Tim C

Transport management expert, privately- history buff!

[Ben Noll @BenNollWeather]

The El Niño signal from CanSIPS has intensified, with the latest run peaking at 2.6˚C above average during December — an increase of 0.6˚C compared to last month.

Some extreme scenarios reach 4.1˚C above average.

It also shows a stronger positive Indian Ocean Dipole.

[Tim C @TimDishes]

@Teslarati Self-parking sounds great until you're circling a car park for five minutes past open bays. I'd rather take the wheel than watch an algorithm think.

[Dan Ujczo @danujczo]

Oh man. Play this one out in USMCA & you have Canada’s quota approach (instead of RVC changes) potentially harming … Canada. I see what you did there.

[Tim C @TimDishes]

@thinkercar Usually Chinese EV makers ship a global model and hope. Not this time. Right-hand drive, kei specs, sliding doors. BYD built this for Japan's rules, not just its roads. That's a supply chain pivot, not an export strategy.

[Tim C @TimDishes]

@ernietedeschi I was told the GCC deal was about tariff cuts and oil. If only. The UAE digital trade provisions are where UK services actually win.

[Tim C @TimDishes]

@jandatesla @aelluswamy @Tesla_AI Self-driving tech sounds great until it meets a parking spot the map didn't account for. FSD paused. You took over. Same thing I deal with in automated warehouses. Override isn't a glitch. It's the point.

[Tim C @TimDishes]

@JavierBlas @opinion If you think this is only about Hormuz, you're missing half the picture. I saw it firsthand: ports held, pipeline ran, payments cleared. The UAE absorbed the hit and kept freight moving. That's the institutional difference.

[Tim C @TimDishes]

@Rory_Johnston Same crude slate, different priorities. Max jet, gutted diesel. I normally expect the Gulf to backfill the gap. Hormuz passage is conditional. Product tankers can't bridge what isn't loading.

[BigHu-L5 @CyberTshr]

FSD V14 can precisely navigate through a narrow barrier with only 5 cm of clearance on each side. Whenever the vehicle's position isn't perfectly aligned, it automatically reverses, adjusts its heading, and re-centers itself on the path. Its handling is more precise and faster than a human driver's.
#FSD @SawyerMerritt @wholemars @aelluswamy @elonmusk @Tesla @Tesla_AI

[Tim C @TimDishes]

I was once told AI runs on code. If only. Self-driving trucks and AI warehouses are only as good as the memory underneath, and right now that memory is expensive.

[Brew Markets @brewmarkets]

The S&P 500’s best-performing stocks of 2026:

1. Sandisk (+608%)
2. Micron (+239%)
3. Dell (+223%)

[Tim C @TimDishes]

I've never cleared a customs entry with a futures contract. Brent below $100 is paper. 230+ VLCCs still sit outside Hormuz, and when that strait reopens the bottleneck isn't price-it's berth availability and demurrage. Pre-cleared docs and bonded warehouse space move first. The rest of us queue.

[Tim C @TimDishes]

@niccruzpatane First time an automaker said 'our software, our risk.' I still argue with insurers over liability when autonomous trucks clip barriers. BYD just removed that friction.

[Tim C @TimDishes]

@BaldingsWorld I don't do heroics. Nearly a decade of post-Brexit friction and UK trade is moving past the EU. GCC deal clears 93% of tariffs. Not ideology, just arithmetic.

[Tim C @TimDishes]

@robert_ivanhoe Same story in my world. Run your supply chain through someone else's ports and you don't have logistics. You have a permission chain. $725/t for sulphuric acid. That's the price.

[Tim C @TimDishes]

@shippingics Try telling your finance director you've bet the fleet on ammonia when the IMO shifts its target again. I've had that conversation. Flexibility isn't reluctance. It's the only hedge that won't sink you.

[Tim C @TimDishes]

@freightcaviar I was once told AI would fix logistics. Try feeding it dirty Bills of Lading, missing customs docs, and port data in five formats. Suddenly that cash burn makes sense.

[Tim C @TimDishes]

@Hedgeye I'd call that generous. 230+ tankers still sat waiting and a ceasefire doesn't reprice a war-risk premium. Sultan Al Jaber's clear: conditional passage isn't freedom of navigation. Strait's closed for normal business.

[Tim C @TimDishes]

@CarolinaLion2 I'd be surprised if diesel waits until June to climb. 230 VLCCs are still stuck outside Hormuz and Ruwais throughput took a hit. The physical market doesn't follow Exxon's calendar.

[Tim C @TimDishes]

We sold the track and leased back the right to run on it. Same with ports, utilities, now chips. I don't call that policy. I call it a closing-down sale.

[Made In England @BuyEnglishMade]

Arm was founded in Cambridge.

It designs the chips in ~95% of the world’s smartphones- one of the most important tech companies on Earth, and it’s British.

We sold it to SoftBank in 2016, spun as a post-Brexit win. In 2023 it IPO’d on NASDAQ, not London.

Wall Street got the fees and prestige. London got the lesson.

America blocks foreign takeovers of strategic tech on national security grounds. Britain sold Arm.

We auction our future. They defend theirs. 🤬

[Tim C @TimDishes]

@OilHeadlineNews Exxon's warning isn't wrong. It's just half the picture. I've been watching 230 loaded tankers float outside Hormuz. When that inventory finally moves, low stocks won't be the problem. Finding enough berth space will.