When Freight Never Sleeps: Power, Autonomy, and the New Map of the West | Durable Value Ep. 87

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Welcome to the Durable Value Podcast! Host Joe interviews Matt LeDucq, CEO of Forum Mobility, about the electrification of trucking, the evolving power grid, and the impact on real estate and logistics. Dive into technology, policy, and the future of industrial development in the Western US.

Timestamps:

00:00 – Introduction & Matt’s background

02:00 – The intersection of real estate, power, and logistics

06:40 – How utilities work and why it matters

12:00 – The economics of electrified trucking

17:30 – Global trends: Electric trucks and battery costs

22:00 – Warehousing, population movement, and affordability

27:00 – Automation, autonomous vehicles, and the future of work

33:00 – Urban mobility and the future of car ownership

38:00 – Regional winners and losers in the Western US

44:00 – Analyst perspectives: Real estate vs. power costs

49:00 – The future of logistics and location strategy

52:00 – Final thoughts & takeaways