“On January first of next year, January first, 20, 23, which is tomorrow in shipping terms, that all the ships in the world will have to reduce their carbon emissions by 13%.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Ryan Petersen
AssertionPartly supported
Flexport CEO says government hid port delays by moving ships offshore
“They passed this rule that the ships have to wait a 150 miles offshore so that the carbon, so that the pollution wouldn't hit LA, like reasonable, good. But then they kept using the same metric for how many ships are waiting right outside the port. And it went…”
Ryan PetersenFeb 5, 2022▶ 38:40E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
AssertionPartly supported
Petersen: 60% of Amazon third-party sellers are Chinese companies
“I think it's 60% of all the sellers on Amazon are these Chinese registered. They're not registered in the United States at all, just Chinese companies selling.”
Ryan PetersenMay 3, 2025▶ 53:53Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
PredictionNot checkable as stated
Peterson: Houthi rebels will not disrupt Suez Canal long term
“The Suez canal is too valuable in my opinion, Too valuable to civilization, to the modern world, to believe that, you know, a group of rebels, no matter how well funded they may be, is going to be able to disrupt that for any long period of time.”
Ryan PetersenDec 23, 2023▶ 13:49E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
AssertionPartly supported
US ports have lower productivity than Mombasa, Kenya, says Flexport CEO
“Our ports operate with a lower throughput and productivity level than Mombasa, Kenya.”
Ryan PetersenFeb 5, 2022▶ 5:18E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
PredictionHeld up
Flexport CEO predicts severe retail inventory oversupply within six months
“I'm really worried that we're going to find out in six months or in some time period in the future here that people have ordered way too many goods, that these companies expected demand to stay high and keep booming. At some point, consumers start going to res…”
Ryan PetersenFeb 5, 2022▶ 12:17E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
AssertionContradicted
Petersen: Operators cannot run a non-union shipping port in the US
“And then but those as a condition of renting the port, you must agree to hire the ILWU. You can't run a non union port in the United States.”
Ryan PetersenFeb 5, 2022▶ 31:04E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
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