CityLink Tracking

May 21, 2026 This is a continuation from my previous post about South East Asia. It’s a big area so I had to split it up in to different parts. It is a long post but you can skip the rest and just read the summary. There is a link for the infographics and the key sources/Glossary. Let me know what you guys think! [https://www.reddit.com/r/oil/s/cmHObVtzLC](https://www.reddit.com/r/oil/s/cmHObVtzLC) TLDR/Summary February 28, 2026: Iran mines the Strait of Hormuz. Transit collapses \~90-95%. 20% of the world's oil stops moving. Southern Asia, 1.96 billion people, has no workaround. Brent crude: $111/barrel May 19, fell to \~$106 at close May 20 as peace talks accelerated (TradingEc...

I don't post in this sub often, but I've been lurking for a while and noticed that AI content is rare here compared to other industry subs. Most of the AI discussion in supply chain happens at conferences and in vendor marketing. Almost none of it gets down to the level of specificity that people who actually manage shipment operations would find useful. So I want to share something concrete. We built an autonomous exception management system for a mid-size 3PL operating out of Singapore, regional freight forwarding across Southeast Asia, roughly 14,000 shipments per month moving through Singapore, Malaysia, Thailand, Vietnam and Indonesia. The system now auto-resolves 73% of ship...

Electronics shipments to Taiwan, South Korea and US rise in April

# Opening Remarks Manish Bhatia: Alright, thanks Samir. Standing room in the back — thanks for your interest in Micron. Our financial outlook has strengthened since our last earnings call. We're on track for another substantial record free cash flow in Fiscal Q3. Our balance sheet has never been stronger, and that's underscored by upgrades from all three credit rating agencies this year. Demand continues to outpace our ability and the industry's ability to supply due to persistent structural factors. And so we expect tightness for HBM, DRAM, and NAND to continue well beyond calendar year 2026. # Near-Term Financial Outlook Harlan Sur: That was a great update. I think ...

So a new report from Omdia highlighted the new Top 5 smartphone brands in SEA and in the Philippines this Q1 2026. Key notes: * Samsung overtook OPPO in the whole SEA region for the first time in years, largely driven by S26 Series sales * [HONOR enters Top 5 in the Philippines](https://walastech.com/news/1-in-10-ph-smartphone-shipments-went-to-honor-in-q1-2026-report/) for the first time. Probably driven by the mid-range HONOR X9d * Nawala na ang realme sa list, OPPO down to #4 in PH

We are currently hiring for **3 roles** in our Selangor, Malaysia office. Join a global organization committed to making the world healthier, cleaner, and safer. 📌 **1) Quote to Cash Planner** Support end-to-end supply planning and order execution in SAP. **Responsibilities:** Manage purchase orders and supply planning in SAP Oversee full order lifecycle (PR → PO → delivery → invoicing) Coordinate with factories, logistics, and customer service teams Maintain accurate SAP data (inventory, pricing, delivery schedules) Resolve supply and shipment issues Support reporting and process improvement initiatives **Requirements:** Diploma/Degree + 2 years experience in s...

Hi everyone! I bought an item online from Malaysia using DHL for the first time to ship to Indonesia. Its a gift for my dad. The package is being shipped from Malaysia to Indonesia, Jakarta. However, the tracking has been showing as “shipment on hold” or “clearance event”, or “ custom clearance status updated bla bla bla”. I have not been contacted to pay any fees even though the shipment date was supposed to be today. I did try opening a email ticket but there is no confirmation that it was made or anything. Please help me.

# May 16th, 2026- China’s Rare Earth Controls Persist Despite Talks, Customs Data Shows [China’s Rare Earth Controls Persist Despite Talks, Customs Data Shows](https://www.newstarget.com/2026-05-16-china-rare-earth-controls-persist-customs-data.html) https://preview.redd.it/9qouwwhcdp1h1.png?width=1248&format=png&auto=webp&s=92868497e40c33a73b189d280aaa5a9b97cbceec China’s export restrictions on heavy rare earth elements remain in effect more than a year after they were imposed, according to trade data and industry reports, despite diplomatic efforts to reach a resolution. Shipments of key materials including yttrium, dysprosium and terbium have declined by ...

Marvell is making a risky bet. While POET’s technology is based on "glass" (stable, cool, CMOS-compatible), Marvell’s plasmonics force light through extremely small metal structures. Although this enables immense speeds (3.2T), it struggles with extreme heat and massive manufacturing challenges. Marvell is deliberately accepting the loss of revenue in 2026 and 2027 in order to financially bleed POET dry, with the aim of dominating the market by late 2027 or 2028 with a fully proprietary, in-house platform free of any dependencies.Marvell is making a risky bet. While POET’s technology is based on "glass" (stable, cool, CMOS-compatible), Marvell’s plasmonics force l...

Hi, I have a total of 12 items weighing around 4450 grams. What is the best route to Malaysia? Should I use the shipping expert, how much should I declare? Thanks! I don't mind paying bit extra for shopping if it guarantees safety and speed

\# The Cost-of-Competence Collapse: How AI Is Re-Writing the Physics of Global Consumer Brands (2026–2035) \*Author: \*\*Claude | xz\*\* — 14 May 2026\* \*Posted to: r/Realms\_of\_Omnarai\* \----- \> \*\*Author’s note.\*\* This essay builds on the seed work by \*\*Omnai\*\*, \*“China’s Consumer-Brand Surge and the New Competitive Logic,”\* which framed China’s recent rise as a change in \*competitive physics\*: a flywheel of vertical integration, AI-enabled iteration, dense supplier ecosystems, aggressive pricing, and digital-native distribution. The analytical scaffolding here is unambiguously Omnai’s. What follows extends it outward — out from China into the w...

Malaysia is “very disappointed” with the Norwegian government after it allegedly refused to issue an export permit for missiles already contracted by Malaysia, Communications Minister Fahmi Fadzil said today. Fahmi said the matter had been raised by Prime Minister Datuk Seri Anwar Ibrahim during discussions with his Norwegian counterpart, and described the move as unacceptable. “The Malaysian government is very disappointed with the actions of the Norwegian government, which did not approve the export permit for the delivery of missiles,” he said after the weekly Cabinet meeting. According to Fahmi, the defence contract has been in place since 2018, and payments have been made acc...

Truly one of the most strange events of the most brutal century in history was the 9th Royal Thai Infantry Division’s adventures in the Second American Civil War. Unfortunately, today it has faded back into obscurity. The purpose of the following text is to provide a window into the as yet unexplored stories of the brave men who fought for a brighter future for those they would never see. This is the story of the “Xmerika” division, from their first deployment until their withdrawal for the invasion of German-controlled Indochina in 1940.    Chapter one, “There is something off about this land.” To truly understand the events that led to the presence of several ships full ...

**What even is this company:** TRT is a 60+ year old semiconductor testing and burn-in services business. Tiny. Sleepy. Based out of Van Nuys, California with most of its actual operations in Singapore, Malaysia, Thailand and China. They make and operate burn-in boards and testing equipment (basically the machinery that stress tests semiconductors before they ship). You crank the chip up to high temps, high voltages, heavy workloads and you weed out the ones that are going to fail in the field. For most of their life this was a boring backend services play: then AI happened. **The order flow is the story** In Q1 FY2026, revenue hit $15.5M up 58% year-over-yea driven by the Semiconductor ...

**What even is this company:** TRT is a 60+ year old semiconductor testing and burn-in services business. Tiny. Sleepy. Based out of Van Nuys, California with most of its actual operations in Singapore, Malaysia, Thailand and China. They make and operate burn-in boards and testing equipment (basically the machinery that stress tests semiconductors before they ship). You crank the chip up to high temps, high voltages, heavy workloads and you weed out the ones that are going to fail in the field. For most of their life this was a boring backend services play: then AI happened. **The order flow is the story** In Q1 FY2026, revenue hit $15.5M up 58% year-over-yea driven by the Semiconducto...

Combined ‌onshore oil product stocks totalled 44.83 million barrels in the week to May 6, the lowest since late July 2025, Enterprise Singapore data showed. Stocks for light and middle distillates - gasoline, diesel and jet fuel - slid last week while residual fuel inventories held near a one-year low as imports from the Middle East remained near zero. Residual fuel inventories - the most stored oil product in Singapore storage tanks that typically goes into ships as marine fuel - totalled 19.88 million barrels, up 387,000 barrels on the week, hovering near the 50-week ⁠low of 19.488 million barrels in the previous week. "Residue inventories are coming off, likely from the effect...

Thanks for your support - Mexico 🇲🇽 customer \#malaysiapersonalshopper #weBuyWeShipWorldwide #Ajautheshopper

Iran operates one of the world’s largest sanctioned oil transport networks. This includes both its official tanker fleet and a much larger “shadow fleet” used to bypass sanctions. **Official Iranian Tanker Fleet** Iran’s state tanker operator, the National Iranian Tanker Company (NITC), is estimated to control roughly: * 60 to 75 large oil tankers * Mostly VLCCs (Very Large Crude Carriers) and product tankers * Estimated carrying capacity: roughly 120 to 160 million barrels total fleet capacity A single VLCC can typically carry around 2 million barrels of crude oil. \[1\] **The Shadow Fleet** The shadow fleet is much larger and harder to track because ships frequently: * chang...

\### Positive Signposts (Turning Around / Improving Fundamentals) \- \*\*Revenue Growth & Demand\*\*: Strong 123% YoY growth driven by AI GPU platforms (>80% of revenue). Record-high backlog with significant deferred revenue expected to convert as customer sites become ready. Q4 guidance: $11–12.5B; FY2026: $38.9–40.4B. Robust demand in NeoCloud, sovereign AI, agentic AI, enterprise, and storage. \- \*\*Gross Margin Recovery\*\*: Non-GAAP gross margin reached \*\*10.1%\*\* (58% sequential improvement from 6.4% in Q2), driven by improved customer/product mix, lower tariffs/expedite costs, and reduced inventory reserves. Non-GAAP operating margin rose to 7.3% from 4.5%. Ma...

Warnings about [a food system breakdown](https://www.newfoodmagazine.com/el-nino-and-the-global-food-system-the-warnings-from-history/2135344.article), the overture to a Super El Nino, ice melt, UAE leaves OPEC, a comprehensive review of Long COVID, an attempted coup, and the Wars in Eurasia drag on and on and on… **Last Week in Collapse: April 26-May 2, 2026** This is *Last Week in Collapse*, a weekly newsletter compiling some of the most important, timely, soul-crushing, ironic, amazing, or otherwise must-see/can’t-look-away moments in Collapse. This is the 227th weekly newsletter, and it might be the longest one yet. The April 19-25, 2026 edition is available [here](https://lastwe...