The Buzz: Cargo Theft, AI Gaps, and Rising Risk

Summary

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Podcast Summary: Supply Chain Now – The Buzz: Cargo Theft, AI Gaps, and Rising Risk (April 24, 2026)

Main Theme and Purpose

This episode of "The Buzz" on Supply Chain Now, hosted by Scott Luton and Yasine Ahmed, delivers a comprehensive look at the most critical and timely issues facing global supply chains. The focus is on three pressing themes: accelerating cargo theft, the challenges and pitfalls of AI readiness in the workplace, and rising risks related to both geopolitical events (notably the Strait of Hormuz) and criminal innovation. Guest expert Danny Ramon, Director of Intelligence & Response with Overhaul, provides deep insights into the evolving security and risk landscape.

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Key Discussion Points & Insights

1. MODERN SUPPLY CHAIN CHALLENGES & INDUSTRY EVENTS [02:54–07:42]

• Industry Costs & AI: Organizations are increasingly using AI to counteract rising ground delivery costs. Notable example: Tractor Supply Company refines AI usage for improved forecasting and productivity. Google is investing $10M to train 40,000 US manufacturing workers in AI skills.

  "Organizations are leaning more and more into AI... Tractor Supply company have really refined their approach... this targeted approach has led to improved forecasting, inventory flow and employee productivity." — Scott [02:59]

• Automotive Market Trends: New vehicle prices are rising ($51,000 on average in the US) with more consumers seeking affordability; sourcing of critical components and local manufacturing is shifting vehicle pricing dynamics.

  "It's the sourcing of critical components yet again... that's going to be driving up the prices of these vehicles." — Yasine [05:10]

• Upcoming Events: National Supply Chain Day (April 29), Gartner Supply Chain Symposium (May 4–6), and reflections on the importance of industry networking and continuous education.

• Career Optimization Tips: Practical resume advice for supply chain professionals:

  • Quantify impact with hard numbers.
  • Demonstrate end-to-end supply chain relevance.
  • Use role-specific language and tools.

  "Quantifying your impact with hard numbers... showing where you can create value across the supply chain... use role-specific language and tools." — Yasine [09:09]

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2. STRAIT OF HORMUZ: GLOBAL SUPPLY CHAIN IMPACTS [17:00–20:15]

• Latest Developments: Discussed the ongoing closure of the Strait of Hormuz and its impacts, including US seizing an Iranian cargo ship and the wider effect on global commerce.
• Ripple Effects: Not just oil—helium, fertilizer, naphtha (used in plastics/packaging), and aluminum are all deeply affected, causing cost increases across sectors.

  "The amount of things that are touched seemingly goes on forever... all things rise in price globally." — Danny [19:04]

• Global South Disruption: Fertilizer shortages deepen food insecurity in developing economies; aviation fuel shortages cause flight cancellations in Japan.
• Innovation in Crisis: Expect tangible supply chain innovations to emerge, despite current challenges.

  "This too shall pass. It may pass like a kidney stone, but this too shall pass." — Scott [20:15]

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3. AI READINESS: TRAINING GAPS AND ADOPTION CHALLENGES [22:50–25:45]

• AI Training Inefficiencies:

  • 85% of employees can't apply AI training directly to their jobs.
  • 56% overwhelmed by manual tasks, with inadequate time for learning new tools.
  • 78% receive training outside of the tools they actually use.

  "By the time you design and implement a training, chances are those tools are obsolete." — Danny [23:06]

• Rapid AI Maturity: AI's rapid evolution outpaces structured training, creating gaps in both tools and employee readiness.

• Organizational Bubble?: Concerns of over-investment in unproven tech—“AI bubble” parallels drawn.

• Critical Need for Holistic Training: Both psychological readiness and technical training must be addressed.

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4. CARGO THEFT: CLASSIC CASES & RISING RISKS [28:15–46:34]

The Great KitKat Heist

• Incident Recap: Nearly 414,000 KitKats (12 tons) vanished between Italy and Poland—Nestle pivots to a PR win, turning the theft into brand engagement through jokes and product traceability tools.

  "Thieves have taken the message too literally, made a break with more than 12 tons of our chocolate." — Nestle statement [27:46] "It's a masterclass not not only in marketing but in post event investigations as well." — Danny [29:32]

• Grey Market Dynamics: Danny explains how stolen goods are easily re-entered into legitimate channels via online marketplaces, aided by third-party selling.

Recent & Notorious Cargo Thefts

• Cadbury Crème Eggs (UK, post-Easter)

• Aged Tequila Heist: High-impact due to irreplaceable inventory and documentation laundering.

• Changing Modus Operandi: Digital paperwork manipulation enables organized crime to cross borders and liquidate goods in new regions and product verticals (e.g., alcohol).

  "When you're creating new paperwork, you're essentially laundering that freight." — Danny [34:19]

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5. DATA-DRIVEN INSIGHTS: CARGO THEFT REPORT [38:24–44:43]

• Alarming Growth: 16% YOY increase in 2025 cargo thefts; another 13% predicted for 2026 atop a 5-year history of record-breaking increases.

• Trend Diversification:

  • Old crime: Physical trailer theft.
  • Newer trends: Strategic/fraudulent thefts (social engineering, digital manipulation), high-tech mass pilferage.
  • Top targets: Electronics, food/drink, home/garden, clothing/shoes.
  • Hotspots: California, Texas, Memphis, Dallas, Atlanta—yet risk is now driven by cargo type and originating region, not just geography.

  "Don't just apply security where the map is red and forget about security where the map is green... risk isn't necessarily defined by geography." — Danny [40:58]

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6. ORGANIZED CRIME, COST OF LIVING & "INVISIBLE" RISK [41:54–48:13]

• Economic Driver: Rising living costs increase lower-level pilferage; organized, well-funded criminal groups (sometimes tied to drug and human trafficking networks) carry out sophisticated schemes.

  "They've got resources and knowledge and networks... at their disposal that we until recently have not really been assuming that they had." — Danny [43:49]

• Direct-to-Consumer Channels: Thieves now get 100% of profit, incentivizing more theft of everyday consumer goods.
• Cargo Theft as Standard Operating Cost: Costs are already being passed on to end consumers, often without their awareness.

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7. DIGITAL SECURITY WEAKNESSES & PRACTICAL ADVICE [45:19–47:29]

• Fractured Systems: The patchwork of digital tools (often built for compliance, not security) is readily exploited.
• Inside Knowledge: Criminals understand weak points, especially in federally mandated but basic supply chain systems.

Mitigation Strategies:

1. Granular Visibility: Invest in technology for real-time, detailed insights into every logistics leg.
2. Multiple Defenses: Patch all vulnerabilities, not just the obvious ones; criminals adapt rapidly.
3. Aftercare: Prioritize post-adoption support for tech and process changes.

"You can't fix a problem that you don't know you have... criminals are like water looking for the path of least resistance." — Danny [45:27]

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Notable Quotes & Memorable Moments

• "This too shall pass. It may pass like a kidney stone, but this too shall pass." — Scott [20:15]
• "Don't just apply security where the map is red and forget about security where the map is green... risk isn't necessarily defined by geography." — Danny [40:58]
• "Thieves have taken the message too literally, made a break with more than 12 tons of our chocolate." — Nestle statement [27:46]
• "By the time you design and implement a training, chances are those tools are obsolete." — Danny [23:06]

Audience Engagement Highlights

• Supply Chain Haiku: Mr. Tomcat stepped up with a haiku on oil supply woes at [25:45]:

  "Crude routes fray install / logistics trace new slow arcs / inventory size."

• Barbecue Debate: Friendly, lighthearted riff on global and regional barbecue styles, [08:02].

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Important Timestamps for Key Segments

• [02:54] – Industry Insights: AI, automotive, and upcoming events
• [09:09] – Supply chain resume optimization tips
• [17:00] – Strait of Hormuz update and butterfly effect on supply chains
• [22:50] – AI readiness: why most training fails
• [28:15] – The Grand KitKat Heist
• [31:32] – How stolen goods “go legit” via gray/online markets
• [38:24] – Overhaul’s 2025–26 cargo theft data and projections
• [45:19] – Exploiting digital systems; actionable security advice

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Guest Profiles & Resources

• Danny Ramon (Director of Intelligence & Response, Overhaul): Connect via LinkedIn
  • Access Overhaul’s industry cargo theft reports: over-haul.com
• Yasine Ahmed (President, Electric Vehicles Org of Colombia; Luna Resume):
  • Connect via LinkedIn
  • Luna Resume Service: luna-resume.com

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Closing Advice

Take at least one actionable item from this episode—whether it’s enhancing cargo visibility, tightening digital system security, or upgrading career strategies—and implement it or share it with your team.

"It's all about deeds, not words. That's how we're going to keep transforming global supply chain and secure our ecosystems." — Scott [52:24]

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For more resources, live events, and actionable guidance, visit Supply Chain Now and subscribe for updates.

Transcript

[A]

Welcome to Supply Chain now the number one voice of supply chain. Join us as we share critical news, key insights and real supply chain leadership

[B]

from across the globe.

[A]

One conversation at a time.

[B]

Hey, good morning, good afternoon, good evening wherever you may be. Scott Lewton and Yasine Ahmed with you here on Supply Chain now. Welcome to today's live stream. Hey, Yasine, how you doing today?

[C]

Scott? I'm doing great as always. Looking forward to our conversation.

[B]

I am too. You always are part of some big conversations here at Supply Chain. Al. It's great to have you back for another big one here because folks, today is the Buzz where Every Monday at 12 noon Eastern time we discuss a variety of news and developments across global supply chain and business news that matters is what we like to call it. Now the Buzz is powered by our friends over at DOS who have been on move year lately. It's the world's first adaptive resource platform. If you want to learn how DOS gives companies real time visibility into their operational data and connects it seamlessly to the financial systems that run their business, you can visit dos.com okay, you seen, let's see. Big show tip here today. We got the latest on the straight of Hormuze. We're going to dive into that. Everybody's probably tired of that phrase, but it's not going away anytime soon. We'll touch on AI readiness training. Does it work? It might be a little counterintuitive. Part of our discussion here today. Cargo theft blowing up. Are your supply chain secure? We'll talk about it, all of that stuff and much, much more. And in about 15 minutes or so, we're bringing in a special guest. Annie Ramon with overhaul is going to be joining us. You're going to enjoy Danny's perspective on cargo theft and much, much more. Now we got a big show here today as I mentioned. You seen, have you had your Wheaties? Did you take your Flintstones vitamins? Are you ready to go?

[C]

I'm ready to rock and roll. It's actually a very exciting conversation. And when I saw the lineup and that Danny's going to be joining us.

[B]

All right, man, you and me, we might be second cousins. You're seeing, we think a lot of light really quick. Tricia is wishing happy Buzz day to all. Say hello. Let us know where you're watching from. Do that, please. Folks, we like to connect the dots. This is a global conversation as Supply Chain discussion should be. To that end, our friend Alan Jacques is here today. The pride of Ottawa, Alan, I hope I've got that right. I should know this by now. I saw Alan's been on the move at logipharma, if I'm not mistaken, not too long ago. So Alan, I know you're having some big conversations. Also, Trisha is dropped a link to dos. Go check out what our friends at DOS are up to. Okay, Yasin, we've got four things we want to dive into before Danny Ramone joins us. Okay. And I'm going to start with one of my favorite things, and that is the latest edition of with that Said. Now check this out. Look at all these wonderful people that we interviewed at Modex. This is just the tip of the iceberg. We look how cool, calm and collected in the face of global disruption that they can stay. You seen that's a pretty good snapshot there, huh?

[C]

Yeah. Smiling through the disruption and, and the stress from all of these geopolitical disruptions. Right.

[B]

They are maintaining cool under pressure. So in this edition with that said, not only did we mention a couple of key takeaways from Modex, which was a great show. Stay tuned for tons of coverage in the coming weeks. But in this edition we led with some of the developments across industries such as surcharges and annual rate increases in first quarter 2026. All that led to what the TD Cowan AFS Freight Index said was a record high quarter for ground delivery costs. To combat higher costs everywhere, of course, organizations are leaning more and more into AI. We touched on Tractor Supply company Seen they have really refined their approach when it comes to how their team uses AI. And this targeted approach has led to improved forecasting inventory flow and and employee productivity. Google made a big recent commitment to invest in the US manufacturing workforce. This they're contributing $10 million to the Manufacturing Institute help train 40,000 manufacturing workers on essential AI skills.

[C]

Wow.

[B]

So folks, all of that and much, much more, dive into this edition of with that said, you'll also find our upcoming events, especially our live events. You don't want to miss that. Let's see. Yasine, did you miss this edition of with that Said, or did you dive in over the weekend?

[C]

I'm an avid reader. I always look forward to the publications. I think one of the pieces that I really enjoyed in this week's article was the declining rates or kind of the automotive shift. So affordability when it comes to new vehicles and that consumers are looking for vehicles that are exceeding or less than $50,000. So I thought that was quite an interesting read, especially in my capacity as the president of the Electric Vehicles Organization of Colombia. I think that it is a sentiment that a lot of consumers are feeling.

[B]

I'm with you. And by the way, you wear lots of hats. You seen. I'm convinced you got a couple of clones out there given all that you do. But to your point, it's fascinating to keep up with the automotive industry. And of course it's such a critical sector of global business that impacts so many things. And to your point, I think the average cost for an automobile here in the US $51,000 last year. And to your point, especially with where we're seeing cost increases everywhere else, we're looking for some deals in the automotive world. Is that right? You see?

[C]

Yeah, no, definitely. Especially now with all of these disruptions. It's the sourcing of critical components yet again that we saw during COVID that's going to be driving up the prices of these vehicles. And so we've also seen a shift to locally manufactured vehicles. So yeah, hopefully the prices do decrease, but for the foreseeable future, I don't think so.

[B]

I don't think so either. I think that's a good prediction. All right, so that's the first of four things. Right. Quick. Allen is confirming. I knew is Ottawa, Alan. I knew and I should know that by now. Let's give us a weather report up there in beautiful Ottawa. Awais is back with us. Hey Awais, great to see you. I think he hails from Pakistan. Let us know what part of that beautiful country you're in. I think I've got that right. But great to see you here. All right, so number two on my list. Let's see. We're talking about one of my favorite times of the year you seen. It's National Supply Chain day. That's right. April 29, every year. National Supply Chain Day. Please join us at 12 noon for a virtual event that's going to be featuring a wide range of supply chain leaders. Our keynote is the amazing Billy Ray Taylor, author of the bestselling book the Winning Link. Lots of stories, lots of stories from his mama, which I love. Ms. Vera makes it very, keeps it very real, very actionable. We're also going to be recognizing three incredible people and or organizations. We got to keep it kind of ambiguous for their significant contributions towards our industry. Join us 12 noon, April 29th. Scene is this on your calendar?

[C]

Yes. Mark Dorf since last year, keen celebrator of national supply chain.

[B]

That's such an elegant way of putting it. A keen celebrator of national supply chain. Yasin, I could listen to you read A phone book. I think with your I can return

[C]

the compliment straight back to you, Scott.

[B]

All right. And Trisha is making it easy, folks. She's dropped a link. Go check it out and come join us and bring your thoughts and perspective. One of our favorite parts. Let's see here. That was number two. Number three, folks, we were just talking Modex was last week. You're hard working supply chain now team had a full plate or two. Well, there's no rest for the weary because in a couple weeks we got Gartner supply chain symposium and expo May 4th through the 6th down there in Orlando, which I bet is already heating up. And folks, if you hadn't been to a symposium yet with our friends at Gartner, you're missing out. Check out what Sarah had mentioned here. Quote, amazing conference that has shown time and time again it's worth its cost 10 times over. Now you see, I got to break out my calculator or my abacus maybe. But if it's a 10x return on investment, I think that's not a bad deal. Would you agree?

[C]

Yeah, I mean like who would tone that down, right?

[B]

That's right, folks, come join us. And Trish is dropping a link right there. Also I sp T squared, who holds down the for for us on YouTube. Bring on the nourishment T squared says and the beef barbecue and slo he squared. We're going to have to duke it out maybe about our barbecue preferences. We'll see. You seen? Are you a fan of barbecue?

[C]

I coming from South Africa, we've got our own type of barbecue. It's called brine. Different type of flavoring and seasoning to the meats. But when I came to the U.S. texas barbecue has changed my mind. I absolutely.

[B]

You know what? I can appreciate how Texas barbecue changes your mind. You come to Georgia or South Carolina and our barbecue will change your life. So let's make that happen. You seen? Okay, definitely. Hey, we love debating barbecue. It's one of the best, tastiest debates to have. All right, one more thing before bring on a great guest and Danny Ramon. And you seen the one thing we talk a lot about, we get a lot of questions around is optimizing supply chain careers. Right. A lot of folks looking to be promoted up through their organization or they're looking for a new venture, new opportunity. And I bet you've seen since you lead Luna, I bet you've seen a million resumes from supply chain professionals across the globe. The good, the bad and the ugly. And my resume back in the day, I'm sure be part of the ugly category. So let me ask you this, a real practical question. What are three key tips for supply chain professionals looking to optimize their resumes out there? You see?

[C]

Yeah, I think it's a great question. And you know, to your point, previously we've seen resumes from across the board, experienced hires, non experienced hires, from different regions, from different functions. So when it comes to kind of three strong tips, kind of just keeping it very simple is, you know, quantifying your impact with hard numbers, right? So not just describing your responsibilities, but really showing results and including metrics tied to things like cost savings, reduction in service levels. And then secondly is really showing where you can create value across the supply chain. So show that you've got some sort of end to end supply chain relevance and make it clear where you sit in the value chain. Is it in procurement, is it in planning, is it in logistics or warehousing? This really just kind of helps you and positions you as someone who understands broader system. The third one is use role specific language and tools. Do you use things like Excel, SAP, Power, BI, do you understand SNLPs, all of those kind of good aspects and assets to a resume really make you stand out to an employer.

[B]

I like it. You seen, those are three very been there, done that, actionable tips for folks out there. I would add one more. When you send your resume out, rather than sending out for folks to distribute it for you, because everybody asks for that, try to target someone, a hiring manager or someone that can really give you constructive feedback right on your resume. Now we all know AI is disrupting this industry, right? And maybe you can ask an AI bot for its feedback too, but lean into that critical feedback, right? Because I tell you, you seen from my perspective, because I've done it, I've made a mistake. We have seven page resumes in some cases, right? And no one's going to read it and so much of it doesn't matter, right? We got to be succinct to the point and it needs to be a living and breathing document. Your final word here you seen. And then we're going to bring on our guest.

[C]

Yeah, that's a great piece of advice. And you know, look for the hiring manager, look for someone that works at the company that you're interested in and just ask for a quick conversation to see if there's kind of keywords that you can insert into your document that kind of reflect the culture, the way that those teams operate. Because at the end of the Day will be a hiring manager that takes a look at your document and they want to see those flavors translated accurately.

[B]

Well said. Even if you don't get the job with one hiring manager, get that feedback. That's a gift. Oftentimes, even if you're not gonna get the gig, get the feedback. Right. So good stuff there. You seen? I really appreciate that. Good afternoon from Scotland. A bit late to the party. Apologies. Let me know who this is. Trisha and Amanda and hey, at least you're here, my friend. At least you're here. Better late than never, as they say. We've got a great guest, Yasin joining us here today on the Buzz, powered by our friends at Dos Anti. Ramon has been working in supply chain security for over 15 years and he's been specializing in supply chain intelligence for the last 13. He studies both cargo theft and any factor that can affect the flow of cargo through the supply chain to identify how variables might interfere with that critical flow of global logistics. And I'm here to tell you he is on a mission to spread awareness of cargo theft as well as promote supply chain visibility across the globe. And thanks to that mission, he's been quoted or published in tons of leading industry publications. That's why we have to have movers and shakers right here on the Buzz. Yasine, please join me in welcoming Danny Ramon, director of intelligence and and response with overhaul. Hey. Hey, Danny. How you doing today?

[D]

I'm doing great, Scott. Thanks for having me. How are you doing? How are you doing?

[C]

You seen Doing great, Danny. I'm really looking forward to our conversation.

[B]

Same, same. And we're doing great. We had a great weekend. It's a productive weekend And Danny, I know what it's like down in Austin and I don't know what it's like. Where you seen is. We'll find out where he is in a minute. Here in Georgia it is cold. It's brisk today. I love it. It's like an early spring day. But that 117 degrees is right around the corner. Dan, what's it like in Austin?

[D]

It is Texas cold in Austin right now, which means about 70 degrees. Okay, weather for us.

[B]

Okay, good, good. And you seen where are you at and what is it? Cool, hot. What it's.

[C]

I'm calling, calling from New York today. The weather needs to make up its mind. It's been boiling hot and then freezing cold and then windy, rainy. Just really looking forward to the summer weather.

[B]

We need some weather certainty what you're saying you're seeing. Well, hey, this is Felix. Felix is tuned in from Scotland. Well, great to have you here today, Felix. Looking forward to your perspective and AAs. Yes, thanks, Scott, for mentioning Pakistan, a beautiful country. We're feeling proud to host the peace talks between United States and Iran. We're very thankful for what you and your wonderful country is doing Hawaii. So thanks so much for being here. Looking forward to your perspective. Sahar. Freezing here in D.C. well, hey, I get a jacket. Hey. The conversation is going to heat you up. And to that end, before we get into topics, important stuff here today, Danny, I got to start with a little fun warm up question because, you know, I've been snooping. I've been preparing for today's show. I've been doing some reading up on your background, Danny. Been checking you out. And something on your LinkedIn profile really caught my eye and stirred my curiosity because you served about a decade or so ago as a beer Sherpa in Austin. It's gotta be the coolest role that one could have. Tell us what you did, Danny.

[D]

Yeah, it was definitely one of the coolest titles. I can't take credit for coming up with the title. That was my predecessor, Bob Galligan, who now works as a lobbyist for the Craft Beer association in Minnesota. But I was essentially a craft beer tour guide, but not at any one dedicated brewery. We worked with all of the craft breweries around town and I would kind of lead the bus doing three stops in a day at various craft breweries, nerding out with the people about the beer, of course, sampling it. It was a wild. I got to actually tell people I was a professional beer drinker for a few years there.

[B]

Oh, Danny, that's such a great gig. And I can only imagine the stories you can't get to here today. You seen, I'm not sure if you've ever had the opportunity of being a beer Sherpa, but what's one of the coolest roles you've ever been a part of?

[C]

I mean, I don't think I could match Danny's position there. I think a lot of my friends would be very envious of that role. But yeah, I think one of the coolest positions that I had was during COVID I was down for a couple of dollars. And so I had a friend that raised ran a restaurant. And so I was chopping up onions and cooking cheese steaks for a couple of weeks.

[B]

Okay. All right. You know, everyone should work in the restaurant business. I think the world and society would be a much nicer place. But you seen, we'll have to make me hungry with that one between the beer and sandwiches, man.

[C]

Yes, sandwiches. Yeah.

[B]

All right, one last comment here before we dive in. T Squared says here in Georgia, can't go outside with a parachute. You're going to be airborne quickly and before you know it. That's right. It's been windy up and down the east coast here lately, so. So stay safe out there, folks. All right. So getting to work here on the Buzz, powered by our friends at dos. I want to start with the latest of what's going on across what is now perhaps the world's best known supply chain choke point. Right, the Strait of Hormuze. And again, big thanks to Hawaii and Pakistan for helping letting cooler heads prevail. But as the AP reported earlier this morning, the US attacked and seized an Iranian flagged cargo ship who the weekend that was said to have attempted to evade the ongoing naval blockade. This, of course, threatens to disrupt the ongoing negotiations towards an end to said conflict. I tell you, it's like Groundhog Day, right? A movie with Bill Murray. You know, it's own again, off again, on again, off again. But all signs say that the Strait of Hormu, at least as of an hour or so ago, is still officially closed again. But a vessel here and there has attempted and some have succeeded, passing through the waterway with an Indian flagged oil tanker doing so on Saturday. That is very few and very far between. We're going to see how this week unfolds. But you know, you seen in Danny, in recent weeks we've touched on a variety of ramifications related to the shutdown of traffic through the Strait of Hormuze, beyond the obvious being oil, which of course touches everything. So we have touched here on the buzz on helium. We've talked about fertilizer. But there's so much more, such as naphtha. I hope I'm saying that right, Danny. And you've seen. I had to slow down a minute because there's a few tricky syllables there. Naphtha. It's a critical input used to produce plastics, packaging and a whole bunch more that has a ton of potential to increase costs across global supply chains everywhere.

[C]

Right.

[B]

And did you think about aluminum? Japan Times has reported that it's going to take major producers in the Middle east at least a year to restore full production of aluminum. That particularly impacts Japan, which imports about 30% of its total supply of aluminum from the Middle East. A million butterfly effects to track here, which is why global business has got to have some resolution to the crisis in The Persian Gulf. So Danny, your thoughts on what we're seeing, some of the ramifications, you name it.

[D]

It's really interesting how folks are discovering all the second and third order kind of knock on effects that you were mentioning. Right. As you mentioned, fuel touches everything. Right. So yeah, everyone is like, yeah, obviously fuel prices are going up. People don't think how that first domino is going to affect the next domino and the next domino and the next domino. Everything runs on fuel. Fuel is power. Right. There are countries that require Atari LNG in order to power their national infrastructure. Right. When that starts becoming limited or more expensive, obviously it's tougher for them to power some of their more power intensive industries. One of the things I'm thinking is Taiwan. You know, Taiwan is responsible for 90% of global advanced chip production. Right. They rely heavily on Qatari LNG for their energy needs. And if that goes away, you know, they've got to start readjusting. Another one to think of is Brazil. Not huge in terms of production of fuel or anything like that, but they are one of the main global producers of refined sugar. And the sugar refineries, with a couple of minor tweaks to their processes, can be changed from refining sugar to producing biofuel, which they may do to offset rising fuel costs. Right. And if that happens, then we're looking at a global increase in sugar prices. I mean, the amount of things that are touched seemingly goes on forever. And I have no doubt it would eventually reach on. Like the knock on effects of this will be that all things rise in price globally.

[B]

All things rise in price globally. That is not good news. You've seen what are some things you're tracking related to what we're seeing in the Persian Gulf?

[C]

Yeah, I think those were some excellent points that Danny brought up. I think my main concerns are kind of for the Global south countries that have to kind of face the ramifications of these supply squeezes, especially when it comes to things like helium and kind of fertilizer. Right. A lot of these farmers depend quite heavily on quality fertilizer support, not just their livelihoods, but their local communities. So I think we're going to perpetuate these kind of hunger, food insecurity constraints that we're finding right now in Global south countries. So that's where my main concern is. But like Danny had mentioned, you know, Japan is having to cancel their international flights because there's no fuel for their aircraft.

[D]

Right.

[C]

So these knock on effects are being felt throughout the global ecosystem. And I think humans will always find a way to kind of make the most of their situation and will always find a way to adapt. You know, just like how Danny had mentioned, you've got those sugar refineries that are going to be turning sugar into ethanol into biofuels. Tough times create tougher people. And so hopefully we'll find maybe new ways to navigate this global ecosystem well.

[B]

And I'll put a book in on this conversation here with your last comment there because Danny and Yassine, y' all might be seeing and hearing the same major theme out there. I think it was Winston Churchill or some politician that said, you know, you never let a good crisis go to waste. And I mean that very respectfully. Right. Very seriously. Because the great thing over the last year and some change. Right. Since uncertainty is really continue to skyrocket and disruption is some of the leading organizations out there have taken this time to truly invest. And you know, what was that saying? Go still sharpened steel or something like that. I'm telling you, we're going to see tangible innovation come out of this year and a half. It's not fun right now perhaps, but it reminds me of the phrase one of my favorites, this too shall pass. It may pass like a kidney stone, but this too shall pass. Okay, on to our next topic. Really quick. Hey, Mr. Tomcat, great to see you. Thank you. I hope you are well. Scott and the supply Chain now crew. So Mr. Tomcat, I'm putting you on the spot. He puts together some great supply chain haikus, Danny and Yasine. So we'll see if Tomcat can come through this time. Really quick. I want to touch on one other quick update before we continue with Danny and you seen here on the Buzz powered by our friends at dos. And that is as reported by Supply Chain D. The US Customs and Border Protection is launching a claims portal today to process tariff refunds. We're going to track this story. More on that next few days. I think one prediction is it's going to be quite the herky jerky process for many. A lot of folks out there are curious to see if that Supreme Court decision is going to be appealed. We shall see. So stay tuned on that. All right. So moving right along, let's talk about AI readiness training because we all know that's how many organizations are attempting to navigate this era here in the golden age of supply chain tech. But let's talk about it in what may be a pretty counterintuitive way. CIO Div shares that don't dossibo. I think it's named Docebo Dossibo. Anyway, it's a learning platform folks. D O C E B O. IT conducted its 2026 AI Readiness Gap Report and has recently released some key findings. 85% of employees say they can't apply the AI training that they've gotten directly to their day to day jobs. 56% of workers surveyed say they are overwhelmed by the pre AI manual tasks or their work, so they don't have time to learn the tools that are supposed to save them time. 78% say the training takes place outside of the tools they currently use, which really hurts the ROI of the training. One important nugget this article by CIO Dai points out some of the AI readiness training out there may assume that every employee has the same basic understanding and acceptance of AI. That's an important fallacy and it's gotta be taken into consideration as you plan the training and plan your approach. Especially as we seek to optimize successful adoption of new technology, which always seems to be and Achilles heel. So Danny, when it comes to all things AI and in particular AI readiness training, what are you seeing out there?

[D]

Danny, you know that life cycle is really fast in AI. You brought up one point to me that really speaks out about what the employees were saying about their AI training. And that's like I forget some 70 some percent of them said that their training took place outside of the tools that they're actually supposed to be using for their job in AI. And that is, you know, one of those things. AI is just growing so quickly. I made this comment to a friend of mine the other day that AI is basically at about the thought processing level of like a 13 or 14 year old. This was about eight or nine months ago. Right, but, but I was saying like what was scary about that is that a year ago it was at about a six year old level. So it's going quickly. And now, you know, I made that statement about eight or nine months ago. It's probably at about an 18, 19, maybe 20 year old level. Again, it's been a while since I've talked to a teenager or 20 year old, so I don't know where we're at nowadays, but it is, it's just growing by leaps and bounds and it's so scary fast. By the time you design and implement a training, chances are those tools are obsolete. It's gotta be much in my mind and you know, I'm not an AI expert, I'm not a process implementation expert, but it's gotta be much more holistic Rather than piecemeal focused. Right. You have to like pick AI from a holistic standpoint. What is it? Understand it, Are you comfortable using it? If not, let's get you comfortable using it. Using it. Let's get you to understand why it's okay to use it and when it might not be okay to use it.

[B]

Yeah, excellent points Danny and I appreciate those. And you know the thing I'd add and Yasin, get your take here is the survey. One of those nuggets was how much pressure that team members feel.

[D]

Right.

[B]

They're overwhelmed. I've seen that's a very prevalent thing, especially in those organizations that don't have a targeted effective approach to not just AI, but really all new technology. Yaseen, your thoughts?

[C]

I completely agree with both of your takes. I think that my concern is that with the rapid adoption of gen AI and just AI in general, I'm under the firm belief that there's a bubble and that at a point in time relatively sooner than later, there's going to come this realization that there's been a rapid inflation and just kind of mass investment into assets that don't necessarily make sense. I mean we've seen all birds put it from, from a sustainable shoe manufacturer to a firm that is now rolling out data centers and purchasing these AI assets and inflating their stock price by 600% in, in one day. But my main concern, like how, how Danny had mentioned, right. You've got these firms that are trying to play catch up but they in my opinion, I think that they're pouring investment into areas that don't typically make sense. And I think that they should be training their employees and maybe hard to think instead of how to adapt to these tools that are rapidly advancing. I think that's where they would be seeing that their return on investment.

[B]

Well said. And I would add to that aftercare, right, Meaning after, after said technology is implemented. Aftercare, it's always been important. I think it's on a whole new level now thanks to, you know, some of the stresses put on the workforce. Danny and you've seen. I want to tackle a couple of comments here for we go to where is where we're going next to see going back to what we're seeing in the Persian Gulf why it says the war is triggered a global fertilizer cross crisis by disrupting shipping through Hormuze stalling roughly 30% of global fertilizer trade. Goodness gracious. Now Mr. Tomcat, he has stepped up to the challenge. Here's a haiku on the current oil supply chain woes Crude routes fray install logistics trace new slow arcs. Inventory size. Well done. Well done. You came through once again. That's right. That's right, Daddy. And finally, T squared. T squared always references Rudy. He's well known for it. And Rudy stands for the referential Universal Digital Indexer from the Jetsons. Right. It was that machine that had one button to do stuff. So he says, T squared. Imagine how the rudies in the landscape are feeling when some are obsolete before it's fully leveraged. Oh, my gosh, that's such a great point there, T squared that Danny referenced earlier. All right, one more story. This is going to set us up for the next segment of the buzz here because, folks, you know, if you know me at all, you know I love my KitKats. So much so that my dear friend Jenny Froome had a pallet of KitKats ready for my arrival at Cape Town. You seen Back in the Day a year or two ago, which is why I can't believe I'm late to this story here from our friends at Confectionary News and many, many other outlets about the grand KitKat heist. Sounds like a Muppet movie or something. A truck carrying 413,793 KitKats evidently disappeared between the Italy production site and the shipment's destination in Poland. Nestle said in a statement, quote, we've always encouraged people to have a break with KitKat. It seems thieves have taken the message too literally. Made a break with more than 12 tons of our chocolate in quote, as of this morning, this heist took place in March, late March. As of this morning, don't see any update on the missing deliciousness, if it's been found or not. But many reporting as to how this has become a PR master class for Nestle, turning lemons into lemonade. And, and kind of one of the things they're having fun with is I think they're putting out, I think they did a stunt here where they've got all this security securing this KitKat delivery. So they've had a little fun with a tough situation. Danny, this is right up your alley. What do you see here playing out with KitKat?

[D]

Yeah, I see the classic Michael Scott win, win, win situation going on here. Right. They've really taken what. What could have been a relatively minor loss for them and an inconvenience, really, and, and turned it into more than, more than the money that they lost in, in advertising. Right. It's been great. It's. It's Been a story that's traveled for them. That's awesome. What I love about it is that they've also issued a KitKat tracker because the KitKats that were stolen were actually shaped like F1 cars and they, they were for cross promoting with the F1 races. Apparently KitKat is now the official chocolate of F1. I don't know how you work yet but in any case. So they actually put a tracker online with the heavy suspicion that these were going to be. We're going to make it back into the legitimate supply chain. And I fully agree with that. Thieves don't steal things without a way to make money from them. Going to have a channel to liquidate them. And so they put up a tracker where customers could check the serial number of the batch number on their F1 edition KitKats and see if it was part of the stolen load. Which is a cool interactive thing. It's going to make people go out and buy more of those Kit Kats, see if they got the quote unquote golden ticket and just have that cool story. Right. But it also provides reverse contact tracing for their investigations team. Where did our stolen Kit Kats end up? What channels might they have traveled through? Right. It's a masterclass not not only in marketing but in post event investigations as well.

[B]

We could focus this whole edition of the Buds on this one story. Especially with Danny's expertise. You seen your thoughts related to the great the grand KitKat heist.

[C]

I, I mean I, I thought I loved Kit Kats a lot but I don't think I would, I don't think I'd steal 12 tons of, of Kit Kats from a, from a truck.

[B]

Oh my gosh. Seriously. It's unbelievable.

[D]

Right?

[B]

Unbelievable. So and, and we're going to see kind of to Danny's point that now the barcode is going to bring up a big red flag and warning. It almost made me feel guilty as I finished off my, my tail fin of the F1 KitKat I had this morning that I didn't pay attention to the red flag. So tip. Only kidding. See Danny was about to make a note of that and authorities were going to be at my house hitting aside. We're gonna, but we are gonna see. We're gonna see if it can be found. 12 tons of KitKats. Oh my gosh. Let's see here. Tomcat. How does one sell KitKats from the gray market? I don't know. Especially now since they are gonna have that red flag technology. Karai says take a break. Cheers From Istanbul on the way to Athens. And now I want a KitKat. And that is by the way, that is the Karai Koze. Great to see you, Karai. Look forward to your latest geopolitical eureka moments. And we need a Inspector Clouseau on the case. We do Tomcat, we do.

[E]

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[D]

To the question of how do you get stolen Kit Kats back into the legitimate market? It's far easier than a lot of people assume.

[B]

Interesting.

[D]

You know, one of the things that's changed since COVID especially stateside, and we're seeing it more and more in Europe as well, is the, is the organized criminal landscape has changed. Right. It used to be the traditional, you know, I'm part of the crew that's going to go steal the truck. I was sent out there by my boss. My boss has a fence contact, the fence contact has distributors. Every person in this chain is taking a cut. Right now we've got the criminal direct to consumer pipeline where through E detail websites, social media marketplaces and major retailers, major retailers, excuse me, that allow third party sellers on their website, it's much, much easier to move this product. It also changes the calculus of what's a worthwhile load to steal. If you're all of a sudden collecting a hundred percent of the, of the proceeds rather than 20 or 30%.

[B]

Seeing we have the, we've got the right guy at the right time on the right edition of the buzz here today and he is, he's spreading the brilliance all the way around. That's right. Good points there, Danny, all. All right, so really quick, hold that thought because the, the next segment is going to be we're going to dive more into cargo security or in this case maybe cargo insecurity. So stay tuned on that folks. But before we get there, I want to share one more note around our friends Wiley Jones and the DOS team. Folks, in many cases, ERP is broken. To fix it, DOS has created something completely new. DOS ARP is the adaptive application core that combines a modular system of record with no code forms and workflows, all to manage and automate CORE Operations. And guess what? It deploys three times faster than most alternatives and speeds up every step of your value chain by 10x or more. That ain't bad. It's all part of the DOS operations cloud, which is unleashing enterprises everywhere. Kick the tires on DOS, take a demo, and you can learn [e-mail] okay, as promised, Danny and Yasine, we're going to dive in a little bit deeper on all things cargo theft. And Danny, beyond our beloved KitKats.

[D]

Right.

[B]

Seems a big fan now, too. What are some other of your. I'm not calling favorite recent examples, but other recent examples of cargo theft that you've been tracking here lately?

[D]

You know, there's, there's been a lot of interesting ones over the last two years. Three years, 15 years even. You know, about three years ago, there was a truckload of Cadbury eggs stolen in the UK in July, you know, well after Easter. But they eat Cadbury cream eggs all year round there. One of the big ones that I think has been, you know, making its way through mainstream media over the last couple years is a tequila theft. You know, Guy Fieri, Sammy Hagar's tequila theft. Right. A couple of really interesting points about that one. One how it differs from the KitKat theft. They stole aged tequila, right. You can't just fire up the production line and pump out another two truckloads of aged tequila. It takes time. Right. So that, that obviously was a bigger impact for them. But another one is it was stolen along the border, which previously, up till now even has been very uncommon. We, we've had checkpoints, CBP checkpoints north and south of the US border ever since nafta, right. And they check every commercial vehicle that, that crosses through them, checking their paperwork, et cetera. What that means is that organized cargo criminals really didn't want to mess with any area near the U.S. border because there was that, that, that barrier to them crossing farther into the country to liquidate that product. I'm not saying cargo theft didn't happen. Cargo theft definitely happened along the border. It just wasn't as much as you would expect for how dense cargo traffic was. And it was because anything that was stolen in that area would have to be liquidated in that area. Now one of the things that's changed in the last three years, three and a half years, is it's become standard operating procedure for some of these, organized to alter the paperwork, alter the bill of lading as part of their theft scheme. When you do that, when you're, when you're Creating new paperwork, you're essentially laundering that freight. Right. The process of the standard operating procedure of stealing that freight now gives you the paperwork that you need to go and cross those checkpoints. It also gives you the paperwork you need to deal with any of the various state agencies that all independently control the movement and sale of alcohol within their borders. Right. So that's a, a double whammy there. Alcohol has previously been very infrequently hit because paperwork required to liquidate it and the area near the border on the US Side has, Has been, you know, a relatively low activity area. Now that criminals are by matter of course, creating new paperwork for the loads they steal, it's opening up not just new geographical areas of the country, it's opening up new product verticals as well. That used to be much more difficult for them, specifically alcohol and tobacco.

[B]

The folks Danny mentioned paperwork a couple times. Don't assume that if, if you have a highly digitized supply chain that you may be immune, because we're going to touch on some of the ways that the bad folks, the bad actors are compromising even the modern digital tools we use, platforms we use across global supply chain. Really quick, you seen, let's see here. He mentioned whoever eats Cadbury eggs year round. Those are my kind of people, so I got to go connect with them. But he mentioned Cadbury eggs, aged tequila, and of course, using, you know, paperwork, changing paperwork to help fool even the shrewdest of authorities. What you hear there from Danny, you

[C]

seen, I think I'm really interested in kind of like returning back. You know, Danny, we've talked a lot about like physical, physical assets. So, you know, like, we've talked about chocolate or we've talked about like these Cadbury eggs. But when it comes to tequila, which is obviously like a liquid, like, how do you think fully, there's a way to actually like just kind of repackage this kind of, this alcohol into. Into like another state. Went to like a kind of different, different packaging. It doesn't necessarily have to be in its original.

[B]

Original bottle, right?

[D]

Yeah, but that would be more work. And criminals are like water. They're going to go for the path of least resistance. Right? They're going to. They're the stolen tequila. There's two containers of it that were stolen. One of them was recovered, the other one wasn't. And my bet is that that tequila is unchanged, aside from, you know, maybe improper storage, unchanged on store shelves right now. That's what they want. They want. They want to sell it with as little Work as possible and make as much money as possible. That is, it is, it is scary how easy it is to reinsert illicit goods into the legitimate supply chain. It is part of it is, you know, it's 2026 and this is an industry that still runs on ink and paper of lading and things like that. Right. And it's largely because we, we operate

[B]

on fractured system and those fracture systems, you know, the change point controls where they all connect, those oftentimes are weak big weaknesses. Whether it's for the thieves in this case or really processes to break down and much, much more. Hey, really quick. All of this really is why you've got to be more informed. And I spent some of my weekend diving into some research y' all recently put out there. Danny, our friends overhaul. He released a 2025 U.S. and Canada cargo theft report. And I want to ask you, I'm sharing the image of just the first of many, many pages. Love the breakdown. And by the way, if y' all can see that red T dotted chart line there, that's what's projected for 2026 and guess what, it's not going down. But Danny, tell us some of the key takeaways from this research.

[D]

Couple of key takeaways for me. One is 2025 saw a 16% increase year over year from 2024. That's already a significant percentage. But you have to kind of take a step back and put that into context. That that is after a solid half decade of record shattering increases year over year, quarter after quarter continued. So this is not just a 16% jump. It is a 16% jump on top of five years of record breaking jumps. Right. So this is, this is the new normal. The new normal is continued sustained increase in risk where and as you mentioned, you know, looking at that red dotted line, we're projecting another 13% increase over the course of 2026. So far we're on track to exceed that. You know, global, global events, socioeconomics, what they are whenever things go up in demand and become harder to get and or more expensive, they become targets for theft. Right. But the other thing that has been kind of happening in general over our reports that we release every quarter is that cargo theft has grown to such a different game. Now pre pandemic, pre Covid, it was very much, you'd look at it and everything was breaking was trending. One main type of cargo theft, which was straight theft, which is I'm just going to take the tractor trailer from the driver when he's not looking, when he's not a right. But now we've got strategic thefts, fraudulent thefts which are stealing shipments under the guys of doing legitimate business with a couple dozen different MOs that they can mix, match and layer, right? Some of them use technology, some of them use social engineering, some of them use various other methods. And then we've got large scale pilferage crews where pilferage used to be just like, you know, punk kids popping the back doors on trailers in a truck stop in the middle of the night, hoping maybe they'd find a PlayStation or something. Now we're dealing with professional crews who have gained in tradecraft, reinvested into their operations in terms of hardware and are able to bucket brigade an entire 53 foot trailer empty in less than 10 minutes. Very clear that they're not working by the hour. Right. So now when we look at these trends that are in the report, because these are, these are umbrella trends, right? You can't really pick out the trends that we used to be able to pick out because we're not looking at one type of crime, we're looking at cargo theft split across three different arenas and each of those arenas has different subsets within it, you know, and so people will look at those maps and those maps are great. I always, I always warn people, don't just apply security where the map is red and forget about security where the map is green. Because risk isn't necessarily defined by geography. A lot of times, most times risk is defined by what's in the truck and where did you come from because that determines who's coming after you and what methods they're going to use to try and take your cargo.

[B]

So, so before I share this next thought and you see, get you to comment, I want to just double down on Danny's disclaimer, right? Don't read into these hotspots. I'm going to share and think that that's like 100% of all data. Let's see here. Cargo Theft US continues to show higher incidents. This is from Danny's research. Near freight hubs and large cities leading to hot spots in states such as California and Texas, which ranked first and second in terms of cargo theft risk. In particular cities of Memphis, Dallas and right here in the ATL hotspots for illicit activity and losing cargo and freight sectors. Electronics 22%. That might be intuitive. That's followed by food and drinks. Might be kind of going back to our Cadbury. Eggs and tequila, home and garden and clothing and shoes. I know the shoes part but but clothing makes sense too. You seen there's a whole bunch of actionable, I think advice and really some, some startling facts and figures here. Your thoughts.

[C]

I, you know, really, really enjoying your, your insights on your. And your advice here, Danny. But like I, I think my, this, there's an inkling that I think these kind of rising. Kind of theft and pilferage that we're finding in these, in these supply chains is due to kind of the cost of the, the rising cost of, of living. Right. I, I would attribute it to the, to the rising cost of living, kind of the hardship that people are having to resort to kind of living a life of, of theft and kind of stealing these, stealing these assets. So I was very interested to see that 43% of. Of po. Of. Of this theft is help is simply just pge. Right? Like just kind of like you mentioned. Sorry, if you can hear this, the siren in the background. Scott's always lucky with the, with the ambulances in New York.

[B]

They're going to get the bad actors you seen. That's good news. You're going to get the bad actors.

[C]

Know that it's not a, at least you know that it's not a pre record and that we're, we're actually, we're

[B]

actually shooting live, but. That's right. I want to take what you said there, Yasin. I want to take what you said and just ask Danny this really quick. I know you all done research for a long time. Do y' all see a, a linkage between inflation rates and higher costs to higher cargo theft activity?

[D]

Yeah, a hundred percent. Right. As I mentioned before, you know, the, the change in the criminal structure, criminal direct to consumer means that cost density is no longer the number one driver of desire for these thieves and what they're targeting. Right. It's still a factor. The most value I can squeeze into every cubic inch is going to make it more attractive. But because I'm no longer delivering it to my boss who's going to deliver it to the fence and I'm going to get paid as soon as I drop it off. My desire is to get paid as quickly as possible. So the quicker I can sell it, the quicker I can liquidate it, the quicker I can turn my criminal efforts into cash. Right. Is going to be the number one driver. Right. And when we look at, you know, who's, who's committing cargo theft, I mean, yeah, there are the folks who are pressed into it by economic hardship. There's also, you know, multiple crews operating in the United States, unfortunately, who are connected to transnational criminal organizations of the worst caliber.

[B]

Oh man.

[D]

And we're talking like they've got resources and knowledge and networks at their disposal that we until recently have not really been assuming that they had, but we've, you know, assisted in the recovery of cargo and the capture of organized cargo thieves. One comes to mind in California. This is just one example comes to mind in California. I can't remember if it was two or three folks who were arrested, but there were two fully automatic weapons that were recovered with high capacity magazines, $50,000 in cash and 2 pounds of methamphetamines.

[B]

Wow.

[D]

Right? These are Walter White levels of illicit substances. These folks are connected to some of the worst organizations on the planet. And unfortunately that gives them, you know, a pipeline into illicit narcotics. It gives them a pipeline into human trafficking where they can bring in folks in the indentured servitude style of like, hey, you've got to pay your, pay your, your trip off now. So we're going to make you a truck driver and you're going to do things and not ask questions.

[B]

Terrible. Yeah, terrible. Hey, crazy. It is getting crazy. And that Walter White reference, you know, it's kind of halfway kid and half not because, you know, trains are not immune. We've seen train heists and acts of thievery there too. Hey, for the sake of time, Danny, we're, we're having way too much fun. Really enjoy learning from you and you seen both. I'm going to ask you a two part question just for the sake of time. I want you, if you would, touch on how bad actors are exploiting those digital tools that we kind of teased earlier. And then number two, give us two or three things that folks got to do to help mitigate, you know, this growing risk and your thoughts on those two questions.

[D]

So like I mentioned before, right. The, the supply chain is, is operating off of fractured systems. Nobody's operating on the same system except for the systems that are mandated.

[C]

Right.

[D]

Federally for people to use. And that's where it's exploited because people are. How should I put this? People are expecting those tools to do more than they are designed to do. They are not security tools. They are simply compliance tools to occasionally check on location and things like that. They don't have the detailed information you need to actually check on the condition of your cargo or the state of your supply chain. Right. Criminals are using that. They know the systems. They've been embedded in the supply chains for years at this point. They know where the Gaps are they know where the vulnerabilities are. They're exploiting the that. Now when it comes to what companies need to do, it's right. For me, it's always visibility. You can't fix a problem that you don't know that you have or if you don't know the source of that problem, there's so many potential vulnerabilities in the supply chain that unless you've got granular visibility, you're not going to know where the actual problem is and you're not going to know that you probably have multiple vulnerabilities that need to be addressed in rank order. Right. Because like I mentioned, criminals are like water looking for the path of least resistance. They've got a couple dozen different technology and AI enabled methods that they can use penetrate your security and if you only patch one vulnerability, they have a path of escalation that they can follow.

[B]

All right, Yasine. You know what folks, Danny, I bet your, your LinkedIn and your email may be blowing up here in a minute because a lot of folks can use a Danny Ramone right now. And if you don't realize why you might need Danny Ramone, we need to sit down and have a separate conversation. You seen react to how Danny addressed both of those you know folk bad actors are compromising did our digital systems thanks to the fractured nature of global supply chain maybe and then of course what to do about it. You seen your thoughts?

[C]

I think you know coming from South Africa, I think pilferage and kind of logistics and freight, freight theft is, is a big issue but I think you know, Danny has really brought to, has put in a spotlight how sophisticated some of these, some of these organizations kind of going to the extent to really get the product that they, that they're looking for and these kinds of assets that they're looking to looking to steal. But super thankful for Danny's time. I've really enjoyed today's conversation.

[B]

I have two, I have two. Got a couple of quick comments there. First off folks, go check out the report that I mentioned earlier.

[D]

Right.

[B]

The overhaul is providing it's easy to download. It's chock full of nuggets, data driven nuggets that's going to surprise you. And Trisha's dropped link right there. Amanda says this is so fascinating to me. So consumers could be and in some cases likely are purchasing stolen goods right off store shelves more often than you might think. Wow. How about that? Hawaii says cargo theft is now considered a standard cost of doing business with costs ultimately passed on to consumers.

[D]

Costs are definitely passed on. I think a lot of folks aren't aware that it is part of the cost that they're including to consumers. Only the folks who are placed, plugged in and have that visibility are aware that it is affecting their bottom line.

[B]

Man. Okay, eye opening conversation here on the Buzz powered by our friends at dos. All right, so folks, we're going to make sure you know how to connect with Danny and overall team and Yasine in just a second. But again, I would urge you at least at least one action you got to take today is go download this report and check it out. You know, don't take our word for it. Go find what the data right there will say. All right, so before we close here, I'll offer a couple other resources. Number one, if you like truly live conversations as you seen is called out, right. If this was recorded, we would have done some magical editing on the the good, the good folks going after the bad guys there in New York. But hey, if you like live programming, check out all of our scheduled upcoming live program. We're going to drop a link to do that cause you don't want to miss episodes like this Friday live. We've got a talent management playbook for supply chain leaders. We got the Rodney Apple is joined by Chris Gaffney and my dear friend Scott DeGroote have done big things with some big supply chain organizations that are going to offer up some actionable tips. So you want to join us this Friday then the Resource Hub, right where great things like that report you'll find ebooks, white papers and much, much more real exciting stuff you're seeing. And Danny, I'm not doing it justice but folks, check out this thing from our friends Optilogic. Supply chain decision Velocity starts with data agility. You're going to find how organizations can make better, faster, more confident supply chain decisions. You'll find that and so many other resources in our aptly named Resource Hub. Okay, so Danny Ramon, I really enjoyed your perspective. I know it's just a tip of the iceberg that hour went by or the 45 minutes or so we spent with you went by so fast. How can folks connect with you and the great folks over at Overhaul.

[D]

Yeah, if you don't catch that link that that Scott put up there, you can always look at, look us [e-mail]. all of our reports are available there not just for the US And Canada, but also Mexico, Brazil as well. And you can always look me up on LinkedIn. Danny Ramone of Overhaul. I'm always doing my best to put out open source, sometimes privileged source, actionable intelligence that can affect your decision making across the supply chain.

[B]

Outstanding, Danny, outstanding. And I think this is Felix, by the way, who says great session. Thanks, guys. We'll be on the lookout for those KitKats, Helix. Call me when you find them. Call me. Okay? And Trisha has also dropped Overhaul and again, that's over. If you're listening to the podcast replay over hyphen hall dot com. Check that out. And she's dropped. Link Danny's LinkedIn profile one click away, folks. We're trying to make it easy. You seen, I'm Ahmed. I really have enjoyed your perspective once again. You always join us for, for big shows here. How can folks track you down? Whether they want to pick your brain on, on some of the boards you sit on, or some of your thoughts on the now generation, or of course, optimizing their resume. How can folks track it down?

[C]

Yeah, thank you. Thank you so much. Thanks so much, Scott. And thanks, Danny. I really enjoyed today's talks, but yeah, happy, happy for you to connect with me on LinkedIn. You can find me Yassin Ahmed, just as my name is here. Yeah. You can also connect with me through Luna, which is our resume review Service. It's Luna resume.com.

[B]

outstanding. It's just that easy. And Maria, I'm with you. I thought that was a great session. Danny and Yasine brought it. Very actionable session and hope this finds you well in a beautiful country of Spain. Let's see here. Trisha dropped Yasin's LinkedIn handle as well as Luna. Luna-resume.com check it out. All right, folks, really have enjoyed today's excellent edition of the Buzz. We went over by about two minutes. My bad, my bad. Hey, I want to thank Danny Ramon with overhaul. Danny, thanks so much for being here, my friend.

[D]

Thanks for having me, Scott. It was great.

[B]

You bet. It was. Very informative, very actionable. I want to thank my fantastic co host, Yasin Ahmed. Yasin, thanks so much for being here, my friend.

[C]

Thank you, Scott. Thanks for the opportunity.

[B]

You bet. Big thanks to our friends at Doss, folks. Learn more about the innovative things they're doing at doss d o s s.com of course, big thanks to man and Trisha behind the scenes, making production happen each and every time. Most importantly, big thanks to our global audience for being here with us. Loved all the feedback. I know we couldn't hit everybody's comment and question. Great to have y' all here on the 2nd to last Monday of April 2026. Hard to believe. Here's the homework, folks. You know, Danny and Yasim both brought plenty. Take one thing you heard here today from Danny or Yasine and do something with it. Share it with your team put into practice, right? It's all about deeds, not words. That's how we're going to keep transforming global supply chain and secure our ecosystems. All the bad actors out there. And with all that said, on behalf of the entire supply chain now, team Scott Luton challenging you, do good, get forward, be the change that's needed and we'll see you next time right back here on Supply Chain Now. Thanks everybody.

[A]

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