I recently came across a fascinating and insightful article by McKinsey about macro-trends in the trucking industry. Here are my key takeaways: Market Growth: The autonomous truck market could reach more than $600 billion globally by 2035, with China accounting for $327 billion, the US for $178 billion, and the EU for $112 billion. Addressing Key Challenges: Autonomous trucks are positioned to tackle critical industry challenges, including driver shortages and rising transportation costs. Key Use Cases: Initially, autonomous trucks are expected to focus on hub-to-hub routes, with future advancements enabling more complex operations like distribution center-to-distribution center transportation. Cost Savings: The potential reduction in Total Cost of Ownership (TCO) is significant—up to 42% for long distances (1,500–2,000 miles) and around 13% for shorter hauls (100–250 miles). (Remember to multiply miles by 1.6 to convert to kilometers!) New Business Models: The rise of autonomous trucking will also spur the development of new business models such as Driver-as-a-Service (DaaS) and Capacity-as-a-Service (CaaS). Happy reading! https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/will-autonomy-usher-in-the-future-of-truck-freight-transportation?stcr=F482C34899134541A930808F61EB61FE&cid=other-eml-alt-mip-mck&hlkid=47a2dda332cb42f1a7a58469803e6c4d&hctky=13017974&hdpid=6032b0ff-8a06-49fd-8e31-7fcb3b329ca1
- Pedro
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