I've spent my career at the intersection of logistics operations and strategic intelligence — the place where what's happening in the world meets what it means for the people building and running warehouse systems.
Most industry commentary is reactive. It tells you about something that already happened, framed through the lens of the industry where it happened. My work is different: I read across geopolitics, technology research, semiconductor supply chains, macro economics, and labour markets, and I ask a single question — what does this mean for the warehouse of 2026?
The connections I find are usually not obvious. A shipping lane restriction in the Strait of Hormuz shows up as an AMR firmware delay six months later. A wage negotiation in Germany reshapes which automation ROI models still pencil out. A hardware commoditisation curve in Shenzhen determines which robotics vendor survives the next down-cycle.
These are the chains I trace. These are the posts I write.
What I cover
Geopolitics → Supply Chain
Trade policy, port restrictions, tariff shifts, and geopolitical realignments — and the downstream effects on how warehouses get built, staffed, and automated.
Robotics & Automation
AMRs, humanoids, AS/RS, picking systems — what's actually deployed vs. what's still a press release, and what the numbers actually say about ROI.
Software & AI in Operations
WMS, WES, digital twins, AI-driven slotting — where the software is genuinely changing operations and where it's still vaporware.
Macro & Labour Economics
Interest rates, labour costs, e-commerce volumes, nearshoring trends — the underlying forces that determine what automation gets funded and when.
Industry Structure
Which vendors are consolidating, which are struggling, which niches are opening up — the competitive landscape seen from outside any single company's perspective.
How I write
Direct. No hedging. First-person and opinionated. I take a position and state it clearly — so you can agree, disagree, or think harder about it. I don't write to inform. I write to make you see something you hadn't seen before.
Methodology
How I Work
What I read