Trucking costs to rise.  The incredibly poorly named “Inflation Reduction Act”  seems to be pushing precisely in the opposite direction. The act subsidizes zero-emission (electric and Hydrogen) vehicles and infrastructure.  This allowed the EPA to promulgate restrictive rules:  By 2032; a significant percentage of  truck sales will need to be zero-emission: 

•  60% of new urban delivery trucks
•  25% of long-haul tractor sales by 2032. 

Never mind if the infrastructure doesn't exist for hydrogen electric trucks with these costing 2 to 3 times more than diesel-powered vehicles. And, of course, there is a diminished weight-carrying capacity of battery-powered vehicles, so shippers will initiate more loads to ship the same amount of stuff. But the bottom line is freight costs will rise.

Fun facts:  20% of US electricity is produced by burning coal and 40% by burning gas.  Most hydrogen is made from gas. 

The Fun Webinar:  Jake Barr and I are on a Supply Chain Now  Webinar  ('Making planning "play nice” with operations') on April 18 at Noon ET.  Please sign up here:  https://www.linkedin.com/events/seamlessintegrationensurestimel7175491015569481728/theater/