http://www.nasdaq.com/article/longterm-investors-should-keep-on-trucking-cm893856
Perhaps we should have a dedicated thread to discuss which trucking companies will be the best play for exploiting AEV tech. UPS just got in the game with an order for 125 Tesla Semis. But the tech race in more interesting than that. The companies that deploy the tech in the smartest ways will depend on many factors. Size of AEV fleet and charging network will be leading indicators.
But as Martin Tiller points out, not all the cost savings will be passed onto customers. So the savings largely accrue to shareholders. I suppose eventually the cost savings will be passed on to customers, but I suspect this would require AEVs to saturate the market. So the longer the transition takes, the longer leading edge adopters can enjoy superior earnings. Conversely, a faster transition is likely better for AEV truck makers. So it might be a nice play to complement owning Tesla shares.