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 We do not publish often.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
