Scenarios
What would you ask?
Each scenario starts with a question about the physical economy and follows it into the freight network: which lanes, capacity and rates would move, and why.
Weather
Hurricane in Houston
What happens if a hurricane hits Houston next month?
Autonomy
Autonomous long-haul
What happens if autonomous vehicles take over long-haul trucking from Chicago to Los Angeles?
Robotics
Humanoid local delivery
What happens if humanoids start doing hyper-local deliveries?
Aviation
Drone parcels
What happens if drones take over every delivery under five pounds?
Infrastructure
Data centers in Phoenix
What happens if a wave of data centers breaks ground in Phoenix?
Trade
Nearshoring to Mexico
What happens if half of U.S. manufacturing nearshores to Mexico?
Energy
Electric short haul
What happens if electric trucks replace diesel on every route under 300 miles?
Manufacturing
Humanoids building humanoids
What happens when humanoids start building humanoids?
Policy
Tariffs reroute imports
What happens if new tariffs reroute imports next quarter?
Production
3D printing near customers
What happens if 3D printing moves production next door to the customer?
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