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Christian Albertson

Electric Semis, Certifying eVTOLs and Going Driverless

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Electric Semis, Certifying eVTOLs and Going Driverless
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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.

Links

Argo launches driverless testing

Joby Aviation aims for certification, entry into service by 2024

Daimler begins eCascadia production

Sysco orders 800 eCascadia trucks

Making Cheaper EVs

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Making Cheaper EVs
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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.

Charging Both Ways and Building Batteries

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Charging Both Ways and Building Batteries
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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.

Charging on the go and Staying Connected

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Guidehouse Transportation Insights
Guidehouse Transportation Insights
Charging on the go and Staying Connected
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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.

Links

In-road wireless charging test in Detroit

Airbus ZEROe hydrogen demonstrator

GMC Hummer EV details revealed in EPA filing

2022 VW ID.4 gets range improvement of to 20 miles

Audi NA to launch Verizon 5G on 2024 models

A Rocket To Anywhere In 2 Hours

Guidehouse Transportation Insights
Guidehouse Transportation Insights
A Rocket To Anywhere In 2 Hours
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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.

Links

Curbside EV Charging in Minnesota

Destinus Cargo Rockets

A rocket to anywhere in 2 hours

GM wants to build 400,000 EVs in North America by end of 2023

Volvo and Northvolt to build cell plant near Gothenburg

Commercial Bots, 5G & Planes, EV Sales, Mobile Charging

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Commercial Bots, 5G & Planes, EV Sales, Mobile Charging
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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.

Links

GM to invest $7B in Michigan plants

Cox Automotive on US EV sales in 2021

Serve Robotics commercial delivery bot launch

Nuro’s latest airbag equipped bot

90% of aircraft now cleared to land at airports with C-band 5G

Alice Gets Ready To Fly, New Chips, Driverless Trucks and A Rivian Bike

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Alice Gets Ready To Fly, New Chips, Driverless Trucks and A Rivian Bike
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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.

Second life batteries, Asian Robotaxis, Space Fuel and EV Acceleration

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Guidehouse Transportation Insights
Guidehouse Transportation Insights
Second life batteries, Asian Robotaxis, Space Fuel and EV Acceleration
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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.

Battery Swapping, Flying on Fryer Oil and Chip Deals

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Battery Swapping, Flying on Fryer Oil and Chip Deals
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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.

Hello From The Guidehouse Insights Transportation Team

Guidehouse Transportation Insights
Guidehouse Transportation Insights
Hello From The Guidehouse Insights Transportation Team
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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.

Links

Waymo in the Big Apple

Toyota bz4X

BP and Piaggio

Baidu Moon Robotaxi