[tlb]

You can estimate the impact.

Take the fraction of truck drivers that will become pirates

Multiply by the number of trucks that an average pirate can hijack, deliver the merchandise to a reseller of stolen goods, get paid, and launder the money before getting caught.

Divide by how many shipments a truck driver currently makes per year.

And that's an estimate of the fraction of merchandise that will be pirated.

I suspect the answer is no more than 1%, in which case it is absorbable along with other kinds of lossage.