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The High Road: Logistics & Leadership 2026-10-22: Tesla Semis and Diesel Doom
Published 1 week, 1 day ago
Description
Tesla Semi enters volume production and the "Great Consolidation" accelerates as CMA CGM acquires FedEx Supply Chain. We analyze the brutal divergence between Tier-1 carrier margins and the mid-sized fleet shakeout, alongside the rise of autonomous rail and the crisis of $6 diesel.