We write about building businesses, the sectors we operate in, and what it takes to lead something significant. We do not publish often. When we do, it is because we have something worth saying.
18 September, 2026. War-driven fuel costs are pushing China-to-U.S. shipping rates toward pandemic-era highs, placing pressure on margins, inventory planning and working capital before the increase reaches a retail price. Ocean freight rates from China to the United States are climbing toward levels last seen during the supply-chain disruption that followed the pandemic, which brings a familiar problem back into focus: transportation costs can alter the economics of goods tha
8th September, 2026 Verisk CargoNet tracked 273 cargo theft and trucking-vehicle theft incidents across five Labor Day periods from 2021 through 2025, with an estimated $31.8 million in stolen commodity value. The number of incidents rose from 33 in 2021 to 56 in 2025, while California, Texas, and Illinois accounted for 130 incidents, or 48% of the total. Cargo theft losses also exceeded $359 million during the first half of 2026. FreightWaves The nature of the risk is changi