A la carte-3 … Cargo theft & Anthropic leak
A truckload of KitKat from Italy to Poland got hijacked, and there is no trace of the vehicle and the goods yet.
Yes, cargo theft. Twelve metric tonnes. 413,793 units. No April 1 joke. Nestle’s response: “We’ve always encouraged people to have a break with KitKat, but it seems thieves have taken the message too literally.” (https://www.wsj.com/business/kitkat-heist-nestle-theft-chocolate-03f807bb) Easter is around the corner. Will this heist impact supply? Nestle doesn’t think so.
Here’s another heist story from France.
Fifty tonnes of flour were stolen. They were packed in one kg bags (50,000 of them) for export. They were loaded in containers in March 2026. Still no trace of it. Cheddar worth 300,000 British pounds, intended for French supermarkets, was delivered to warehouses in and around London in 2024.
Did it reach the French supermarket shelves? You know the answer. Never. Vanished. Cargo theft. “A recent UK government report declared biodiversity loss and ecosystem collapse to be a national security threat, predicting that black markets in scarce food would become a target for serious and organised crime,” says Sarah Langford, the barrister-cum-farmer and the best-selling author.
Cargo theft is no longer an ordinary issue. It is well-structured. “… The traditional view of opportunistic criminals stealing whatever is available and pushing it through underground channels no longer reflects how cargo fraud operates. Today’s theft activity is increasingly coordinated and functions more like a structured resale business built around speed and demand signals.” (https://www.supplychainbrain.com/blogs/1-think-tank/post/43770-cargo-theft-has-evolved-into-a-coordinated-commercial-operation)
The full truckload (FTL) theft is on the rise, reports Overhaul Cargo Theft Report 2025. “Overhaul recorded a total of 2,576 cargo thefts throughout the United States in 2025. These numbers represent a 16% increase in volume when compared to 2024. In Canada, cargo theft activity also increased moderately, with clear changes in how thefts were executed. Theft of Full Truckload, however, remained the dominant event type in the country, accounting for 61% of all recorded incidents.
Artificial Intelligence (AI) plays a prominent role in facilitating such highway heists. How? “Artificial intelligence is accelerating much of this fraud. AI image generation tools have come a long way in just the past few months. Bills of lading can be doctored quickly and look legitimate. Verification photos and videos can be fabricated with increasing realism. AI is making it easier than ever to create convincing documentation faster and at a greater scale,” Danny Ramon writes in the Supplychain Brain.
What about India?
Cargo theft is costing India ₹12,000 Crore every year, and it’s not slowing down. In fact, India now accounts for 63% of all cargo thefts across Asia.
The India Cargo Theft Report 2025 breaks it all down. (https://lnkd.in/esRCYJMt)
Munich Re unveils greater details.
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Several critical trends in cargo theft emerged throughout 2024. Food and beverage products dominated the list of targeted commodities, accounting for 22% of all incidents, followed by agricultural goods (10%), electronics (9%) and fuel (7%). These patterns reflect both the rising demand for essential goods and the impact of broader socioeconomic factors, such as disruptions to agricultural production caused by severe weather and the heightened cost of living.
Hijackings are the most common type of theft, accounting for 21% of incidents, followed by theft of entire vehicles (20%), from the facility (16%) and from the vehicle (14%). Notably, 41% of thefts occurred in transit, compared to 21% at warehouses, with a smaller percentage at production facilities, delivery sites, and parking lots.
Brazil, Mexico, India, the United States, Germany, Chile, and South Africa were all hotspots for theft, with Q1 2024 and Q4 2024 seeing spikes in activity. Additionally, criminals are increasingly using fraud and technology to execute sophisticated heists, highlighting the urgent need for enhanced security protocols and comprehensive risk management strategies across the supply chain.
In Asia, cargo theft is also evolving, with sea piracy playing an increasingly significant role. India experienced the highest number of cargo thefts, accounting for 63% of cases, followed by Indonesia (14%), China (11%), Bangladesh (3%) and Vietnam (3%). Thieves primarily targeted food, beverages, and agricultural products, including rice, sugar, edible oil, corn and garlic.
While strategic theft was uncommon, some incidents involved fictitious pickups in India and Bangladesh. Insider involvement remains a significant risk in Asia compared to other regions, with over a quarter of all recorded thefts linked to employees or drivers.
Most thefts occurred at facilities (34%), a fifth (20%) from vehicles, 14% involved drivers and hijacking accounted for 10%.
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Anthropic leak
An inadvertent human error led to a major embarrassment for Anthropic, with 29 million views of a portion of its source code for its hot-selling Claude Code, on Tuesday, from the publicly accessible developer platform GitHub. A quick copyright takedown request by Anthropic enabled the removal of thousands of copies. This is the second leak since 2025. Safety breach, definitely it is, though the company denied it.
Anthropic is in the crosshairs of the Trump administration, leading to a legal dispute. (Check here for more info: https://medium.com/@konsultramesh/%C3%A0-la-carte-ai-sycophancy-e521f374d902).
Anyhow, Anthropic CEO Dario Amodei has found a big supporter in the Washington Post. The newspaper is not in favour of the Trump administration advising its various wings, besides the Department of Defence, which has an issue with Anthropic, leading to it being declared a supply chain risk.
Besides, such “secondary boycott” advisory is directed at Anthropic’s other non-governmental clients. “It seeks to punish third parties to the dispute — say, suppliers of the protested company — in the hopes that they will also pressure the target to change its ways,” opines the Post.
Washington wants Anthropic to drop certain contractual clauses so that it can do as it pleases with the company’s AI tools. Amodei vetoed the deal, citing ethical concerns, and it has been cancelled. Ironically, Anthropic’s AI tools are used in the recent Venezuelan presidential couple kidnapping and the ongoing Iran war.
