Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
(Note for the reader: This is a good 10 minute read so please sit back, relax and enjoy the economics and strategic, operational merits of the truck/hydro renewable galaxy)
Back in early 2012 I recall a colleague walking into my office, flourishing an article about a large mining company that had developed ‘autonomous’ mining trucks that operated in a remote Western Australian mine, whilst being controlled from an office in Perth. This, they breathlessly proclaimed, is the future of commercial vehicles.
My response was ...
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