Gassing Up Reserves, WeightWatchers Hits Reset, & Déjà Vu in Diagnostics
Good morning! ☀️
📦 Your daily dose of what’s moving—and what’s stalling—the supply chain.
Today’s lineup has more plot twists than a Netflix docuseries. The Gulf Coast just got a jolt with a massive natural gas discovery (spoiler: enough to power the U.S. for over a year). Meanwhile, WeightWatchers is trying to slim down… its debt, filing for Chapter 11. And speaking of sequels nobody greenlit—Elizabeth Holmes’s partner just launched a blood-testing startup that feels way too familiar.
Buckle up. The lanes are wild today.
“Nothing works better than just improving your product.”
USGS Just Found Enough Gas to Power the U.S. for a Year
The Gulf Coast just got a major energy plot twist. The USGS says there’s a whopping 35.8 trillion cubic feet of untapped natural gas and 28 million barrels of oil chilling in the Hosston and Travis Peak formations — stretching from Texas to Florida. Most of it’s “tight gas,” locked deep in rock that’ll need serious fracking and drilling muscle to pull out.
With domestic production already smashing records, this discovery could extend the U.S. energy runway and heat up infrastructure demand across the region. Think: pipeline expansions, port growth, and a flood of freight tied to energy logistics. Enbridge, Tourmaline, and others are already knee-deep in the action.
🔥 Hot Take:
If you’re in transportation and not watching Gulf Coast energy like it’s playoff season, you’re sleeping on the next big supply chain boom.
WeightWatchers Files for Chapter 11 to Shed $1.15B in Debt and Reinvent Itself
WeightWatchers just filed for Chapter 11 bankruptcy—yes, that WeightWatchers. The brand that’s been a weight-loss staple for over 60 years is shedding $1.15 billion in debt and pivoting hard toward the digital health space. From its iconic points system to freezer aisle staples, the company’s legacy couldn’t keep pace with today’s appetite for GLP-1s, app-based coaching, and on-demand telehealth.
They’re not shutting down. This is a full-on transformation plan: less debt, more tech, and a renewed focus on telehealth services launched in 2023. With big moves to modernize the member experience, WW is trying to trade casseroles for code.
Why This Matters:
This kind of pivot hits supply chains. Less frozen food means less cold freight, and a bigger shift to digital services could reshape distribution, inventory planning, and final-mile delivery needs.
🔥 Hot Take:
WeightWatchers is dropping pounds and pallets. If your business moves CPG freight, it might be time to slim down those expectations.
Déjà Vu in Diagnostics? Billy Evans Launches Theranos 2.0 (Basically)
Remember Theranos? Well, the sequel just dropped — and it’s wild.
Billy Evans (yes, that Billy — Elizabeth Holmes’s partner and father of her kids) has launched a new startup called Haemanthus, and it’s raising eyebrows for all the wrong reasons. The pitch? Diagnose illnesses from small samples of blood, urine, saliva, or sweat — sound familiar?
Backed by nearly $20 million, Haemanthus is promising laser-powered, molecular-level diagnostics (for pets first, then humans), and reportedly... Holmes is advising from prison. Yep.
It’s déjà vu with a VC budget — and if this gets off the ground, the regulatory and logistics ripple effects could be massive.
Why You Should Care:
If your work touches biotech, diagnostics shipping, or medtech logistics, start paying attention. High-stakes cargo, FDA scrutiny, and investor drama could be back on the manifest.
🔥 Hot Take:
If this is Theranos 2.0, your freight plan better include a PR crisis clause.
The Workday Dash is an aggregation of articles regarding the transportation logistics, trucking, and supply chain industries for June 27, 2025, from iLevel Logistics Inc.