Digital Tracking Turns Asset Loss Into Located Loss
Only about 18% of pooled assets carry a digital identifier today, which means most loss is still inferred from issue and collection counts rather than located on a map. Low-cost tags and gateway readers at distribution centres are changing that, and the commercial consequence reaches well beyond recovery rates. An operator that can show a customer exactly where 4,000 unreturned pallets are sitting has an entirely different surcharge conversation, and a very different case for rental increases. Retrofitting an existing pool of many millions of units is the practical obstacle.
Market Impact: Automation cuts tolerance to 5 mill








