Distraction or disruption? Autonomous trucks gain ground in US logistics

Start with autonomous trucks (ATs), which will change the cost structure and utilization of trucking—and with that, the cost of consumer goods. Sixty-five percent of the nation’s consumable goods are trucked to market. With full autonomy, operating costs would decline by about 40 percent, saving the US for-hire trucking industry between $85 billion and $125 billion. The big question is how this savings will be distributed. How will shippers and carriers divide the lower costs of logistics? Or will most of the surplus move to consumers, in the form of lower prices?