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.
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.
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.
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.
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.
