Fuel, Freight, and Fowl Play
Good morning! ☀️
Today’s headlines are serving up a little bit of everything—a fuel price dip, a big LNG move, and an egg crisis that Canada somehow dodged.
⛽ Oil prices slid about 1% after U.S.-Russia talks hinted at easing sanctions. A small win for fuel costs, but don’t pop the champagne just yet.
🚢 Crowley and Naturgy Energy Group are shipping more LNG to Puerto Rico, aiming to bring some much-needed stability to the island’s power grid.
🥚 Meanwhile, in the U.S., egg prices are hatching new highs, while Canada sits back, fully stocked and stress-free. Turns out, putting all your eggs in one basket (or mega farm) isn’t the best strategy.
Supply chains never sleep, so let’s get into the latest!
“All you need in this life is ignorance and confidence, and then success is sure.”
Oil Prices Just Took a Dip—But Don’t Get Too Comfortable
Oil prices slipped about 1% after talks between the U.S. and Russia sparked hope for easing sanctions on Russian fuel exports. Meanwhile, Middle East tensions and economic shifts in China and Germany had prices swinging earlier in the day. Brent crude landed at $70.55 per barrel, while U.S. WTI crude fell to $66.92.
But here’s the kicker—analysts say Russian energy exports won’t bounce back anytime soon, and ongoing geopolitical tensions (think: Houthi attacks, pipeline explosions, and U.S. tariffs) could keep supply chains in flux.
🔗 Why This Matters:
Fuel costs are a huge deal for transportation and logistics. A price dip today might feel like a win, but global instability means volatility is always around the corner. Fewer supply chain disruptions? Not likely.
🔥 Hot Take:
Oil prices aren’t the real problem—geopolitical whiplash is. This dip? Just a pit stop before the next detour. Buckle up.
Puerto Rico’s Power Grid Gets an LNG Boost
Big news in energy and logistics: Crowley and Naturgy Energy Group just teamed up to increase LNG shipments to Puerto Rico. A 34-million-gallon tanker is set to start biweekly deliveries, making it the first domestic tanker bringing U.S.-sourced LNG to the island. The goal? More reliable fuel supply, fewer power outages.
Gov. Jenniffer González says this is a huge step for energy stability, but long-term solutions for Puerto Rico’s grid are still TBD. One thing is clear—this shift could shake up fuel supply chains across the Caribbean.
🔎 Why It Matters:
More LNG shipments = more demand for specialized transport, port logistics, and supply chain shifts. If Puerto Rico stabilizes, expect growth in freight demand and maritime energy transport.
🔥 Hot Take:
Puerto Rico’s grid isn’t the only thing getting a recharge—LNG shipping just got a serious spark. Who’s fueling up next?
The Great Egg Divide: What Canada’s Doing Differently
Egg prices in the U.S. are soaring, but just across the border? Plenty of eggs, no panic. While American grocery stores ration eggs and restaurants add surcharges, Canada’s supply remains steady. The difference? Smaller farms, better biosecurity, and a more controlled economic model.
Canadian farms are less centralized, making disease outbreaks less disruptive to supply. Plus, colder weather keeps barns sealed, reducing avian flu risks. Meanwhile, the U.S. has gone all-in on high-efficiency, high-risk megafarms, and when flu hits, it wipes out millions of birds at once.
🔎 Why This Matters for Logistics:
Egg shortages ripple through supply chains, affecting distribution, cold storage, and trucking. If the U.S. leans on egg imports, that could reshape freight demand and cross-border logistics.
🔥 Hot Take:
The real scramble isn’t for eggs—it’s for a more resilient supply chain. Maybe it’s time for a logistics rethink.
The Workday Dash is an aggregation of articles regarding the transportation logistics, trucking, and supply chain industries for March 21, 2025, from iLevel Logistics Inc.