Podcasts about Maersk

What does it take to go from working as a candy store cashier to becoming a global CEO? In this episode, Christina Lecuyer sits down with Steve Felder, a seasoned business leader who has lived in seven countries and led organizations across 23 markets in industries including shipping, logistics, and cybersecurity. Steve shares the unexpected twists that shaped his career and the lessons he's learned about the power of relationships, staying adaptable, and remaining open to opportunities. Now redefining success through entrepreneurship, travel, and personal well-being, Steve opens up about building a life on his own terms—including his popular “One Week, One City” LinkedIn travel series. This is a conversation about taking chances, staying curious, and creating a definition of success that evolves with you. About Steve Felder Steve Felder is a global executive, board advisor, investor, and former multinational CEO with 25+ years of leadership experience across North America, Europe, Africa, the Middle East, and Asia. Having lived and worked in seven countries and led businesses across 23 markets, Steve specializes in growth, transformation, international expansion, and building high-performing organizations. Most recently, he served as President of ZIM Canada, following 17 years with Maersk in senior leadership roles across Africa, the Middle East, and Asia. Today, Steve advises companies, boards, and investors across industries including cybersecurity, AI, aviation, sustainability, logistics technology, and M&A. He holds an MBA from the University of South Africa and completed executive education at INSEAD. Connect with Steve on LinkedIn If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes CONNECT WITH CHRISTINA! Instagram LinkedIn Christinalecuyer.com Book a Free Clarity Call Book Christina For Your Next Workshop

A.M. Edition for Aug. 19. President Trump hits pause on 50% tariffs that had been set to hit a range of Canadian products – buying more time for trade negotiators to reach a deal with Ottawa. Plus, OpenAI's second quarter sales disappoint as rival Anthropic sees its revenue double. And a Chinese cargo ship sets sail for the Arctic in a move that WSJ foreign correspondent Sune Rasmussen says could upend global trade. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we kick things off by examining a violent cargo-theft case that underscores the escalating danger of rail corridor crime in Southern California. After gunfire erupted from a moving BNSF freight train during a confrontation with suspected burglars, authorities arrested five men on charges ranging from attempted murder to cargo theft and conspiracy. The arrests came after task force members discovered equipment used to burglarize rail cars, highlighting how armed theft crews endanger railway employees while disrupting freight moving through critical corridors. Next, we explore how consolidation is reshaping the finished vehicle sector as Overland Park–based Acertus officially acquires Auburn, Massachusetts–based Fisher Shipping, expanding its carrier network and relationships with original equipment manufacturers and dealers. Fisher Shipping will continue to operate under its existing banner while gaining access to Acertus' expansive platform with enhanced fraud prevention and real-time shipment visibility. The deal follows another massive acquisition this week in which Proficient Auto Logistics agreed to acquire Hansen & Adkins for one hundred thirty million dollars, creating a combined entity expected to haul over four million vehicles annually. Finally, we break down how ocean carrier Maersk is betting that vertical integration from port to doorstep is the key to winning the last-mile battle in e-commerce logistics. According to Maersk executives, last-mile delivery is no longer just a cost center—it's a data intelligence engine that reveals upstream issues like inventory allocation, product development, and order response times. Rather than building its own delivery fleet, Maersk manages a pool of carriers on customers' behalf through a multi-carrier model with single API integration, creating one consistent customer experience that connects every link from vessels crossing the ocean to final doorstep delivery. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Es gibt bis zu 200 €, wenn ihr Friends & Family zu Scalable Capital bringt! Das Ganze geht nur bis zum 31. August. Mehr Infos in der App oder auf scalable.capital/oaws. Cisco, Cerebras & Coherent fallen. Anthropic mit 2.000 Mrd. $ an die Börse? OpenAI-Vorstände gehen. Sandisk & Maersk steigen wegen Prognose. CXMT überholt Tencent. Birkenstock wächst 15%. Ackman kauft Netflix, verkauft Hertz. JD.com schrumpft. Trigano (WKN: 913141) ist einer von Europas größten Wohnmobil-Herstellern und steckt den Lagerabbau weg und wächst wieder. Neue EU-Führerscheinregel könnte den Umsatz pro Fahrzeug pushen. KGV von 10 und fast 3% Dividende. Burger King ist zurück auf Platz 2 in den USA. Restaurant Brands (WKN: A12GMA) investiert 700 Mio. $ in den Umbau und wächst das fünfte Quartal in Folge. KGV von 17, über 3% Dividende. Aber Rindfleischpreise auf Allzeithoch. Diesen Podcast vom 14.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Na stevige resultaten verhoogt Maersk opnieuw zijn prognose. Ken Van Weyenberg legt uit hoe de transportreus profiteert van de geopolitieke spanningen. En waarom valt Adyen opnieuw in de gratie bij beleggers? --- Trends Beleggen is een podcastkanaal van de redactie van Trends. Meer info en advies over beleggen vind je op https://trends.be/beleggen/  --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Aug. 13. A Journal investigation finds that thousands of North Korean operatives have landed jobs at American companies and are funneling millions of dollars back to the regime. Plus, big businesses like Apple and FedEx start reeling in hundreds of millions in tariff refunds. And the WSJ's Stu Woo details how American chatbots are towing Beijing's party line. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Earnings from shipping companies Maersk and Hapag-Lloyd suggest global trade is moving along, despite the war in Iran. And Apple is discussing new deals with publishers to use their content to improve its Siri voice assistant. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Maersk's CEO exclusively tells World Business Express the company is investing more in alternative routes after the trouble in the Strait of HormuzThere's a new holder of the title of the world's busiest airportand step inside the human fridge in Japan

Incheon Airport near the South Korean capital of Seoul has become the world's busiest international airport for the first time, handling more than 38 million international passengers in the first half of the year. We find out what is shifting air travel habits and what UK travellers want from airports.Elsewhere, we speak to the CEO of Watt Electric Vehicle Company about a new deal that will see it build the first electric vehicle factory in Qatar to develop cars for the intense heat of Gulf countries.Also, we hear from the CEO of Maersk about why it managed to make higher profits than analysts expected.And we find out how prepared young people are for budgeting and cooking for themselves once they take the leap to move away from home for education.PHOTO CREDIT: REUTERS/Kim Soo-hyeon

July's U.S. inflation slows down to come in at 3.4 per cent with the core print falling to 2.5 per cent. Markets now expect the September rate decision to remain on hold. The CEO of Norway's sovereign wealth fund says he is cautious about AI funding even though the fund's gains are largely derived from tech. NBIM's Nicolai Tangen tells CNBC he is still optimistic about economic resilience around the world in the long term. Shipping titan Maersk boosts its FY guidance on the back of a robust volume growth outlook . Rival carrier Hapag-Lloyd sees an increase in Q2 revenues due to higher spot rates.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates overnight.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.APAC stocks were predominantly in the green as the region took its cue from the mild positive handover from Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include UK GDP (Jun/Q2), Trade Balance (Jun), Swedish/Spanish Inflation Final (Jul), EU Industrial Production (Jun), US Initial Jobless Claims (Aug/08), PPI (Jul), Norges Bank Policy Announcement (Aug). Speakers include Fed's Hammack & Barkin, Norges Bank's Bache. Supply from the US. Earnings from Applied Materials, RWE, Antofagasta & Maersk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

IN 1956 the SS Ideal X sailed from New Jersey to Houston with 58 containers on board, marking the birth of modern commercial container shipping. Malcom McClean's vision of unitized, efficient and relatively cheap global freight has evolved into a global network, criss-crossing the world's oceans to connect businesses with consumers across continents. Has there been a more important innovation in global trade? What would Malcom McClean say if he walked into a modern container terminal? And is the everyday consumer aware of just how much their lives have been changed by the development of the shipping container? Joining Joshua on the Lloyd's List podcast are: Joe Kramek, chief executive, World Shipping Council Henning Morgen, group historian, Maersk

What happens when a warehouse management system believes stock is present, but nobody can find it on the warehouse floor? In this episode of Tech Talks Daily, I speak with Oana Jinga, co-founder of Dexory, who oversees the company's commercial strategy and product roadmap. Dexory has developed autonomous mobile robots capable of scanning inventory at heights of up to 18 meters while creating a continuously updated digital view of warehouse operations. The company says its robots have scanned one billion locations across 12 countries. Its customers include Maersk, DHL, Samsung, GE Appliances, Stellantis, GXO Logistics, and C.H. Robinson. However, the real story goes beyond the size of the robot or the number of locations scanned. It concerns what businesses can do once they have accurate information about their physical operations. Oana explains why warehouses often become data blind spots. Businesses usually know what entered the facility and what eventually left, but stock movements, damaged items, misplaced pallets, and inefficient use of space can remain difficult to track between those events. Dexory's robots scan approximately 10,000 to 12,000 pallet locations per hour. Oana recalls one customer discovering around £1.5 million in stock it had considered lost or written off. Other scans have revealed repeated pallet movements and potential opportunities to recover around 10% of warehouse capacity through better organization. We also discuss why visibility alone does not create business value. Dexory initially gave users large volumes of information, only to discover that extensive lists of problems could overwhelm warehouse teams. Its platform now prioritizes the actions requiring attention, helping users concentrate on a manageable number of issues each day. Oana explains why physical AI faces different challenges from software operating entirely within digital systems. Warehouses change constantly as people, vehicles, stock, temporary obstacles, damaged areas, and local working practices alter the environment. Robots and AI systems therefore require current physical data rather than relying on an old floor plan or assumptions recorded in another system. For companies considering warehouse robotics, Oana recommends starting with the operational problem. Leaders should observe how work happens, speak with employees about bottlenecks, define the result they want, and appoint an internal owner responsible for adoption. A robot sent to collect stock from an empty or incorrect location cannot complete its task, regardless of how capable its software may be. We also consider the future of warehouse work. Oana argues that robots can remove repetitive inventory walks and manual counting, allowing employees to interpret data, investigate problems, and improve operations. She also shares her experience as one of the few women in robotics a decade ago and explains why visible female role models can make the sector feel accessible to a wider group of people. Could physical AI help your warehouse teams make better decisions, or would inaccurate data and unclear ownership prevent the technology from delivering value? Listen to the episode and share your thoughts with me.

  Reinventing the Supply Chain with AI from Rail-to-Road w/ Kevin Damoa of GlidTech - AZ TRT S07 EP11 (293) 7-26-2026       What We Learned This Week The Biggest Supply Chain Problem Isn't Transportation—It's Handling Freight often changes hands multiple times before reaching its destination. Every transfer increases cost, delays, and complexity. America Already Has the Infrastructure Rather than building new rail systems, Glid Tech's strategy is to better utilize the thousands of miles of existing railroad infrastructure that are currently underused. AI Is Becoming a Logistics Manager Ezra 16 doesn't simply route vehicles—it evaluates weather, traffic, rail availability, and fleet positioning simultaneously to determine the most efficient route. Military Innovation Often Creates Commercial Opportunity The company's technology originated from solving dangerous military logistics problems before expanding into commercial transportation, continuing a long history of defense-driven innovation. The Future of Transportation Is Integration Instead of choosing between trucks or trains, the future may involve seamless transitions between both, allowing each mode to be used where it performs best.     Guest: Kevin Damoa LKIN: HERE   Website: https://www.glidtech.us/   Founder and CEO Glīd Technologies Kevin A. Damoa builds the systems that move what matters. Over two decades, he has carried mobility from the factory floor to the launch pad and onto the battlefield, advancing the hard logistics of rockets, aircraft, electric vehicles, and now autonomous road-to-rail freight. As Founder and CEO of Glīd Technologies, he is building the dual-mode autonomous infrastructure that connects the nation's roads and rails into a single logistics network. His operating discipline was forged in military service. Damoa enlisted in the US Army at seventeen, served two years in South Korea, and completed two combat tours in Iraq with the 3rd Armored Cavalry Regiment, where he ran railhead logistics in a theater of war. He continued his service in the Air National Guard as a Logistics Officer and firefighter supporting California's Modular Airborne Fire Fighting System mission, retiring in 2018 after twelve years of concurrent service. Damoa joined SpaceX in 2012 as Flight Module Logistics Manager, where he built the logistics systems and programs behind a maturing launch operation and designed and deployed the transport apparatus that carried rockets from production to the launch site. Following a tour at Northrop Grumman as an Integration Program Manager on the F-35 program, he moved into senior operating leadership across a generation of clean-mobility companies, holding executive roles at Romeo Power, Xos Trucks, Canoo, and Serial 1, a Harley-Davidson brand. In each, he owned the unglamorous work that decides whether a product reaches the market: industrialization, supply chain, manufacturing deployment, and launch. In 2022, Damoa founded Glīd Technologies to solve a problem the freight system has carried for a century, the broken handoff between road and rail. Glīd designs and builds US-made autonomous dual-mode vehicles and the AI logistics orchestration software that directs them, serving commercial freight and national defense. The company is built on a granted dual-mode road-to-rail patent, is a certified Service-Disabled Veteran-Owned Small Business, and won the 2025 TechCrunch Disrupt Startup Battlefield. Damoa holds an MS in Mechanical Engineering from Embry-Riddle Aeronautical University and an MBA in Project Management from Keller Graduate School of Management. He leads Glīd as both its CEO and its Architect, a reflection of his conviction that the people who set a company's direction should understand, in detail, how the thing is built.   Notes:   Summary Technical logistics and supply chain challenges were discussed along with prototype development and potential military applications. Supply Chain Efficiency Challenges Excessive handling requirements create significant dwell time in global shipping. Current infrastructure heavily relies on road transport due to rail inaccessibility, resulting in massive maintenance costs. Startup Prototypes and Technology The startup developed 4 prototypes featuring human-operated and autonomous vehicles alongside AI orchestration software. This technology utilizes existing rail and road infrastructure to enable seamless transport transitions. Military and Market Outlook Applying rail logistics to defense sectors aims to improve safety for military personnel by reducing reliance on road convoys. Future strategy balances defense and commercial growth across various sectors.     Segment 1 ·         Definition of Supply Chain Challenges: Kevin Damoa identified that the core problem in the current supply chain is the inefficiency of moving goods due to excessive handling requirements. Noted that 72% of commercial freight is stuck on roads because rail is viewed as inaccessible, while the military faces similar issues, utilizing only 20% of their 44,000 miles of rail infrastructure. ·         Company Status and Prototypes: Kevin Damoa confirmed that Glidech is a startup that raised a pre-seed round the previous year and currently has 14 full-time employees. The company has developed four prototypes: two human-operated vehicles named "Glider M" that function on road and rail, and two autonomous vehicles named "Raiden". They also have an AI orchestration software tool called "Ezra 16," which provides transportation management, fleet tracking, and autonomous coordination. ·         Supply Chain Inefficiencies and "Touches": Kevin Damoa detailed the complexity of global shipping, describing how goods undergo numerous transfers between boats, "hustler" trucks, cranes, and trains. They explained that this leads to significant "detention time" or "dwell time," where goods sit idle for weeks, often resulting in increased costs and the need for expensive expedited shipping. ·         Comparison of Road and Rail Infrastructure: Kevin Damoa highlighted that while trucks are more accessible, they contribute to congestion, pollution, and high road maintenance costs, citing that $105 billion is spent annually in the United States repairing roads damaged by 80,000-pound trucks. Conversely, they argued that rail infrastructure is simpler and cheaper to maintain using small crews, yet rail remains unattractive due to the difficulties in getting freight onto the system.     Segment 2 ·         GlidTech Solution and Ezra 16 Capabilities: Kevin Damoa described Glidec as a hardware and software company that leverages existing infrastructure rather than creating new fixed systems. The "Ezra 16" software creates a digital twin environment that incorporates weather, road congestion, and rail allocation to determine the most efficient, safe, and cost-effective transport mode for goods. The goal is to facilitate seamless transitions between road and rail, avoiding the necessity of staying exclusively on one mode for the entire journey. ·         Origin of GliTech Technology: Kevin Damoa traced the origin of their technology to their personal military experience, specifically a process called "rail heading" while preparing for deployment in Iraq. They described the process as dangerous, slow, and cumbersome, requiring multiple pieces of heavy machinery and many people; Glidec was created to consolidate these steps into a single vehicle and one maneuver. ·         Technical Operation of Vehicles: Kevin Damoa explained the mechanics of the Glider M and Raiden vehicles, which feature specialized rail gear, 360-degree cameras, and sensors that use "positive recognition" to identify datums on the track. Once identified, the rail gear deploys, the steering wheel locks, and the vehicle operates on the rail; upon exit, the system triggers a release notification to return to road operation. ·         Safety and Integration with Rail Systems: Kevin Damoa noted that their technology patches into existing "positive train control" systems used by railroads. This allows their vehicles to receive time-slot allocations and operate dynamically, such as exiting the track to allow a train to pass before returning to the route. ·         Utilization of Infrastructure: Kevin Damoa emphasized that their approach leverages "the best of both worlds" by using road networks to navigate traffic and rail networks for faster transit in less developed or woodsy areas. This strategy utilizes existing, underused tracks rather than requiring the construction of new infrastructure. ·         Professional Background of Kevin Damoa: Kevin Damoa detailed their professional history, starting with military service in the Army and the Air Force National Guard, where they participated in firefighting operations. Their corporate background includes managing transportation and recovery operations for the first 17 SpaceX Falcon 9 vehicles, working as an engineer and program manager on the F-35 fighter jet program at Northrop Grumman, and holding roles in e-mobility at Romeo Power, Canoe, XOS Trucks, and Harley-Davidson's Serial 1.   Segment 3 ·         Historical and Defense Context: Historical overview, noting that President Eisenhower used the Defense Act in the 1950s to develop the US highway system based on models like the German Autobahn. Kevin Damoa discussed how the Department of Defense currently relies heavily on road convoys despite owning 44,000 miles of rail, and noted that they aim to make this existing rail infrastructure more accessible to the military. ·         Military Safety and Operational Applications: Kevin Damoa highlighted that enabling rail transport could save soldiers' lives, citing that one out of ten logisticians in the military are casualties during combat supply operations. They further explained that their autonomous Raiden vehicles can operate in austere, desert, or underdeveloped locations, moving containerized supplies, weapons, or drone-manufacturing equipment without risking personnel. ·         Future Market Outlook: Looking ahead, Kevin Damoa projected a balanced growth strategy between commercial and defense sectors, noting interest from municipalities, states, countries, and industrial parks. Framed the future of the company around bridging the gap in the logistical workforce and providing a new transport mode, which they branded with the slogan, "Don't ship it, glide it".     Segment 4 Clips from: Efficiency in the Supply Chain by a New Container Invention w/ Trevor Pan of BidBird AZ TRT S04 EP41 (204) 10-15-2023   Things We Learned This Week Malcolm McLean was the inventor of the shipping Container, and a key person in trade & globalization BidBird invented a container skin, a smooth panel for the side to reduce wind resistance & improve fuel efficiency Patent process and Patent Cooperation Treaty to register an invention in foreign countries Building a Prototype and doing a road test with a Truck plus a Container on a race track     Show Link: HERE **Preview clip of Trevor Pan   Malcolm McLean and the History of the Container This leads to a new level of capitalism, modern globalization & wider trade Malcolm Mclean is the inventor of one of the most major inventions in history that affects people daily. He is also not known by many people despite the impact he has had.  McLean owned a trucking company and he used to ship goods via boat. He'd be waiting on the docks with cotton in the 1940s in early 1950s for hours.  Ships would be docked for a month, as men were loading crates by hand. The same system was being done with global trade and sea trade for thousands of years. Mclean got tired of this, and trying to figure out a solution to the problem like any entrepreneur. Find a need and fill it.  January 1956 - he debuted the box ship. McLean got a $22 million loan & bought 2 World War II tankers and converted them. In April 1956 the first one sailed from New Jersey to Houston. This cut cost from 5.86 per  to $.16, a 95% drop or 36 fold savings.  Oct.1957 - the first real containership Gateway city launched. Trip went from New York to Florida to Texas and then on later to Puerto Rico. Per McLean, 'the ship makes money when at sea'.  In 1963, container ports had been created, by 1966 in Europe, 1967 Vietnam had container service, and 1969 Hong Kong and more Southeast Asia.  McLean got a patent which is shared, called – standardization, and the standardize size container for shipping.  He created a company, called Sealand Industries - which was then bought by RJ Reynolds. Eventually they were mergers and oil companies that bought out the line and today it's owned by MAERSK.  Goods are shipped today for pennies on the dollar, all because of McLean's invention. He changed global trade, shipping, oil exploration, and more. It's a multi trillion dollar invention. It also created port cities like Oakland. Every day it affects all sorts of goods and trades finance, big companies like Walmart and Apple.  Not sure if we would have globalization if not for Mclean. At least not as fast. More Info on Malcolm McLean: HERE       Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science  Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech   'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT      Thanks for Listening. Please Subscribe to the AZ TRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ 'Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/  

Most EDI contracts never get shopped, and legacy providers price like they know it. Grace Sharkey walks through what that actually looks like on an invoice: a few thousand a month for the service, then a separate managed fee to make sure the service does not break. Orderful just raised $35 million to go after that second line item.We also cover what eight freight tech vendors are really building with AI, why nobody has this figured out yet, and how a Japanese toilet maker ended up inside the AI chip supply chain.In this episode:Why eight freight tech vendors are all pointing AI at boring, repetitive workflows instead of agent demosThe question every buyer now asks before a purchase: did you try building this yourself firstWhat Grace learned building her own lead follow-up droid, including the data mistake that broke itWhy hourly billing breaks down when execution gets cheap and judgment becomes the productHow legacy EDI pricing works: per transaction fees, managed service fees, and chargebacksInside Orderful's $35 million round and the product built to attack the managed services lineThe Every Man Jack migration: 57 trading partners in six monthsHow a Japanese toilet maker became a critical supplier in AI chip manufacturingSeven shipping containers lost when an Antarctic ice shelf calved into the seaSri Lanka's tea and cinnamon trade, and why most of its port activity is transshipmentTime Stamps: 02:33 Presented by SPI Logistics04:52 The CargoRex AI use cases guide, and what eight vendors are actually building51:40 Orderful raises $35 million, and how EDI pricing really works01:16:04 Hidden supply chain: a Japanese toilet maker inside the AI chip trade01:50:49 Favorite freight marketing: 250th anniversary fleet wraps and tall ships02:03:30 Source to Porch: containers lost off an Antarctic ice shelf, then Sri LankaLinks and resources:Connect with Grace on LinkedinGrace's work at OrderfulCargoRex AI Use Cases in Logistics GuideSolo EiL episode with Blythe's opinion on AI in Logistics‘The Two Clocks' article Grace mentionedOrderful's Every Man Jack case studyJapan's ceramic companies critical in AI supply chainMack Trucks' America250 DesignDOT Grand Canyon RailBNSF America250 WrapNorfolk Southern's Liberty Bell wrapTall Ships tour for America250Tall Ships in a storm that looks like the oil paintingsAntarctica station where containers floated awayCATA - Ceylon Artisanal Tea AssociationDonate to Sisters of Sri Lanka via Maersk's Head of Trade and Customs, Janet Labuda, by sending a check to Janet's address at: 6060 Trotters Point Ln. Gainesville, VA 20155 Watch this episode on YouTube -----------------------------------------THANK YOU TO OUR SPONSORS!SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why.CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve.Digital Dispatch maximizes and manages your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers. 

The Strait of Hormuz is closed again after the resumption of the war between the US and Iran. US President Donald Trump has been convinced to withdraw his plans to toll those navigating the channel, Iran though has been charging vessels that transit near its coastline. Lars Jensen, former director at Maersk, and now CEO at Vespucci Maritime spoke to Ingrid Hipkiss.

In "How to Turn Freight Data into Audit-Ready Scope 3 Reporting", Joe Lynch and Michael Rentz, Chief Revenue Officer at Gnosis Freight, discuss how operational-grade logistics data automatically simplifies complex carbon compliance. About Michael Rentz  Michael Rentz is the Chief Revenue Officer at Gnosis Freight. He joined the company in the Summer of 2020. Before joining Gnosis, he got his start in the industry with the South Carolina Ports Authority and Maersk. He left Maersk in 2018 to pursue his own endeavors, which eventually led him back to Charleston, SC, where he worked for Techstars in an attempt to stand up the first-ever Supply Chain and Logistics Accelerator. The pandemic put an unexpected halt to that, and it was then that he fortuitously met Austin McCombs (CEO/Founder of Gnosis) and Jake Hoffman (CTO of Gnosis). About Gnosis Freight Gnosis Freight is the AI-native Global Freight Operating System for enterprise supply chains. It gives logistics, operations, and finance teams real-time insight into container movement and helps them Intervene earlier when delays, inventory risk, or cost exposure arise. By linking containers to SKU- and Inventory-level detail, Gnosis enables smarter planning, improved product availability, and more predictable business performance. Powered by continuously reconciled container Intelligence, Gnosis orchestrates exception management through configurable, low-code workflow and agentic AI across logistics, finance, and operation – reducing demurrage and detention, accelerating invoice resolution, and shortening goods-to-cash cycles. Headquartered In Charleston, SC, Gnosis serves global enterprises across retail, manufacturing, and logistics-intensive industries. Learn more at gnosisfreight.com. Key Takeaways: How to Turn Freight Data into Audit-Ready Scope 3 Reporting In "How to Turn Freight Data into Audit-Ready Scope 3 Reporting", Joe Lynch and Michael Rentz, Chief Revenue Officer at Gnosis Freight, discuss how operational-grade logistics data automatically simplifies complex carbon compliance. The Foundation of Scope 3 Reporting is "Sovereign Data": Accurate emissions reporting is impossible without high-fidelity operational data. Gnosis Freight utilizes "sovereign data"—logistics data they originate, validate, and structure directly from primary sources (ports, terminals, carriers, and railroads) rather than relying on third-party aggregators or high-level assumptions. If your operational data isn't audit-ready, your carbon reporting won't be either. Regulatory Shifts are Turning ESG from a Checkbox into a Mandate: With major regulatory updates like California's SB 253 looming in 2027, large enterprises (doing over $1B in revenue) that touch these key economies will be legally required to disclose their Scope 3 emissions. What was once a marketing slide about "valuing the environment" is rapidly transitioning into a strict, auditable corporate compliance requirement. Solving the Category 4 "Data Black Hole": Scope 3, Category 4 emissions (upstream transportation and distribution) are notoriously fragmented and difficult to track. By overlaying the GLEC (Global Logistics Emissions Council) framework directly onto their existing container tracking data, Gnosis calculates precise emissions across every single leg of the journey—ocean transit, port idling, rail, and final-mile drayage—without requiring manual spreadsheets or guesswork. Shippers Want a Unified Operating System, Not More "Point Solutions": Enterprise Beneficial Cargo Owners (BCOs) are experiencing software fatigue and actively moving away from single-use point solutions. Instead of buying a standalone carbon tracking tool, shippers want emissions data embedded directly into their daily workflow. Gnosis solves this by making carbon tracking a seamless "flip of a switch" within their broader Container Lifecycle Management (CLM) platform. Data Must Be "Operational-Grade" to Be Useful: In logistics, if data is only 80% accurate, it is functionally 0% useful because operators will simply bypass the system and default to manual website cross-checking. For emissions data to survive a financial or regulatory audit, it must be built on the same operational-grade, real-time milestones used to run daily supply chain execution. FinOps and Carbon Audits Share the Same DNA: There is a direct parallel between auditing freight invoices and auditing carbon emissions. Gnosis found that 85% of invoice discrepancies stem from incorrect operational milestones (like when a container was actually made available). By mastering these physical execution milestones, Gnosis can simultaneously spot billing overpayments in their FinOps suite and defend carbon calculations in an emissions audit. Build Solutions by Getting in the Trenches with Customers: Gnosis's rapid growth—from navigating the pandemic's demurrage and detention (D&D) chaos to launching carbon tracking—has been entirely customer-driven. Rather than building flashy tech in a vacuum, their strategy is to deeply embed themselves with logistics managers, solve their immediate operational headaches first, and give them their time back to focus on strategic growth. Learn More About How to Turn Freight Data into Audit-Ready Scope 3 Reporting Michael Rentz | Linkedin Gnosis Freight | Linkedin Gnosis Freight Gnosis Freight: The Journey Between The Ships Carbon Emissions Landing Page Carbon Emissions Upcoming Webinar Carbon Emissions Whitepaper Gnosis Freight LinkedIn Testimonials & Case Studies Container Lifecycle Management: Gnosis Freight Streamlines International Logistics with Jake Hoffman The Container Payment Portal and the Rise of AI in Freight with Jake Hoffman 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

President Trump says he'll charge a 20% toll on cargo transiting the Strait of Hormuz. Lars Jensen ran the numbers, and they don't hold up.In this episode, Lars Jensen and Caroline Weaver cover:The math behind why a 20% Hormuz toll could work out to record freight rate highs, and why no shipper would pay it.Who would even be billed, and why the US has no realistic way to collect if a carrier just refuses.Seven attacks on commercial vessels in the Strait of Hormuz this week alone, and what "open" actually means when ships are still getting hit.Asia-USWC rates flatten, but the shipper-to-shipper spread nearly tripled in a month.Maersk extends its Suez return with two more services despite the Hormuz risk.Subscribe for weekly podcast highlights

Is 2026 the year it all changed for energy? The Strait of Hormuz closure was "the largest oil supply disruption in history" but has not (yet) brought the global economy to its knees. But are we now living in a post-Hormuz world where countries and companies are seeking to diversify energy supply and ramp up renewables? Jason Bordoff of the Center on Global Energy Policy and the Columbia Energy Exchange podcast returns to Radio Davos, at the Forum's 'Summer Davos' in China, for an update on the global energy situation. Co-hosted by Roberto Booca, head of the Forum's Centre for Energy and Materials. Links: Energy Transition Index 2026: https://www.weforum.org/publications/energy-transition-index-2026/ World Economic Forum Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/home Center on Global Energy Policy at Columbia University: https://www.energypolicy.columbia.edu/ Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/ Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Related podcasts: AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/ A "fundamental shift" in energy thinking: the Energy Transition Index 2026: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-index-2026/ 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/ 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/ 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

Join Achyuta Ghosh and Mohit Bhatia for a candid conversation on what it takes to build a strategic GCC from an early stage, at a time when the old playbook no longer applies. They discuss why the answer is not to jump straight into AI, why fixing the basics still matters, how Rolls-Royce is thinking about data, talent, and enterprise outcomes, and what India means as a home market for a company known globally for jet engines, propulsion, and energy. What you'll hear: Why an early-stage GCC in 2026 does not need to follow the four-stage transformation curve that GCCs went through 20 years ago, and where it can leapfrog straight to modern platforms. Mohit draws on nearly four decades across Maersk, Mondelez, Genpact, and American Express, and shares how he is applying that experience at Rolls-Royce without falling back on the traditional playbook.Key takeaways: Why the first 12 to 18 months of a new GCC are still about execution excellence and fixing the basics, before piling on modern tech and AI. How to "jump the curve" and start at the top of someone else's S-curve, rather than repeating three decades of legacy build-outs. Why AI should sit in the fabric of processes, not as a set of pilots or point solutions bolted on the side.The data-first agenda: cleaning, safeguarding, and segregating data before expecting AI to produce ROI.How Mohit is thinking about services-as-software and why the shift will be gradual, not overnight, until the ecosystem catches up on data integrity and end-to-end processes. The build versus buy call: keeping core GCC execution internal while partnering with third parties on ERP, workflow tools, and system integration. Where AI actually pays off at Rolls-Royce, from predictive analytics on jet engine maintenance to three-way match, auto-reconciliations, and employee self-service. The talent shift: hiring for curiosity, learning agility, enterprise leader mindset, and tech comfort, without discounting people management, empathetic leadership, and domain expertise.Why Rolls-Royce is treating India as a home market, and what the ecosystem could look like at 10,000 people over the next five to seven years.To know more about HFS on Global Capability Centers (GCCs), visit us here: https://www.hfsresearch.com/global-capability-centers-gccs/

Pacific spot rates are holding flat while futures signal the peak may already be over, and Maersk and Hapag-Lloyd just made a move that could mark the beginning of a Red Sea normalization after two and a half years of disruption.In this episode, Lars Jensen and Caroline Weaver cover:Why Asia-USWC rates are flatlining around $5,200 while the futures curve still points sharply lower, and what that means for the rest of JulyThe Gemini alliance's AE15 service switching back to Suez routing and what it signals about carrier confidence in Red Sea stabilityPanama Canal draft restrictions tightening through August as El Niño risk grows, and what history says about the ceiling on disruptionMaersk's upward earnings revision and why it says more about Maersk's earlier pessimism than the overall marketUSMCA uncertainty and what a US pullback could mean for deeply intertwined North American supply chainsEU shipping emissions data: container vessels down 6.7% per TEU year over year, even as total emissions remain elevated versus 2023 due to Red Sea reroutingSubscribe to weekly episode highlights delivered to your inbox. 

In Episode 90 of Trade Splaining, Ardian Mollabeqiri and Robert Skidmore are back to unpack how geopolitics, energy markets and global shipping disruptions are finding their way into the everyday economy — from oil prices and port congestion to pain au chocolat, ice cream cones and Aperol Spritzes. We start with the Strait of Hormuz, where fears of an oil price shock ran into a more complicated reality. China's role as a “swing importer,” existing oil supply gluts, demand destruction, rerouting and refinery adaptation all helped explain why markets did not quite melt down — even as the risks around energy security and logistics remain very real. Then we follow the supply chain into breakfast and dessert. Why is a pain au chocolat more expensive? Why can an ice cream cone cost $8? The answer is not one input but many — wheat, butter, cocoa, diesel, refrigeration, labour, packaging and energy all moving in uncomfortable directions at once. Globalization, it turns out, is now coming for your snack budget. This episode also features a conversation with Jan Hoffmann, Global Lead for Maritime Transport and Ports at the World Bank, on the latest Container Port Performance Index. Jan explains what the CPPI actually measures, why port rankings can get political, how rerouting through the Red Sea, Hormuz and beyond affects port performance, and why the global shipping map is changing in ways that are more about friend-shoring than near-shoring. We also get into MSC vs Maersk, port ownership, shipping line-linked terminal operators, the geopolitics of port concessions, and — naturally — Jan's ongoing haircut index and his Washington, DC kebab recommendation. Plus: Gen Z's anti-AI nostalgia, the World Cup heat dome, Bosnia's unofficial theme song, Geneva's Aperol Spritz problem, and why 320 kilos of meth is probably over the “personal use” threshold. Listen now for a trade, shipping and geopolitics episode that connects the Strait of Hormuz, China's energy leverage, port performance, global inflation and your next overpriced ice cream cone.

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una jornada marcada por las expectativas sobre la política monetaria y el inicio del segundo semestre bursátil. En el análisis de mercados hablamos con Pablo García, director de DIVACONS-Alphavalue, para valorar el comportamiento de las bolsas, las divisas y las principales conclusiones que deja el Foro de Sintra, donde los bancos centrales han vuelto a centrar la atención de los inversores. Analizamos cómo las perspectivas sobre los tipos de interés pueden condicionar la evolución de los mercados en los próximos meses y cuáles son los principales riesgos y oportunidades para la renta variable. Entre los protagonistas de la sesión destaca Maersk, que eleva sus previsiones de beneficios gracias al fuerte incremento de la demanda, una señal positiva para el comercio internacional y el transporte marítimo. También analizamos el fuerte avance bursátil de Abivax, cuyas acciones se disparan tras la publicación de resultados positivos sobre uno de sus tratamientos experimentales. Además, repasamos la estrategia de mercado de cara al segundo semestre, con especial atención al posicionamiento de los inversores, las perspectivas para los principales sectores y los factores que podrían marcar la evolución de las bolsas en la segunda mitad del año. Terminamos la hora con el Consultorio de Bolsa junto a Juan Ignacio Marrón, analista independiente y fundador de Inversores Institucionales, que responde a las consultas de los oyentes y analiza los valores protagonistas de la actualidad bursátil.

In this episode, Madelyn O'Farrell talks with Oana Jinga, Co-Founder and Chief Commercial Officer of Dexory, about her non-technical path into tech, how her experience at Telefonica and Google shaped her approach to “knowing the user and knowing the magic,” and how Dexory evolved from a home security robot to retail shelf scanning and ultimately to a global warehouse intelligence platform. They discuss why Dexory chose tall, ground-based robots over drones to safely and efficiently digitize warehouses in real time, what it really takes to win and support enterprise customers like Maersk, DHL, and GXO, and how a robotics-as-a-service model lets customers buy data and insights rather than hardware. Oana also dives into the ethics of robotics and unbiased AI, emphasizing transparency with workers, privacy-aware data practices, and building a diverse team, before painting a picture of the future: supply chains transformed into connected, predictive supply networks powered by distributed intelligence and shared best practices across global sites. Highlights from their conversation include: Oana's Nontraditional Path Into Tech and Career at Telefonica and Google (0:43) What Dexory Is and How It Digitizes Warehouses in Real Time (2:44) Evolution From Home Security Robot to Retail Shelf Scanning to Warehouses (3:40) Why Dexory Chose Tall Ground Robots Instead of Drones (5:30) Selling Enterprise Robotics to Maersk, DHL, GXO, and Other Logistics Leaders (8:40) Robotics as a Service and Selling Data Instead of Hardware (11:51) Global Deployments Across the US, Europe, Australia, and Asia (12:30) Ethics of Robotics, Workforce Impact, and Unbiased AI Practices (15:00) Future of Connected, Predictive Supply Networks and Distributed Intelligence (17:44) Final Thoughts and Takeaways (20:17) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stacey Vanek Smith, co-host of Bloomberg Business Week's Everybody's Business podcast joins us to look ahead to the final day at the Summer Davos, AMNC26. Links: AMNC26: https://www.weforumasia.cn/meetings/annual-meeting-of-the-new-champions-2026/ Liveblog: https://www.weforum.org/stories/2026/06/summer-davos-amnc-2026-day-3-live-updates/ Related podcasts: AMNC26 Day 2 - Adam Tooze on Premier Li, and other upcoming highlights: https://www.weforumasia.cn/podcasts/radio-davos/episodes/amnc26-day-2/ AMNC26 Day 1 - Taking the pulse of Asia's largest economy, and of the world: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-day-1 AMNC26 - What to expect from "Summer Davos": https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-to-expect-from-summer-davos A "fundamental shift" in energy thinking: the Energy Transition Index 2026:  https://www.weforumasia.cn/podcasts/radio-davos/episodes/energy-transition-index-2026/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforumasia.cn/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ The rise of industrial policy - why governments are back in the business of business:  https://www.weforumasia.cn/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Professor Adam Tooze, Director of the European Institute at Columbia University, joins us to look ahead to the action at AMC26 on Day 2 where Premier Li Qiang is due to speak. Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Links: AMNC26: https://www.weforumasia.cn/meetings/annual-meeting-of-the-new-champions-2026/ Liveblog: https://www.weforum.org/stories/2026/06/summer-davos-amnc-2026-day-2-live-updates/ Related podcasts: AMNC26 Day 1 - Taking the pulse of Asia's largest economy, and of the world - https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-day-1 AMNC26 - What to expect from "Summer Davos": https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-to-expect-from-summer-davos A "fundamental shift" in energy thinking: the Energy Transition Index 2026:  https://www.weforumasia.cn/podcasts/radio-davos/episodes/energy-transition-index-2026/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforumasia.cn/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ The rise of industrial policy - why governments are back in the business of business:  https://www.weforumasia.cn/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

It's Day 1 of the Annual Meeting of the New Champions, AMNC26, in Dalian China. Olivia Siong, Senior Correspondent at Channel News Asia, joins us to look ahead at the action at the Summer Davos where tech, innovation and geopolitics will be some of the main themes. Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Links: AMNC26: https://www.weforumasia.cn/meetings/annual-meeting-of-the-new-champions-2026/ Liveblog: https://www.weforum.org/stories/2026/06/summer-davos-amnc-2026-day-1-live-updates/ Related podcasts: Radio Davos Daily: AMNC26 - What to expect from "Summer Davos":  https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-to-expect-from-summer-davos A "fundamental shift" in energy thinking: the Energy Transition Index 2026:  https://www.weforumasia.cn/podcasts/radio-davos/episodes/energy-transition-index-2026/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforumasia.cn/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ The rise of industrial policy - why governments are back in the business of business: https://www.weforumasia.cn/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

The World Economic Forum's 17th Annual Meeting of the New Champions 2026 will be held in Dalian, People's Republic of China, on 23-25 June. The meeting will bring together more than 1,700 leaders from over 90 countries to explore how innovation can be scaled and unlock wider economic growth. Radio Davos is covering AMNC26 daily during the meeting. On this preview episode, Forum Managing Director Mirek Dusek tells us what to expect. And we hear a clip from a recent Radio Davos discussion about the impact of the Strait of Hormuz crisis on the global energy transition. Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Links: AMNC26:  https://www.weforumasia.cn/meetings/annual-meeting-of-the-new-champions-2026/ Related podcasts: A "fundamental shift" in energy thinking: the Energy Transition Index 2026: https://www.weforumasia.cn/podcasts/radio-davos/episodes/energy-transition-index-2026/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforumasia.cn/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ The rise of industrial policy - why governments are back in the business of business: https://www.weforumasia.cn/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Rates on Asia-North Europe and Asia-US West Coast are surging, a US-Iran memorandum of understanding has been signed, and El Niño is now official with an 88% chance of being historically severe. This week Lars Jensen and Caroline Weaver cut through the noise on all three.In this episode, Lars Jensen and Caroline Weaver cover:NYFI update: Asia-North Europe spot rates up $1,000 in a month with futures pointing higher still, and Asia-USWC breaking above $4,000 per 40-foot with a volatility spike driving record hedging activity using the NYFI indexWhy the rate rally is being driven by supply and demand fundamentals, not Hormuz fuel surcharges, and what CMA-CGM's $4,000 peak season surcharge announcement signals about carrier confidenceThe US-Iran memorandum of understanding: what it says, what it does not say, and why AIS data showed no change in vessel movement through the strait in the first 48 hoursPiracy resurgence in the Gulf of Aden and three attacks in two days including one on a Maersk feeder vesselEl Niño confirmed and now forecast as potentially the strongest on record: what Panama Canal shippers need to plan for nowSubscribe to weekly podcast CliffsNotes sent directly to your inbox.

The World Economic Forum's Energy Transition Index has been charting the progress of global energy systems for the last 16 years. The latest edition is published as the world has experienced an energy shock due to the closure of the Strait of Hormuz. We discuss what is helping and what is impeding the global transition to cleaner, more secure, more equitable energy. Guests: Lucy Craig, Director of Growth, Innovation, and Digitalization, DNV Boqiang Lin, Chair Professor, School of Management, Xiamen University Hosts: Robin Pomeroy, host Radio Davos; Nicholas Wagner, Manager, Energy Initiatives, World Economic Forum Links: Energy Transition Index 2026: wef.ch/ETI26 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/ 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/ Cybersecurity Outlook 2026: the view from Interpol and the threat to 'OT': https://www.weforum.org/podcasts/radio-davos/episodes/global-cybersecurity-outlook-2026-interpol-dragos/ How to navigate a crisis: lessons from a chief investment officer: https://www.weforum.org/podcasts/radio-davos/episodes/julius-baer-view-beyond-risk-investment/ Financial fragmentation: the $6 trillion cost of breaking the "plumbing" of global finance: https://www.weforum.org/podcasts/radio-davos/episodes/financial-fragmentation/ 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  

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

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.

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? 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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

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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 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//