While the total number of supply chain crime incidents remained relatively stable in 2025, estimated losses surged 60% to nearly $725 million as organized criminal groups increasingly focused on high value shipments, according to CargoNet.

CargoNet’s annual analysis showed that the average value per theft rose to $273,990, up 36% from $202,364 in 2024.

By the raw numbers, CargoNet recorded 3,594 supply chain crime events across the United States and Canada in 2025, essentially unchanged from the 3,607 events reported in 2024. However, incidents involving confirmed cargo theft rose sharply, increasing 18% year-over-year from 2,243 to 2,646.

Sorted by targeted commodities, food and beverage products experienced the largest increase, with 708 thefts, a 47% jump from 2024. And metal theft rose 77%, driven by ongoing demand for copper products.

Meanwhile, theft of consumer-grade electronics such as televisions and personal computers declined. In contrast, criminals increasingly targeted enterprise computer components and cryptocurrency mining hardware. Another hot target was vehicle-related products—including tires, auto parts, and motor oils—with a notable focus on engines and components bound for domestic vehicle assembly plants.

Looking into the new year, CargoNet expects continued targeting of high-value technology products in 2026, particularly RAM modules, storage drives, and enterprise computing equipment. Theft by deception groups are anticipated to increase their focus on misdirecting shipments tendered to legitimate carriers, sidestepping compliance controls that have traditionally centered on the tendering process itself.

Another factor that could increase cargo theft is the White House’s rising focus on nondomiciled CDL enforcement, CargoNet said. That’s because many complex cargo theft schemes rely on acquiring existing motor carriers with strong load histories. Increased enforcement may now reduce available capacity and expand the pool of carriers for sale, potentially creating new opportunities for criminal enterprises to establish fraudulent operations.

“Criminal enterprises are becoming more selective and sophisticated, targeting extremely high value shipments rather than relying on opportunistic theft,” Keith Lewis, vice president of operations at Verisk CargoNet, said in a release. “This strategic shift explains how losses can rise 60 percent even as overall incident volume holds steady.”