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Autonomous Logistics

Reshaping The Global Supply Chain

Autonomous Logistics
By: Tasha Keeney, CFA
 

Autonomous logistics—including trucks, drones, and robots—should lower delivery costs and increase convenience.

Based on our updated assumptions on pricing, ARK estimates that autonomous logistics revenue could scale from nearly zero today to $1-2 trillion by 2030. Autonomous delivery charges could range from $0.20 to $10 per trip.

 

Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.

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