Podcasts about Maersk

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

A boost for funds. Mining ambitions. Maersk expands return. Morning Drive is your daily download of the essential headlines shaping Egypt. From business policy and finance to the latest in tech, all in under 10 minutes. Hosted by ‘Synthetic Salma’ — an AI-powered version of our own Executive Editor Salma El-Saeed. You can read the full newsletter on the website. Morning Drive is brought to you by: Madinet Masr GRANITE Financial Holding Bonyan for Real Estate Investments And check out our other show Making It, where we speak to CEOs and entrepreneurs about building a great business in the region.See omnystudio.com/listener for privacy information.

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

Europe's chemical industry will become increasingly exposed to competition from China, the Middle East and the rest of Asia if more shippers return to the Suez Canal. Maersk, Hapag-LLoyd reopen one Gemini service through the Suez Canal China becomes increasingly self-sufficiency in chemicals Switches from net importer to exporter for some important products Growth of chemicals post-2030 could be focussed in megasites with low carbon production linked to CCS/U (carbon capture and storage/utilization) US ethane prices have fallen, giving US producers more of a competitive advantage Introduction of US-EU trade deal will see tariffs on many US chemical imports fall from 6.5% to zero Note – this podcast was recorded on 7 July, 2026In this ICIS Think Tank podcast, Will Beacham interviews ICIS senior consultant John Richardson and ICIS Insight Editor Tom Brown.

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. 

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.

"A slap in the face to all Iranian people." That's what an Iranian woman living in New Zealand is saying about this peace deal between the United States and Iran. And I can understand why she feels that way. Because she's saying it's another case of meet the old boss, same as the old boss. Which raises the question: is this actually a peace deal or is it a out of jail card for Donald Trump? Trump will claim it's a peace deal. But I don't believe that for a minute. But it will be enough to keep the president happy. He'll probably even add it to his list of wars he has ended. Conveniently ignoring the fact that was also the one who started it. But never let reality get in the way of delusion. The benefit for Trump, though, in this whole thing going on way longer than some people thought it would, is that some people will have forgotten why it all started in the first place. Even Trump seemed to forget pretty early on in proceedings. But Mehrdad Soltanifar hasn't forgotten. She's an Iranian living in New Zealand and she is gutted by what's happened. She's saying today that any deal with the Islamic Republic is unacceptable. She had hoped the conflict would lead to a regime change and she says any agreement with the current “monstrous” regime feels like “a slap in the face” to all Iranian people. But for everyone else who isn't Iranian, they'll just be thinking about diesel and petrol prices. But don‘t go thinking it's going to be back to the old days anytime soon. Just because Donald Trump has told the shipping companies to start their engines and get the oil flowing around the world again, the outfits that own and run the ships won't be quite so gung-ho. Global shipping company Maersk, which has 700 container ships and operates in more than 130 countries, is saying it's too early to know how the peace deal will impact logistics and maritime operations in the Middle East. And we know why that is. The risk of mines planted by Iran in the Strait of Hormuz. Just the other day, the International Energy Agency said it could take a minimum of two to three months of mine clearing for things to get back to what they were before the war. Which is why the shipping companies will be telling the commander in chief to cool his jets when he tells them to start their engines. LISTEN ABOVESee omnystudio.com/listener for privacy information.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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