THE INFLUENCE OF ENERGY TRANSITION ON LARGE INTERNATIONAL LOGISTICS COMPANIES: A CASE STUDY OF PEPSICO AND AMAZON
エネルギー転換が大手国際物流企業に与える影響：ペプシコとアマゾンの事例研究 (AI 翻訳)
S. Khachatryan, S.H. Saharyan
🤖 gxceed AI 要約
日本語
本論文は、ペプシコとアマゾンを事例に、物流業界のEV導入による戦略的・財務的インパクトを分析。EV車両のライフサイクルGHG排出量がディーゼル比63～84%削減、保守費用40%低減など定量的効果を示す一方、クリティカルミネラル需要が海運に新たな圧力をかける課題を浮き彫りにする。
English
This paper analyzes the strategic and operational impacts of electric fleet adoption in logistics using PepsiCo and Amazon cases. It finds 63-84% lifecycle GHG reduction and 40% lower maintenance costs for EVs, while highlighting the challenge of critical mineral demand on maritime shipping.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本の物流企業（ヤマト運輸、佐川急便など）もEV導入を進める中、本論文はTCOやGHG削減の定量的ベンチマークを提供。荷主・物流事業者双方にとって、電動化投資の意思決定に有用な知見を含む。
In the global GX context
This paper provides a rare comparative case study of PepsiCo and Amazon's electrification strategies, offering TCO and emissions data valuable for global logistics firms. It also highlights a systemic challenge—critical mineral shipping—that may reshape supply chain resilience discussions in ISSB/TCFD contexts.
👥 読者別の含意
🔬研究者:Provides comparative TCO and GHG data for electric fleet adoption in logistics, useful for transportation decarbonization research.
🏢実務担当者:Offers benchmarks on EV fleet costs and emissions reductions, with insights on strategic planning and critical mineral supply risks.
🏛政策担当者:Highlights the need for public-private partnerships to address critical mineral shipping capacity for energy transition.
📄 Abstract（原文）
This article presents a comprehensive analysis of how the global energy transition is influencing the strategic and operational frameworks of large international logistics companies, using PepsiCo and Amazon as primary case studies. The analysis integrates quantitative data from peer-reviewed journals and industry reports to illuminate the complex interplay between substantial capital investments in electric fleets and the long-term financial and environmental benefits. While both companies are making significant strides toward their net-zero targets, their strategies are distinctly tailored to their unique logistical profiles: Amazon focuses on last-mile delivery, while PepsiCo pioneers’ electrification in the heavy-duty, long-haul sector. The findings demonstrate compelling financial and environmental benefits. Electrified fleets yield significant reductions in life-cycle greenhouse gas (GHG) emissions, with data from one study indicating a 63…84% reduction for a 40-tonne electric truck compared to a diesel equivalent. Furthermore, operational cost savings are substantial, with analyses showing 40% lower maintenance costs for electric vehicles (EVs) and a total cost of ownership (TCO) that is increasingly competitive with fossil-fuel vehicles. However, the report also uncovers a profound and underappreciated logistical challenge: the immense demand for critical minerals required for renewable energy technologies will place unprecedented pressure on the global maritime shipping industry, a sector that is difficult to decarbonize and currently lacks the capacity to meet this new demand. This analysis concludes that a successful and sustainable energy transition for logistics requires a holistic, data-driven approach, fortified by public-private partnerships, to overcome these systemic barriers and build a more resilient and efficient future. Keywords: Energy transition, international logistics, electric vehicles, greenhouse gas emissions, total cost of ownership (TCO), sustainable supply chain, public and private partnerships, decarbonization, PepsiCo, Amazon.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.53297/18293387-2025.2-71first seen 2026-06-29 06:24:52
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