If a company says, "We know there's a security lapse at the bay doors," the bad guys are going to target that at their earliest convenience.

The cargo's gotta get in and get out. Because there are people waiting: receivers, refiners, other carriers, outlets, end users.

He's forged the bill of lading. For all appearances, everybody assumes everything is good. But it's too late. The thief is gone.

The guy with his garage filled with stuff? Fascinating and vexing, he stole straight from the sources, either the truck or the warehouse.