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

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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

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NOTIZEN ANZEIGEN 🔗

00:00:00Introduction & Matt’s background
00:01:59The intersection of real estate, power, and logistics
00:06:39How utilities work and why it matters
00:11:59The economics of electrified trucking
00:17:29Global trends: Electric trucks and battery costs
00:21:59Warehousing, population movement, and affordability
00:26:59Automation, autonomous vehicles, and the future of work
00:32:59Urban mobility and the future of car ownership
00:37:59Regional winners and losers in the Western US

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