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Supply Chain, Opportunities, EV, Gaming, Web 3.0, Robotics, Aerospace,…
Supply Chain
Classifications
Last Mile Delivery
Canada Post
Third Party Freight Forwarders
Amazon
Wal Mart
Warehouses
Freight Delivery Partners
UPS
Shipping Freight
Containers
1200 USD to 10000 USD (UP 800%)
Ports
LA Port Parking Crisis
Routes
Panama
Direct
China to LA , Seattle
Road Logistics
Diesel Price
Alternate Energy Trucks
Scarcity of trucks
Airline Cargo
Diesel Price
Weight restrictions
Weather restrictions
Train Freight
Drones
Opportunities
Electric Vehicles EV
US
2021
Prediction
12m forecast
400k sales predicted.
double prev year aka 2021.
= 2.6% of US wide new auto sales pie
4y forecast
2 million sales predicted
2025
= 12% of US Wide New Auto Sales
Players of Interest
Rivian
Tesla
Ford
GM
Supply Chain
Ocean Shipping
Current players: Consolidation
Few ships
Larger Ships
More Containers per Ship
opposed to older smaller ships with more journeys
Top 10 shipping lines had 51% market share but now 85% (2021)
Infrastructure
Smart Grid 2.0
Current Players
Generac
Utilities
DA & AMI
Distribution Automation
Automated Metered Infrastructure
Self healing
Bi-directional
Energy
Information
Decentralized
EV
Gaming
Web 3.0
Robotics
Aerospace
Water/Clean Energy
Smart Grid 2.0