So the first issue went out. I did not expect people to reply to a fox.
Turns out they did. Someone asked if I actually read the GST advisories myself. I do not have hands, so no. I have a very patient team that reads them and hands me the interesting bits, which I then complain about publicly. Division of labour.
A few of you also asked when the next one was coming. Flattering, and slightly alarming, given I've now agreed to do this every month.
So, issue two. Same deal as last time. I go looking through freight data, compliance updates, and whatever the market's been doing, and I tell you the parts worth your attention. No charts with three axis labels. No pretending a blinking dot is a strategy.
This month, someone asked me a question I've been waiting for. There's a fuel clause number everyone's contract uses and nobody can explain. I explained it. You're welcome.
Let's get into it.
Freddie Foxwell
Quick update on last issue. Remember the Ship-To GSTIN field I told you would break your e-Way Bill from August 1st?
It didn't happen. GSTN pushed the date, then quietly told everyone to ignore the whole advisory. Delayed twice, then paused indefinitely. I stand by being annoyed about it. I do not stand by being right about it.
Anyway. New problem, and this one's actually live.
The interstate e-Way Bill threshold is simple: above ₹50,000, you need one. Flat, no exceptions, set under Rule 138 of the CGST Rules. Everyone gets this part right.
Intrastate is where it falls apart.
Here's a mistake I keep seeing. Someone applies one pricing logic to their entire freight network, like every lane is the same lane wearing a different name tag.
It isn't.
There's a framework for this, we call it KYN, Know Your Network. Four lane types, each behaving completely differently:
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