The world your forecast lives in

Three kinds of change,
arriving at the same time.

The ones at the top of this list get all the attention. The ones at the bottom happen a hundred times more often. Not one of the three leaves a paper trail.

Layer 1 — everyone knows
The global shocks. They're in the news, they're on the board agenda, and your CEO will have asked you about them by Thursday. Thirteen of them hit Australasian importers in five years and there were no gaps between them. They're documented below, event by event.
Layer 2 — only you find out
The ones nobody writes about. A container misses the sailing. Customs puts a hold on something. Your only supplier has a problem at their only factory. Too small to make the news, big enough to break your quarter, and it turns up in somebody's inbox rather than in a database. There is no dataset of these anywhere and we're not going to pretend otherwise.
Layer 3 — nobody is told at all
The version you're working on right now. Nothing dramatic. Just a Tuesday: the promo moved, a competitor discounted, sales reckon they'll land it in Q3. The forecast gets rewritten between every meeting, all month, every month. By the time it reaches the board pack nobody can say what changed or who changed it. This is the layer Piwaka lives in.

Layer 1, in full: 13 shocks, 5 years, zero gaps

Every one of these made somebody's forecast wrong the day it landed. None of them lived in a database first. They arrived as supplier emails, news alerts and port notices, weeks before they showed up in anyone's sales history.

202020212022202320242025
Black Summer bushfires$10B+ losses
COVID-19 pandemic700% freight spike
Ports of Auckland automation failure$65M write-off
Container capacity crisis$1.7B/yr NZ cost
AU–China trade war218% wine tariffs
Semiconductor shortage242-day vehicle waits
Suez blockage$9B/day disrupted
Eastern Australia floods$5B grain damage
China zero-COVID lockdowns80% vessel delays
Cyclone GabrielleNZ$14.5B damage
Panama Canal droughttransits 38→18/day
AU port industrial action$84M/week
Red Sea / Houthi attacks70% Suez decline
Climate Geopolitical Infrastructure
79%

of Australian industrial businesses were actively disrupted at the 2022 peak.

Australian Industry Group

47%

were still disrupted in Q3 2025 — and the number was rising, not falling.

Australian Industry Group

7

shocks running simultaneously at the worst point. They don't queue politely. They compound.

RabbitHawk supply chain analysis

The pattern isn't that disruption happens. It's that it never stops happening. Linear planning ("next year looks like this year, plus growth") fails catastrophically against non-linear shocks. The businesses that came through best weren't the ones with the most accurate original forecast. They were the ones who recalibrated fastest. They saw the disruption early, understood its specific impact, and changed the plan before it was too late.

That's the case for a living forecast in one sentence. The next disruption is already forming, and the winners will be decided by time-to-change, not accuracy-at-birth. Read the full analysis →

And Layer 3, which is the one you actually live in

Zoom in on any single month of that chart — any month, any year — and this is what was really happening inside the business. Not a shock. Just the forecast being rewritten, meeting by meeting, until nobody can remember what the first number was or why it moved.

Month opensBoard pack
demand reviewsales pushed backpromo movedsupply said noexec wants the number higher

Illustrative, not a statistic. Nobody measures this, so we're not going to invent a number for it. You already know what your month looks like. Every one of those versions was somebody's judgment, and not one of them left a receipt.

Ready to change a forecast properly?