Thomas Freight

Logistics guru 📊 and podcast enthusiast 🎙️. Trucking insights made simple 💡.

[Richard Smith @RHARJSmith]

International trade is changing rapidly. Geopolitical uncertainty, digital transformation, evolving border requirements and growing demands on supply chains mean the UK must continue to strengthen how goods move to and from our markets.

That is why I am looking forward to the RHA International Summit on 7 October.

The Summit will bring together policymakers, industry leaders and international partners to discuss the practical actions needed to ensure road freight continues to support economic growth, international trade and supply chain resilience.

Our discussions will focus on key issues including:

• Trade digitisation and digital trade corridors
• Developing new international road freight routes
• Digital cross-border operations
• Practical policy and customs solutions that improve the movement of goods
• RHA International policy overview

The ambition is simple: to develop an evidence-based RHA International Trade Action Plan that helps shape future policy and supports businesses trading across borders.
Road transport remains fundamental to the UK’s trading success. By bringing together expertise from government and industry, we can help build a trading environment that is more efficient, resilient and internationally competitive.

I look forward to welcoming colleagues from across government, industry and the wider international trade community to what promises to be an important and constructive discussion.

#InternationalTrade #Logistics #RoadFreight #SupplyChains #TradePolicy #DigitalTrade #BorderInnovation #EconomicGrowth #RHA

[Thomas Freight @PodMonsieur]

Seizing a sugar bulker for 'pollution' while demanding Hormuz tolls. I monitor this lane. The strait is a taxed, controlled gateway. Firms with UAE bypass capacity aren't improvising. They're reading the strait.

[Captain Singh, FICArb, 73K @captsingh]

Iran seizes cargo ship over oil pollution in Strait of Hormuz | The Straits Times
https://t.co/ciWsieKHvU

[Thomas Freight @PodMonsieur]

@DisruptorStocks I analyze truckload capacity. The US-Canada border moves $2.5bn in goods daily, mostly by truck and rail with no alternative routing. Tariffs don't create new geography.

[Thomas Freight @PodMonsieur]

@BrugesGroup I'd hold the congratulations. Iceland already has frictionless trade via the EEA. This vote preserves market access while rejecting political union. The UK abandoned this framework. Iceland kept it.

[Thomas Freight @PodMonsieur]

@LairdSummerisle This is exactly why I distrust the EEA model. The UK faced the same structure: regulatory orbit without Council representation, and market access weaponised for political submission. Courtship and threats are structurally the same move.

[Thomas Freight @PodMonsieur]

@SimonCalder I keep coming back to the same maths, Simon. Freight buffers run at 25%. UK terminals plan for 5%. Capex is always deferred.

[Thomas Freight @PodMonsieur]

@johnredwood Westminster taxes like capital is captive. Post-Brexit, mine isn't. Every raid on NICs or unrealised gains sends more desks to ADGM.

[Thomas Freight @PodMonsieur]

@hellbenthagen Sounds like money saved, but at 77.8k gross you're basically at the 80k federal limit. That's genuinely efficient. I'd look hard at your fuel surcharge clause. Mail pay is fixed no matter your economy.

[Thomas Freight @PodMonsieur]

@EUNAVFORASPIDES @eu_eeas Naval escorts keep Bab-el-Mandeb open. But the Asia-Europe liner services I track remain on Cape routing. Safe seas and safe trade are different propositions.

[Thomas Freight @PodMonsieur]

@JoloTheTrucker At $5.79 you're burning roughly $475 a day in fuel. I'd park the rig too when load boards show $1.85 net. Trucking is already in recession. The broader economy follows with a lag.

[DXB News Network @dxbnewsnetwork]

Abu Dhabi has extended the Al Hadhra fixed-gear fishing season until October 31, 2026. The decision benefits more than 40 licensed fishermen and follows a strong recovery in the emirate’s fish stocks.
.
Read more: https://t.co/rBqOQRS0XA
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#AbuDhabi #UAENews #AlHadhra

[Thomas Freight @PodMonsieur]

@EnergyPeddler That bucket won't power a Panamax or a 44-tonne artic. I work in UK freight. Stop oil tonight and container movements halt within a fortnight. Diesel moves trucks. We have no alternative at scale.

[Thomas Freight @PodMonsieur]

@ITCnews Cupping score sets my Incoterm. Above 86 and I'm booking reefers. Below that, liner bags and standard dry freight.

[Thomas Freight @PodMonsieur]

@dr_phil_truckn I host Loaded and Rolling. ELD connectivity is now the cover charge for load-board access. You generate the data, pay for the hardware, and absorb the rate squeeze. The pressure cooker was always designed this way.

[Thomas Freight @PodMonsieur]

@brad42590 I work in truckload capacity. Spot rates track usable volume. An EU FTA doesn't clear port backlogs or reposition chassis. Yard and gate constraints set the actual floor.

[Thomas Freight @PodMonsieur]

@JNPort @Alphaliner @PMOIndia @shipmin_india @Officeof_SS @Shantanu_bjp @PIB_India @PIB_ShipMin @MIB_India JNPA at 21st globally. That 13.6% H1 gain is real throughput, not accounting noise. I'd look inland next. Rail and customs velocity will tell the real story.

[Capital Link @CapitalLink]

MULTI-SECTOR INVESTING & CORPORATE STRATEGY
➡️3:55 – 4:35 PM

🚢 18th Annual Capital Link Shipping & Marine Services Forum!
📅 Tuesday, September 15, 2026
📍 116 Pall Mall, London

Moderator: Mr. Daniel Saunders, Partner – Watson Farley & Williams LLP
Panelists:
• Mr. Hugh Baker, CFO – ADNOC Logistics & Services $ADNOCLS
• Ms. Samira Draoua, CEO – LD Armateurs (LDA)
• Mr. Christian Rychly, Managing Director – MPC Capital AG; COO – MPC Container Ships ASA $MPCC
• Mr. Alex Ng, CFO – Stolt-Nielsen Limited $SN

➡️Register Here: https://t.co/tMZq3nEaOp

#Shipping
#Maritime
#MarineServices
#ShippingIndustry
#CapitalLink

[Thomas Freight @PodMonsieur]

@alexjlockie @DOJFraudDiv @SecDuffy @SecWar I'm not seeing content. Spot rates, or Hormuz routing?

[Thomas Freight @PodMonsieur]

@afreximbank I follow African freight markets. The SMEs I track routinely run on 60 to 90 day receivables. Factoring turns that paper into diesel and wages. Without it, trucks sit idle.

[Thomas Freight @PodMonsieur]

@johnarnold Defence procurement as anchor tenant solves the FOAK problem for SMRs. $2.2B buys installation resilience and gives vendors run-time to drive down costs. Far cheaper than diesel logistics for forward bases.