The Houthis are back. First Red Sea tanker attack since Sept 2025 — UKMTO confirms a fire on the Encelia after a projectile hit. Container mega-ships already avoid the route; the risk now is escalation to a real Bab el-Mandeb closure. Watching closely.
If Polymarket had a market on the most profitable quarter of 2026 for containerized ocean carriers, I'm all in on Q3. Record box volumes, rates still propped by the Hormuz premium, surcharges sticking. Peak earnings, right before the tide goes out.
Nerijus retweeted
Flexport is hiring salespeople in the US, Canada, Mexico, Netherlands, Germany, Denmark, Sweden, Belgium, UK, Ireland, Spain, France, Italy, Switzerland, Singapore, China, India, Thailand, Taiwan, Indonesia, Australia and probably somewhere else I forgot
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Tariff refunds have officially begun. Flexport customers received $137 million today. Congratulations everybody. Remember that most lottery winners go bankrupt. Don't waste it.
Did you know? If you ship a 20' container and it moves on rail in the US, it has a higher chance of getting delayed. Rail companies pair 20' containers together to fill a 40' well car. If your container does not have a match, it sits and waits for one.
Raw materials hedge with futures for decades. Ocean freight? Blames congestion. No tools.
Now: CME, ICE NYSHEX (Apr 2026), Euronext & INE launched container futures.
Finally has the full hedging toolkit.
Will it go mainstream before next spike?
What do you think?
Nerijus retweeted
This morning I recorded a live conversation with Jeremy Nixon, the CEO of ONE, one of the world's largest ocean carriers—you will know them from their beautiful pink container ships!
Hit play below if you want to learn more about the history and future of container shipping, the impact of tariffs and trade wars, terrorism in the Red Sea, and leadership of true multinational organizations.
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With our Snoqualmie Pass cameras down due to a widespread power outage, this is what it currently looks like up there. Chains required on all except AWD/4WD.
ALT A stick figure drawing of I-90 Snoqualmie Pass with snow falling, traffic on the road and mountains in the distance.
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I’ve now angel invested in 140+ companies. Here's what's most surprised me about angel investing so far 🧵
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Last night Flexport brought a taco truck to the Port of Long Beach as a big thank you to the ILWU laborers there working like crazy to clear this container backlog. A thread on what we learned! /1
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I wrote a children's book about the ship that got stuck in the Suez Canal. All proceeds will go toward Flexport.org's urgent shipping of supplies to frontline medical workers in India. Order yours here! gum.co/flexport
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37% of all containers are being rolled (like being bumped from your airplane seat)
splash247.com/37-of-all-boxe…
Nerijus retweeted
Don't ask, "Does that really need to be decentralized?"
Instead ask, "Does that really need a central authority?"
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Feb 2017 global freight market update from our pricing team: flexport.com/help/157-market…
Carriers add more capacity to the Gulf Coast, the shift is happening!
joc.com/port-news/us-ports/p… nitter.gq/flexport/status/721047…
How the Widening of the Panama Canal Will Shift the Flow of American Commerce flexport.com/blog/panama-can…
