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Sal Murano, a maritime historian and former merchant mariner, breaks down the 'circulatory system' of global trade for both C-suite executives and retail investors.
“I think that's part of what I do is really make it a very complex system like supply chain, understandable to the common person.”
- •
The ongoing Iran crisis is a 'Black Swan' event for container logistics, threatening a massive backlog in East Asian ports that will eventually spike U.S. freight rates.
“Jeremy Nixon, the CEO of ONE... just said... 'this is, you know, a big Black Swan event. We weren't envisioning this.' And what we're gonna see is backlog happen in the East Asia ports and that's gonna spill over to trade coming to the United States.”
- •
Despite the political narrative of 'de-risking' from China, many shippers find it is still more cost-effective to pay 145% tariffs than to move production to other nations.
“I was talking to shippers, you know, some of them were looking at 145% tariffs outta China and sat there and said, it's still cheaper for me to go to China to get some of these things.”
- •
The real threat to U.S. West Coast ports isn't internal competition, but the superior 'flat' rail infrastructure in Vancouver and Prince Rupert that bypasses the Rockies.
“If I'm gonna ship into Chicago, for example, I'm probably gonna go into Vancouver. 'cause it's, it's, it's, the rail system is a little bit better. It's flatter. I don't gotta go over the Rockies.”
- •
Global shipping has fundamentally shifted since 2016; LA and Long Beach no longer hold a monopoly as East Coast and Gulf ports (Savannah, Houston, NY) absorb the bulk of new trade flows.
“Back when the West coast was the dominant area, you know, LA and Long Beach were sucking up 60% of trade. That's not the case anymore. Things go through the Panama Canal. Things go around Africa now.”
SUPPLYCHAIN
All podcast episode summaries matching SUPPLYCHAIN — aggregated across every podcast we track.
“Jeremy Nixon, the CEO of ONE... just said... 'this is, you know, a big Black Swan event. We weren't envisioning this.' And what we're gonna see is backlog happen in the East Asia ports and that's gonna spill over to trade coming to the United States.”
- •
Guest: Korva Coleman, NPR News Anchor
“From NPR News in Washington, I'm Korva Coleman.”
- •
The Federal Reserve signals a 'hawkish pause' as labor markets show continued, non-inflationary resilience despite high borrowing costs.
“Economic indicators suggest a cooling trend, yet the Fed remains cautious, maintaining rates to ensure the 2% inflation target is firmly within reach.”
- •
European energy independence is accelerating beyond 2026 projections as offshore wind capacity hits record quarterly highs.
“Member states report a significant uptick in renewable infrastructure, signaling a faster-than-anticipated move away from traditional fuel dependencies.”
- •
Global capital is shifting permanently toward the 'Altasia' corridor as corporate supply chain de-risking moves from theory to structural reality.
“The trend of 'friend-shoring' is no longer a theory, as manufacturing investments in Southeast Asia reach levels not seen in the last decade.”
- •
ARRL launches Dayton Hamvention mobile app - the new platform features forum scheduling, building maps, and a QR code system for attendees to exchange contact info digitally.
“It includes Hamvention's full program. You can browse and schedule the forums, preview the extensive list of exhibitors and find all the events that are happening.”
- •
FCC moves to ban foreign electronics testing - a proposed order would prohibit device testing by labs owned by entities deemed national security risks, primarily targeting operations in China.
“The Commission will review an order this month that bans device testing conducted by labs that are, quote, owned or controlled directly by entities that pose national security risks.”
- •
Brazil eliminates Morse code requirements for hams - the regulator ANATEL is updating license exams and granting radio amateurs access to the 11-meter Citizens' Band frequencies.
“The Brazilian regulator will no longer require Morse code for amateur licenses under the changes that have been under consideration since 2020.”
- •
ARRL launches Dayton Hamvention mobile app - the new platform features forum scheduling, building maps, and a QR code system for attendees to exchange contact info digitally.
“It includes Hamvention's full program. You can browse and schedule the forums, preview the extensive list of exhibitors and find all the events that are happening.”
- •
FCC moves to ban foreign electronics testing - a proposed order would prohibit device testing by labs owned by entities deemed national security risks, primarily targeting operations in China.
“The Commission will review an order this month that bans device testing conducted by labs that are, quote, owned or controlled directly by entities that pose national security risks.”
- •
Brazil eliminates Morse code requirements for hams - the regulator ANATEL is updating license exams and granting radio amateurs access to the 11-meter Citizens' Band frequencies.
“The Brazilian regulator will no longer require Morse code for amateur licenses under the changes that have been under consideration since 2020.”
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