This issue of Tradebreaker, featuring news stories enabled by ImportGenius research and data in March and April 2026, highlights how global trade is becoming more opaque. As tariffs, sanctions and geopolitical tensions reshape supply chains around the world, manifest-level trade data has become increasingly difficult to track.
Despite the challenges, ImportGenius research was able to:
- Expose how companies manipulate shipment records and routing practices to evade tariffs.
- Reveal how Chinese vehicle technology is already entering the U.S.
- Track the Iran war’s impact on global trade.
- Trace the international trade networks behind environmental destruction, surveillance technology and unsafe medicines.
Front-page headlines
This month’s top stories.
How to succeed at tariff evasion
‘Definitely a sham’: As tariffs climb, trade fraud and accounting tricks proliferate – The New York Times – Ana Swanson | ImportGenius data helps expose the growing use of accounting tricks, transshipment schemes and other maneuvers designed to conceal the true origin and value of imported goods.

Chinese EVs flood Mexico, gain toehold in US
The U.S. wants to ban China's high-tech cars, but they’re already in El Paso – The Wall Street Journal – Ryan Felton | ImportGenius data reveals how Chinese-made vehicles and components are entering the United States via Mexico despite growing restrictions, underscoring concerns about technology transfer and trade loopholes.

War in Iran targets new Gulf industries
Iran takes aim at the industries behind the Gulf’s pivot from oil – The Wall Street Journal – James T. Areddy | ImportGenius data shows how Gulf economies have diversified beyond oil into machinery, chemicals and industrial inputs. Iran has turned those facilities into strategic airstrike targets.

Even the packaging is ‘greenwashed’
Indonesia orangutan forest cleared for ‘carbon-neutral’ packaging firm – Agence France-Presse – Sara Hussein et al | ImportGenius data helped trace pulp exports from clearcut Indonesian forest to a major Asian packaging company, Asia Symbol. Despite the company’s no-deforestation policy, more than 30,000 hectares have been cleared.

Business news
Tariffs, sanctions, and global supply chains.
Traditional freight operators buffeted by big retail
KLN ‘beaten’ by Amazon in the transpacific race? ‘You need to look deeper’ – The Loadstar – Adam Claremont | ImportGenius shipment data provides a closer look at the increasingly competitive transpacific freight market, where e-commerce giants are reshaping cargo flows and shipping capacity.
“Something stinks in throughout the global supply chain”
Trade alert: Iran war crude contagion spreads – Lori Ann Larocco’s Substack – Lori Ann Larocco | ImportGenius data highlights the ripple effects of escalating U.S.-Iran tensions on global crude shipments and energy markets through the Strait of Hormuz. Trade records show shifting flows of petroleum products, rerouted cargoes, and mounting pressure on shipping networks.
Time to end Canada’s trade-data secrecy
How to fight car thefts, fentanyl and lift our economy – all at once – The Globe and Mail – James Orr | This feature explains how greater access to trade data could help Canada combat organized crime, fentanyl trafficking and auto theft, all while improving the country’s economy.

Investigations
Illicit and nefarious activity, exposed.
Unapproved Indian opioids flood Africa’s addiction crisis
Painkiller pipeline: 300 million Tapentadol pills sent from India to West Africa– Bellingcat – Katherine de Tolly | ImportGenius data helped trace the export of unapproved opioid products from Indian pharmaceutical manufacturers into West African markets facing growing addiction and public health crises. Shipment records identified recurring suppliers and large-scale flows of painkillers and related medicines into countries with weak regulatory oversight.

Pharma trade flows on despite repeated quality failures
She thinks bad medicine killed her daughter. Six years on, she’s still waiting for answers – The Bureau of Investigative Journalism – Paul Eccles and Alicia Tovar | ImportGenius data helped track the international distribution networks behind potentially substandard medicines linked to 4 child patient deaths in Colombia — and showed how the manufacturer continues to export abroad despite repeated quality failures.
Brazilian tobacco, sold to Paraguay, gets smuggled back into Brazil
Brazilian tobacco companies are selling tobacco to Paraguayan industries linked to smuggling – O Joio e o Trigo – ePedro Nakamura | ImportGenius data exposes how Brazilian producers supplied Paraguayan tobacco manufacturers, tied to illicit cigarette trafficking networks across South America, with more than 140,000 tons of tobacco.

Spyware imports enable Kazakhstan’s expanding surveillance state
Activist’s case highlights concerns over digital surveillance In Kazakhstan – Radio Free Europe/Radio Liberty – RFE/RL Kazakh Office, with Zamira Eshanova | ImportGenius data helped trace imports of surveillance-related technologies and equipment into Kazakhstan amid growing concerns over digital monitoring and political repression.

How Russia’s adversaries are resupplying its military
Narva company was among the suppliers of products to the Russian defense industry – DV – Ekaterina Mereminskaya and Olesya Lagashyna | ImportGenius data reveals how products linked to a company based in Narva, Estonia — a Russian neighbour and NATO member — reached entities connected to the Russian defense sector despite sanctions and export restrictions.
How Russia’s adversaries are resupplying its luxury soundsystems
Bang & Olufsen acknowledges 'challenges' with continued sales in Russia – DR – Emil Sondergaard Ingvorsen et al | ImportGenius data helped uncover the continued flow of products into Russia from Denmark’s Bang & Olufsen, as third-party dealers step into the void left behind by the company’s withdrawal from the Russian market.

Looking ahead
News to watch: The IG research team’s picks.
Patrick’s Pick: Maritime visibility collapses as tensions escalate around Hormuz - Windward | The future comes in fits and starts, and what we see in the U.S. - Iran conflict is one of those fits. Beneath the chatter about the war’s direct trade impacts lies a little-discussed but distressing trend: the increasing opacity of all data related to trade. Amid increasingly belligerent geopolitical conflict, countries now regularly interfere with GPS and transponders, curtail satellite imagery, and obscure trade data. The informational clarity that has accompanied global trade flows is eroding, and the job of trade data analysis will only become more difficult in the coming years.
William’s Pick: Europe’s running out of airplane fuel; what will happen to our holidays? - EU Observer - Wester van Gaal | The jet fuel crunch is one of the most immediate and significant disruptions to business as usual outside of the Gulf in the event of an extended Hormuz strait closure. This piece breaks down Europe’s reliance on imported jet fuel and its limited ability to source more — and points out that a shortage in Europe affects all carriers who land there. Global commercial aviation relies upon global access to reliable and reasonably priced jet fuel, and a country-by-country disruption of jet fuel availability will have cascading effects on passenger and freight aviation.
Lynn’s Pick: Japanese snack packages turning black-and-white as Iran war depletes ink supply - Associated Press | A supply chain crunch for a critical petrochemical used in a variety of industries has an unpredictable casualty; the colorfulness of Japan's crunchy snack packages. This is a black and white canary in the coal mine indicating deeper, equally unpredictable disruptions to manufacturing chains often taken for granted.
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