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Logistics Intelligence

Autonomous Freight Revolution

A full economic and operational model of driver-out freight across North American corridors, including terminal capacity constraints, insurance structure and carrier-level margin impact through 2032.

Preview — Table of Contents
  • Section 1 — The cost curve and where parity actually occurs
  • Section 2 — Terminal capacity: the binding constraint
  • Section 3 — Underwriting as the pace-setter for rollout
  • Section 4 — Carrier-by-carrier exposure and positioning
Remaining 116 pages locked
What You Get
  • Corridor-level cost-per-mile model with sensitivity ranges
  • Terminal capacity map and ownership analysis
  • Insurance and liability structure scenarios
  • Carrier competitive positioning matrix
Industry Impact

Freight brokerage margin compression of 300-600bps by 2028

Re-rating of asset-heavy carriers with lane density

New capital requirements for transfer hub infrastructure