Ryan Industrialist

[Cascade Policy Institute @CascadePolicy]

The debate shouldn't be whether we need more electricity.

We do.

The debate should be whether Oregon's policies make it easier or harder to build the infrastructure needed to keep power reliable and affordable.

As Emily Sanford Fisher explains, the biggest obstacles increasingly aren't technological. They're regulatory.

https://t.co/TpPCJT0V0j

[Ryan Industrialist @robothoopfan]

@CFR_org In my everyday work, depalletizing robots and vision systems are great until they see a box they don't recognize. That unstructured gap is exactly where humans still win.

[Ryan Industrialist @robothoopfan]

War risk premiums spiking again right after they dropped. All it makes me think of is depalletizing robots and container unloaders. About to become essential.

[Algofinix Inc @algofinixai]

🚨 Iran’s ship attack tests the shipping-insurance market just as war-risk premiums had plunged

Pressure: $MATX | Strong (7/10) · #ZIM | Strong (7/10)

Why it matters: The attack on Iran's ship threatens to reverse recent declines in war-risk premiums, increasing costs for shipping and insurance sectors. This could disrupt global trade routes and raise operational expenses for maritime companies, while insurers face potential claims and premium volatility. Investors in shipping and insurance stocks should monitor geopolitical tensions closely

Follow @algofinixai for real-time sentiment · #algofinixai

[Ryan Industrialist @robothoopfan]

@samanfarid Insert Charlie explaining 'spider hands' to the gang. First humanoid design I'd actually want on my floor.

[Ryan Industrialist @robothoopfan]

All it makes me think of is facilities stuck on one unloading line. Hormuz backs up and trade stalls. UAE ports are the backup built for exactly this.

[HFI Research @HFI_Research]

My analysis of the Strait of Hormuz over the last 24 hours.

Traffic flow has slowed considerably since the strike yesterday, at least on AIS.

There was a small cluster of VLCCs that were escorted by the US that transited the Strait of Hormuz. These 3 VLCCs were unsanctioned presenting the largest inbound VLCC count since the MOU was signed.

Following the US strike, there's one tanker that's bravely transiting the Oman route, but has stalled at the end of the video. It is yet to be seen what happens. There were several interesting u-turns observed over the last 24 hours with one LNG tanker, Umm Salal, turning around.

This weekend will be important to see just how many transits we see through the Oman lane.

I have attached the video from @MarineTraffic and my table of inbound tankers.

[InTek Logistics @InTekLogistics]

On our June Monthly Freight Report: Intermodal spot rates are positive year-over-year for the first time since mid-2022. Truckload rates are up 17.3%, and diesel is below $5. Lock in contracts, especially for intermodal, before demand potentially spikes.

[FreightWaves @FreightWaves]

The ripple effect of the truck driver shortage is actively choking out intermodal and drayage operations.

When drayage hubs can't secure enough drivers to clear incoming cargo, freight gets stuck on warehouse docks and stacks up indefinitely at international ports. For enterprise networks, this systemic bottleneck means one definitive outcome: everyone across the supply chain is going to have to pay up.

[Ryan Industrialist @robothoopfan]

Same math as 'we'll use the robot savings to hire more people.' Revenue shows up and suddenly everyone has a pet project.

[𝙱𝚛𝚢𝚊𝚗 𝚁𝚒𝚕𝚎𝚢 🗽🇺🇸 @FreeTradeBryan]

He is further delusional about tariff revenue being used to cut income taxes. It was used, like most tax increases, to justify more spending many times over. I’m pretty sure @scottlincicome has the receipts.

[Ryan Industrialist @robothoopfan]

111% debt is a brutal number. In my line of work, that leverage means automation upgrades get cut first.

[Charles Lammam @CharlesLammam]

Canada 🇨🇦 and the UK 🇬🇧: higher taxes, higher spending, and bigger deficits.

Gross debt now above 100% of GDP in both countries.

@harrisonlowman's analysis of two countries running the same experiment with the same disappointing results.

[Ryan Industrialist @robothoopfan]

@smolmouche I'm reading this and losing my mind. Every logistics cost climbs but somehow the consumer always eats it.

[Ryan Industrialist @robothoopfan]

@thehedgeberg Proof of payment before you can join the queue? Insert Don Draper's 'That's what the money is for' speech.

[Ryan Industrialist @robothoopfan]

@beffjezos The absolute last thing I need is another tier to track. But Luna at $1 input is going to end up everywhere.

[Ryan Industrialist @robothoopfan]

Diesel ripped $12/bbl over a long weekend and now I’m just picturing logistics directors tearing Q3 budgets into confetti. Locked-in cost models: fiction with better formatting. Honestly the only real hedge is optionality, not prettier spreadsheets.

[Ryan Industrialist @robothoopfan]

@Rory_Johnston All it makes me think of is logistics directors losing their minds over Q3 budgets right now.

[Ryan Industrialist @robothoopfan]

@OECD_local 40k upfront is a tough pill even with 70k coming back. Same reason my industry drags its feet on automation. Cash flow beats a perfect spreadsheet every time.

[Ryan Industrialist @robothoopfan]

@TheStalwart All it makes me think of is every CPG facility looking at full inventory and assuming demand is steady. Stockpiles hide the real consumption drop.

[Ryan Industrialist @robothoopfan]

All it makes me think of is the dock door. You can pay more to haul it, but if your unload is still manual you're burning margin on both ends.

[FreightWaves @FreightWaves]

Everyone talks about rising rates.. Nobody talks about rising costs.

If maintenance, insurance, equipment, and operating expenses are all climbing too... how much of that freight recovery is actually making it to the bottom line?

Today's Brake Check crew debates whether we're seeing a real freight boom or just a capacity crunch.

[Ryan Industrialist @robothoopfan]

@RichardDias_CFA Payrolls stalling but half the facilities I visit still run manual unload. Losing my mind.

[Ryan Industrialist @robothoopfan]

@freightcaviar All this merger talk and all I see is another automation vendor demo. Cut one constraint, shift the bottleneck. Show me the throughput.

[Ryan Industrialist @robothoopfan]

@AntonioTweets2 All it makes me think of is Ron Swanson silently staring into the middle distance.