Solutions and workarounds to tires and snow will have to be worked out, as I am sure they will be. It's clear to me that the economics make sense with a breakeven point under $100,000 extra per truck. In my view, bigger hurdles to overcome are political and legal.
Interstate trucking requires approval at the state and federal level. You can expect unions and driver associations to put up a fight over any changes in legislation. They know they can stop neither progress nor time, but they can slow it down. For consumers, the price of goods will fall, and trucking companies will have greater opportunity to profit.
At the time of publication, Weinstein held no positions in stocks mentioned.
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