Guidehouse Transportation Insights

The Guidehouse Transportation research team is back to discuss BMW's big South Carolina electric vehicle investment announcement, the potential impacts of Euro 7 emissions regulations on the European trucking industry, ICAO's carbon neutral aviation strategy, Shell backing away from consumer hydrogen distribution in the UK and a retrenchment in the US micromobility and delivery bot sector. 

This week the Guidehouse Insights transportation team brings news and discussion of BYD's new factories in Thailand, repowering trucks with electrification in Europe, simulation for urban digital twins, burning micromobility batteries and new interior safety features of the upcoming Volvo EX90

The Guidehouse Transportation Insights podcast is back after a summer break with some new team members and some fascinating topics. Recent additions to the Guidehouse transportation research team are Mike Austin, Oliver Dixon and Elizabeth Wilson joining Sagie Evbenata, Scott Shepard and Sam Abuelsamid. This the team discusses what Mike learned at the Battery Show in Novi, Mich. Oliver has the latest on electric truck introductions from Volvo and a new pay per use business model from Iveco and Sam visited Cruise and Zoox and went for a ride in some robotaxis. 

We're back after a bit of a break due to scheduling challenges. Joe has news about Nyobolt batteries that use a tungsten-niobium chemistry that is claimed to provide much faster charging capability and improved energy density. Sagie tells us about the latest test that Lime is running with Scooters that feature cameras and AI to determine if they are on the street or sidewalk to manage where they can be used. Sam discusses Ford's new deal to source lithium iron phosphate batteries from CATL and eventually make them in North America as well as the upcoming 2024 Chevrolet Blazer EV.LinksNyobolt BatteriesLime testing sidewalk detecting scootersFord partners with CATL for LFP batteries2024 Chevrolet Blazer EV

The Guidehouse transportation team is back after a bit of a break due to scheduling conflicts. This week, Joe Jannotta has the news of Honda and Sony forming a joint venture to build electric vehicles. Scott Shepard brings us the new Mercedes-Benz eActros electric tractor trailer and megawatt charging. Sagie Evbenata goes back to Honda and its new micromobility venture Striemo and Sam Abuelsamid talks about the NHTSA release of crash data involving driver assist and automated vehicles.LinksMercedes-Benz eActrosSony Honda MobilityHonda micromobility business, StriemoNHTSA ADAS/ADS data release

This week Scott Shepard discusses Daimler's start of series production of the eCascadia semi and Sysco's order for 800 units. We delve into the challenges of charging big rigs and operating them on longer routes. Note that while Tesla has started taking $20,000 reservations for its semi, there's no indication of when it will make it to production.Christian covers the progress that Joby Aviation is making with its eVTOL program and the challenges it faces with trying to get FAA certification for this very new type of aircraft. Finally, Sam dives into expanding pilot deployments of actual driverless automated vehicles with Argo AI this week launching driver-out operations in Miami and Austin. Note that Tesla vehicles still cannot operate as robotaxis and may not ever reach that threshold.LinksArgo launches driverless testingJoby Aviation aims for certification, entry into service by 2024Daimler begins eCascadia productionSysco orders 800 eCascadia trucks

The Guidehouse Insights transportation research team is back for another discussion of the stories we've been following. This week Joe Jannotta has ZipCharge, a portable EV charging solution like a Jerry can with a plug. Scott has news of a modular EV battery swap system being launched by CATL in China and Sagie discusses Tesla's proposed purpose-built robotaxi. Sam has the production and delivery launch of the Ford F-150 Lightning and other upcoming EVs.LinksZipChargeTesla RobotaxiCATL battery swappingFord F-150 Lightning launch

This week on Guidehouse Transportation Insights, we've got news of an expanded electric vehicle partnership between General Motors and Honda focused on more affordable EVs for the masses. Alphabet brings Wing drone deliveries to Texas, UPS trials new 4-wheel electric assist pedal cargo vehicles in London and the UK expanding production and distribution of hydrogen. Finally, we discuss the potential impacts of mandates to end sales of new internal combustion vehicles. 

This week, Joe Jannotta discusses the recently announced bidirectional charging and demand response pilot program announced by General Motors and PG&E. Christian Albertson covers the acquisition of Pipistrel and how it might impact future products from Textron's other aviation brands. Ryan Citron dives into how skyrocketing gas prices are contributing to increased EV sales, especially e-bikes. Sagie Evbenata takes a look at how Nvidia is integrating HD mapping including its recent acquisition of DeepMap into its Hyperion automated driving stack. Sam discusses some of the latest announcements in EV battery production including the just announced Stellantis-LG Energy joint-venture in Windsor, Ontario. 

This week on the Guidehouse Transportation Insights podcast Sagie Evbenata discusses London mayor Sadiq Khan's plan to expand the ultra low emissions zones to eventually encompass the entirety of the British capital. Joe Jannotta brings us the new wireless EV charging trial that Volvo is launching in Gothenburg, Sweden with Momentum Dynamics. Ryan Citron has new developments from micromobility battery swapping leader Gogoro including tests of solid state batteries. Sam Abuelsamid dives into Ford's reorganization to create a separate business unit for EVs and how it might impact dealers and EV sales.LinksExpanding the ultra low emissions zone to all of LondonFord ReorganizationVolvo Wireless Charging pilotDevelopments at Gogoro

Due to scheduling conflicts, we've only got 3 members of the team on the show this week but they have some great topics. A new test of dynamic wireless charging for EVs is about to get started in Detroit. Airbus is working on a new hydrogen fueled jet that they hope to fly in 2025 and have in commercial service a decade later. GMC unveils some details on the new Hummer EV which is as inefficient as ever but at least uses no gas or has any emissions. VW upgrades the range on the ID.4 and Audi announces plans to transition to 5G connectivity.LinksIn-road wireless charging test in DetroitAirbus ZEROe hydrogen demonstratorGMC Hummer EV details revealed in EPA filing2022 VW ID.4 gets range improvement of to 20 milesAudi NA to launch Verizon 5G on 2024 models

This week we have just three analysts on the show, but we have some great topics. Ryan Citron discusses a plan for new curbside public EV charging stations through a public-private partnership in St. Paul, MN that will support individual owners as well as a new electric carsharing network. Christian Albertson has a company developing a rocket-powered hypersonic air/space cargo craft that takes off and lands horizontally and gets anywhere in the world in 2 hours. Sam Abuelsamid discusses accelerating electric vehicle plans from legacy automakers including General Motors, Ford and Volvo.LinksCurbside EV Charging in MinnesotaDestinus Cargo RocketsA rocket to anywhere in 2 hoursGM wants to build 400,000 EVs in North America by end of 2023Volvo and Northvolt to build cell plant near Gothenburg

On this edition of the Guidehouse Transportation Insights Podcast, Christian Albertson explains the conflict between C-Band 5G deployments and aviation. Joe Jannotta talks about how GM is using its hydrogen fuel cell technology for mobile power generation including on demand charging. Sagie Evbenata shares updates on automated delivery bots from Serve and Nuro. Sam Abuelsamid discusses GM's massive new investment in EV and battery production in Michigan and how EV sales in the US are progressing.LinksGM to invest $7B in Michigan plantsCox Automotive on US EV sales in 2021Serve Robotics commercial delivery bot launchNuro's latest airbag equipped bot90% of aircraft now cleared to land at airports with C-band 5G

The Guidehouse Insights Transportation analyst team is back after a holiday break. This week, Christian Albertson fills us in on the Eviation Alice, a sleek new 9-passenger electric regional aircraft. Ryan has news about Rivian filing a trademark for an electric bike and the prospects for automakers pairing e-bikes with larger EVs. Sagie provides a roundup on TuSimple's first fully driverless run with one of its automated trucks and Sam highlights some of the announcements from CES including new chips for driver assist and automated driving from Mobileye and Qualcomm and Volvo's plans to launch automated highway driving Ride Pilot in California. 

This week Scott is out with a bout of laryngitis but Sagie Evbenata has news about new robotaxi pilots in China, Korea and Japan. Ryan Citron takes a look at how Gogoro is testing second life applications for its swappable micromobility batteries. Christian Albertson discusses the emissions from rocket launches and how CO2 could be captured to make rocket fuel. Sam Abuelsamid wraps up with more accelerated EV programs from legacy automakers.

On this edition of the Guidehouse Transportation Insights podcast, Sagie Evbanata discusses 7-Eleven's experiments with automated deliveries in California and South Korea. Christian Albertson talks about United's first passenger revenue flight that utilizes 100% sustainable aviation fuel. Ryan Citron delves into Kawasaki's move into electric motorcycles. Scott Shepard tells us about Shell's new partnership with Nio for battery swapping and Sam Abuelsamid describes what GM and Ford are trying to do to make themselves more resilient against future semiconductor supply disruptions.

Welcome to the first episode of the Transportation Insights podcast from the research analyst team at Guidehouse Insights. During the course of our research we track relevant news in our coverage areas and every two weeks we gather to discuss some of the top stories. Scott Shepard, Ryan Citron, Sagie Evbenata, Christian Albertson and Sam Abuelsamid cover the emerging technologies in transportation and mobility including electrification, micromobility, automated driving, and aviation. Subscribe in your podcast listening app of choice to get every episode. This week we discuss developments in sustainable aviation fuel, drones attacking power stations, BP and Piaggio getting into scooters with swappable batteries for India, the Baidu Moon robotaxi, the Toyota bz4X and Waymo going into Manhattan. LinksWaymo in the Big AppleToyota bz4XBP and PiaggioBaidu Moon Robotaxi