment in Cardi B Defamation Battle, Nick Cannon Scammed: Money Manager Indicted For Stealing $2 Million, Black Capitalism (Ice Spicy, the OTHER Rashida Jones), Piers Morgan vs Russell Brand, Herman Cain's viral Libya clip revisited, man shoots Chick-fil-A customer, 19 year old beats up 55 year old after almost hitting the 55 year old's daughter, man kills neighbor out walking his dogs and sword ratchetness. Bomani Jones Live W/ TBGWT – https://septembercreative.ticketspice.com/bomani-jones-live-in-atlanta Patreon: https://www.patreon.com/theblackguywhotips Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rodimusprime⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SayDatAgain⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TBGWT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheBlackGuyWhoTips⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblackguywhotips@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blog: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theblackguywhotips.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Teepublic Store⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- https://the-black-guy-who-tips-podcast.dashery.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon Wishlist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – https://www.amazon.com/hz/wishlist/ls/1PDD9JUQUNVY5?ref_=wl_share ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crowdcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – https://www.crowdcast.io/theblackguywhotips Voicemail: ‪(980) 500-9034Go Premium: https://www.theblackguywhotips.com/premium/See omnystudio.com/listener for privacy information.

The White House says the war is over. The White House also says it's continuing in a new form. Two weeks after the launch of Project Freedom, only two Maersk ships took the offer. Roughly 900 ships remain trapped in the Persian Gulf, and the Saudis just declined to grant basing or overflight rights. Retired Lt. Gen. Jack Shanahan — founding director of the Pentagon's Joint AI Center and former head of Project Maven — joins Bryan Clark, Eric Robinson, Tony Stark, and Justin McIntosh to dig into the purgatory. We discuss… Why Project Freedom collapsed A leaked CIA assessment putting 70% of Iran's ballistic missile capability still intact The Anthropic supply chain risk designation, Mythos, and the "call me" moment Four F-15Es down, 30 MQ-9s shot down, and why Jack thinks the Air Force was one inch from a televised POW disaster song:https://suno.com/s/kBuJ4ruS5UkfTdY3 Learn more about your ad choices. Visit megaphone.fm/adchoices

The White House says the war is over. The White House also says it's continuing in a new form. Two weeks after the launch of Project Freedom, only two Maersk ships took the offer. Roughly 900 ships remain trapped in the Persian Gulf, and the Saudis just declined to grant basing or overflight rights. Retired Lt. Gen. Jack Shanahan — founding director of the Pentagon's Joint AI Center and former head of Project Maven — joins Bryan Clark, Eric Robinson, Tony Stark, and Justin McIntosh to dig into the purgatory. We discuss… Why Project Freedom collapsed A leaked CIA assessment putting 70% of Iran's ballistic missile capability still intact The Anthropic supply chain risk designation, Mythos, and the "call me" moment Four F-15Es down, 30 MQ-9s shot down, and why Jack thinks the Air Force was one inch from a televised POW disaster song:https://suno.com/s/kBuJ4ruS5UkfTdY3 Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony Fernandes, the chief executive of the low-cost carrier, has been speaking to the BBC. He says the current high fuel costs are more complex for the airline to manage than during the COVID-19 pandemic. Plus, Danish shipping giant Maersk says it will be able to adapt if charges are introduced for ships transiting the Strait of Hormuz. And the African nation of Madagascar is struggling to deal with fuel shortages as a result of the war in the Persian Gulf.

Een winst van bijna 7 miljard dollar, in één kwartaal. Meer dan een jaar geleden en meer dan het dubbele van het kwartaal ervoor. Het is ook meer dan waarop was gerekend. Shell, daar hebben we het over, profiteert van de oorlog in Iran en de daardoor opgelopen olieprijzen. Maar er is een maar. De beurskoers ging namelijk flink onderuit. Beleggers twijfelen hoe lang Shell nog kan profiteren van die hogere olieprijs. Ook reageren ze wat zuur op het cadeautje dat ze krijgen (de opkoop van eigen aandelen). Shell is iets minder royaal. Zijn beleggers te verwend of hebben ze een punt? Zoeken we voor je uit. Hebben we het ook over Pharming. Dat had een dramatische dag, nadat het met slecht nieuws kwam over 't belangrijkste medicijn, Ruconest. We kijken voor je naar deze sector: hoe gok je op het juiste paard uit de biotech-stal? Verder hebben we een heerlijk verhaal voor je over de topman van GameStop. Je weet wel, de man die eBay wil kopen. Voor de financiering heeft 'ie nog een variant gevonden: spulletjes verkopen op (jawel) eBay! Ook in deze uitzending: SBM Offshore verhoogt de winstverwachting Beleggers smullen van Samsung Maersk verwacht een golf aan inflatie Whirlpool vreest voor een recessie-achtige daling voor de industrie Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Die US-Futures starten leicht fester in den Donnerstag, nachdem S&P 500 und Nasdaq am Mittwoch neue Rekordstände erreicht haben. Haupttreiber bleibt die Hoffnung auf eine diplomatische Lösung zwischen den USA und Iran — Ölpreise geben weiter nach, Risikoappetit steigt. S&P-Futures +0,1 %, Dow-Futures +44 Punkte, Nasdaq nahezu unverändert. Stark im Fokus: DoorDash (DASH) +10 % nach optimistischem Ausblick, Fortinet (FTNT) +16 % nach angehobener Billings-Prognose. Dazu stützt die robuste Berichtssaison: Der Markt setzt weiter auf Gewinnwachstum — und weniger auf Angst vor einer Blase. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Trump runs from and towards his own war. Rubio lies for him. Alito hands Republicans a map to erase Black voters. Indiana and Ohio vote today. Recorded LIVE Tuesday, May 5, 2026 In this episode: • Trump's 36-hour Iran whiplash and the cease-fire that ISN'T BUT IS • The Strait of Hormuz "blockade" that's not a "blockade" and one Maersk tanker gets a Navy escort • A Pentagon out of bombs in the middle of a war it picked • Marco Rubio and Pete Hegseth reciting the same rancid six lies on a loop • Supreme Court Justice Samuel Alito gutting Section Two of the Voting Rights Act on his way out the door • Louisiana cancels its own primary so the rigged map can clear in time • Spirit Airlines folds as diesel climbs and the war bill comes due • A White House quietly bracing for a 2026 bloodbath the President says won't happen because he isn't leaving anyway Key figures covered: • Donald Trump • Marco Rubio • Samuel Alito • Pete Hegseth • Vivek Ramaswamy • Florida Senator Rick Scott • Tennessee Republican John Rose

Good overall earnings season – still going strong Economic reports show a mixed picture – but still good enough Semi-annual earnings report option gaining steam Saying goodbye to Spirit Airlines Markets PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Good overall earnings season - still going strong - Economic reports show a mixed picture - but still good enough - Semi-annual earnings report option gaining steam - Saying goodbye to Spirit Airlines - EGGS - Breaking News! Markets - Are markets riding tariff refund wave? - Oil shoots up then slips back after Iran tensions rise and fall - New Highs - NAZ100 powering ahead - Huge Capex and OBBBA NEED A NEW CTP - CMG (last time was 2017) Ship Sailing - Seems that under the protection of the USA - a Maersk ship passed through the Strait - But how many can they do a day like this? - Oil down after a huge spike yesterday due to IRAN striking UAE Big Shakeup - US transportation stocks plunged after Amazon announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies. - The move is a threat not just to other couriers' grasp on e-commerce, but potentially to more profitable areas such as healthcare, which UPS and FedEx have made a central part of their strategies. - Amazon will offer freight, distribution and fulfillment, and parcel shipping to standalone customers, and its announcement "could be a watershed moment for North American freight transportation companies," according to Morgan Stanley analyst Ravi Shanker. - FedEx Corp. shares fell 9.1% in their worst day in more than a year, while rival United Parcel Service Inc. dropped more than 10%. -- Logistics firms Forward Air Corp. and GXO Logistics Inc. suffered double-digit declines. Old Dominion Freight Line Inc., among other truckers, slid almost 7%. --- FYI - Did you know... last year there was a total of 23.9 BILLION packages shipped in the US. 25% was delivered by Amazon, Fed and UPS delivered a third. Off the Hook - Chump Change - Elon Musk agreed to pay $1.5 million to settle Securities and Exchange Commission allegations that he cheated Twitter shareholders by failing to properly disclose his growing stake in the social media company. - An Elon Musk revocable trust would pay the penalty to end the SEC's lawsuit, which is still subject to court approval, and Musk didn't admit to the regulator's allegations. - The SEC said the deal would be the largest penalty the agency has levied against an entity or individual for allegedly failing to file a beneficial ownership report on time, but Musk's attorney called it a “small fine”. - Musk didn't admit to the regulator's allegations, according to a filing on Monday. This could be something... - Sonos Inc. shares climbed after reporting revenue that jumped 8% and said that it is filing for tariff refunds totaling $40 million. - The company reported second quarter revenue of $282 million, up 8% year over year, and strong growth in international markets. - Sonos is forecasting adjusted earnings before interest, taxes, depreciation, and amortization between $20 million and $48 million for the current quarter - Are markets riding higher also on the tariff refunds? ---- The US government is paying back up to $166 billion in revenue it collected through sweeping global tariffs that were struck down by the Supreme Court in February, with the first payments set to go out on May 11. AND - General Motors raised its 2026 guidance after significantly beating Wall Street's first-quarter earnings expectations following a roughly $500 million benefit from the U.S. Supreme Court decision to terminate and refund certain levies AKA - tariffs. OPEC? - In an unexpected announcement - The United Arab Emirates will exit OPEC on May 1, in a major blow to the cartel that coordinates production among many of the world's largest oil producers, particularly those in the Middle East. - OPEC+ to raise June output quotas by 188,000 bpd - Most members cannot meet targets due to Hormuz closure - Quota increase removes UAE share after it left OPEC+ and OPEC (so just a make-up) - Meanwhile, they cannot meet the iutput as no place to put the oil.... --- This all looks and sounds good but there is no substance. ---- Saudi Arabia produces 10 million barrels a day (Biggest in OPEC). USA produces 13 Million .... Spirit Airlines - Goodbye - shutdown Saturday night at 3PM - The administration had floated a last-ditch bailout that would have given the federal government a controlling stake in the airline, but the proposal stalled amid resistance from key creditors, whose approval would have been required for the deal to go through. - Meanwhile, most ticket holders will get refunds. --- Already Jetblue and others are looking to fill the void by offering more flights from airports that Spirit serviced. -- Takes a low cost alternative off the market and potentially will be a negative for consumers - less competition - WHICH IS EXACTLY WHAT BIDEN ADMINISTRATION DID NOT WANT BY BLOCKING JETBLUE MERGER JC - are you listening?? - Duolingo beats Q1 revenue estimates, driven by 21% growth in paid subscribers - CFO Gillian Munson says investments target long-term user retention - Duolingo aims for 100 million daily active users by 2028 - Guided a bit lower and a strategy shift toward prioritizing user experience and long-term retention over near-term monetization, as it invests in product quality and engagement to build a larger base of paying subscribers. (DUMB?) - Share down 8% CHIPS - Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record and beating analysts' estimates on the explosive growth of its chip business. -  Revenue: 133.9 trillion Korean won ($89.96 billion) vs. 132.69 trillion won expected - Operating profit: 57.2 trillion won vs. 55.28 trillion won expected - The South Korean technology giant's quarterly profit climbed more than 750% from a year earlier to a fresh record. - The company also posted record revenue, up about 70% year over year. AMD Reports Conf Call: AMD paired strong current-quarter execution with a more ambitious long-term AI and server CPU outlook. The biggest positives were the stronger EPYC trajectory, rising confidence in MI450/Helios demand, and the upgraded server CPU TAM view. - The company now sees the server CPU TAM growing more than 35% annually to over $120 billion by 2030, up from its prior long-term view. - The main caution points were second-half PC and Gaming demand pressure from higher memory and component costs. - Margins 55% - Stock up 15% AH Apple Chips Deal? - Apple Inc. has held exploratory discussions with Intel Corp. and Samsung Electronics Co. about producing main processors for its devices in the US, as a secondary option beyond Taiwan Semiconductor Manufacturing Co. - The discussions with Intel and Samsung are preliminary and have not resulted in any orders, with Apple having concerns about using non-TSMC technology. - Apple is considering additional suppliers due to supply-chain disruptions, including recent shortages driven by the build-out of AI data centers and higher demand for Macs, with CEO Tim Cook saying the company has less flexibility in the supply chain than normal. - Discussions - yet Intel up 14% on the  news (after a 100% run in April) Flashback - 2 weeks - Remember when OpenAi came out with some news that they missed revenue and user growth goals? - Took down tech for a day a couple of weeks ago.... Tech earnings - Overall tech earnings were solid. - Bbig takeaway is that the group (MAG7) are still spending a buttload on expansion into AI etc. Capex $$$$ - Meta was hit on theor outlook (which is why they came back and announced further layoffs) AI Layoffs - Recall - "AI will not take jobs" - More announced this week - Coinbase today - How long until the robots take over? - Recent Announcements AI Job Cuts EGGS - Consumption of eggs is associated with a lower risk of being diagnosed with Alzheimer's Disease for those 65 years and older, according to researchers at Loma Linda University Health - Eating one egg per day for at least five days a week reduces risk of Alzheimer's by up to 27%, researchers found. --- More: Eggs are known to be a source of key nutrients that support brain health. Sabaté said. Eggs provide choline, a precursor to acetylcholine and phosphatidylcholine, both of which are critical for memory and synaptic function, the study stated. Eggs also contain lutein and zeaxanthin—carotenoids that accumulate in brain tissue and are associated with improved cognitive performance and reduced oxidative stress. Eggs also contain key omega-3 fatty acids, and yolks are particularly rich in phospholipids, which constitute nearly 30% of total egg lipids and are essential for neurotransmitter receptor function. LIV Losing Saudi Arabia - LIV Golf will lose its financial backing from Saudi Arabia's Public Investment Fund after the 2026 season, the fund announced Thursday. - "PIF has made the decision to fund LIV Golf only for the remainder of the 2026 season," a representative for the PIF, Saudi Arabia's sovereign wealth fund chaired by Crown Prince Mohammed bin Salman, told ABC News on Thursday. - "The substantial investment required by LIV Golf over a longer term is no longer consistent with the current phase of PIF's investment strategy," the statement continued. "This decision has been made in light of PIF's investment priorities and current macro dynamics. - Looking for Private Equity to step in Cars - The Beijing Auto Show that opened to the public this week is a showcase for how hypercompetition in China has driven new car prices in the world's largest car market to ?a fraction of the level of the next-largest market, the U.S. - In China, there are more than 200 battery-powered models, including hybrids, for sale at less than the equivalent of $25,000, according to DCar, an information and trading platform. - Plenty at the $10k - $12k level Death Squads - Friday, The White house announced plans to add firing squads, electrocution and gas asphyxiation as alternative methods of executing people convicted of the gravest federal crimes - Only THREE federal executions in the last 50 years Weekly Picks Ideas Worst Stocks this Year Worst Stocks   Love the Show? Then how about a Donation? THE WINNER OF THE CLOSEST TO THE PIN for NETGEAR   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Daily Snippet vom 06.05.2026 Die Straße von Hormus ist für mich aktuell der zentrale Punkt. Iran drohte, Schiffe abzuschießen, doch Maersk bestätigte offenbar eine Durchfahrt mit US-Schutz. Der Markt hat darauf sehr konstruktiv reagiert. Aber politische Aussagen sind eine Sache, Marktpreise eine andere. Welche Signale für mich jetzt wirklich zählen, liest du im Blog. https://www.julianhosp.com/de/blog/daily-snippet-06-05-2026 —— ♦️ DEEP DIVE, PORTOFOLIO, STRATEGIEN Inner Circle: https://julianhosp.de/InnerCircle —— Folge mir für ehrliche Finanz-Einblicke! #dailysnippet Abonniere jetzt meinen kostenlosen Newsletter um immer auf den neusten Stand zu sein: https://julianhosp.de/newsletter

In this episode, we kick things off by examining Union Pacific's massive eighty-five billion dollar acquisition of Norfolk Southern and the railroad's newly disclosed conditions for walking away from the deal. UP has made clear it will abandon the merger if the Surface Transportation Board orders widespread trackage rights or line sales as approval conditions, though it would accept a requirement to spin off one duplicative main line between Kansas City and St. Louis. If burdensome conditions trigger Union Pacific's exit, it will owe Norfolk Southern a staggering two point five billion dollar breakup fee. Meanwhile, out on the water, a critical geopolitical milestone unfolded in one of the world's most strategic maritime chokepoints. A Maersk ro-ro carrier became the first U.S.-flag vessel to safely exit the Strait of Hormuz under American naval protection after months in the Persian Gulf. The Alliance Fairfax, operated by Farrell Lines and part of the Maritime Security Program, completed the high-stakes transit at a fraught time as the U.S. and Iran exchanged threats amid a fragile ceasefire. Finally, we explore Amazon's aggressive expansion into third-party logistics as the e-commerce giant officially rebranded its freight and fulfillment services under the unified Amazon Supply Chain Services umbrella and opened them to all businesses. Backed by over eighty thousand trailers and one hundred freighter aircraft, the move transforms Amazon into a direct competitor to traditional carriers, with early clients including Procter & Gamble and American Eagle Outfitters. Wall Street reacted sharply, sending UPS stock down nine point five percent on fears of massive disruption to the freight transportation industry. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Crossing the Cook Strait is about to get a whole lot more expensive for commercial operators and consumers. The Interislander is hiking its fuel surcharge to 54 percent on commercial vehicles and trucks crossing the Cook Strait due to soaring energy prices. International shipping company Maersk announced its own 27 percent fuel surcharge and Bluebridge adjusted its prices last month. As Alexa Cook reports, the high ferry fuel surcharge is going to hurt.

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we kick things off by examining Union Pacific's massive eighty-five billion dollar acquisition of Norfolk Southern and the railroad's newly disclosed conditions for walking away from the deal. UP has made clear it will abandon the merger if the Surface Transportation Board orders widespread trackage rights or line sales as approval conditions, though it would accept a requirement to spin off one duplicative main line between Kansas City and St. Louis. If burdensome conditions trigger Union Pacific's exit, it will owe Norfolk Southern a staggering two point five billion dollar breakup fee. Meanwhile, out on the water, a critical geopolitical milestone unfolded in one of the world's most strategic maritime chokepoints. A Maersk ro-ro carrier became the first U.S.-flag vessel to safely exit the Strait of Hormuz under American naval protection after months in the Persian Gulf. The Alliance Fairfax, operated by Farrell Lines and part of the Maritime Security Program, completed the high-stakes transit at a fraught time as the U.S. and Iran exchanged threats amid a fragile ceasefire. Finally, we explore Amazon's aggressive expansion into third-party logistics as the e-commerce giant officially rebranded its freight and fulfillment services under the unified Amazon Supply Chain Services umbrella and opened them to all businesses. Backed by over eighty thousand trailers and one hundred freighter aircraft, the move transforms Amazon into a direct competitor to traditional carriers, with early clients including Procter & Gamble and American Eagle Outfitters. Wall Street reacted sharply, sending UPS stock down nine point five percent on fears of massive disruption to the freight transportation industry. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

//The Wire//2300Z April 23, 2026// //ROUTINE// //BLUF: USA INTERCEPTS IRANIAN TANKER IN INDIAN OCEAN. CEASEFIRE IN LEBANON EXTENDED. US SECRETARY OF THE NAVY DEPARTS POSITION.// -----BEGIN TEARLINE-----  -International Events-Lebanon: This afternoon President Trump stated that the ceasefire between Lebanon and Israel will be extended for another three weeks, while the diplomatic efforts with the Iranians continue.Persian Gulf: Following the Iranian targeting/boarding operations yesterday, nobody has attempted to transit the Strait of Hormuz. American efforts to conduct resupply and rearming operations throughout the region continue, as the Strait remains closed and no timeline for peace talks being conveyed by either side.Analyst Comment: Major shipping giants are planning for the Strait to be closed for some time. Maersk, the Danish shipping giant, stated that the Strait remains "firmly closed" due to the war. Which, although fairly obvious at this point, has been a very important realization for a major shipping company to acknowledge as the global economy begins settling in for the long haul.Indian Ocean: Overnight the Pentagon announced the maritime interdiction of the M/T MAJESTIC X off the coast of Sri Lanka, continuing the interception of Iranian-linked vessels exporting oil during the ceasefire. This vessel had been on the sanctions list for a many years, and was classified as a stateless vessel as she was using a falsified registration.-HomeFront-Louisiana: This afternoon a shooting was reported at the Mall of Louisiana in Baton Rouge. Local authorities state that the initial investigation indicates this was a case of mutual combat between two groups, which engaged in a small arms skirmish in the food court after an argument. A total of 10x people were wounded during the attack, and as of this report a total of 3x shooters remain at large following the engagement.-----END TEARLINE-----Analyst Comments: In Washington, last night Secretary of the Navy John Phelan departed his position, effective immediately. His deputy, Hung Cao, has stepped in to the role while a replacement is in the works. The reason for his departure has not been confirmed by official sources yet, and officially it is not clear as to if he resigned or was fired. Media speculation and "off the record" conversations among the press pool at the Pentagon has largely theorized that he was fired due to personality clashes with SECWAR Hegseth. Whatever the true reason for this departure, the head of the Navy leaving his position with no turnover or transition process at a time when the US Navy is engaged in a kinetic war, is not a sign indicative of stability at the upper echelons of command. Especially considering the military head of the Army, Gen. George, was also fired from his job as Army Chief of Staff and forced to retire two weeks ago.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

US President Donald Trump has accused Iran of violating the current ceasefire, by firing at ships in the Strait of Hormuz. Lars Jensen, former director at Maersk, and now CEO at Vespucci Maritime spoke to Ingrid Hipkiss.

Steve Hochman explains how geopolitical friction in the Strait of Hormuz creates delayed but powerful supply‑chain shocks beyond oil prices. He highlights how companies like Walmart (WMT), Schneider Electric, and Maersk are using AI and simulation tools to anticipate disruptions, manage inventories, and turn supply‑chain resilience into a competitive and earnings advantage.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What could a US navy blockade at Strait of Hormuz mean for international shipping? Lars Jensen, a former director at Maersk, and now CEO at Vespucci Maritime spoke to Ingrid Hipkiss.

In "Smarter Landside Logistics", Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss leveraging IMC's asset-based capacity, actionable visibility, and end-to-end services—all underpinned by strong relationships—is essential for achieving greater control and cargo velocity in the critical first and last mile of the supply chain. About Brian Kobza Brian Kobza is the Chief Commercial Officer at IMC Logistics, with over 20 years of experience in the transportation and supply chain industry. His expertise covers various aspects of the sector, including positions at marine terminals, ocean carriers, ports, and landside logistics companies. In his current role, he oversees all commercial activities and new initiatives to ensure profitability and market leadership through a focus on customer experience and cargo velocity. Brian firmly believes that relationships are vital in this industry, and that enterprise growth and supply chain efficiency can be attained through fostering deeper customer relationships and partnerships. Prior to his appointment with IMC Logistics, Brian served in operational and commercial roles at Global Container Terminals, The Port of Virginia, CSX, Hyundai Merchant Marine, and Maersk. In addition to professional roles, Brian holds volunteer positions as the 2025 President for the Traffic Club of New York and as an Advisory Board Member at the Massachusetts Maritime Academy. Brian is a proud alumnus of the Massachusetts Maritime Academy, where he earned a BS in Marine Engineering and secured his United States Coast Guard 3rd assistant engineer's license. Further enhancing his business acumen, Brian obtained an MBA in International Business from Amberton University. About IMC Logistics IMC Logistics provides smarter landside logistics, giving clients greater control through the first and last mile. Starting as a regional drayage provider with just one truck and one driver, IMC Logistics has grown across the U.S. to be a leading marine drayage operator in the U.S. IMC Logistics provides drayage, container storage, transloading, intermodal rail, chassis provisioning, project logistics, SmartStacks and destination cargo management services. IMC Logistics delivers their clients' supply chains with actionable visibility, asset-based truck capacity, industry leading sustainability, and long-established regional expertise across the nation. Key Takeaways: Smarter Landside Logistics In "Smarter Landside Logistics", Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss how to achieve greater cargo velocity, supply chain efficiency, and market leadership by leveraging actionable visibility, asset-based capacity, and deeper customer relationships across the first and last mile. Freight Market Reality: The industry is currently navigating an unprecedented 3.5-year freight recession, emphasizing the critical need for operational discipline and stable partnerships to ensure market survival and cargo velocity. The IANA Imperative: The Intermodal Association of North America (IANA) and the IANA Expo 2025 in Long Beach are essential for the intermodal industry, serving as the primary platform for crucial collaboration, shared insights, and showcasing future-focused technology. Relationships Drive Efficiency: Fostering deeper customer and partner relationships is the most vital philosophy for achieving both enterprise growth and significant supply chain efficiency across the first and last mile. IMC's Asset-Based Leadership: IMC Logistics, the largest drayage provider in the USA, demonstrates that true "smarter landside logistics" means leading with asset-based truck capacity, ensuring reliable service and market stability. Actionable Visibility: Modern logistics demands more than simple tracking; the key differentiator is providing actionable visibility—data that enables clients and partners to make immediate, informed decisions, thereby improving predictability. Combating Industry Risks: A major focus must be placed on deploying robust strategies to combat growing threats like freight fraud, cargo theft, and cyber-security vulnerabilities to protect supply chain integrity and valuable assets. Sustainability Leadership: Integrating industry-leading sustainability is a core requirement; IMC, as a market leader, is driving this by investing in EV and Hydrogen drayage vehicles at the Port of Long Beach to significantly reduce emissions. Cargo Velocity Mandate: Smarter commercial strategy must be anchored in two non-negotiable goals: rapidly increasing cargo velocity and maintaining a relentless focus on the superior customer experience. Learn More About Smarter Landside Logistics Brian Kobza | Linkedin IMC Logistics | Linkedin IMC Logistics | YouTube IMC Logistics | Video IMC Logistics (@imclogistics) | Instagram photos and videos IMC Logistics | Facebook Drayage and Landside Logistics | IMC Logistics Cargo Security | IMC Logistics The Intermodal Industry's Next Chapter: A Chat with IMC's Donna Lemm The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

We get the latest on the war with Tara Kangarlou Global Affairs journalist and author of The Heartbeat of Iran. Also the impact of the US-Israeli war on Iran could be "substantially larger" than the economic chaos seen in the 1970s.That's the view of Lars Jensen, a shipping expert and former Director at Maersk.

In this week's episode, Lesley and Fraser reflect on a weekend that saw thousands take to the streets of Edinburgh for the "Believe in Scotland" march. From the fair old "pech" up to Calton Hill to the "tremendously cheery" atmosphere at the front of the pack, we discuss why the energy of the independence movement is far from fading. We also look at the power of "normal" language as Brian Cox takes the stage, and why some politicians still struggle to connect without an iPhone in hand.We analyse the BBC's decision to use a massive national event merely as a backdrop for doorstepping politicians and what the appointment of an ex-Google boss as the new Director General means for the future of public service broadcasting. From the vital role of BBC Alba to the international reporting standards of Channel 4, we ask: who is actually telling our stories?.Plus, we dive into the Ferries as many folk look towards the Easter Weekend. We discuss activists targeting the Guga hunt in Ness, the ongoing and escalating energy crisis caused by Donald Trump's Iran War.LinksUpcoming film screenings https://lesleyriddoch.com/eventsSupport the podcast https://lesleyriddoch.com/podcast/subscribeFormer director of Maersk shipping predicting this could get as bad as the 1970s https://www.bbc.co.uk/news/articles/c78lj4976lvoThe Parkinsons drugs warnings and excellent R4 progshttps://www.bbc.co.uk/news/articles/ckg0xxwn041oChannel 4 Seconder Kermani moving report on the paramedics kiled by the IDFhttps://www.channel4.com/news/funeral-for-two-young-lebanese-paramedics-killed-in-israeli-strikeDanish centrist government gubbedhttps://www.politico.eu/article/europe-social-democrats-losing-election/?utm_source=email&utm_medium=alert&utm_campaign=Why%20EuropeSurfing prog BBC Alba https://www.bbc.co.uk/programmes/m0021dn7Talking Up Scotland on ferries and islanders https://talkingupscotlandtwo.com/2026/03/30/scotland-subsidises-its-ferries-far-more-than-any-other-country-subsidises-island-life-far-more-than-any-other-part-and-the-mull-service-is-98-reliable-for-half-empty-vehicle-decks/ ★ Support this podcast ★

As war in the Middle East disrupts one of the world's most critical maritime chokepoints, container shipping networks face unprecedented operational challenges. Rabab Boulos, Chief Operating Officer at A.P. Moller - Maersk, joins Kevin O'Marah, Chief Research Officer at Zero100, to discuss how the company is managing through extraordinary disruption in the Gulf – from suspending bookings and rerouting vessels to redesigning fuel supply chains in real time. Rabab shares Maersk's crisis management framework, how technology enables visibility when conditions change by the hour, and what it will take to restore normal service.

Global logistics giant Maersk has reimagined how its treasury operates across Europe, reducing hundreds of euro accounts to a single centralised structure – and winning a TMI Award in the process. Working in partnership with BNP Paribas, the company has tackled legacy complexity, strengthened liquidity control, and built a scalable model for the future of cash management within the SEPA zone. Here, the project team share their insights and key learnings for other treasury professionals wanting to follow suit.

Host: Lori Mullins Guests: Rich Roche, Ashley Craig Series: NCBFAA Quarterly Podcast – Transportation Committee Focus Published: March 2026 Length: ~40 minutes Presented by: National Customs Brokers & Forwarders Association of America (NCBFAA) in partnership with Simply Trade​ NCBFAA Transportation Committee: Strait of Hormuz, FMC, and Shipping Risk in 2026 In this NCBFAA quarterly episode, social media director and licensed customs broker Lori Mullins sits down with Rich Roche, Senior Vice President at Mohawk Global Logistics and NCBFAA NVOCC Chair, and Ashley Craig, partner at Venable LLP and outside Transportation Counsel to NCBFAA, for a deep dive on the work of the NCBFAA Transportation Committee in a rapidly changing risk environment.​ The conversation focuses on how the Transportation Committee is engaging with regulators—especially the Federal Maritime Commission (FMC)—and monitoring global chokepoints like the Strait of Hormuz to protect brokers, forwarders, and NVOCCs.​ Inside the NCBFAA Transportation Committee's Agenda FMC leadership and priorities Rich explains the “new season” at FMC under Chair Laura DiBella, with NCBFAA meeting her on day one and tracking the confirmation of additional commissioners to get the agency to full strength.​ The committee is watching FMC's expanded role, including analyzing global “choke points” (like the Iran conflict and Spanish embargo actions) and supporting efforts to close the harbor maintenance fee loophole for cargo routed via Canada and Mexico.​ Strait of Hormuz and global chokepoints Ashley breaks down why the Strait of Hormuz—only about 20 nautical miles wide and dominated geographically by Iran—remains one of the most critical choke points in global energy and trade, carrying roughly 60% of petroleum productsexiting the region.​ Rich details current impacts: hundreds of tankers and cargo vessels effectively stopped or trapped, export bookings halted, and knock-on effects on fuel availability for airlines and ocean carriers, particularly in Asia.​ Legal and commercial risk: surcharges, notice, and the Shipping Act Ashley walks through how tensions translate into war risk surcharges and emergency contingency charges from major carriers (Maersk, CMA, Hapag-Lloyd, MSC, ONE), and the critical 30‑day notice requirement under the Shipping Act for U.S. trades—plus how “special permission” filings at the FMC can accelerate those timelines.​ The Transportation Committee is monitoring FMC guidance reminding carriers and NVOCCs of their obligations to publish and adhere to filed rates, and educating members on when to go to FMC vs. resolving disputes under service contracts or through courts/ADR.​ Export controls and NCBFAA's export subcommittee work Ashley highlights the work of the NCBFAA Export Subcommittee, which sits under the Transportation Committee and has collaborated with BIS on the Freight Forwarder Best Practices (now live on the BIS site).​ The committee is tracking evolving sanctions and export controls on Iran and third‑party intermediaries, stressing regular checks of the U.S. consolidated screening lists and ongoing engagement with BIS, OFAC, and other agencies.​ Insurance, force majeure, and contract readiness From a legal and practical standpoint, Ashley urges members to review war risk underwriting, force majeure language, and service contracts now—especially for cargo stuck in the Gulf region—to avoid unmanaged detention/demurrage and misaligned risk allocation.​ The Transportation Committee is encouraging proactive dialogue with carriers and underwriters, not just reactive claims once disruptions surface.​ Energy markets, surcharges, and downstream costs The episode covers how rising oil prices (already over USD 100/barrel with potential to go higher) drive up bunker costs, trigger higher bunker and emergency surcharges, and ultimately raise total transportation costs for shippers and NVOCC customers.​ Policy horizon: tariffs, ship taxes, and Jones Act talk Ashley notes the administration's heavy focus on maritime policy, new and potential 232/301 investigations, a 301 forced labor inquiry touching over 60 trading partners, and proposals like a “universal ship tax” and land border fee that NCBFAA and peer associations are actively reviewing.​ The committee is also watching discussions around Jones Act waivers for energy flows and coordinating with other trade associations (NITL, World Shipping Council, NRF, NAM, U.S. Chamber) to present a unified industry position.​ Why This Matters for NCBFAA Members Throughout the episode, Lori, Rich, and Ashley underscore the resilience of the brokerage and forwarding community and the central role of NCBFAA—especially the Transportation Committee and its export subcommittee—in: Interpreting fast‑moving developments at choke points like the Persian Gulf. Engaging directly with FMC, BIS, Treasury, USTR, and Congress. Providing practical guidance on surcharges, notice rules, contracts, underwriting, and compliance expectations.​ Lori closes by inviting non‑members to join NCBFAA and tap into its toolkits, best practices, and ongoing advocacy, and reminding listeners that this is part of a quarterly NCBFAA podcast series focused on the committees' work on behalf of the trade. Subscribe & Follow Stay connected with the Simply Trade Podcast: Global Training Center LinkedIn YouTube Spotify Apple Podcasts Trade Geeks Community ​

Allen covers a week of offshore wind milestones including the Maersk Viridis sailing toward New York, Revolution Wind’s first power delivery, Vineyard Wind’s final blade, RWE’s Thor project in Denmark, and Kinewell Energy’s fundraise in England. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good morning, everyone. There is a ship sailing toward America right now. And when it arrives, it will be the most powerful wind turbine installation vessel ever to work in United States waters. Her name is Maersk Viridis. Built by Seatrium in Singapore. Forty thousand tonnes of steel. A main crane reaching one hundred and eighty meters into the sky. Designed to lift the next generation of fifteen-megawatt turbines. At her naming ceremony, godmother Charlotte Norkjer Larsen smashed a bottle of champagne against the main crane pedestal. Viridis — the Latin word for green. The Viridis is headed for Equinor’s Empire Wind project off the coast of New York. When complete, five hundred thousand homes will have power. Now, there is something worth noting. This vessel was built as a Jones Act-compliant solution. That means it can work legally in United States offshore waters. It was built with zero lost time injuries. And while one great ship sails west, the wind industry is moving forward on every front. In New England, the Revolution Wind project delivered its first power to the grid. Seven hundred and four megawatts. Power enough for up to three hundred and fifty thousand homes. Built by local union workers logging more than two million hours. That same week, workers installed the last turbine blade on Vineyard Wind. A project that endured a fractured blade in July of twenty twenty-four, a legal battle to survive a federal stop-work order, and came out the other side — still standing. On the other side of the world, Denmark is doing what Denmark does. The first turbine is now installed at the Thor offshore wind project. In the North Sea, off the west coast of Jutland. When finished, Thor will be Denmark’s largest offshore wind farm. Seventy-two turbines. Each capable of fifteen megawatts. Each turbine rising one hundred and forty-eight meters above the sea. Total project capacity — one-point-one gigawatts. The installation vessel is the Brave Tern, operated by Fred. Olsen Windcarrier. She carries three turbines per trip. Some blades on Thor are recyclable. That is not a headline you could have written ten years ago. And the developer building Thor? That would be RWE. RWE is everywhere right now. Now, for a small story with a large idea behind it. In Wallsend, England, a twelve-person company called Kinewell just raised seven hundred and fifty thousand pounds. Founded by an engineer named Andrew Jenkins while he was earning his PhD at Newcastle University. Kinewell builds software — software that optimises the design of offshore wind farms. Cable layouts, turbine placement, transmission systems. All three, working together. Their clients include Equinor, SSE Renewables, and Eurus Energy. The new funding unlocks a further six-figure grant, bringing total new capital to more than one million pounds. Ten new jobs in the next six months. Their software has saved clients hundreds of millions of pounds. That is what the right tool can do. So let us step back and look at the week. A ship christened and sailing to New York. A New England grid receiving its first offshore wind power. Vineyard Wind — finished at last. Denmark’s largest wind farm, growing turbine by turbine. And a twelve-person software firm in northeast England, helping shape the invisible architecture of the energy transition. That is the Wind Energy News for the 16th of March, 2026. Join us for the Uptime Wind Energy podcast tomorrow.

C'est un détroit stratégique totalement bloqué, Ormuz, 20% du pétrole et du gaz liquéfié dans le monde, les navires ne peuvent toujours pas passer, Téhéran bloque le trafic maritime dans la zone depuis le début de la guerre, et les compagnies de transports doivent évidemment s'adapter. Maersk et CMA CGM, respectivement 2eme et 3eme armateur mondial, doivent trouver de nouvelles routes maritimes.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

“We need to get back to something where freedom of navigation and peaceful navigation is restored, and that will depend on some kind of deal between the two sides in that war.” Jonathan Josephs speaks to Vincent Clerc, CEO of Maersk the world's second largest shipping company. The conflict between Iran, Israel and the United States has led to the closure of the vital Strait of Hormuz. It's one of the world's most important shipping routes which before this war, carried about a fifth of global oil supplies. Cargo ships there are being targeted, and seafarers have been killed. The disruption is halting the transport of vital cargo containers and pushing up energy prices. Countries in the Gulf region like Saudi Arabia, rely heavily on energy exports, and, Asia, where much of it is sold, will be hit hard. Food and fertiliser supplies are also being affected. It's not just the Strait of Hormuz that's being disrupted. Security threats mean shipping is also avoiding the Red Sea route through the Suez Canal, which because of the sheer volume of cargo traffic, is arguably more important to global trade. Vincent Clerc says the cost of war will have to be passed on, leading to higher prices for consumers around the world. Thank you to Jonathan Josephs for his help in making this programme. The Interview brings you conversations with people shaping our world, from all over the world. The best interviews from the BBC, including episodes with Majid Takht-Ravanchi, Iran's deputy foreign minister, Jamie Dimon Chief Executiveof JP Morgan Chase and many others. You can listen on the BBC World Service on Mondays, Wednesdays and Fridays at 0800 GMT. Or you can listen to The Interview as a podcast, out three times a week on BBC Sounds or wherever you get your podcasts. Presenter: Jonathan Josephs Producer: Clare Williamson Editor: Damon Rose Get in touch with us on email TheInterview@bbc.co.uk and use the hashtag #TheInterviewBBC on social media.(Image: Vincent Clerc Credit: BBC)

The ports of Balboa and Cristóbal bookend the Panama canal. They don't control the canal, and they have been privately operated by CK Hutchison's Panama Ports Company for decades.  Those old contracts are now in the middle of a legal fight, a sovereignty debate, and a live test of how far national power competitions can reach into commercial infrastructure. Panama's Supreme Court recently ruled that the legal terms underlying CK Hutchison's port concession were unconstitutional. The concessions have been canceled and Panama has selected two different operators to take over responsibility for the ports while new owners are determined. If that wasn't complicated enough, Hong Kong-based CK Hutchinson intended to sell the ports to U.S.-headquartered BlackRock, a move that China was not too happy about.  The ports are now in the middle of a high stakes proxy war, with China and CK Hutchison on one side, and BlackRock and the Trump Administration on the other. In this episode of the Art of Supply podcast, Kelly Barner covers the short and long term implications of uncertain Panama Canal port ownership: Panama's disputed Supreme Court ruling  Why the original $23 billion BlackRock-MSC transaction now looks much more complicated than a straightforward ownership transfer. How BlackRock, Maersk, MSC, and other bidders are repositioning around the two terminals. What to watch for when a local concession dispute becomes a multi-jurisdiction legal and geopolitical risk event Links: Who owns the Panama Canal? Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

How does understanding the anatomy of leadership help us navigate personal and organizational change more effectively? In this conversation, Kevin and Louisa Loran discuss that while transformation often feels large, complex, and organizational, it is ultimately experienced and enacted by one person at a time. Louisa describes leadership as a living system with four interconnected elements: envisioning what is possible, expanding curiosity to explore new options, steering decisively through priorities and choices, and embodying presence so others can trust and follow. They address how leaders can navigate change, especially when they don't fully agree with directions set from above. Louisa emphasizes that change is rarely black and white. Instead of resisting or disengaging, effective leaders find their own point of alignment, clarify how they can contribute meaningfully, and channel their energy toward what they can influence. Listen For 00:00 Introduction – Leading Through Technology and People 00:38 Welcome to the Remarkable Leadership Podcast 01:26 Meet Louisa Loran (Author of Leadership Anatomy in Motion) 02:31 Why "Leadership Anatomy"? The Core Idea Behind the Book 03:43 Why Change Is Personal, Not Organizational 05:31 What If You Don't Believe in the Change as a Leader? 09:16 The 4 Elements of Leadership Anatomy 11:23 The Power of Collective Intelligence in Teams 18:04 Strategy, Framing, and Thinking Beyond Current Constraints 19:42 Why Busyness Is So Dangerous for Leaders 22:29 Rethinking Work with Zero-Based Thinking 24:15 Why Change Takes Time to Take Hold 25:30 Louisa's Personal Reset: Dancing and Life Outside Work 26:26 What Louisa Is Reading Right Now 29:47 Where to Connect with Louisa + Her New Book 30:34 Kevin's Final Leadership Question: "Now What?" Louisa's Story: Louisa Loran is the author of Leadership Anatomy in Motion: Empowering You to Lead Through Technology and People. She has led transformative growth across some of the world's most respected companies—DIAGEO, MAERSK, and Google. At Google, Louisa launched a billion-dollar supply chain solutions business, doubled growth in a global industry vertical, and led strategic business transformation for the company's largest customers in EMEA—working at the forefront of AI, data, and platform innovation. At MAERSK, she co-authored the strategy that redefined the brand globally and doubled its share price, helping pivot the company from traditional shipping to integrated logistics. Her career began in the luxury and FMCG space with Moët Hennessy and DIAGEO, where she built iconic brands and led innovation at the intersection of heritage and digital transformation. Louisa also serves on the boards of Copenhagen Business School and CataCap Private Equity https://www.louisaloran.com/ https://www.linkedin.com/in/louisa-loran/ Looking to Develop Stronger Leaders? Want help developing the leaders in your organization? Reach out to explore how the Kevin Eikenberry Group can support your team at info@kevineikenberry.com. Book Recommendations Leadership Anatomy in Motion: Empowering You to Lead Through Technology and People by Louisa Loran  The Hour Between Dog and Wolf: How Risk Taking Transforms Us, Body and Mind by John Coates The Inner Game of Tennis: The Classic Guide to the Mental Side of Peak Performance by W. Timothy Gallwey Fusion Strategy: How Real-Time Data and AI Will Power the Industrial Future by Vijay Govindarajan and Venkat Venkatraman Like this? The Psychology of Leadership with Sébastien Page Creating Strength in Chaos with Kevin Black Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes   

The world's biggest producer of crude oil, the Saudi firm Aramco, has warned of "catastrophic consequences" if the Straits of Hormuz is blocked for an extended period of time. But as war rages in the middle east, and attacks on shipping severely reduce the transportation of oil and gas, Saudi Arabia's East-West oil pipeline has emerged as a critical piece of infrastructure in the global energy system. The CEO of Maersk speaks about the shipping industry's response to US/Israel war on Iran. And Leanna Byrne hears from India where a shortage of LPG is causing headaches for the food preparation industry.

De beste chips ter wereld maken? Het is niet genoeg voor Nvidia. Ze willen een vinger in de pap hebben bij de AI die op hun apparatuur draait. Ze werken ze aan een platform waar andere bedrijven 'AI Agents' op kunnen maken. Maar waarom? Dat zoeken we in deze aflevering uit. Dan hebben we het ook over één van die 'agents', namelijk die van Tencent. Ze lanceren WorkBuddy, een kunstmatige intelligentie-tool die op de achtergrond je werk voor je gaat doen. En beleggers kunnen hun geluk niet op. Verder hoor je over de cijfers van Volkswagen. Het concern heeft geen best jaar achter de rug, en gaat ook geen best jaar tegemoet. Dat durven ze alvast te zeggen. En bezuinigen is hun grootste bezigheid. En natuurlijk praten we je bij over de situatie in het Midden-Oosten. President Trump belooft dat de oorlog met Iran 'binnenkort' afgelopen is. Maar ondertussen nemen de G7-landen toch maatregelen om verdere stijging van de olieprijs tegen te gaan. Te gast: Han Dieperink, CIO bij Auréus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Chuck Zodda and Marc Fandetti break down the latest developments in the Middle East conflict as major shipping company Maersk suspends bookings across several Gulf nations and oil markets try to assess whether disruptions in the Strait of Hormuz will be temporary or prolonged. With crude prices rising and gas prices already climbing nationwide, the hosts examine how oil shocks historically ripple through spending, inflation, and economic growth.Chuck and Marc also discuss whether the U.S. economy is less vulnerable to energy shocks than in past decades, why homeowners are staying put longer than ever, what a surge in 401(k) hardship withdrawals may signal about household finances, and the mounting concerns around private credit markets that some investors believe could face a painful stretch ahead.

Oil prices have steadied for the first time since the US and Israel launched strikes on Iran. But concerns about energy security and prices are weighing on consumers. In France, long queues have formed at petrol stations, despite the energy minister's assertion that the public shouldn't worry about shortages. Also in the show: shipping giants Maersk, Cosco and Hapag-Lloyd suspend all operations in the Gulf, and the Trump administration plans to raise global tariffs to 15 percent "sometime this week".

03 Mar 2026. Plus, The Strait of Hormuz is closed and Iran will fire on any ship trying to pass. That's according to Iranian media quoting an Iranian Revolutionary Guards senior official. Robin Mills explains the implications for global energy supply. Rustin Edwards breaks down how insurers cancelling war-risk cover is reshaping shipping costs, and gold specialist Jeff Rhodes joins us live on safe-haven price dynamics.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen überraschenden Kurssprung bei Reedereien, einen Coup von Nvidia und eine Erholung beim Bitcoin. Außerdem geht es um Tui, Lufthansa, United Airlines, Delta Air Lines, American Airlines, Hensoldt, Renk, TKMS, Rheinmetall, Lockheed Martin, RTX Corporation, Northrop Grumman, Hapag-Lloyd, Maersk, Novo Nordisk, Coherent, Lumentum, BYD, Deutsche Telekom, Beiersdorf, Strategy, Coinbase, iShares MSCI World Energy Sector ausschüttend (WKN: A2PHCF), SPDR MSCI World Energy ETF thesaurierend (WKN: A2AGZ1), Euwax Gold 2 (WKN: EWG2LD) und Xetra-Gold (WKN: A0S9GB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

LOUISALORANhas led transformative growth across some of the world's most respected companies—DIAGEO, MAERSK, and Google. A strategic mind with a human lens, she has shaped industries by combining technological foresight with the courage to act before the path is clear.At Google,Louisalaunched a billion-dollar supply chain solutions business, doubled growth in a global industry vertical, and led strategic business transformation At MAERSK, she co-authored the strategy that redefined the brand globally and doubled its share price, helping pivot the company from traditional shipping to integrated logistics. Across more than two decades and all continents,Louisahas worked across B2B, B2C, and global tech— bridging commercial impact with human-centered change.Louisaalso serves on the boards of Copenhagen Business School and CataCap Private Equity and is the author ofLeadership Anatomy in Motion, published globally by Fast Company.  Bringing clarity and alignment, she advises boards and executive teams through strategic transitions—shaping both direction and dynamics to unlock value and stay relevant. Known for turning complexity into decisive direction, she is a trusted advisor and sought-after speaker. 

In today's episode, we discuss how investors are cutting ties with DP World following revelations about the CEO's relationship with Jeffrey Epstein. Two major funds have already suspended capital deployment until the company addresses the situation. Meanwhile, a legal dispute over port terminals in Panama is escalating, with CK Hutchison threatening action against Maersk and local authorities. The conflict arose after Panama's Supreme Court voided contracts for strategic terminals at both ends of the canal. Finally, we look at a surge in cargo crimes across North American freight lanes, including cyber-assisted thefts of high-value goods. Law enforcement agencies have also seized record amounts of narcotics hidden in commercial shipments at the border. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In a major shift for global trade, shipping giants Maersk and Hapag-Lloyd are returning to the Red Sea route under naval protection. This decision marks a turning point after months of diversions around Africa due to regional instability. Despite a difficult quarter, Heartland Express sees a path to recovery by focusing on improved operating margins. Company executives believe that integrating recent acquisitions and tightening costs will position the fleet for success later this year. Legal developments are also in focus as a long-running lawsuit involving Werner Enterprises nears a final settlement. The deal addresses claims from nearly 100,000 drivers regarding unpaid wages for non-driving time and rest breaks. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down how severe winter weather has upended the freight market, causing tender rejections to spike well above holiday peaks. Recent data indicates that Winter Storm Fern caused massive disruption, revealing a truckload market that is far more volatile than seen in previous years. We also discuss reports that Amazon is preparing to launch its external LTL service this summer, targeting specific shippers to build density. Analysts suggest Amazon has already contacted a significant portion of the market, signaling a move that could be highly disruptive to incumbent carriers. The conversation shifts to the sky, where Maersk Air Cargo is canceling its Asia-US flights to focus on more efficient aircraft. Sources indicate that Amazon is the likely buyer for the fleet of Boeing 767 freighters as Maersk terminates its contract with Amerijet. Finally, we examine a controversial Arizona bill targeting fake CDLs that would allow law enforcement to seize vehicles from non-compliant carriers. This state-level push highlights a broader federal enforcement gap, where limited verification mechanisms allow dangerous drivers to simply ignore out-of-service orders. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Partnering Leadership, Mahan Tavakoli sits down with Louisa Loran, a seasoned executive advisor whose career spans legacy brands, global industrial giants, and one of the world's most influential technology companies. Louisa brings a rare perspective shaped by leadership roles at Diageo, Maersk, and Google—giving her a front-row seat to how strategy, operating models, and leadership expectations shift across industries and eras.The conversation centers on a hard truth many leadership teams avoid: strategy does not fail because leaders lack intelligence or effort—it fails because organizations try to adapt to a changing world without changing how they operate. Louisa challenges the assumption that transformation is about better plans or new tools. Instead, she reframes it as a question of movement, clarity, and leadership conviction in the absence of certainty.Drawing from her book, Leadership Anatomy in Motion, Louisa explores how leaders can recognize patterns rather than chase trends, why digitizing the past rarely creates future value, and how AI often exposes deeper strategic blind spots instead of fixing them. She also addresses the uncomfortable leadership work of identity—when leaders must ask whether they are still the right person to lead the next phase of the organization.Throughout the discussion, Mahan and Louisa examine collective intelligence, operating model shifts, succession readiness, and the real risks of mistaking activity for progress. This is not a conversation about leadership theory. It is a grounded, experience-based dialogue about what it actually takes to lead when the rules keep changing—and when the cost of waiting is higher than the cost of acting.For CEOs, board members, and senior executives navigating uncertainty, this episode offers a candid look at the decisions, questions, and trade-offs that define effective leadership today.Actionable TakeawaysYou'll learn why Louisa believes she can tell in a single conversation whether a transformation will succeed—and what she listens for.Hear how operating model clarity matters more than strategy decks when organizations face disruption.Discover why many AI investments fail before they start, even when the technology works.Learn how pattern recognition differs from reacting to headlines—and why this distinction matters for long-term relevance.Hear why leadership identity, not just capability, often becomes the hidden constraint in transformation.Explore how collective intelligence can accelerate execution—or quietly stall it—depending on leadership direction.Understand what it means to lead without certainty, and why waiting for clarity can be the most expensive decision.Learn why digitizing existing processes can create the illusion of progress while value quietly shifts elsewhere.Connect with Louisa LoranLouisa Loran Website Louisa Loran LinkedInLeadership Anatomy in Motion: Empowering You to Lead Through Technology and PeopleConnect with Mahan Tavakoli: Mahan Tavakoli Website Mahan Tavakoli on LinkedIn Partnering Leadership Website