Ah ok, never heard it called that before however I know what you mean since almost precisely the same happened in the UK.
Sure freight shipping costs are factor but so are higher energy price
The higher shipping prices occurred way before the enrgy price hikes, about 6 months IIRC. I have some very popular export widgets that have not increased in price BUT with their new shipping and delivered costs have increased the product by an average of 67%, not 10-15%, a massive 67%.
These increases mean we are now actually looking very closely at the possibility of moving production locations ... It's the 70s/80s all over again for me!
Whilst to some this may seem to be off-topic, as a significant realworld widget producer any / all changes have unseen effects both short and long-term across a business.