Morgan Stanley believes SpaceX could change the game for United Parcel Services and FedEx.
Elon Musk says his company’s BFR vehicle could be a reusable mode of Earth transportation, for up to 150 tons of cargo.
The parcel service “industry could see a fundamental reset with the introduction of rockets as a transportation modality,” Morgan Stanley says.
The rationale for this hypothesis from Morgan Stanley analysts is the plan by Elon Musk’s SpaceX to operate Big Falcon Rockets, being designed to transport people from Earth to Mars, but also around Earth – New York to Shanghai in half an hour. And with a payload of 150 tonnes, it could revolutionise the express business. It would certainly make it a lot quicker…
Airplanes and Panamax cargo ships redefined the parcel service in the 20th century, but those days may be fading quickly.
Morgan Stanley believes the SpaceX plan for the Big Falcon Rocket as a reusable mode of Earth transportation could change the game for United Parcel Services and FedEx.
“The freight transportation business — especially parcel delivery — is on the cusp of transformation from multiple new transportation modalities,” a team of Morgan Stanley analysts wrote in a note Thursday. “Elon Musk recently announced a new option that could potentially have the biggest impact of all — rockets.”
PenneyVanderbilt 