I follow what's happening in the world and trace where it lands in supply chain. Tariff shifts, geopolitical changes, consumer behavior, technology moves — I watch for these things and write about what they mean for people running manufacturing, logistics, and distribution.
Most industry analysis starts from the industry. I start from the world. A tariff shift, a consumer behavior change, a geopolitical realignment — these are the inputs. The supply chain implication is what I trace. That direction matters, because the signals that actually move supply chains rarely originate inside them.
What keeps me going is the moment when two things that seem unrelated turn out to be the same thing. A sofa company reshoring production in the U.S. and a shipping giant buying warehouse infrastructure in North America are not separate news items. They're the same structural shift, arriving through different channels. That's the connection I write about.
What I cover
Trade & Geopolitics
Tariff shifts, sanctions, export controls, trade wars, reshoring. The decisions made in capitals and boardrooms that end up reshaping how goods move and where they're made.
Consumer & Demand Shifts
DTC growth, e-commerce patterns, buying behavior changes, returns. How demand moves upstream and creates pressure on manufacturing, inventory, and distribution.
Manufacturing & Production
Automotive, pharma, food and beverage, consumer goods. Where production is moving, why, and what that means for the logistics networks that serve it.
Logistics & Intralogistics
Freight, 3PL, last-mile, warehouse automation, robotics, WMS. The operational layer where global signals become daily decisions.
Technology & Business Impact
AI, humanoids, software platforms. Not how the technology works — what it means for the business decisions of the people deploying it or competing against those who do.
How I write
Direct. First-person. Opinionated. I take a position and say it plainly. The goal is not to inform — it's to make you see a connection you hadn't seen before, and to give you something concrete to think about for whoever you're talking to next.
Methodology
How I Work
What I read